You can create a new template by editing the AI-generated email from the Meeting Dashboard. Once you make changes to the generated template, you can click on ‘Save As’ and name the template.
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The other way is to do it in the AI Studio. You could add a template that you know has worked previously or something you found on the web or simply generate samples from your writing style. All of these are possible.

The auto-generate feature requires your CRM to be connected with Sybill. If you have enough past emails available via your CRM tool, you can click on ‘Create New’ and ‘Auto Generate via CRM’ in the AI Studio.
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If you don't have sufficient emails or your CRM is not connected you have two other options:
​-Select one of the “pre-generated” email templates.
​-Enter 3 samples of your past emails for the model to generate a template based on your unique writing style.

​The AI Studio has been amped up to pick up on your writing style if it has enough samples through your CRM. If not, you could enter 3 or more samples and ask the AI Studio to generate a template. The more emails the better. This should ideally replicate your writing style & tone.

If you don’t want to modify the output of the current template, select “Don’t Specify” for Length. It will not optimize for length, instead, it will focus on covering all the essential parameters & discussions of the call as prompted by the template.
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Think of the email length option as the opportunity to make stylistic changes to the template. For example, the default template may have a longer email output, but you would prefer a short email, if so, then select the “Short” option.

Selecting an “Email Tone” allows you to modify the writing style of the template beyond what you would have generated. For example, say you have an ideal template but for a certain customer you prefer the email to be written in a more informal style vs. for another customer something in a more professional style, you can do both from a single template by altering the “Email Tone".
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Selecting “Don’t Specify” for “Email Tone” means that no additional style changes will be applied to the template and the tone will adhere to the instructions of the template.

“#” has a fixed set of variables that can be added to the email.
​E.g., #RECEIVERS_FIRST_NAME or #NEXT_STEPS
​Think of #variable as the specific meeting data from the magic summary. The list of meeting data will appear in the template but you can also find it here.
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You may want to show the next steps in a paragraph format, enumerated list, or bulleted list. Putting an <ai instruction> before the #variable allows you to modify the output of the meeting data.
​<> can also help you fetch details from the call transcript or the magic summary that may be unique to the meeting.
​For example, if you want to recall a specific personal detail from the meeting you can prompt the model to retrieve that information from the meeting.
​E.g., <Short line on their pain point(s) and how we solve it>

White text is for text you wish to see as is in the email. This can be useful for highlighting sections of an email with a title or including a company signature or phrase that should be fixed in the template.
E.g., Best,
Casandra Smith
https://calendly.com/ofcourseimgoingtoaddithere/xoxo

No, for now these meeting variables are provided from a fixed number of variables. For a list of the meeting variables please check the image above.

We recommend testing out various prompts to see what works best for you. Take a look at the pre-generated templates and the template repository for ideas.

​Currently, the best way to share templates is to manually copy & paste. Be sure to select the text and paste as “plain text” when sharing.

Yes, you can have as many templates as you’d like to. You could name them, change the default one as per your need. All of them are visible on AI Studio for you to edit, add, or delete.

Yes, if you have saved templates according to the different types of meetings & named them accordingly, you could simply choose from the drop-down on the title once an AI email is generated & click on ‘Rewrite Email’. If you do not have any saved templates, you can always customize the length and tone according to your needs.

The Sybill default template will be the template used when you first generate an AI Follow-Up Email. You can create your own templates and select one of those templates as the “default template” which will be the template used to “Generate AI Follow-Up Email from the Meeting Dashboard or your email client.

Yes, you can do this by going to AI Studio and selecting a default template. That template will be the one used via your email client.

In the AI Studio, you’ll see the templates in a box each, on the top left corner, you’ll see a star. Your default template will have a golden star, whereas the rest will be the outline of a star. You could simply click on the star of the template you want as default.
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Alternatively, while naming a template, you will find a box below the Name Slot, you could ensure it is checked.

You can add your default signature & calendar link in your saved & default templates. You can then pick & choose which emails include these details.
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Alternatively, your email client can also be set up with the default signature / calendar link.

No, nothing breaks if you add URLs in the template. The templates have been built to accommodate some commonly used & necessary URLs such as calendar links or meeting links etc.

It is set at a default of ‘Medium’ length & ‘Informal’ tone, which you could change according to what you deem fit.
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There is no tone applied if you select “Don’t specify.” The tone is set by the instructions of the template or the stylist's choice when you specify an email tone in the template editor.
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If you do not want a fixed length or tone and need the AI to decide what suits the particular call, you can change the settings to ‘Don’t specify’ on both parameters.