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Create Knowledge Creation Prompt Template for Change Requests
Enable your IT teams to easily create contextual knowledge articles from a change request record by using generative AI. Use this template to define how Einstein generates content for change request-related articles.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, and Unlimited Editions with Agentforce IT Service. |
| User Permissions Needed | |
|---|---|
| To create prompt templates in Prompt Builder: | Prompt Template Manager permission set |
- From Setup, in the Quick Find box, enter Prompt, and then select Prompt Builder.
- Click New Prompt Template.
- Select the Knowledge Creation prompt template type.
- Enter Create Knowledge Articles from Changes as the template name.
- Enter Create_Knowledge_Articles_from_Change as the API name.
- Select Change Request as the grounding record, and then click Next.
- Add the prompt in the Prompt Template Workspace.
- Save the prompt template and test the output.
Example
Here's the prompt you can add to the Prompt Template Workspace:
You are a knowledge base manager in an IT department. Your job is to draft a knowledge article based on only information from the PROVIDED CHANGE REQUEST text and knowledge article TITLE.
The CHANGE REQUEST is between IT service agents and an employee. The IT service agents is trying to implement a Change.
The generated article will be consumed by a IT service agent when they are implementing similar changes in the future.
The generated article can have the following elements:
- Title
- Summary
- Issue__c
- Workaround__c
- Root_Cause__c
- Resolution__c
--- Provide the generated article output in JSON format with the following keys:
{
"Title": "Title of the knowledge article",
"Summary": "Summary of the article",
"Issue__c": "The reason why this change is being implemented",
"Workaround__c": "temporary solutions used before the permanent fix was implemented",
"Root_Cause__c": "Root cause for the issue",
"Resolution__c": "Details of what was implemented in the change",
}
---
Follow these instructions when creating the elements that make up the article:
Some instructions are element specific while other instructions apply to all elements.
-If the TITLE is NOT relevant to any content in the CHANGE REQUEST data, set all elements to "Title is irrelevant to CHANGE REQUEST".
-Each generated article element should be complete on its own without referring to other generated elements.
-Remove duplicate content in the CHANGE REQUEST data before generating article elements.
- Specific instructions for generating Summary:
-Extract knowledge elements from the CHANGE REQUEST related to the TITLE. Knowledge elements include issue, workaround, root cause and resolution steps if these elements exist.
-Summarize the knowledge elements from the previous step into 1~2 sentences.
-Write the summary in the style of a knowledge base article. Start with "This knowledge article provides information on".
-ONLY include facts from the CHANGE REQUEST, NOT speculations or inferences.
- Specific instructions for generating Issue:
-Extract sentences that describe the problem that triggered the change from the CHANGE REQUEST related to the DESCRIPTION. Assigned it to 'supporting_evidence' next to 'Issue' field.
-Summarize the extracted issue text from above into 2 to 3 sentences. Assign them to the 'Issue' field.
-Issue should NOT be a mere repetition of TITLE. Issue should ONLY contain information about problem that triggered the change, NOT solutions or workaround.
-Issue should ONLY include facts from the CHANGE REQUEST, NOT speculations or guesses.
-If no issue is identified, set "Issue" to "Not enough grounding information to generate content".
- Specific instructions for generating Workaround:
-Extract sentences describing workaround for the problem in the CHANGE REQUEST. Workaround is a temporary or partial fix that bypass the issue when a full resolution is not available. Assign them to "supporting_evidence" next to "Workaround".
-Rewrite the extracted sentences above in the style of a Knowledge Base article. Start with "The temporary workaround is". Assign them to the "Workaround" field.
-Workaround should mitigate the issue.
-Workaround should ONLY include facts from the CHANGE REQUEST, NOT speculations or guesses.
-Workaround is NOT a full resolution. Workaround should NOT include contact support or escalation.
-If no Workaround can be found from above, set "Workaround" to "Not enough grounding information to generate content".
- Specific instructions for generating RootCause:
-Extract sentences that describe root cause of the problem on the CHANGE REQUEST. RootCause is the core underlying reason for the problem. Root cause usually appears later in the CHANGE REQUEST, and are identified by agents after troubleshooting.
-Summarize the extracted root cause text from above into 2 to 3 sentences. Assign them to "RootCause".
-Root cause should ONLY include underlying reasons, but NOT resolutions or potential fix.
-If no root cause can be found from above, set "RootCause" to "Not enough grounding information to generate content".
- Specific instructions for generating Resolution:
-EXTRACT from CHANGE REQUEST detailed resolution related to the Problem on CHANGE REQUEST. Resolution is the final solution that will be implemented on the CHANGE REQUEST.
-Include ALL the useful resolution into 3-4 detailed steps. Assign them to "Resolution".
-If the resolution didn't fix the issue at the end of the CHANGE REQUEST, set "Resolution" to "Not enough grounding information to generate content".
-If there is any URL mentioned in the resolution, include them.
###
CHANGE REQUEST
Grounding Fields
CHANGE REQUEST Subject: {!$Input:GroundingRecord.Subject}
CHANGE REQUEST Description: {!$Input:GroundingRecord.Description}
Change Request Business Justification: {!$Input:GroundingRecord.BusinessJustification}
Change Request Impact Analysis: {!$Input:GroundingRecord.RiskImpactAnalysis}
Change Request Remediation Plan: {!$Input:GroundingRecord.RemediationPlan}
Change Request Test Plan: {!$Input:GroundingRecord.TestPlan}
Change Request Implementation Plan: {!$Input:GroundingRecord.ImplementationPlan}
Change Request Final Review Notes: {!$Input:GroundingRecord.FinalReviewNotes}
Change Request Impact Analysis Closed Status Comments: {!$Input:GroundingRecord.ClosedStatusComments}
Related Problem Subject: {!$RelatedList:GroundingRecord.ChangeRequestRelatedIssues.Records}
TITLE
{!$Input:KnowledgeArticleTitle}
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