Customise the AI Call Summary Prompt

Introduction

The Summary Prompt tells the analysis model how to turn a call transcript into a summary. Custom summaries are available with 3CX AI Server, OpenAI, Google and xAI Grok. An AI Edition license is required.

Note: Before upgrading to V20 Update 10 Final from Update 9, copy any custom Summary Prompt you want to keep. The upgrade restores the new 3CX default prompt.

Edit the Summary Prompt

Call transcription summary prompt editor.

  • Sign in to the Admin Console with permission to manage transcription settings.
  • Open Admin > Integrations > Transcription.
  • Check the selected Transcription Provider.
  • Next to Summary Prompt, select Edit. The Summary Prompt dialog opens with a Prompt text area.
  • Copy the current prompt if you want to keep it.
  • Edit the instructions in the Prompt field.
  • The prompt can contain up to 8,000 characters.
  • Select OK to close the editor, then select Save on the Transcription page to apply the configuration.

The 3CX default prompt requests a recap of 50 words or fewer without a heading, followed by Notes and Action Items. It also handles calls with no meaningful conversation and instructs the model not to invent details.

Text inside angle brackets (< >) describes the content the model should generate. For example, the Notes placeholder requests context, decisions or details; Action Items requests tasks, with an owner and due date if stated. The alternative "None" specifies what to return when there is nothing to list.

Edit the bracketed descriptions to change the requested content. They are instructions to the model, not fields to fill in for each call. The surrounding headings, such as Notes: and Action Items:, specify the requested output structure.

The Summary Prompt is configured for the selected provider.

After saving custom instructions, the CUSTOM indicator identifies the modified Summary Prompt.

Restore the 3CX Default and Check Results

  • Open Admin > Integrations > Transcription and select Edit next to Summary Prompt.
  • Select Reset to 3CX Default.
  • Review the restored instructions, select OK, then select Save on the Transcription page.

Resetting replaces the custom instructions with the 3CX default once saved. After editing the prompt, check a call summary in Admin > Reports > Call Log  to confirm that it uses the format you want.

See Also

Last Updated

This document was last updated on 11 November 2026

https://www.3cx.com/docs/custom-ai-call-summary-prompt/