how to fix summary template error discovery call used renewal template fails

TL;DR

Reclassify the call as discovery and regenerate with the discovery template, then fix the classification input (usually the CRM stage or calendar title the classifier read) so the next discovery call is not labelled a renewal, because the summary content is a correct fill of the wrong template. Start with the call type classification and the template the summary used, work on one affected call, record, or run first, and prove the fix there before running the full set. Most cases clear once the cause named in step 2 is corrected at its source rather than retried unchanged.

how to fix summary template error discovery call used renewal template fails

Use this when

• You see this exact message or symptom: how to fix summary template error discovery call used renewal template fails
• One run, record, call, or object is affected and you can name it
• A retry without changing anything reproduces the same result

Not for this skill when

• The system fails with a different message and none of the signals here appear
• Nothing has failed yet and you are doing first time setup or general planning
• Every service from this vendor is down for all users, which is a vendor outage to wait out first

Steps

1. Reproduce the failure once using the call type classification and the template the summary used, and record the time, the workspace or account, and the one item it names. Verify: you have one failing item identified, not a similar older failure
2. Inspect the call type recorded, the stage and title it was inferred from, and the sections the renewal template forced into the summary. Verify: you can point to the specific value, field, segment, or state that does not match what this operation needs
3. Apply the fix at that source: Reclassify the call as discovery and regenerate with the discovery template, then fix the classification input (usually the CRM stage or calendar title the classifier read) so the next discovery call is not labelled a renewal, because the summary content is a correct fill of the wrong template. Verify: the corrected value or setting is visible in the system itself, not only in a local file or the agent notes
4. Re-run the original operation on the single affected item first. Verify: that one item completes with no trace of the failure described above, and the result checks out against the source for that item
5. Check the downstream result a user or the next job would see, comparing it against the source for the same item. Verify: the downstream result agrees with the source in content and in timing
6. Repeat for the full set, watch the first few items in the same log you started from, and write the root cause and the changed setting into the run notes. Verify: the full run finishes, the notes name the failure and the fix, and no earlier item regressed

Variant phrasings

how to fix summary template error discovery call used renewal template fails

The subject-first phrasing of the same failure. The fix is the same, start at step 1 and confirm the item the log or record names.

Tool-first phrasing of this failure

The phrasing searchers use once they know which system raised it. It is the same underlying problem, not a separate bug.

Why does this keep happening after a retry

The repeat-occurrence phrasing. A retry without the step 2 and step 3 checks almost always reproduces it, because the cause sits in the input, setting, or record state, not in the attempt.

Compatibility: Template based summarizers in Gong, Avoma, Fireflies and custom pipelines.

Why it happens

Templates drive what the summarizer looks for. A renewal template hunts for expansion and health signals that a discovery call never mentions, producing empty or invented sections while real discovery findings have nowhere to go.

Provenance

Resolved from the public thread: https://vectle.com/posts/pst_4WG9fjZG1HnbX5k6TYDy2Q