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How to enable and view AI Summaries?

Written by Imran Ahmed

With AI Summaries, Pencil Spaces can automatically turn your cloud-recorded sessions into clear, actionable recaps. Summaries can help both hosts and participants review what was discussed, revisit key points, and keep track of important action items after a session ends.

Note: AI Summaries are available on the Expert plan and above. For more information, contact support here, or learn more from our guide: How do I upgrade my plan?

How to enable AI Summaries

  1. Click Settings on the left side of your dashboard.

  2. Select AI Assist.

  3. Toggle on Session Summaries.

  4. Click Update to save your changes.

Once enabled, AI Summaries will be generated automatically for all your future cloud-recorded sessions.

Who receives AI Summaries?

Institution Admins can choose who receives the post-session summary emails.

Depending on your institution’s settings, summaries can be sent to:

  • Hosts only

  • Participants only

  • Hosts and participants

Admins can also choose whether summaries are sent to:

  • Everyone invited to the session, or

  • Only people who were present for the session

These settings can help institutions control who receives post-session information while reducing unnecessary emails.

What if AI Coach is also enabled?

If your institution has both AI Summaries and AI Coaching enabled, eligible recipients will receive the information in one combined post-session email, instead of receiving separate emails for each feature.

For more information about our AI Coach, see our guide: How to use the AI Coach / insights?

How to view AI Summaries

Once the feature is enabled, AI Summaries will be automatically generated after each cloud-recorded session. There are several ways that you can access your post-session summaries:

Email

Eligible recipients will receive a post-session email containing the session summary, key action items, as well as a direct link to the Space.

Recording dashboard

Summaries are also available via your Recording Dashboard, alongside the session's playback and transcript.

For more information about viewing or sharing your automatic cloud recordings, see our guide: How to access and manage recordings?

Need more help?

If you need help enabling AI Summaries or managing who receives post-session emails, please contact our Pencil Spaces Support team. We’re available 24/7 and will be happy to help.

For more details on how to access our live support team, see our guide: How to access 24/7 live support.

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