Adding, Editing, or Removing AI Prompt Templates

This article will explain how to add, edit and remove prompt templates in the AI assistant.  This article also assumes some familiarity with prompt engineering best practices.

How to add prompt templates in the AI Assistant

In addition to the default prompt templates, owners/admins can add custom prompt templates:

Add New Starter Template

1. Click on the New prompt template button.
2. Select Add starter template.
   
3. Select one or more of the available starter templates provided by Templafy.
4. Click on Add selected.
   
5. Click Publish changes and Confirm to publish the newly added prompt template.
   

Create New Prompt Template 

1. Click on the New prompt template button.
2. Select Create new template.
   
3. Provide a name and description to easily understand the prompt template.
   
4. Provide the instructions for the prompt template in the system and user message fields.
   {{ToneOfVoice}} will be written in the systems message and can be removed if
   necessary. The user message must contain {{SelectedText}}.
   
5. Adjust the prompt template's icon and its color to easily identify it at a glance.
6. Click Create prompt template.
   
7. Click Publish changes and Confirm to publish the new prompt template.
   
   

   Tip More information on Prompt Engineering can be found here. Additional examples of prompt templates can be found here.

How to edit prompt templates in the AI Assistant 

Any default or custom prompt template can be edited by the owners/admins:

1. Click on the prompt template that should be edited.
   • The name or the description can be changed in the Details tab.
   • The System and User messages can be changed in the Prompt tab.
   • The icon can be changed using the Edit icon button.
2. Once the changes are finalized, click Save in the side pane.
3. Click Publish changes and Confirm to publish the changes.
   

How to reorder prompt templates in the AI Assistant 

1. Drag and drop the prompt template in the desired order by using the handles visible on hover on the left side of each action.
2. Click Publish changes and Confirm to publish the changes.
   

How to remove prompt templates in the AI Assistant 

1. Hover or select the prompt template, click on the ellipsis menu and click on Delete.
   
2. Click Confirm.
   
3. Click Publish changes and Confirm to publish the changes.