new

Magic 2.2

📝 Custom Recap Templates: One Feature, Endless Possibilities ✨

Admins can now fully customize how Magic AI generates recaps—unlocking a wide range of use cases beyond basic summaries. Whether you're improving technician handoffs, requesting approvals, or following up with contacts, this feature helps you create clear, consistent communication at scale.

It’s a simple tool with powerful impact—tailored to how your team works.

What’s New?

🛠️ Create and manage recap templates in Admin
🔁 Choose between internal (team-facing) or external (contact-facing) sharing
✏️ Customize the content and structure of each recap
⭐ Set a default template for consistency across threads
✅ Optionally mark threads as resolved when recaps are triggered
💬 Trigger recaps from the Inbox and flows with a template selection dropdown

📍 Where to Find It?

Go to
Admin
→
Magic AI
→
Recap Tab
to manage templates and settings
Use the "
Recap
"
button
directly from
Inbox
→
Actions
→
Magic
→
Generate Recap Template
You can also add it to a specific
Flow
!