# Custom Summaries and so much more!

> Create custom summaries for your use case, control recording visibility, better AI Coach and routing improvements.

- Date: 2024-07-01
- Page: https://demodesk.ai/changelog/2024-07-01-custom-summaries

**Highlights**

- ✨ Introducing Summaries
- 🔓 Control who sees your meetings
- 🤖 Better sales coaching with AI Coach
- 🗓️ Routing & booking page improvements

## ✨ Introducing Summaries

![✨ Introducing Summaries](https://web.demodesk.ai/_next/static/media/2024-07-01-illustration-1.298lx704_v6sq.webp?dpl=dpl_DrRNmKbkqUyMhZTNrJJuKewmz4Aq)

A new [Summaries tab](https://demodesk.com/manage/summaries) gives you an overview of all your custom and default meeting summaries.

- **Custom summaries** – Fully editable and removable.
- **Default summaries** – Provided by Demodesk based on best practices (not editable).
- **Summary automation** – Custom summaries can now be selected directly in [summary automations](https://demodesk.com/manage/ai-automations/summaries).
- **AI Assistant** – Request custom summaries through the AI Assistant chat in the recording view.

💡 Tip: Experienced users create custom follow-up email summaries that reflect their writing style and email structure. [Best practices](https://demodesk.ai/help/summaries-ai-automations-transcriptions).

## 🔓 Control who sees your meetings

![🔓 Control who sees your meetings](https://web.demodesk.ai/_next/static/media/2024-07-01-recording-settings-user.3td5hkp50zhem.webp?dpl=dpl_DrRNmKbkqUyMhZTNrJJuKewmz4Aq)

Define default visibility preferences for all your recordings, and still adjust visibility per recording.

- **Personalized visibility** – Manage recording access at the user level.
- **Flexible sharing** – Different visibility settings for internal and external meetings.
- **Private mode** – New "Only me" option for confidential meetings.

Note: "Only me" is available to everyone. User-level preferences and internal/external differentiation are exclusive to the Demodesk Notetaker, included with Coaching & AI.

## 🤖 Better sales coaching with AI Coach

![🤖 Better sales coaching with AI Coach](https://web.demodesk.ai/_next/static/media/2024-07-01-illustration-2.2hjew01igmssa.webp?dpl=dpl_DrRNmKbkqUyMhZTNrJJuKewmz4Aq)

- **Enhanced accuracy** – Upgraded AI algorithms provide more precise feedback.
- **Actionable insights** – Clear, practical advice you can apply immediately.
- **Automations** – Use the right [scorecard](https://demodesk.com/manage/scorecard-templates) for each meeting type automatically via [scorecard automations](https://demodesk.com/manage/ai-automations/scorecards) (e.g. Discovery vs. Demo).

## 🗓️ Routing & booking page improvements

![🗓️ Routing & booking page improvements](https://web.demodesk.ai/_next/static/media/2024-07-01-routing-rules-skip-questions-meeting-type.0a7w2lrct0rxn.webp?dpl=dpl_DrRNmKbkqUyMhZTNrJJuKewmz4Aq)

- **Skip questions from meeting type** – When a meeting type is selected from routing, you can disable its booking questions – no need to duplicate meeting types.
- **[AutoRoute](https://demodesk.ai/help/routing-forms)** – If all routing questions are pre-filled, users go straight to time selection and confirmation.
- **Slot availability** – Booking pages now always show an arrow for more available slots, not just on hover.

## 🗓️ Meeting type improvements

- **Only one booking in advance** – New option under "Restrictions" to prevent prospects from booking multiple meetings.
- **Reschedule with anyone** – Allow meetings to be rescheduled with any available team member instead of the same host.

## 💯 Sales coaching automations

![💯 Sales coaching automations](https://web.demodesk.ai/_next/static/media/2024-07-01-gradient-1-.32ksf57eau_f4.webp?dpl=dpl_DrRNmKbkqUyMhZTNrJJuKewmz4Aq)

Recommended AI Coach automation rules to get your team up to speed:

1. **Discovery** – Set up a rule like "Meeting name" contains *Discovery* and use the SPICED scorecard.
2. **Demo** – Use the "Demo" scorecard when "Meeting name" contains *Demo*.
3. **Other cases** – Use the "General Meeting" scorecard when "Host email" contains your company domain, so all meetings get evaluated.

[Set up AI Coach](https://demodesk.ai/help/ai-coach)

## Coming soon: Sales Coach 2.0 (Q3)

![Coming soon: Sales Coach 2.0 (Q3)](https://web.demodesk.ai/_next/static/media/2024-07-01-illustration-3.1r6a0ym9xz9zc.webp?dpl=dpl_DrRNmKbkqUyMhZTNrJJuKewmz4Aq)

Improved relevance, accuracy, actionability and verifiability – with timestamps and quotes backing up every evaluation.