Create and manage reusable configurations that define how audio is processed, summarized, and analyzed.
A Configuration is a reusable template that defines how the system processes an audio file: whether to generate an AI summary, which language to use, what custom vocabulary to apply, which data fields to extract from the transcript, and where to send webhook notifications on completion. Every transcription must be associated with a configuration.For the full data model, see Configuration.
The list view shows all your configurations with search, sort, and view controls. You can filter by tag, configuration ID, or vocabulary words in real time, toggle between a card grid and a table layout, and sort by creation date.Each configuration displays capability badges at a glance:
Badge
What it means
AI Summary
Summary generation is enabled
Webhooks
At least one webhook URL is configured
N field(s)
Number of extraction fields defined
N word(s)
Number of custom vocabulary words
To delete multiple configurations at once, hover over any card or row to reveal its checkbox, select the items you want to remove, and click Delete selection in the action bar that appears.
A descriptive name for the configuration — for example Customer Support, Sales Calls Q4, or Selection Interviews EN. This name is shown throughout the platform.
The tag cannot be changed after creation. Choose a meaningful name before saving.
Sets the output language for analysis reports (Configuration Analysis, Evaluator Analysis, Participant Analysis). Always enabled, regardless of the Summary toggle. Default: inferred from the audio.
Type a word and press Enter to add it. Each word appears as a tag that can be removed individually. Use this for brand names, technical jargon, acronyms, or any term the transcription engine should recognize accurately.Examples: Kubernetes, OAuth2, GDPR, SaaS, B2B.
The right panel offers 8 pre-built templates you can add with a single click:
Template
Field name
Type
What it extracts
Sentiment Analysis
sentiment_analysis
String
POSITIVE, NEGATIVE, or NEUTRAL
Classification
classification_tag
String
A category from a list you define
Quality Score
quality_score
Number
0–10 quality rating based on your criteria
Next Action
next_action
String
Recommended next step from a defined list
Feature Extraction
feature_extraction
Array
Features present from a defined list
Extract Specific Data
specific_data_extraction
String
Any custom data point you specify
Resolution
first_call_resolution
Boolean
Whether the customer’s issue was resolved
Customer Satisfaction
customer_satisfaction
Boolean
Whether the customer was satisfied
Quick Action descriptions contain placeholders in brackets — for example [CATEGORY 1], [YOUR CRITERIA]. Replace them with your actual values before saving, or the AI will produce inconsistent results.
Use bounded responses. Define a fixed set of valid values so the AI’s output is consistent and easy to process downstream.Good: "Classify the sentiment. Must be one of: POSITIVE, NEGATIVE, or NEUTRAL."
Poor: "What is the sentiment?"
Provide context and examples. The clearer your instructions, the more accurate the results.Good: "Extract the customer's order number. Usually a 6–8 digit code starting with 'ORD-'. Examples: ORD-123456, ORD-78945."
Poor: "Get the order number."
Click any configuration in the list to open its detail view. It shows five sections: General Information (ID with copy button), AI Summary & Analysis, Custom Vocabulary, Extraction Fields, and Webhooks (URLs are hidden by default — click Show URLs to reveal them).Click Edit to enter edit mode. You can update:
AI Summary toggle, languages, and custom instructions
Custom Vocabulary (add or remove words)
Extraction Fields (edit descriptions, add new fields, remove existing ones)
Webhook URLs
Tag is read-only in edit mode and cannot be changed after creation.
Use the sticky Save changes bar at the bottom to confirm, or Cancel to discard all edits.To delete a configuration, use the trash icon in the detail view header. This cannot be undone. Deleting a configuration does not affect transcriptions that were already processed with it.
Click the Clone button (copy icon, in the detail view header alongside Edit and Delete) to duplicate an existing configuration.You are taken directly to the creation form with all fields pre-filled:
Field
Pre-filled value
Tag
Original tag + (Copy) suffix — truncated if over the 100-character limit
AI Summary toggle
Copied from original
Summary & Analytics Languages
Copied from original
Custom Summary Instructions
Copied from original — the Custom preset is automatically selected
Custom Vocabulary
All words copied
Extraction Fields
All fields copied with their names, types, and descriptions
Webhooks
Copied from original
The clone is a new draft — nothing is saved until you click Create Configuration. Edit any field before saving, or save immediately to create an exact copy.
