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.Documentation Index
Fetch the complete documentation index at: https://docs.heify.com/llms.txt
Use this file to discover all available pages before exploring further.
Your configurations
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 |
Creating a configuration
Click New Configuration to open the creation form.Tag (required)
A descriptive name for the configuration — for exampleCustomer Support, Sales Calls Q4, or Selection Interviews EN. This name is shown throughout the platform.
AI Summary
Toggle to enable automatic transcript summarization. Off by default. When enabled, two additional options appear:- Summary Language — output language for the summary. Default: auto-detected from the audio. Supports 60+ languages.
- Custom Summary Instructions — optional textarea (max 300 characters) with specific directives for the AI summarizer.
| Preset | Best for |
|---|---|
| Selection interviews | Experience, strengths, weaknesses, hire/no-hire recommendation |
| Meetings & minutes | Attendees, topics, agreements, assigned tasks, next steps |
| Customer follow-up | Client status, issues, satisfaction, pending follow-up actions |
| Sales | Prospect needs, objections, value proposition, close probability |
| Team meetings | Decisions, blockers, task assignments, next meeting date |
| Training sessions | Topics covered, key concepts, questions, areas to reinforce |
| Custom | Blank — write your own instructions |
Selecting a preset fills the textarea with a ready-to-edit prompt. Customize it before saving.
Analytics Language
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.Custom Vocabulary
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.
Webhook Notifications
Two independent, optional URLs:| URL | When it fires |
|---|---|
| Success URL | A POST request is sent when transcription completes successfully |
| Error URL | A POST request is sent when transcription fails |
Extraction Fields
Define structured data the AI will extract from each transcript. Up to 20 fields per configuration. Each field requires:- Name — machine-readable key, e.g.
customer_name,sentiment - Type — see field types below
- Description for the AI (required, max 1000 chars) — natural-language instruction telling the AI what to extract
Quick Actions
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 |
Writing good descriptions
Extraction field types
| Type | Use for |
|---|---|
string | Free text, short answers, named categories |
number | Scores, counts, numeric ratings |
boolean | Yes/no, true/false outcomes |
array | Lists of items, multiple selections |
date | Dates and timestamps |
object | Nested structured data |
Viewing and editing
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.
Cloning a configuration
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.
Configuration
Full data model and field reference
Transcribe
Submit audio using a configuration