# Call summaries and templates

> Read, edit and regenerate a summary, and control how it is written with a template.

Source: https://app.activelens.ai/help/call-summaries-and-templates

Every call gets a written summary, drafted from the transcript as soon as the
call is processed. You can read it, change it, and change the way the next one
is written.

## Read and edit the summary

Open a call and the **Summary** is in the middle of the page. It is an ordinary
editable document — click in and type. Your edits are saved with the call and
are what other people see.

Above the summary you will find:

- **Regenerate** — throw the current draft away and write a new one from the
  transcript. Use it after you have corrected speaker names or the call was
  still processing when you first looked.
- **Refine** — tell ActiveLens what to change in plain language ("shorter",
  "focus on the pricing discussion", "add the objections they raised") instead
  of rewriting it yourself.
- **Notes** — your own notes on the call. You can have them merged into the
  summary or kept separate underneath it.

Editing the summary never changes the transcript, and regenerating the summary
never changes your notes.

## Summary templates

A **template** decides what a summary contains and how it reads. It holds:

- **Instructions** — what to cover and what to leave out. "Always list the
  objections." "Open with the customer's stated goal."
- **A writing style** — length, format and tone. Tight bullets for a standing
  internal call, prose for a client-facing recap.
- **Context** (optional) — the vocabulary of your business: product names,
  team names, abbreviations. Adding it stops the summary guessing at words it
  has never seen.

Pick a template from the strip above the summary on any call. The one the
current draft was written with is highlighted.

## Make a template your default

The star on a template makes it your **preferred** one — every summary written
for your calls uses it from then on. Click the star again to unset it.

Workspace admins can go further:

- a **company default** that applies to everyone who has not chosen their own,
- a **team default** for a particular team.

A summary uses the first of these that applies: your preferred template, then
your team's default, then the company default, then a plain summary.

## Create and share templates

Open **Summary templates** from the sidebar, or **Manage templates** from the
strip on a call. From there you can create a template, duplicate an existing
one to start from, and edit the instructions and style.

A template you create is private to you. You can share it:

- **with a team** — the people in that team can use it,
- **with the whole workspace** — anyone can use it. Sharing with the whole
  workspace is an admin action.

Narrowing the sharing again, or deleting a template, clears any defaults that
were pointing at it. The app tells you before that happens.

## Get the summary by email

If you would rather read the summary in your inbox, turn it on in **Settings →
Notifications**. You can also choose who else receives it: just you, your team,
everyone from your company who was on the call, or everyone on the call.

## Related

- [Actions on a call](/help/action-items)
- [Share a call](/help/sharing-a-call)
- [Work in the Active Hub](/help/active-hub)