Analysis Templates

Analysis templates are predefined analyses that appear as buttons in the session chat. One click starts the analysis — you don’t need to formulate the question yourself. This saves time and ensures consistent results across your organization.

What Templates Look Like

In the AI chat of a session, templates appear as buttons above the input field. Typical examples:

Summary — Key points of the conversation
Tasks — Assigned tasks with responsible persons
Decisions — Decisions made in the conversation
Open Items — Unresolved topics and next steps

Using Templates

Open a session with a completed transcript

Navigate to a completed session.
Open the AI Chat tab

Click on the “AI Chat” tab.
Click a template

Click on one of the buttons — e.g., “Summary”. The AI immediately starts the analysis.
Read the result and continue

The analysis appears as an AI response in the chat. You can ask follow-up questions to go deeper.

Templates Depend on Session Type

Which templates appear depends on the type of the session. A meeting needs different analyses than an interview or a workshop. Your administration can set up appropriate templates for each session type.

Session Type	Typical Templates
Meeting	Summary, Tasks, Decisions
Interview	Key Statements, Strengths/Weaknesses, Recommendation
Workshop	Results, Actions, Feedback
Supervision	Core Themes, Reflective Questions, Recommendations
Lecture	Summary, Key Messages

Practical Examples

Further scenarios:

Care Quality Circle: The “Measures” template lists all improvement actions discussed. The quality assurance officer copies the list into their action plan.
Youth Services Case Conference: The “Agreements” template summarizes what was decided for each case discussed.
Disability Support Supervision: The “Reflective Questions” template collects the supervisor’s impulses — as a basis for personal follow-up.

Setting Up Templates (for Administrators)

Analysis templates are configured by your administration under Admin → Prompt Templates.

Open Prompt Templates

Sidebar → Admin → Prompt Templates.
Create a new template

Click “New Template”. Enter a title (e.g., “Tasks”) and select the session type the template should apply to.
Write the prompt

Write the instruction for the AI. For example: “List all tasks distributed in the conversation. For each, name the responsible person, the task, and — if mentioned — the deadline.”

Choose model and response length

In the edit dialog you select an AI model and a maximum response length (tokens) per template:

Model	When to use	Cost tier
Claude Haiku 4.5	Short summaries, task lists, high frequency	low
Claude Sonnet 4.5	Standard for analyses with reasoning	medium
Claude Sonnet 4 / 4.6	Comparable standard, other versions	medium
Claude Opus 4.6	Complex analyses, sensitive content	high

Default: Sonnet 4.5 with 8192 tokens. You can tune this per template — Haiku saves cost for simple lists, Opus gives more nuanced reasoning.

Save

The template immediately appears as a button in the session chat for all sessions with the selected type.

Combining Templates and Free Questions

Templates and free questions are not mutually exclusive. A typical workflow:

Click the “Summary” template — quick overview
Free follow-up question: “What exactly was said about the budget?” — targeted follow-up
Click the “Tasks” template — structured task list

The entire chat history is preserved. The AI incorporates earlier questions and answers into its analysis.

Good to Know

Organization-wide: Templates apply to all users in your organization. Everyone sees the same buttons.
Not in Project Chat: Analysis templates are only available in the session chat, not in project or standalone chat.
Costs: Each template triggers an AI call. Costs are billed like regular chat messages.
Copy results: Select the AI response and copy it — for example into meeting minutes or an email.