Skip to main content
Open Configure > Tools > Prompt Templates to browse reusable prompts. The library includes system templates and permitted custom templates, with search and category filters.
  1. Browse a template and inspect its instructions.
  2. In the agent editor, open the prompt-template selector and choose the template you want to use.
  3. Adapt names, business facts, boundaries, and any variables to the agent’s purpose.
  4. Save the agent before testing it.
The library supports custom-template creation and management where you have permission. System templates are starting points: inspect their content before applying them. Changing a template should not be assumed to update all agents that previously copied its prompt. The page shows template totals and system, custom, and sales counts. Template variables use double braces, for example {{company}}; provide values through the supported agent or campaign context rather than leaving placeholders unresolved. Workflow templates are separate and live under Configure > Workflows > Templates. See Templates.