How to create a fax cover page template using AIXtend

Gary_Wilson — Tue, 06 May 2025 21:19:02 GMT

AIXtend is an intelligent AI agent for our Customer Administration Portal (CAP) developed to significantly improve user productivity.

Our first AI-driven feature is the new Fax Cover Page tool utilizing artificial intelligence to streamline content creation. Administrators can leverage this capability to generate initial fax cover page content, iterate on suggestions from AIXtend, or directly modify and save finalized versions as reusable fax cover page templates.

Creating a fax cover page template

A dedicated "Fax Cover Page" menu has been integrated into the administrative interface to enable the efficient creation and maintenance of these templates. Administrators can begin the template creation process by selecting the "Ask AIXtend" link.

Note: A Disclaimer dialog will always pop up on your use of this feature. Please read this carefully before using this feature.

Creating a fax cover page uses the latest generative AI models to help produce an initial version including templated fields for you or your users to edit when using the template.

All prompts are in the form of ”Create a fax cover page..”, with an example shown. Just starting typing what kind of cover page you want to generate in the prompt edit box and click Ask.

The suggested content will be generated for you.

Items that should be filled in by the sender are contained within brackets [], such as [Recipient’s Name] in this example.

Using AIXtend to iterate on your content

If you would like AIXtend to further enhance the content, enter any additional prompt requests in the suggest edits field, such as “Can you change this to a very positive tone” and click Ask.

Note that the AI generated content will nearly always need additional edits.

Saving your content as a fax cover page template

Once you click Save, you’ll be able save this as a template and then begin editing the generated content.

Before clicking Save Template, edit any content you would like. For example, you could copy/paste your company logo into the template and fill in any of the templated fields like company name or anything else that would stay the same regardless of who uses the template. Remove any boilerplate content and or content you don’t want. You could also just delete all the generated content and use the editing tools to build your own cover page template.

Once you have the template the way you want it, enter in a Template Name and click Save Template. This name will be visible to your end users, so name the template appropriately. As an Admin, you can always go back and make any further edits to this template.

Templates can be edited any time by an administrator by clicking the edit icon above, or deleted if the template should no longer be used.

How an end user can use a template when sending a fax

Users can use the templates any time when they go to send a fax. New options have been added to choose to write your own cover page (this does not use AIXtend), choose a template or go with no cover page. To use a template, select Choose Template, then select the one you want to use from the drop down.

A full set of editing tools are available to edit the template to include anything the user should replace prior to sending the fax, such as the recipient’s name or other items.

The Write Cover Page option lets a user copy/paste or create a cover page, though if there is something frequently used, an Administrator could add it to the template list.

Once all the fax fields are completed and the fax document attached, click Send to send the cover page plus fax document to the recipient number.

article How to create a fax cover page template using AIXtend in UCaaS Admin Portal

How to create a fax cover page template using AIXtend

Creating a fax cover page template

Using AIXtend to iterate on your content

Saving your content as a fax cover page template

How an end user can use a template when sending a fax