Insights and automations built for your team's process.

What Are Meeting Templates?

Think of Meeting Templates as intelligence-gathering autopilots. They're tailored for whatever meeting types you have–sales discovery, product feedback, customer success check-ins, whatever.

These templates automatically handle things we’ve all found ourselves having neglected:

• Research: What to know before calls.

• Post-call extraction: What insights to pull after meetings and how to handle them.

• Customer and account insights: Aggregated insights from each call with a given customer.

Here's where it gets smart: Say you're a sales leader who wants to implement MEDDIC methodology, but your product marketing team wants VOC data to identify common pain points. No problem. You stack both playbooks into one template and pick which insights go to which team.

Your sales team gets MEDDIC scorecards. Your product team gets pain point analysis. Same meeting, multiple intelligence streams. No extra work for your reps.

The Architecture

Meeting Templates are collections of Prompt Sets, aka Playbooks, which are (naturally) sets of Prompts.

Within Wiser, you automatically have access to templated Prompts, Prompt Sets, and Meeting Templates. You can use them as-is or customize alongside the Wiser team based on your insight goals. 

Prompts

Prompts are instructions that direct the LLM to conduct specific actions—such as research, data analysis, or information extraction—across your internal data sources (call recordings, CRM, etc.) and external sources (web, LinkedIn, etc.). These prompts tell Wiser exactly what to investigate, aggregate, or analyze.

Each Prompt becomes a specific insight that gets tracked across your meetings. Keep in mind, Prompts are granular, actionable questions that generate consistent data points—not vague "summarize this call" requests.

We can categorize these Prompts into 5 types:

• Account: Account-level insights that pull from your calls, emails, web research, and CRM data (opportunities, deals, accounts, contacts) to surface strategic intelligence about entire customer relationships.

• Pre-call prep: Meeting preparation Prompts that analyze account history and context, then automatically deliver insights via Slack or calendar invites before your scheduled calls.

• Post-call tracker: Call-specific Prompts that analyze conversation transcripts and associated emails to extract actionable insights, next steps, and key decisions from individual meetings.

• Contact: Message-drafting Prompts that help craft personalized outreach whether follow-up emails after meetings or initial outbound messages to new prospects.

• Report: Data aggregation Prompts that run on defined schedules to build charts and visualizations in Wiser, plus deliver regular briefings via Slack for ongoing performance tracking.

Writing Prompts in Wiser

Remember, we will use Prompts within Prompt Sets, and Prompt Sets within Meeting Templates. So, let’s begin with our Prompts. Navigate to Admin → Prompts. You can always import a Prompt from Wiser’s Prompts Gallery (and modify as needed after you import it) or you can choose to  ‘Create Prompt’.

Every prompt consists of two core elements:

• Name: A clear, searchable identifier for your Prompt (e.g., "Budget Authority Check" or "Next Steps Tracker")

• Prompt: The actual instruction that analyzes your data and generates insights

Using Variables in Prompts

Variables allow you to create dynamic, reusable Prompts that automatically adapt to each account or meeting. Insert variables using curly brackets.

Common variables include:

• {account_name} - Inserts the customer's company name

• {tenant_name} - Inserts your sales team's company name

• {call_time} - Inserts the time of the call (used for Call Prompts)

• {current_date} - Inserts the current date (used for Account Prompts)

Example Prompt:

"Analyze the latest call with {account_name} and identify any mentions of budget constraints or approval processes. How does {tenant_name}'s solution address their specific cost concerns?"

Additional variables are available in your Company Settings page, including custom fields from your CRM.

Output Types

Choose between two main output formats based on your use case:

Free Text Outputs

• Best for: Detailed analysis and summaries.

• Benefit: Includes citations linking back to source material.

Prompt: "Summarize all competitive mentions from {account_name} calls this quarter."

Structured Outputs

• Best for: Scorecarding and tracking specific metrics or quantitative insights.

• Benefit: Gives a consistent data format that’s filterable and easily integrated with external tools.

• Available data types:

  • Integer: Numeric values (e.g., "Number of stakeholders mentioned")

  • True/False: Binary decisions (e.g., "Was budget discussed?")

  • Single Select: One choice from options (e.g., "Deal stage: Discovery | Negotiation | Closed")

  • Multi-Select: Multiple choices (e.g., "Competitors mentioned: Competitor A, B, C")

  • Free Text: Open-ended responses with explanations

Note: In-line citations are not yet available for structured outputs.

Prompt: "Evaluate the buying signals of {account_name}"

Output type: Select

Options: Champion identified | Economic buyer engaged | Budget confirmed | Timeline set | Not ready

Additional field: Free text explanation

Configuration Options

Data Sources: Select relevant data sources from the bottom of the Prompt editor.

• Call transcripts

• Email threads

• CRM data

• Calendar events

• LinkedIn Data

Prompt Destinations: Choose where insights should appear:

• Within Wiser's interface (Account page, Call Insights tab, Coaching tab, etc.)

• Third-party applications (Slack, Salesforce, HubSpot)

• Multiple destinations for different stakeholders

Preview: Use the preview feature to:

• Test your Prompt with sample data

• Validate output formatting

• Ensure variables resolve correctly

Advanced Settings

Model Selection: Choose the appropriate AI model based on complexity and speed requirements.

Visual Indicators: Assign color codes to draw attention to critical outputs.

• 🟢 Green: Positive signals (e.g., "Champion strongly engaged")

• 🟡 Yellow: Needs attention (e.g., "Budget mentioned but not confirmed")

• 🔴 Red: Risk indicators (e.g., "Competitor is preferred vendor")

• No color: Neutral information

Color definition example:

Define your own definitions based on what matters most to your team.

Green: Decision maker actively participated and showed buying signals

Yellow: Decision maker attended but remained passive

Red: Decision maker absent or explicitly pushed back

Prompt Sets (aka Playbooks)

Prompt Sets are collections of Prompts grouped by methodology or purpose. 

The "30 Minutes to President's Club Playbook" contains 21 Prompts covering their discovery framework. "Product Feedback and Requests" includes 7 Prompts to capture voice of the customer marketing data. You build these sets once, then mix and match them across different Meeting Templates depending on what intelligence you need from each call type.

Setting Up Your First Prompt Set is straightforward. Go to Prompts → Prompt Sets, create a new set, and add whatever Prompts you need. 

Want a "Discovery Methodology" set? Drop in your qualification Prompts, pain point analysis, and next steps tracking. Building a "Product Feedback" set? Add feature request Prompts, satisfaction scoring, and competitive mentions. The Prompts do the work, and you're just organizing them into useful collections.

Meeting Templates 

Meeting Templates are collections of Prompt Sets tailored for specific meeting types. 

With your Prompt Sets created, you can now create a Meeting Template based on one of your common meeting types.

"MEDDIC Discovery Meeting" combines qualification Prompts with deal intelligence tracking. "30 Minutes to President's Club Discovery" does the same thing, just with different underlying Prompts based on their framework.

That's the architecture. Prompts capture specific insights, Prompt Sets group them by goal or methodology, and Meeting Templates bring the right sets together for each meeting type. The modular design means you can stack whatever your teams need—sales methodology plus VOC plus competitive intel—all from the same conversation.