The Prompt Templates feature provides a structured, consistent approach to interacting with AI models across your organization. By using pre-configured templates, you can ensure standardized AI interactions while saving time and improving effectiveness.
Understanding Prompt Templates
Prompt Templates differ from traditional prompt engineering by providing pre-built, structured forms that:
Enforce consistent formats for common business processes
Reduce the learning curve for effective AI interaction
Enable departments to share best practices
Ensure AI outputs meet organizational standards
Guide users through complex AI interactions
Template Examples by Department
Different departments can leverage specialized templates for their unique needs:
Department | Template Example | Key Benefits |
|---|---|---|
Sales | Pre-call Planning, Objection Handling, Proposal Structure | Consistent sales methodology, Better client preparation |
Marketing | Campaign Analysis, Audience Personas, Content Briefs | Standardized campaign planning, Consistent brand voice |
Human Resources | Interview Question Generator, Performance Review Framework, Job Description Creator | Reduced bias, Standardized evaluation criteria |
Product Development | User Story Template, Feature Specification, Technical Documentation | Consistent specifications, Better cross-team collaboration |
Using Prompt Templates - Accessing Templates
Click the **Magic Wand** icon next to the message input field
The Prompt Templates panel will appear
Select a Role from the dropdown menu (e.g., Human Resources, Product Development, Sales, Marketing)
The Prompt Templates panel opens with Role selection as the first step
Steps to Create a Templated Prompt
Select a Role from the dropdown menu (e.g., Human Resources, Product Development, Sales, Marketing)
Choose a Template appropriate for your current task
Complete the Template Fields with your specific information - each template has custom fields relevant to its purpose and required fields are marked with an asterisk (*)
Preview your completed prompt to ensure accuracy
Click **Insert** to add the completed prompt to your message box
Review and edit if needed, then send your message
An example prompt template form
Below is an example of the final output generated using the example Sales: Pre-call Planner template. After completing the template fields and clicking "Insert," this structured content is automatically placed in your message input area, ready for submission. You can review and make any final adjustments before sending it to the AI, which will then process this well-structured prompt to generate a comprehensive pre-call planning document tailored to your specific meeting details.
This transformation—from filling out a simple form to receiving a comprehensive, professionally formatted document—demonstrates the true power of Prompt Templates. By investing just a few minutes completing basic fields, users receive back exponentially more value in the form of detailed, well-organized content that would take significantly longer to create manually. The template not only provides structure but also encodes best practices and organizational methodologies, saving valuable time while ensuring consistency across your team's AI interactions
AI-Generated Pre-Call Planning Document
The image below shows the final AI-generated document created from your prompt template submission. This is what makes Prompt Templates so powerful - after submitting your structured prompt (created by completing the template form), the AI processes your information and transforms it into this comprehensive, professionally formatted pre-call planning document. Notice how the AI has organized all your input data into clearly defined sections with appropriate formatting, added contextual insights based on your inputs, and structured it according to sales best practices. This document provides immediate actionable value for your upcoming call, saving hours of manual preparation time while ensuring your sales approach follows proven methodologies. The AI doesn't just reformat your inputs - it enhances them with structured analysis and strategic insights that help drive successful outcomes.
TIP: While templates provide structure, you can always customize the inserted text before sending to add additional context or specifics.
Benefits of Using Prompt Templates
Organizational Consistency
Prompt Templates ensure everyone in your organization follows approved methods and processes when interacting with AI models. This is especially valuable for:
Methodology Adherence: Enforce specific business methodologies (like Sandler Sales shown in the example)
Compliance: Ensure interactions meet regulatory or organizational standards
Best Practices: Distribute proven approaches throughout the organization
Efficiency and Productivity
Templates significantly reduce the time needed to create effective prompts:
Reduced Learning Curve: Even AI novices can create sophisticated prompts
Process Acceleration: Quickly generate standardized outputs for common tasks
Focus on Content: Users concentrate on their specific information rather than prompt structure
Knowledge Sharing
Templates serve as a knowledge-sharing mechanism across the organization:
Cross-Departmental Learning: Share effective techniques between teams
Onboarding Tool: Help new employees quickly adopt organizational standards
Continuous Improvement: Update templates based on what works best
Customizing Templates for Your Organization
While your organization's administrators typically manage the available templates, you can provide feedback on their effectiveness:
Note which templates provide the most value for your work
Suggest improvements or new templates based on your needs
Share successful outcomes with your team to promote effective usage