Default AI insight templates for calls

You can now choose a default insights template and Attio will automatically apply it to every meeting you join, so you can focus on the conversation while AI provides you with live insights.

For example, you could set a MEDDPICC template as your default, so you can prioritize making connections while Attio analyzes and delivers insights about key decision-makers or core processes during your conversations.

Just open your Call intelligence page in Settings and select your preferred template.

For more information on creating AI insight templates, see our Help center.