Skip to main content
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.

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: 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.

Creating a configuration

Click New Configuration to open the creation form.

Tag (required)

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.

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.
Seven preset templates are available to fill the instructions field instantly:
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:

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:
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.

Writing good descriptions

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."

Extraction field types


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.
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.

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:
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