AI Summaries in Kaia

Created by Aye Myat, Modified on Fri, 13 Mar at 7:53 PM by Aye Myat

Objective

AI Summaries cut through noise to highlight the most relevant information in your Kaia recordings. Create custom AI Summaries by defining the questions you want answered, then apply them when reviewing the recordings.

These templates define the questions Kaia answers when a summary is applied, allowing teams to standardize how key information is captured while still supporting individual workflows and use cases.

Applies To

Kaia
AI Summary

Procedure

Apply the AI Summaries

Go to the page for your recording.
Locate the Template Selector dropdown on the Summary tab
Click on it and select one of the available options:

Can't find what you are looking for?

Create your own Summary by clicking on +Create new summary at the bottom of the dropdown menu:
The AI Summaries can also be accessed from the Slideout menu on the list page:

Create custom AI Summaries

Navigate to Agents & AI on the left and select AI summaries:
Find an existing Summary to edit, or click New AI Summary in the top-right corner to create one.
Choose a pre-existing template or start from scratch:
Set the name, description, and the visibility (public or private):
Configure sections by entering the question you want answered.
- You can choose to add or skip details, but more precise questions produce better answers.
Select the output format for each section: paragraph text or a bulleted list
Add, edit, or remove sections using the left content panel

or the section controls behind the ellipsis menu:
Preview your sections and the full template by clicking Preview:
When satisfied with the output, save the template:

Your custom AI Summary will now be available for use on Kaia recording pages.

Tips for better questions

Ask specific, well-defined questions, not vague ones.
Keep questions directly tied to the content of the recording.
Ask one primary question at a time.
Use clear, natural language.
Avoid overly short or ambiguous prompts such as “limits?” or “budget?”
Explain jargon, acronyms, and ambiguous terms.

Examples

Question:	Details:
What was the prospect’s top concern in this call?	Include the concern category (e.g., pricing, security, timing, fit), the exact phrases used by the prospect, and any stated impact on the buying decision.
What pricing objection did the prospect raise?	Specify the objection type (e.g., total cost, per-seat pricing, contract length), the context in which it was raised, and any constraints mentioned.
What buying timeline did the prospect state?	List dates or timeframes mentioned, decision milestones, dependencies (e.g., budget approval, internal review), and any uncertainty expressed.

Additional Information

If the mentioned user has no access to the recording, you will be prompted to share the recording with them. If you choose not to share, they will not receive the notification.