v1

latestOpenAPI 3.0.32026-07-264955102.7 KB

Summary Templates

Create summary template

Creates a call summary template for the team.

post/v2/api/summary_templates

Request body

namestring required

Template name.

call_contextstring nullable

Background context that helps the AI summarize calls (max 4000 characters).

iconstring nullable

Optional icon (e.g. an emoji).

Example request

{
  "name": "Sales call",
  "call_context": "B2B SaaS sales calls",
  "icon": "📞",
  "sections": [
    {
      "title": "Pain points",
      "instructions": "List the prospect's pain points"
    }
  ]
}

Response

Summary template created

Example response

{
  "data": {
    "id": "tst-abc123",
    "name": "Sales call",
    "call_context": "B2B SaaS sales calls",
    "icon": "📞",
    "sections": [
      {
        "title": "Pain points",
        "instructions": "List the prospect's pain points"
      }
    ]
  }
}