[{"data":1,"prerenderedAt":153},["ShallowReactive",2],{"changelog-\u002Fchangelog\u002Fteach-the-ai-summary-how-you-write":3},{"id":4,"title":5,"body":6,"date":134,"description":135,"emailSummary":136,"extension":137,"highlights":138,"image":143,"imageWidth":143,"meta":144,"navigation":145,"path":146,"seo":147,"stem":148,"tags":149,"__hash__":152},"changelog\u002Fchangelog\u002F0026.teach-the-ai-summary-how-you-write.md","Teach the AI summary how you write",{"type":7,"value":8,"toc":126},"minimark",[9,18,23,38,64,67,71,81,98,105,109,112,116,119],[10,11,12,13,17],"p",{},"Generate with AI already drafts your Final Comments from the inspection's\nfindings. Now you can tell it ",[14,15,16],"strong",{},"how"," to write them.",[19,20,22],"h2",{"id":21},"summary-instructions","Summary instructions",[10,24,25,26,30,31,30,34,37],{},"Summary instructions are short notes the AI follows every time it drafts a\nsummary: ",[27,28,29],"em",{},"write in first person",", ",[27,32,33],{},"keep it under 150 words",[27,35,36],{},"always end by\ninviting the client to call me",". You can set them in three places:",[39,40,41,52,58],"ul",{},[42,43,44,47,48,51],"li",{},[14,45,46],{},"Your account"," applies to every summary you generate. Find it in\n",[14,49,50],{},"Settings → Account → Summary Instructions",".",[42,53,54,57],{},[14,55,56],{},"A template"," applies to every inspection built from it. It's in the\ntemplate editor, right under the template's name and description. Templates\nshared with your organization carry their instructions to everyone who uses\nthem.",[42,59,60,63],{},[14,61,62],{},"One inspection"," applies to just that report.",[10,65,66],{},"When they disagree, the more specific one wins: the inspection over the\ntemplate, and the template over your account.",[19,68,70],{"id":69},"add-a-note-as-you-generate","Add a note as you generate",[10,72,73,76,77,80],{},[14,74,75],{},"Generate with AI"," now opens a short window first. Type anything this\nsummary should know (",[27,78,79],{},"the buyers are first-time owners, so explain terms\nplainly",") and pick where to remember it:",[39,82,83,88,93],{},[42,84,85],{},[14,86,87],{},"Just this inspection",[42,89,90],{},[14,91,92],{},"Every inspection on this template",[42,94,95],{},[14,96,97],{},"All my summaries",[10,99,100,101,104],{},"The note is added to what's already saved there. Everything else that's\nsaved is listed under ",[14,102,103],{},"Saved instructions"," in the same window, and you can\nedit or clear any of it in place.",[19,106,108],{"id":107},"inspections-with-more-than-one-template","Inspections with more than one template",[10,110,111],{},"If an inspection combines templates, such as a standard home template plus a\npool & spa one, both templates' instructions are used. Each is labeled with\nits template's name, so the pool notes apply to the pool.",[19,113,115],{"id":114},"still-only-what-you-found","Still only what you found",[10,117,118],{},"Instructions change the writing, not the facts. The AI still only mentions\nfindings that are in the inspection, and it still won't quote costs or\npromise anything is safe, whatever the instructions say.",[10,120,121],{},[122,123,125],"a",{"href":124},"\u002Fhelp\u002Finspections\u002Fsummary-instructions","Read more about summary instructions →",{"title":127,"searchDepth":128,"depth":128,"links":129},"",2,[130,131,132,133],{"id":21,"depth":128,"text":22},{"id":69,"depth":128,"text":70},{"id":107,"depth":128,"text":108},{"id":114,"depth":128,"text":115},"2026-10-05","Summary instructions let you tell Generate with AI how you want your reports written, for your whole account, for a template, or for a single inspection.","Generate with AI can now write the way you do. Add summary instructions (your tone, how long, what to lead with, a line you always include) and they're used every time you draft a summary. Set them for your whole account in Settings → Account → Summary Instructions, on a template so every inspection built from it gets them, or for one inspection right from the Generate with AI window. When you add a note there, you choose whether it's for just this report, every inspection on that template, or all your summaries.","md",[139,140,141,142],"Account-wide instructions for your voice and style","Template instructions that follow every inspection built from it, including org-shared templates","One-off notes for a single inspection, right in the Generate window","Save a note to the inspection, the template, or your account as you generate",null,{},true,"\u002Fchangelog\u002Fteach-the-ai-summary-how-you-write",{"title":5,"description":135},"changelog\u002F0026.teach-the-ai-summary-how-you-write",[150,151],"Inspections","AI","EPBIa-zDFZI6vCg2E_86o3JaRCnAqAS460l_dAMP0SE",1791224792224]