Customizing AI Summaries

💡 This feature is available to our Premium and Team Edition users.

Fathom offers 14 different summary types, and all are fully customizable:

1. Navigate to a call page in your Fathom account

2. Select a summary type from the list above

3. Click the gear icon next to the summary type:

4. Add as many -- or as few -- instructions as you'd like to let the system know how to update the template:

5. Click Regenerate Summary

6. If you'd like these changes to apply to all future uses of that template, wait for the revised summary to generate, then click the Apply to Future Summaries button:

Click the pencil icon to refine your custom instructions as many times as you'd like until you create the perfect summary!

To revert back to the default, just click the arrow button.

Deal Summaries can be generated using four different customizable templates:

• Sales

• Sales - SPICED

• Sales - MEDDPICC

• Sales - BANT

To use these, navigate to a Deal page and locate the Summary tab. Click the gear icon to customize the template to your needs. Changes can be made once or applied to all future Summaries!

• Correcting name, place, or company misspellings

• Updating formatting preferences

• Increasing or decreasing the level of detail included

• Changing the tone of the summary

• Omitting certain topics from the summary