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# Customize your AI templates

**AI templates** shape how Klarity writes your automatic content: each template declares a **framework** — a global context and a list of sections — that the AI follows when generating. You get summaries, briefings, emails and booklets in your format rather than a generic one.

# Understanding AI templates

The **AI templates** screen is a full entry in the Settings left menu (**Settings › AI templates**). A template does not rewrite your text on the fly: it **declares a framework** that the AI applies to **future** generations.

Four tabs separate the four uses:

- **Session summary** — the framework of the internal summary generated after each session.
- **Briefing** — the outline that structures the core of your **pre-session briefing**: the angles the AI prepares before each session, from the client's history.
- **Report email** — the framework of the recap draft sent to the client.
- **Booklet** — the framework of your end-of-engagement booklets: which sections, in what order, with which instructions. You pick the template when generating a booklet; the default template is applied to each new booklet.

| Good to know: the report email only concerns **individual sessions** — group sessions do not send one. Templates in the **Report email** tab therefore have no **Modality** (individual/collective), unlike **Session summary** and **Briefing** templates (both of which offer the **Individual** / **Collective** choice).

Each tab lists your templates as cards. A card can carry a badge: **Default** (the fallback template for that type), **Provided** (a template shipped by Klarity) or **Shared**. The **New template** button creates a template in the current tab.

| Good to know: a template applies to **future** generations. Summaries, briefings, drafts and booklets already written are never regenerated, even after you edit the framework.

# The Pre-session briefing template

From the **Briefing** tab, you shape the **Pre-session briefing** — the outline that structures the core of your pre-session briefing, the preparation angles the AI writes before each session from the client's history. Like the Session summary, it offers a **Modality** **Individual** / **Collective**, chosen at creation.

|| Your template structures the core of the briefing. The last-session debrief, the preparation angles and the pre-session questionnaire are added automatically, following their own settings. Here you only define the outline of the core — the rest of the briefing assembles itself.

| A template change applies to the next briefing generation — existing briefings are not regenerated.

# Creating a template

1. Pick the **Session summary**, **Briefing**, **Report email** or **Booklet** tab, then click **New template**. A panel opens on the right.
2. **Name** — a label to find this template in the list (e.g. "Balanced summary").
3. **Description** (optional) — a purely indicative note to help you identify it; it is **never sent to the AI**.
4. **Context** (optional) — the overall framing applied to all sections: tone, angle, style (e.g. "Stay factual and concise, warm tone without interpretation"; for a booklet: "warm and appreciative tone, future-oriented").
5. **Sections** — the framework itself. Add a section with **Add a section** (up to 15). For each one, enter a **title** (it becomes a heading of the generated content), a **description** of what it should contain, and a rendering **type**: **Bullet list**, **Paragraphs** or **Commitments**. **Booklet** templates also offer **automatic** sections, computed from the client's history with no instruction from you: **Themes** (the recurring topics worked on), **Highlights** (the journey's key figures), **Milestones** (the timeline of key moments) and **Excerpts** (notable client quotes). Reorder everything by drag and drop.
6. **Modality** — **Individual** for one-on-one sessions, or **Collective** for group sessions. Like the language, it is set at creation and **can no longer be changed**. This choice only appears **for Session summary and Briefing templates**.
7. **Language** — for a **Session summary** or **Briefing** template, choose the language the AI writes in (both the summary and the briefing are your internal documents); it is fixed at creation. For a **Report email** or **Booklet** template, there is **nothing to choose**: the field shows **Adapted to the client's language** — this content is meant for the client, so the AI writes it in their language automatically.
8. Confirm with **Create template**. The template appears in the tab's list.
   

|| At least one section with a **title** and a **description** is required to save. Without it, validation is refused.

# Attaching a template to a session type

A summary, briefing or email template does nothing until it is used. It is **at the session-type level** that you choose which template drives the summary, the briefing and the email:

- Open **Agenda › Manage session types**, edit a type and select its **Summary template**, its **Pre-session briefing template** and its **Report email template**.
- A session type with no attached briefing template uses the **practice's default template**; failing that, Klarity applies its **standard outline**. The same fallback applies to the other template types.

To designate a default template, edit it and enable **Use as default template**: it will act as the fallback for all types without their own template.

| **Booklet** templates, on the other hand, are not attached to a session type: you pick the **Content template** when generating a booklet (the default template is preselected). See the end-of-engagement booklet article.

# Edit, duplicate or delete

On an editable template card, two actions are available at the bottom:

- **Duplicate** — creates a copy (suffixed "copy") that you can adapt without touching the original. The edit panel opens directly on the copy.
- **Delete** — removes the template. Session types that used it fall back to the organization's default template. Past sessions are **never** modified.

|| A template marked **Default** cannot be deleted as is. First designate another default template for that type, then delete this one.

| 💡 **Tip:** start from a **Provided** template, duplicate it, then adjust the framework after a few real sessions. You will know much better which sections you want to see appear (or disappear) once the format has met your real reports.

# Related articles
- The AI-generated session summary
- The pre-session briefing
- The report email draft
- The end-of-engagement booklet
- Create and edit a session type