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How do I create a Data Template in Prompt Builder?

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You must go to the Bot Management module to access Prompt Builder. 
 
Follow these steps to create a Data Template in Prompt Builder:
  1. Log in to the CRM
  2. Go to the Help Desk app.
  3. Go to the Customer Service Analytics section.
  4. Click Bot Management. The Bot Management module opens.
  5. Click the Bot Setup tab.
  6. Click Prompt Builder.
  7. Click Data Templates.
  8. Click +Add Data Template. A Create window opens.
  9. Add the Data Template Name.
  10. Select the Status from the drop-down.
  11. Select the Modules from the drop-down.
  12. Type your query in the Template Content field.
  13. Select the Merge Fields from the Record Fields drop-down. It will be added as Merge tags in the Template Content field.
  14. 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.
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