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Prompt Templates Library

Prompt Templates let partners store re-usable system prompts that can be imported into any AI Agent’s Voice & Guidelines tab with a single click.

Centralised Quality

Maintain a single source-of-truth for your best prompt guidelines.

Rapid Iteration

Tweak a template once and reuse it across multiple agents.

Analytics

See how often each template is imported to measure adoption.

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1. Navigate to Library → Prompt Templates

  1. Open Library in the left sidebar.
  2. Click Prompt Templates to view existing templates.
  3. The list shows Name, Description, and Imported count.

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2. Create or Edit a Template

  1. Click Create Template (or click an existing card to edit).
  2. Fill in: • Name – displayed in the library list. • Description – short summary. • Prompt Markdown – write your guideline prompt using Markdown. All variable chips are supported.
  3. (Optional) Toggle Publish as system template if you are a system admin.
  4. Press Save.
Partners can only see and edit their own templates.

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3. Import into Voice & Guidelines

  1. Open an agent’s Voice & Guidelines tab.
  2. Click the green Template icon next to the magic-wand.
  3. In the drawer: • Select a template on the left to preview. • Click Import. The markdown is copied into the editor and the template’s Imported counter increments.
  4. Edit further or save the agent as usual.
Importing never changes the original template—you get a snapshot that you can customise per agent.

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4. Best Practices

• Keep templates modular – e.g., separate greeting tone from escalation guidelines. • Review the Imported metric to deprecate unused templates.

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FAQ

Q: Can I update a template that’s already been imported?
Yes. Future imports will receive the updated text, but existing agents will keep their current copy until you update them. Q: Who can create system templates?
Only partner level users can create new templates and have it published. Q: Are templates versioned?
Not yet. For major changes, create a new template and archive the old one.