KTA Templates

It is often the case that you want to reuse section headers for calls within the same interview segment. For instance, you might always want a section in your Key Takeaways on Market Dynamics for X. For cases like this, we've built out a simple but powerful templating feature for you to use. Junior will use your defined template instead of trying to build a bottoms up summary of a call.

There are 2 ways to create a template for an interview segment:

1. In the Interview Guide modal

2. After saving your edited Key Takeaways

1. Interview Guide Modal

Access the interview guide modal from the home page. From there, you can set Key Takeaway templates that persist. In this case, every call uploaded to the KDM - Customer segment will use the defined template as a base to generate Key Takeaways from.

2. After saving your edited Key Takeaways

After saving your key takeaways, you will be prompted to save these to a template to reuse for future calls.