Published at: 2026-09-17
Prompt template admin guide
Create a prompt template
Prompt template scenario category
Use the scenario category to determine the business use case for the prompt template in ShareCRM.
Prompt template primary object
Set the primary object for the prompt template. This field is required for all prompt template types except the Custom scenario type. The primary object determines where the prompt template can be used, and you can reference its data as variables in the prompt template.
Support image input
Select this option when the prompt template requires multimodal input. The image source can be NPath (an image address saved in the tenant) or image URL (an image URL from outside the tenant).
Prompt template variables
For a custom scenario type prompt, you can add custom prompt variables. You can reference custom variables in the prompt template.
Edit a prompt template
Template settings
Select the LLM provider and model for the prompt. For models that support web search, you can enable the web search feature, and the model will search the web based on the prompt instructions to generate content.
Property settings
Set the following properties for the prompt:
- Generation language: Follow personal language; Follow tenant language; Specified language.
- Language style: Default; Casual; Formal.
- Sender role: A simple persona for the prompt generation language that affects the style of the generated content.
- Content length: The maximum length of the content the prompt generates.
Prompt content
This is the area where you write the prompt. You can reference multiple types of variables to build the prompt content. Referenced variables appear as highlighted placeholders in the prompt content editor, and at runtime the variable values replace the placeholders.
Variable types:
| Type | Description |
|---|---|
| Primary object and fields | References the field values of the primary object linked to the prompt template |
| Other objects and fields | References the field values of a specified object |
| Custom variables | References user-defined custom variable values |
| Current related variables | References information about the current user and tenant |
| Custom functions | References the return values of custom functions |
| Semantic retrieval index | References the retrieved content from semantic retrieval. You need to configure the query content and the number of results to return. The returned data format is a JSON array |
| Web search | References the search results from web search. You need to configure the query content and the number of results to return. The returned data format is a JSON array |
The prompt content supports one-click AI optimization. The AI optimizes the prompt content based on the user’s optimization instructions.
Output settings
Design the output variable format for the prompt. The output supports both text and JSON types. The generated text follows the output settings format strictly.
Custom settings
The prompt template automatically generates some content based on the property settings and output settings. This content, together with the prompt you enter, forms the complete prompt that is sent to the LLM.
If you want to write the prompt content yourself so you can fully control the generated content, turn on custom settings. The prompt template then hides the property settings and output settings. The style, length limit, output format, and everything else are determined entirely by the prompt content.
Debug a prompt template
Click Generate preview. In the dialog, set the variable values you want to use in the prompt content, and then click to start preview debugging.
The debug results appear in the following two areas:
- Prompt preview: The prompt content after the placeholder variables are replaced with the set variable values.
- Generated text: The text content the prompt generates.
