AI Prompts, Templates and AI Chat

Rev’s AI features help you understand what’s in a recording without reading every word or listening to every minute. In the Transcript Editor you can use two tools on a single file:

  • AI Templates: ready-made instructions that create a summary or analysis in one click.
  • AI Chat: ask your own questions about the recording and get answers right away.

To work with several files at once, use Multi-File Insights.

Table Of Contents

AI Templates

Click any transcribed file to open it in the Transcript Editor. The editor opens on the AI Templates tab, which is where AI analysis starts. To go to the transcript itself, click the Transcript tab.

AI templates are ready-made instructions that turn your transcript into a specific output, such as a summary, key points, action items or a legal analysis. You don’t have to work out what to ask. Rev suggests templates that suit the kind of recording you uploaded.

AI Templates and Transcript tabs at the top of the Transcript Editor, with AI Templates selected

To choose a template, you can:

  • click one of the suggested templates;
  • click Show more to see more suggestions; Show more button
  • click + more (for example, “+99 more”) to scroll through every available template;  +99 more link that opens the full list of AI templates

  • type in the Search all AI templates bar to find a template by name.  

    Search all AI templates search bar

When you click a template, Rev’s AI reads your whole transcript and shows the summary or analysis on screen, usually within seconds.

With each result, you can:

  • read it on screen;
  • edit icon edit it with the pencil icon;
  • save icon save it with the save icon to keep it with the file;
  • copy icon with a menu arrow for copying with or without timestamps copy it with the copy icon. Use the arrow next to the copy icon to choose whether timestamps are included.

 

Create Your Own AI Templates

On Pro and Enterprise/Unlimited plans, you can save your own instructions as templates and reuse them. You create custom templates in Insights in any of these ways:

  • use the AI Template Builder in the left-hand menu;
  • hover over a prompt you’ve sent in Insights chat and click Save as template;
  • click + New in the AI templates menu.

Your custom templates also appear in the Transcript Editor, unless you tagged them for multi-file use.

 

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AI Chat

AI Chat lets you ask questions about one recording and get answers right away. Open any transcribed file in the Transcript Editor. Rev AI Chat is in the left panel, below the audio or video player.

Rev AI Chat panel showing “Let’s explore your transcript.”, three suggested questions and an “Ask a question about your transcript” box

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Using Pre-Populated Questions

AI Chat suggests a few questions based on what’s in your recording, such as “Summarize this transcript”. Click a suggested question to get an answer right away.

Suggested questions in AI Chat, including “Summarize this transcript”

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Asking Your Own Custom Questions

To ask your own question, type it in the Ask a question about your transcript box, then press Enter or click the send arrow.

AI Chat question box below the suggested questions

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Getting the Most Useful Answers

Be Specific:

  • Instead of "What happened?" ask "What happened during the first 10 minutes?"
  • Instead of "Who talked?" ask "What did the manager say about the budget?"

Ask About People:

  • "What was [person's name]'s main concern?"
  • "Did [person] agree with the decisions made?"

Look for Details:

  • "What specific numbers or dates were mentioned?"
  • "Were there any action items assigned to specific people?"

Find Problems:

  • "Was anyone confused about the instructions?"
  • "Were there any disagreements or tensions?"

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Use-case Examples

  • Uncover key points and topics to be translated into action items or high-level recaps and knowledge transfers.
  • Pull quotes and highlights to incorporate into presentations, case studies, articles, and other proof of concept materials.
  • Identify recurring themes and main ideas that can be transformed into goals, focus statements, issue identification, or content headlines.
  • Compile quantitative data on the transcript and transcript summary like the number of participants, and analytics for any numerical information included in the transcript text file.
  • Broadcast a uniform, accurate message across a variety of marketing channels, including websites, social media, blogs, and more.
  • Create actionable, relevant content based on topics and key points found with AI Templates and AI Chat.
  • Pinpoint strategies and guidelines for product marketing, brand, or messaging, building the ideal narrative to engage the desired audience.

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