Profile Templates and Prompt Templates
Templates save you from setting up the same thing twice. A profile template is a ready-made starting point for new AI profiles: pick it in the New AI Profile picker and the new profile gets its type, model, instructions, knowledge and tools. A system prompt template is a reusable piece of instructions, such as "Answer in Markdown", that you add to any profile or chat interaction.
| Menu | Artificial Intelligence > Templates |
| Permission | Manage AI profile templates (Manage AI profiles to create a profile from a template) |
| Feature | AI Services; AI Prompt Templates to add prompt templates to profiles and chats |
What you see depends on your role. If the menu, a button or a setting on this page is missing, ask your administrator to give you the permission listed above or to turn on the feature. Only administrators can turn features on and change site settings.
Create a template
- Open Artificial Intelligence > Templates and click Add Template.
- In Available Sources, click Add on the kind of template:
- Profile: a starting point for new AI profiles.
- System Prompt: a reusable piece of instructions.
- Fill in the fields below and click Save.
Every template has these fields:
| Field | What it does |
|---|---|
| Title | The name shown in lists and in the picker. |
| Technical name | A unique name used behind the scenes. It cannot be changed later. |
| Description | What the template is for. For a profile template, it is the text on its card in the New AI Profile picker. |
| Category | A group name. Profile templates with the same category are grouped together in the picker. |
| Listable | For a profile template: show it in the New AI Profile picker. For other templates: show it in the template list where you pick templates. Untick it to keep a template out of sight without deleting it. |
Profile template
A profile template has the same tabs as the profile editor: General, Deployments & Interactions, Knowledge, Instructions, Parameters, Capabilities, Data Processing & Metrics and Prompt Security. Whatever you fill in is copied onto every profile created from the template. Leave a field empty to let each new profile use the default.
On the General tab, Profile type decides what kind of profile the template creates. Templates of type Template generated prompt never appear in the New AI Profile picker.
Documents you upload to a template are copied to each profile created from it, so each profile owns its own copy.
System prompt template
A system prompt template has one more field, System prompt: the instructions to reuse, written like the System instructions of a profile. For example, a Company tone template that tells the AI to write in your brand's voice.
Create a profile from a template
Every listable profile template appears as a card in the New AI Profile picker. See Create a profile.
You can also start from the template list: click Create profile on a profile template (you need Manage AI profiles). This works for templates that are not listable, too. The same short setup step opens: check the Title, Technical name and Chat deployment, then click Create profile.
A profile keeps no link to its template. Changing the template later does not change profiles already created from it.
Create one profile template per kind of assistant your teams need, for example Internal helpdesk and Website assistant, with your approved model, tone and safety settings. Teams then start from the template and only add their own knowledge.
Reuse pieces of instructions
With the AI Prompt Templates feature on, profiles, profile templates, chat interactions and AI workflow tasks have a Prompt templates field next to their instructions. The selected templates are added, in order, before your own instructions.
- In the profile editor, find Prompt templates in the Instructions card (in a chat interaction, on the Settings tab).
- Click Add prompt template, type in Search prompt templates..., and pick a template. The list is grouped by category.
- Repeat to add more. Click a template's card to see its details, and Remove to take it off.
- Save the profile. A chat interaction saves by itself.
The list holds your System Prompt templates plus ready-made templates that come with the site's features, such as Use Markdown Syntax.
Some templates have settings of their own. Their card lists Expected parameters:, and you fill them in under Template parameters. Ask the person who wrote the template what to enter; the values are written in a technical format.
A template that is no longer available, for example because its feature was turned off, shows the badge Unavailable.