Customize the Standard Answer Questions with Knowledge Prompt Template
Customize the Answer Questions with Knowledge standard prompt template.
Required Editions
| Einstein generative AI is available in Lightning Experience. Setup for Einstein generative AI is available in Lightning Experience. |
| Available in: Enterprise, Performance, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To create and manage prompt templates in prompt builder: | Prompt Template Manager permission set |
To customize the Answer Questions with Knowledge template, we recommend that you copy and edit the standard prompt template. In the standard prompt template, we’ve added the key pieces of a successful prompt, including instructions for the LLM, data resources, and relevant inputs like the user query. You can still add and test your own instructions if you copy the standard Answer Questions with Knowledge prompt template.
- From Setup, in the Quick Find box, search for and select Prompt Builder. If you have Agentforce Data Library set up and active, under Prompt Templates is the Answer Questions with Knowledge prompt template with the Knowledge Answers template type.
-
To edit the standard prompt template, click the Answer Questions with Knowledge prompt
template and you're redirected to the Prompt Template Workspace. Click Save
As and a new version opens in the workspace.
The standard prompt template user instructions include the task for the LLM, link to a data source, the user query, and any response limits. See Review, Revise, and Repeat: Ensure That a Prompt Template Is Effective.
To test the Answer Questions with Knowledge prompt template, you need the Query and Retriever ID. The Query is the question asked by the user. For testing purposes you can enter any query related to your data source. The retriever is already created and activated in AI Models (formerly Einstein Studio). To get the Retriever ID or name, go to the retriever setup in AI Models. See Manage Retrievers.
- When you’re happy with your template and Einstein’s responses, click Save & Activate. Once it's active, your customized prompt template is used when a user asks an agent a question.
At runtime, the latest active Answer Questions with Knowledge prompt template is used for AI agents and generative AI feartures. If there are multiple active Answer Questions with Knowledge prompt templates, the latest active custom template is used instead of a modified standard template. To make sure you're using the right prompt template with your agents, check you have only one active at a time.
