Creating Prompt Templates

You can create custom prompt templates that meet your business requirements. Users require either the AI Administrator role or the Prompt Author role to create custom prompts in the AI Console. After creating prompts, they need to be activated to be used in the Knowledge Console or the Advisor Desktop. Users can determine whether the prompt is active or inactive by viewing the Status column on the Prompt Template page. You can also change the language for creating prompts from the Prompt Template page. 

To create prompt templates: 

  1. From the Navigation Menu, browse to AssistGPT > AssistGPT.

  2. From the dropdown menu, select Prompt Templates. 

  3. From the List page toolbar, click the New  button.

  4. The Create Prompt Template page opens. On the General tab, provide the following details:

    1. Name: Provide a name for the prompt.

    2. Description: Provide a brief description of the purpose of the prompt.

    3. Use for: From the dropdown menu, select the console for the prompt. You can select from one of the following options: Advisor Desktop and Knowledge.

    4. Applies to: This field displays options to select the channel for this prompt. Depending on the console selected for the previous field, the options vary in the dropdown menu. If you have selected Knowledge, the following options are available: Article. If you have selected Advisor Desktop, the following options are available: Email and Chat.

    5. Display in: This field is only visible if you have selected Knowledge in the previous field. This field specifies where this prompt is displayed in the console. From the dropdown menu, you can select one of the following options: Content Area and Metadata.

    6. Instruction: Provide detailed instructions for your prompt. Write clear and complete instructions for the prompt.

      You can provide a maximum of 12000 characters for the prompt instructions.

      You can also use the following options for your instructions: Insert Attribute and Insert Macro. For more information on using these in the instructions, see Inserting Attributes and Macros.

      Provide the required details for the prompt

    7. Field to Update: Specify the location where the generated content should be displayed. This field also varies depending on the Use for option. The following options are available for Advisor Desktop: Subject, Reply Area, Classification (Categorization), and Notes. The following options are available for Knowledge: Title, Content, Keyword, Description, and Summary.

      If you choose Classification under the Field to Update section, indicate in the Instructions field that the generated text must be presented as comma-separated values.

    8. Output Format: Select the format for the generated output. The following options are available: Text and HTML.

  5. On the Advanced tab, provide the following details:

    1. AI Provider: This is a read-only field and cannot be changed.

    2. AI Model: This is a read-only field and cannot be changed. 

    3. Temperature: This field regulates the randomness and creativity of AI responses. The value limits for this field vary from 0-2, with 0 indicating no randomness. Do not change the value for this field. 

  6. Click the Save button.

Once the prompt is created, it is visible on the Prompt Templates page. Here, the following details for the prompt can be viewed:

  1. Name: The name of the prompt.

  2. Description: The description for the prompt.

  3. User For: The console where this prompt is going to be used.

  4. Created By: Indicates the user who created the prompt. This field also displays whether this is a custom or system prompt. 

  5. Stage: Indicates the current stage of the workflow for the prompt.

  6. Status: Indicates whether the prompt is active or not. 

    Prompt templates list