FAQs in this section
How do I create a Data Template in Prompt Builder?
You must go to the Bot Management module to access Prompt Builder.
Follow these steps to create a Data Template in Prompt Builder:
- Log in to the CRM.
- Go to the Help Desk app.
- Go to the Customer Service Analytics section.
- Click Bot Management. The Bot Management module opens.
- Click the Bot Setup tab.
- Click Prompt Builder.
- Click Data Templates.
- Click +Add Data Template. A Create window opens.
- Add the Data Template Name.
- Select the Status from the drop-down.
- Select the Modules from the drop-down.
- Type your query in the Template Content field.
- Select the Merge Fields from the Record Fields drop-down. It will be added as Merge tags in the Template Content field.
- Click Save.
The Data Template in Prompt Builder is saved. Once saved, it will appear in the Data Template List View with module and Status details.