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            Customize the Work Summaries for Enhanced Messaging Prompt Template

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            Customize the Work Summaries for Enhanced Messaging Prompt Template

            Add custom instructions to the prompt without building a template from scratch by creating a version of the standard Work Summaries prompt templates. Customize the Summarize Messaging Session prompt template in Prompt Builder to specify what information Einstein includes and how to format that information or adjust the voice and tone so that responses fit your business needs.

            Required Editions

            View supported editions.
            User Permissions Needed
            To create and manage prompt templates in Prompt Builder: Prompt Template Manager permission set
            To run prompts with Einstein Search: Data Cloud User permission set

            Before enabling Einstein Work Summaries, you must have:

            For Work Summary template types, the LLM drafts responses based on the conversation transcript.

            To customize the Summarize Messaging Session prompt template, we recommend that you edit the standard prompt templates and save a new version. In the standard prompt template we added the key pieces of a successful prompt, including instructions for the LLM, data resources, and relevant inputs like the conversation transcript. You can still add and test your own instructions if you save a new version of the template.

            1. From Setup, in the Quick Find box, search for and select Prompt Builder. Under Prompt Templates is the Summarize Messaging Session prompt template with the Work Summary template type.
              List of available prompt templates with Summarize Messaging Session highlighted.
            2. To edit the standard prompt template, select it and you’re redirected to the Prompt Template Workspace. Click Save As. A new version of the prompt template opens in the workspace.
              The prompt builder user interface with the Summarize Messaging Session prompt template.
              For the Work Summary template type, the standard prompt template user instructions include the task for the LLM, conversation transcripts, and any response limits.
            3. To test the Summarize Messaging Session prompt template, under Conversation Record, search for and select a Messaging Session.
            4. Click Preview to see how your changes to the prompt template affect the LLM response. See Review, Revise, and Repeat: Ensure That a Prompt Template Is Effective
            5. When you’re satisfied with the outputs, click Activate.

            If there are multiple available templates, Work Summaries for Enhanced Messaging uses the most recently modified active template version when drafting summaries.

            See Also

             
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