How to Configure and Customize Magic Recap
Thread's Magic AI allows you to generate recaps of what happened in a thread and customize the output by choosing a template, editing it, or writing your own. Follow the steps below to configure and customize Magic Recap to suit your needs.
Steps to Configure and Customize Magic Recap
- Login to Thread Admin Panel.
- Navigate to Magic AI → Recap.
- Choose a Template by selecting a pre-built template from the "Use template" dropdown. By default, the Default template is chosen.
- Customize a Template by editing the Recap rules or write your own custom template.
- Test the Recap Rules by using the Test recap widget on the right to generate a recap from an existing Thread. Magic AI will automatically create a recap of the thread for you to further customize.
- Keep iterating and adding or removing recap rules as needed to refine the output.
- Click Save once you are satisfied with the results.
- Go into any thread in Inbox and run the slash command
/magic
→ Generate recap or click Actions → Magic → Generate recap. - The Magic Recap will be based on the recap rules you configured above.
Setting Up Auto-Recap with a Flow Template
To automatically summarize threads upon escalation (as an example), you can use a pre-built flow template. Click the link below to navigate to the template and set it up: