Create Prompt Templates
- Updated: 2024/09/05
Create Prompt Templates
Enhance your automations with the power of generative AI by using predefined Prompt Templates to accelerate creating automations and make them available for reuse to Citizen Developers, and Pro Developers across solutions.
A Pro Developer creates Prompt Templates so the Bot Creators can use these in their automations and save time and effort.
- Amazon Bedrock
- Google Vertex AI
- Azure OpenAI
- OpenAI
This topic walks you through the steps of creating a Prompt Template.
Prerequisites
- Role: AAE_Basic, Pro Developer Custom role
- Permission: Bot Creator
See Roles and permissions for AI Tools
Other requirements:
Besides the roles and permissions the Pro Developer must be connected to a Bot Agent (v22.60.10 and above). As part of testing the Model connection, you would have to run the bot on your desktop. Hence ensure the Bot Agent is configured to your user. If you have to switch connection to a different Control Room, see: Switch device registration between Control Room instances.
Procedure
Example:
The Pro Developer is creating a Prompt Template that will be used to parse and extract the address from different types of documents during document processing for data extraction.- You have already selected a Model connection from your available list (see step 3 above) and are now going to begin composing your Prompt.
- In the Prompt field enter:Parse the $inputAddress$ & return formatted as:
- street: street
- city: city
- state: state
- zip code: zip code
- Click out of the Prompt entry field.
- The Prompt Input section gets auto populated with
placeholder prompt inputs for which you would define values. In this case, the
$inputAddress$
Prompt Input field gets created by the system.The Prompt is meant to return a response with the street, city, state, and zip code of the address formatted in separate lines.Note: You can also add a Prompt Input manually by clicking Add prompt input.
- Next enter the following address in the Prompt Input Address field: '1502 royal oak dr, tx, 75243'.
- Click Get response to get a response from the model based
on your Prompt.Note:
Test and try different prompts and Prompt Input values to get the desired response from models and finalize on the one you are most satisfied with.
Prompt data details could contain PHI, PII or other sensitive data you choose to enter in the Prompt. We recommend being mindful of this when testing and executing a Prompt.
- When you are satisfied with the response, Save the Prompt Template.
Actions | Function |
---|---|
Move Prompt Template | Click on this action to select the location where you want to move the Prompt Template to, as per your folder permissions. |
Check in Prompt Template | Lets you check in a Prompt Template to a different folder. The Status of the Prompt Template updates and displays in the folder you checked in the Prompt Template. Example: if you checked in the Prompt Template to the Public folder, then the Status label displays Public. |
View Prompt Template | Opens the Prompt Template displaying details. |
Edit Prompt Template | Lets you edit the Prompt Template. Note: The Pro Developer has this
permission. |
Copy Prompt Template | Lets you copy an existing Prompt Template to create a new one with the same
details. You have to provide a different name though, as there
cannot be duplicates of a Prompt Template. Note: The Pro Developer has this
permission. |
View references | Lets you view references to other bots that are directly dependent on the current one where this Prompt Template has been used. |
Delete Prompt Template | Lets you delete a Prompt Template. Note: The Pro Developer has this
permission. |
Next steps
After creating a Prompt Template, check it into the Public folder. This will let the Pro Developer, and Citizen Developer use it from the Generative AI Prompt Template package in the production environment.
A Task Bot, with one or multiple embedded Prompt Templates can be added to a larger automation that would run a complete workflow scenario.
As the next step in your sequence of tasks, go to Use Prompt Templates in a Task Bot.