How do I create a Prompt in Prompt Builder?
Follow these steps to create a Prompt:
- Log in to the CRM.
- Click the Main Menu.
- Go to the HelpDesk App.
- Go to the Customer Service Analytics section.
- Click Bot Management. The Bot Management module opens.
- Click on the Bot Setup tab.
- Click +Add Prompt.
- Enter or select the following information:
- Enter Prompt Name.
- Select the Module. You can only insert the Data Templates of the selected module in the Prompt Data & Guidance box.
- Select the Model (The query will be sent to this model. Private models should be selected if you are including data in your prompt).
- Add the content in the Prompt Data & Guidance box.
- Insert Data templates that you wish to send to the model (ex: Contact's Related Deals).
- Insert the guidance text. Describe to the AI model what you expect in response. Be as specific as possible (For example: if you are asking for an email draft, describe the tone you expect like formal, friendly, etc; or if you are expecting a chart in response, specify the type of chart).