Table of Contents
Prompt templates are reusable message forms that can include variables like {{Name}}, allowing users to personalize content dynamically. These templates help initiate structured conversations and automatically apply conversation tags that categorize the chat. The conversation tags are essential for enabling follow-up buttons, which appear based on the context set by the template. Prompt templates are especially useful for launching workflows such as creating lesson plans or submitting IT requests, where consistency and automation are key.
Custom instructions are persistent behavioral rules that guide how the assistant responds throughout a conversation. They define the assistant’s tone, logic, and personality, ensuring consistent behavior regardless of the prompt used. For example, you can create a skeptical assistant by setting instructions like “Act as a skeptic of everything I say.” These instructions are automatically included in every prompt within the chat and can also be linked to prompt templates. This makes them ideal for building specialized assistants such as a “Skeptical Reviewer” or a “Friendly Onboarding Guide” tailored to specific workflows.
Follow-up buttons are context-aware shortcuts that appear when hovering over a response in a conversation. These buttons are triggered by specific conversation tags assigned to the chat, ensuring they only show up when relevant. They allow users to quickly take next steps without typing, such as creating a quiz after generating a lesson plan. Each button is linked to a prompt template that defines the action it performs. This feature streamlines multi-step workflows by providing targeted options like “Add Objectives,” “Schedule Meeting,” or “Send Reminder” based on the conversation’s context.
- Purpose: Shape the assistant’s behavior throughout the onboarding flow.
- Template Name: Friendly Onboarding
- Prompt:
Act as a friendly and helpful onboarding assistant. Always provide clear next steps and offer support resources. Use a welcoming tone and avoid technical jargon.
- Conversation Tag: onboard
1Name — label used to identify this custom instruction
2Prompt — the actual instruction text applied to the assistant
3Conversation Tags — keywords to tag the conversation which used the current custom instruction
4Template Type — set to Custom Instructions so this applies automatically to conversations
5Save — creates the custom instruction
- Purpose: Launch the onboarding conversation and tag it for follow-up actions.
- Template Name: Start Employee Onboarding
- Custom Instructions: Friendly Onboarding
- Prompt:
Welcome to the team! Let's begin your onboarding process. Please confirm your start date and department.
- Conversation Tag: onboard
1Name — label used to identify this prompt template
2Custom Instructions — optionally link a saved Custom Instruction to this template
3Prompt — the message text this template will send
4Conversation Tags — keywords to tag the conversation which used this current prompt template .
5Template Type — set to Prompt Template so it sends this exact message as a shortcut
6Save — creates the prompt template
- Purpose: Provide quick-access actions based on the onboarding tag.
- Button Label: Watch Training Video
- Prompt:
Please watch this introductory video: [link]
- Required Tag: onboard
1Name — label used to identify this follow-up button
2Prompt — the message sent when the button is clicked
3Conversation Tags — keywords to tag the conversation which used the current follow-up button
4Required Tags — the button only appears in conversations carrying this tag
5Template Type — set to Follow-up Button so it shows as a clickable suggestion
6Save — creates the follow-up button