AI Fields turn every meeting into structured data: each field answers one question about a recording (for example "Who is the champion?" or "What is the next step?") and fills in the answer automatically.
This article shows you how to edit an existing AI Field, including its prompt, type, and CRM sync.
đĄ Looking to create a new field instead? See Using AI Fields. |
AI Fields live inside your Meeting Views (smart tables), in the Meetings section of the left menu. Each AI Field appears as a column in the view.
Edit an existing AI Field
Edit an existing field
There are two ways in, and they open the same drawer.
From a view
Open the view that contains the field
Click the field's column header, or right-click it, to open the column menu
Select Edit field
Adjust what you need, most often the Prompt
Click Generate field to save and apply your changes
From Settings
Go to Settings â Fields
Hover the row of the field you want to change
Click the floating Open button
One difference worth knowing: the per-view automation toggle does not appear when you open a field from Settings. That setting is scoped to a view, so it only shows when you open the field from inside one.
What you can change
Prompt: the question the AI answers for each meeting. This is what most people come here to adjust.
Type: how the answer is formatted (Paragraph for free text, Bullet points or List for multiple items, Checkbox for yes/no).
CRM Field: map the field to a HubSpot or Salesforce property so its value syncs to your CRM. Only available when a CRM is connected.
Add timestamps on each item: for List-type fields, adds a timestamp next to each entry so you can jump straight to the moment in the recording.
Test: run the field on a few recordings to preview the result and refine your prompt before applying it everywhere. Testing is free.
Auto-run on new meetings: when on, the field regenerates automatically on every new meeting, with no manual step.
Apply your changes to existing meetings
Editing a prompt does not update meetings that were already processed.
Your change applies to new meetings, but past recordings keep their previous value until you regenerate the field.
To reapply the updated field to past meetings:
For one column across the table: click the wand icon in the column header.
For selected meetings: tick the recordings, click Bulk edit, then Complete X recordings.
For a single meeting: hover the cell for that recording and click the magic icon. This works whether the cell is empty or already has a value. On a cell that already has a value, the new generation replaces the old one.
Updating a prompt never backfills past meetings on its own. That behavior has not changed. What changed is that you no longer need to clear a cell before re-running it: regenerate it in place, row by row, and compare the result against the previous prompt.
For all future meetings, turning on Auto-run means the field regenerates automatically as soon as each new recording is processed.
Save your changes as a template
When editing a field, you can click Save as template (or Update template if it is already saved) to keep it in your AI field templates library. Templates let you reuse the same field across multiple views and share it with your team, so you keep one consistent source of truth.
