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AI Prompts

AI Prompts are reusable instructions for repeated jobs such as field generation, summaries, translation, formulas, and template generation.

Create a prompt

  1. Open Administration > AI Prompts.
  2. Click Create.
  3. Enter a name and the prompt text under Context.
  4. Optionally select an entity type, profile, and Knowledge Base articles.
  5. Save.

Create an AI Prompt

Main fields

  • Name is shown in prompt selectors.
  • Entity Type limits the prompt to a relevant record type where supported.
  • Profile selects a specific provider, model, and context.
  • Context contains the prompt template.
  • Knowledge Articles add readable reference material at request time.

Variables

Available variables depend on the feature. Common forms include:

  • {{name}} and {{description}}
  • {Contact.firstName} and {Account.name}
  • %all% for the available record context
  • %value% for the current field or draft value

Use the Variables helper on the prompt form to copy supported placeholders.

AI Prompt variables helper and context

Write reliable prompts

  • Give one clear task.
  • State the expected output briefly.
  • Use an entity-specific prompt when record fields matter.
  • Link only focused Knowledge Base articles.
  • Do not place credentials or access-control instructions in prompts.
  • Test the prompt in the feature that will use it.

Formula use

  • eblaAi\runPrompt(PROMPT_ID) runs a saved prompt.
  • eblaAi\getPrompt(PROMPT_ID, ENTITY_TYPE, RECORD_ID) returns rendered prompt text.

See Formula Functions.