Template System

Create and manage reusable prompt templates for consistent AI interactions

Template System

Templates in PromptCompose allow you to create reusable prompt structures that can be quickly turned into new prompts. They’re perfect for standardizing common use cases like customer support, content generation, or data analysis across your team.

What are Templates?

Templates are reusable prompt blueprints that contain:

  • Content Structure: The basic prompt layout with placeholders
  • Variable Definitions: Required and optional variables
  • Metadata: Tags, descriptions, and usage guidelines
  • Sharing Settings: Who can use and modify the template

Templates help maintain consistency while allowing customization for specific use cases.

Creating Templates

From Scratch

  1. Navigate to Templates

    • Click “Templates” in the sidebar
    • Click “Create Template”

  2. Basic Information

    • Name: Descriptive template name (e.g., “Customer Support Response”)
    • Description: Explain when and how to use this template
    • Tags: Add relevant tags for categorization

  3. Template Content Write your template using variable placeholders:

    Hello {customer_name},

Thank you for contacting {company_name} about {issue_category}. 

{response_content}

If you need further assistance, please don't hesitate to reach out.

Best regards,
{agent_name}
{company_name} Support Team

  4. Define Variables For each variable in your template, specify:

    • Variable Name: customer_name, issue_category, etc.
    • Type: Text, Select, Number, Boolean
    • Required: Whether it must be provided
    • Description: Help text for users
    • Default Value: Optional fallback value

From Existing Prompts

Convert successful prompts into templates:

  1. Open a Prompt

    • Go to the prompt you want to template
    • Click “Create Template” button

  2. Generalize Content

    • Replace specific values with variables
    • Add placeholder text where needed
    • Remove instance-specific information

  3. Configure Variables

    • Define variables for customizable parts
    • Set appropriate types and constraints
    • Add helpful descriptions

Using Templates

Creating Prompts from Templates

  1. Browse Templates

    • Go to Templates section
    • Use search and filters to find relevant templates
    • Click on a template to preview

  2. Create Prompt

    • Click “Create Prompt” on the template
    • Template content and variables are pre-filled
    • Customize content as needed
    • Deploy the new prompt

Template Preview

Before creating a prompt, preview how the template works:

  • Content Preview: See the template with sample values
  • Variable List: Review all required and optional variables
  • Usage Examples: See how others have used this template

Template Categories

Customer Support Templates

Order Issues Template

Hello {customer_name},

I understand you're having an issue with order #{order_number}. 

{issue_description}

To resolve this, I'll need to {resolution_steps}.

Expected resolution time: {timeline}

Thank you for your patience.

Refund Request Template

Dear {customer_name},

Thank you for contacting us about your refund request for {product_name}.

{refund_status}

{next_steps}

Your refund reference number is: {reference_number}

Content Generation Templates

Blog Post Outline Template

# {blog_title}

## Introduction
{introduction_hook}

## Main Points
1. {main_point_1}
2. {main_point_2}
3. {main_point_3}

## Conclusion
{conclusion_summary}

Call to action: {cta_text}

Social Media Post Template

🎯 {hook_emoji} {attention_grabber}

{main_message}

{call_to_action}

#{hashtag_1} #{hashtag_2} #{hashtag_3}

Technical Support Templates

Troubleshooting Template

Hello {user_name},

I see you're experiencing {issue_type} with {product_feature}.

Let's try these steps:
{troubleshooting_steps}

If the issue persists:
{escalation_steps}

Please let me know how it goes!

Managing Templates

Template Organization

Naming Conventions

  • Use descriptive, consistent names
  • Include purpose and audience
  • Example: “Email - Welcome - New Customers”

Tagging System

  • Purpose: “support”, “marketing”, “onboarding”
  • Channel: “email”, “chat”, “social”
  • Audience: “customers”, “prospects”, “internal”

Categories

  • Group templates by department or use case
  • Create collections for related templates
  • Use consistent folder structure

Template Sharing

Sharing Levels

  • Private: Only you can see and use
  • Team: Available to team members
  • Project: Available to all project users
  • Public: Available as a public template (if enabled)

Collaboration Features

  • Comments: Discuss template usage and improvements
  • Version History: Track changes over time
  • Usage Analytics: See how often templates are used

Template Maintenance

Regular Reviews

  • Check template performance and usage
  • Update based on user feedback
  • Remove outdated or unused templates

Version Control

  • Track changes to template content
  • Maintain backward compatibility
  • Document significant updates

Variable Management in Templates

Variable Types and Best Practices

Text Variables

{customer_name} - Person's name
{company_name} - Organization name
{description} - Longer text content
  • Use clear, descriptive names
  • Provide examples in descriptions
  • Consider character limits

Select Variables

{priority_level} - Options: ["High", "Medium", "Low"]
{department} - Options: ["Sales", "Support", "Billing"]
  • Provide clear option lists
  • Use consistent option formatting
  • Consider alphabetical ordering

Conditional Content

{if_premium_user}
Thank you for being a premium customer! 
{/if_premium_user}
  • Use for personalized content
  • Keep conditions simple
  • Document conditional logic

Variable Groups Integration

Link templates to variable groups for consistency:

  1. Select Variable Group

    • Choose relevant existing groups
    • Import standard variables
    • Maintain consistency across templates

  2. Custom Variables

    • Add template-specific variables
    • Override group defaults if needed
    • Document custom additions

Template Performance

Usage Analytics

Track how your templates perform:

  • Usage Frequency: How often templates are used
  • Success Rate: How many result in deployed prompts
  • User Adoption: Which team members use which templates
  • Performance Metrics: Success of prompts created from templates

Optimization Tips

Content Quality

  • Write clear, actionable content
  • Use consistent tone and style
  • Include helpful examples

Variable Design

  • Minimize required variables
  • Provide sensible defaults
  • Use clear variable names

User Experience

  • Add helpful descriptions
  • Provide usage examples
  • Keep templates focused and specific

Advanced Template Features

Template Inheritance

Create template hierarchies:

  • Base Templates: Common structure and variables
  • Specialized Templates: Inherit from base with additions
  • Variations: Different versions for different use cases

Dynamic Content

Advanced template features:

  • Conditional Sections: Show/hide content based on variables
  • Loops: Repeat sections with different data
  • Calculations: Simple math operations with number variables

Integration Workflows

Connect templates with other features:

  • A/B Testing: Create test variants from templates
  • Automation: Trigger template usage from external systems
  • Analytics: Track template-based prompt performance

Best Practices

Template Design

  1. Start Simple: Begin with basic structure, add complexity gradually
  2. User-Focused: Design for the people who will use the template
  3. Flexible: Allow customization while maintaining consistency
  4. Clear Variables: Use descriptive names and helpful descriptions

Content Guidelines

  1. Consistent Tone: Maintain your brand voice across templates
  2. Clear Structure: Use logical flow and formatting
  3. Actionable Content: Include specific, helpful information
  4. Concise: Keep templates focused and avoid unnecessary content

Team Collaboration

  1. Documentation: Explain when and how to use each template
  2. Feedback Loop: Collect input from template users
  3. Regular Updates: Keep templates current and relevant
  4. Training: Help team members use templates effectively

Common Use Cases

Customer Communication

  • Support response templates
  • Follow-up email structures
  • Escalation procedures
  • FAQ responses

Content Creation

  • Blog post outlines
  • Social media formats
  • Newsletter structures
  • Product descriptions

Internal Processes

  • Meeting agenda formats
  • Report templates
  • Review procedures
  • Onboarding checklists

Troubleshooting Templates

Common Issues

Variables Not Working

  • Check variable name spelling
  • Verify variable definitions match usage
  • Ensure required variables are defined

Template Not Appearing

  • Check sharing permissions
  • Verify template is not archived
  • Review filter settings

Poor Adoption

  • Simplify template complexity
  • Improve documentation
  • Provide training and examples

Getting Help

For template-related questions:

  • Review template documentation and examples
  • Check with team members for best practices
  • Contact support for technical issues

Next Steps

With templates set up:

Templates are powerful tools for scaling your prompt management - use them to ensure consistency, save time, and maintain quality across your AI interactions.