Help Center

Review Claudia AI Category Settings by Calendar

Claudia AI settings can use a default template for all appointment categories, or separate templates for specific appointment categories. Use the category setting tools on each calendar to confirm which categories have custom settings and which ones use the default.

Where to Find Category Settings

1. Go to Calendars.
2. Click on the settings (gear icon) on the calendar top-right to configure.
3. Open the Claudia AI (meeting assistant) settings.
4. Review the sections that use templates, such as Meeting Prep, Meeting Summary, Follow-up Email, or Meeting Scorecard.

Open configured settings from each Claudia AI calendar section.

How Default and Category Settings Work

Each section can use a default setting that applies when no appointment category override exists. You can also select an appointment category and assign a specific template or setting for that category.

Under the Appointment category dropdown, LeadCenter shows a short message to help you understand the current setup. If one or more categories have custom settings, the message shows how many categories are customized.

View Configured Settings

Click View configured settings next to the Appointment category label to open a summary of the saved settings for that section.

Review category-specific templates and timing in one summary.

The summary shows:

• Each category with configured settings, including the default setting.
• The template assigned to each category.
• The Generate before timing for Meeting Prep, when applicable.
• An Edit option that takes you directly to that category's settings.

Categories with custom settings appear first, making it easier to see which categories have their own templates and which ones still use the default.

Each Calendar Keeps Its Own Settings

Category selections are saved separately for each calendar. When you switch between calendars, LeadCenter loads the category settings for the calendar you are viewing.

Review each calendar separately if your team uses different Claudia AI templates or timing rules by calendar.