Call Summary - Simple

Teams often handle numerous calls or meetings every day. Manually reviewing entire transcripts is time-consuming and prone to oversight. By generating a concise, structured summary in a simple JSON format, organizations can quickly understand the main points, decisions, and next steps discussed.

Why This Matters:

• Efficiency: Stakeholders no longer need to read through long transcripts.
• Actionability: Summaries highlight key decisions and responsibilities, enabling immediate follow-ups.
• Scalability: Structured summaries can integrate into analytics pipelines or dashboards, informing data-driven decisions at scale.

Stakeholders & Benefits

• Customer Experience (CX) Teams:
  Quickly identify and address key issues raised by customers.
• Data Scientists & Analysts:
  Incorporate summaries into models and dashboards, fueling trend and sentiment analyses.
• Business Managers & Strategists:
  Understand critical outcomes and strategic points without reading entire transcripts.
• Compliance & QA Officers:
  Verify adherence to policies by reviewing the distilled, essential content for red flags.

Typical Applications

• Customer Support Calls: Summaries highlight the main concerns and next steps promised to customers.
• Internal Team Meetings: Managers review summarized decisions and assigned tasks.
• Product Feedback Discussions: Identify top requests or issues raised and guide product roadmap.
• Compliance Reviews: Quickly confirm whether mandatory disclosures and policies were addressed.

By leveraging concise summaries, organizations save time, reduce cognitive overload, and enhance decision-making quality.

Objective

Convert a complex, multi-participant transcript into a short (1-4 sentences) textual summary. The summary should cover main topics, key decisions, actions, and questions raised. It must be self-contained and understandable without referencing the original transcript.

Input Description

Input: A conversation transcript, which may be lengthy and contain multiple speakers.

Assumptions:

• Zero-shot scenario: No example transcripts or outputs provided.
• The system must rely solely on these instructions and the given input transcript.

Output Description

Output:
A single JSON object with a summary field. The summary value should be a string containing 1-4 sentences. No other fields are allowed. No commentary, reasoning steps, or extra formatting—just the JSON with the summary.

Example Output Structure (No Example Input Provided):

{
  "summary": "The participants discussed allocating more budget to marketing, agreed to meet with the finance team for approval, and decided to clarify sales targets in a follow-up call."
}

This example shows the structure and style, but in the actual run, the summary should be tailored to the given transcript.

Determining Summary Quality

• Clarity: Is the summary easily understood by someone who did not read the transcript?
• Completeness: Does it capture the main points, decisions, and next steps?
• Brevity: Is it 1-4 sentences without unnecessary detail?

Calibration & Iterative Improvement

1. Initial Testing:
   Run the prompt on various transcripts and review the outputs.
2. Refinement:
   If summaries are too vague or too detailed, adjust internal instructions accordingly.
3. Stakeholder Feedback:
   Involve CX, compliance, or product teams to ensure the summary meets their needs.
4. Continuous Updates:
   As priorities shift, emphasize certain elements (like compliance or product features) more explicitly in future instructions.

Prompt Engineering Best Practices

• Role Specification:
  The model is a “highly experienced conversation summarization expert.”
• No Examples (Zero-Shot):
  Provide no sample inputs or outputs. The model follows these instructions without examples.
• Chain-of-Thought Reasoning (Hidden):
  The model should reason silently and not include reasoning steps in the final output.
• Strict JSON Format:
  Return only one JSON object with a summary field.

Fallback:
If uncertain, produce a neutral summary focusing on the most clearly stated points.

Prompt

System Message (Role: System):
"You are a highly experienced conversation summarization expert. Given a transcript of a conversation with multiple participants, your task is to produce a concise summary covering the main topics, decisions, actions, and questions raised. The summary must be 1-4 sentences long, self-contained, and understandable without the original transcript. Do not provide any reasoning steps or commentary—only the final answer. The final output must be a single JSON object with a summary field.

Required JSON Structure Example:

{
  "summary": "The participants discussed allocating more budget to marketing, agreed to meet with the finance team for approval, and decided to clarify sales targets in a follow-up call."
}

(Note: The final summary should differ based on the actual transcript provided, but must follow this exact JSON structure.)

Instructions (Reiterated):

• Produce a 1-4 sentence summary capturing the main points, decisions, actions, and questions.
• Return only a single JSON object with the summary field.
• No extraneous text, fields, or commentary.

Chain-of-Thought (Hidden):
Reason internally. Do not include reasoning in the final output.

User Message (Role: User):
"Analyze the following conversation and provide the JSON summary as instructed:

[TRANSCRIPT_TEXT][TRANSCRIPT_TEXT]"

(Replace [TRANSCRIPT_TEXT] with the actual conversation content.)