Custom Templates
Metaview allows you to easily create custom templates for your
Create a New Template
Once you have captured a call with Metaview, click on the Change Template
button at the top of your AI Notes. This will bring up the Template Library and customization feature. To create a template from scratch click on +
and select New Template
in the dropdown.
Customize Existing Templates
You can select an existing template and click Edit
to make changes, or click on a template under Made by Metaview
, and then Customize
.
Building Your Template
Notes sections
Templates are organized by notes section. Each section will need a section header and instructions you want to give to Metaview AI, or for yourself and others on what to write/include.
Add instructions is a required field for each section with autofill toggle on. You will not be able to preview or save a template if one of your AI sections is blank.
Style and format
Style | Format |
---|---|
Text | Paragraph, Bullet Points |
Number | None, Currency (USD, GBP, EUR) |
Multiple Choice | Add custom options that AI, yourself or others can select 1 or more from |
Single Choice | Add custom options that AI, yourself or others can select 1 from |
Yes or No | Yes, No |
Date | MM/DD/YYYY, DD/MM/YYYY, YYYY/MM/DD |
Blank section
Toggle off Autofill with AI
in the section footer and Metaview will not automatically populate that section, if you want to fill in a section manually yourself.
Repeating sections
In some cases you'll want to generate multiple sections, one for each item (e.g. topic, question, previous job) which was discussed in the interview without knowing exactly what each item was.
For this, Metaview provides the ability to configure a repeating section which takes the structure For Each X
, e.g. For each Topic, outline what was discussed focusing mainly on what was said by the candidate
. Metaview will then produce one section for each Topic
or Your own keyword
in your AI Notes.
You can rearrange sections by dragging them up or down within the editor. You can also delete a section by clicking on the 🗑️
(trashbin) icon.
Preview template
Click on Preview
to see how your new template would work with your currently selected call.
If you're happy with the preview results, click on Create Template
to save your new template. Otherwise, you can click back on Customize Template
to continue building or editing your template.
Organize Your Templates
Folders
You can organize your templates into folders. To create a new folder, click on +
and New folder
.
Rename your folder by clicking on the ...
next to your folder and select Rename
.
You can also Delete
the folder.
If you delete a folder, you will also delete all templates in that folder. The folder may have templates that were created by others.
To add a template to a folder, simply drag the template into the folder you want to move it to.
Set Default Template
Select the template you want and enable the Default
toggle.
Share Templates
Any template that is added to a folder, other than your Personal folder, becomes available to all other users at your organization. Templates in shared folders can be edited or deleted by any user at your organization.
Delete Template
Select the template you want to delete. Click on the ...
icon button, then Delete
from the dropdown options. Please note that all users who have access to this template will also lose access to deleted templates.
Please contact support@metaview.ai if you have any questions.