If you see the message “No templates have been assigned” under your Recordings, Field Updates, or Summary Template sections, it means that your admin needs to assign you to a team and/or assign a template to that team.
Steps for Admins
Step 1: Go to the Admin Console → Teams
Open the Admin Console in the left sidebar, then navigate to Teams.
Step 2: Verify Team Membership
Click the three dots (⋯) next to the team name and select Edit team.
Click Next to view the team members.
Make sure the affected user is added to the correct team. If not, add them.
Step 3: Assign Templates to Teams
In the Admin Console, go to Conversation Intelligence and open the section where the issue occurs (e.g., Summary Template, Field Update).
Ensure that a template is assigned to the user’s team.
Once done, users in that team will automatically see their templates in the app.
If the problem persists, please reach out to [email protected].