Templates

Templates turn repeatable prompts into reusable starting points for chat, document generation, and team workflows.

Before you begin

• Decide whether the template is personal or shared.
• Write the prompt for a repeatable task, not a one-off question.
• Avoid embedding customer names, secrets, or temporary details in a shared template.

Template basics

Create a template

1. Open Templates.
2. Select New template or Add template.
3. Add a clear name.
4. Add a short description that explains the use case.
5. Write the reusable prompt.
6. Choose a topic or model if the template should guide routing.
7. Save the template.
8. Test it from chat with realistic sample input.

Expected result: the template appears in the template picker and produces a consistent starting output.

Write a good template prompt

Use this pattern:

Act as [role]. Create [output] for [audience].
Use [source/context] if supplied.
Include [required sections].
Do not include [excluded content].
If information is missing, ask clarifying questions or mark it as "Not provided".

Example:

Act as an IT service desk lead. Create a troubleshooting checklist for the issue described by the user. Include symptoms, likely causes, checks, remediation steps, escalation criteria, and a short customer update. If the user has not provided enough information, ask up to five clarifying questions before drafting.

Generate template content

1. Open the template creation screen.
2. Describe the outcome you want.
3. Generate a draft prompt with AI.
4. Review the generated text.
5. Remove any one-off details.
6. Save and test the template.

Tip: AI-generated templates are a starting point. Test them with real examples before sharing with a team.

Import and export templates

1. Export templates before a major update or rollout.
2. Review imported templates before publishing them.
3. Confirm topics, models, and descriptions still match current product labels.
4. Delete or archive obsolete templates so users do not pick stale guidance.

Next steps

• Topics
• Topics & Templates settings
• Use EtherAssist

Tips

• Keep prompts, names, and configuration values specific to the task you are performing.

Troubleshooting