Prompt Templates

Prompt templates are reusable, parameterized prompts that you and your team can use in the Playground, with Custom GPTs, or via the API. Instead of typing the same prompt structure over and over, save it once, fill in the variables, and run it in seconds.

What a Template Looks Like

A prompt template is a text prompt with named variables wrapped in double curly braces:

Write a QBR summary for {{client_name}}.

Key stats this quarter:
- Endpoints managed: {{endpoint_count}}
- Critical alerts: {{critical_alert_count}}
- Uptime: {{uptime_percentage}}%
- Tickets resolved: {{tickets_resolved}}

Tone: professional and data-driven. Length: one page.

When you run this template, the platform shows you a form with fields for client_name, endpoint_count, critical_alert_count, uptime_percentage, and tickets_resolved. Fill them in and submit.

Creating a Template

1. Navigate to AI Platform → Prompt Templates
2. Click New template
3. Fill in:
   • Name — A short, descriptive name (e.g., "QBR Summary Generator")
   • Description — What this template does and when to use it
   • Category — Organize by use case (Client Communication, Security, Sales, Operations, etc.)
   • Template body — The prompt text with {{variable}} placeholders
   • Visibility — Private, Team, or Organization
4. Click Save

Variables are detected automatically as you type. The platform shows a live preview of the generated form below the template body.

Variable Types

Variables can optionally be typed for better form rendering:

Type	Input shown	Example
text (default)	Single-line text field	{{client_name}}
textarea	Multi-line text area	{{meeting_notes}}
number	Number input	{{endpoint_count}}
select	Dropdown	{{severity:critical,high,medium,low}}
date	Date picker	{{report_date}}

To type a variable, append :type to the variable name:

{{severity:select:critical,high,medium,low}}
{{report_date:date}}
{{meeting_notes:textarea}}

Running a Template

From the Template Library:

1. Click on any template
2. Fill in the variable values in the form
3. Click Generate
4. The populated prompt is sent to the AI Gateway
5. The result is returned in the output panel and can be copied or saved as a document

From the Playground:

1. Click the Templates icon (document icon in the toolbar)
2. Search for or browse templates
3. Select one — the form opens in the sidebar
4. Fill in variables and click Insert to inject the populated prompt into the chat input

Via API:

POST /api/content/templates/{templateId}/run
Authorization: Bearer oneai_your_key_here
Content-Type: application/json

{
  "variables": {
    "client_name": "Acme Corp",
    "endpoint_count": 45,
    "critical_alert_count": 2,
    "uptime_percentage": 99.8,
    "tickets_resolved": 112
  }
}

Saving Results as Documents

After generating from a template, click Save as document to store the result in your document library. Documents are organized by type (proposal, report, QBR, SOP, etc.) and searchable later from Content → Documents.

Template Library

The platform includes built-in system templates for common MSP tasks:

Template	Category	Variables
QBR Summary	Client Communication	client_name, endpoint_count, alert_count, uptime_pct, tickets_resolved
Security Incident Notification	Security	client_name, incident_summary, impact_description, remediation_steps
New Client Welcome Email	Client Communication	client_name, msp_name, primary_contact, onboarding_date
Proposal Executive Summary	Sales	client_name, proposed_solution, total_value, key_benefits
Post-Incident RCA	Operations	incident_title, timeline, root_cause, corrective_actions
Patch Window Notification	Operations	client_name, maintenance_window_start, maintenance_window_end, systems_affected
SOP Section Generator	Documentation	process_name, process_owner, trigger, step_by_step_description
KB Article from Notes	Documentation	topic, raw_notes
Onboarding Checklist	Operations	client_name, go_live_date, assigned_technician
Contract Renewal Reminder	Sales	client_name, contract_end_date, renewal_amount, primary_contact

Sharing Templates with Your Team

When you set a template's visibility to Team or Organization, your teammates can find and use it in their Playground and Custom GPTs without being able to edit the original.

To share a template:

1. Open the template
2. Change Visibility to Team or Organization
3. Click Save

Team members can copy your template and customize their own version — changes to their copy do not affect your original.

Template Version History

Every save creates a new version. To view previous versions:

1. Open the template
2. Click Version history (clock icon)
3. View diffs between versions
4. Click Restore to revert to an earlier version

Organizing with Categories

Create your own categories:

1. Navigate to Templates → Categories
2. Click Add category
3. Name it (e.g., "Healthcare Clients" or "Security Incidents")
4. Templates can belong to multiple categories

API Access

List available templates:

GET /api/content/templates
Authorization: Bearer oneai_your_key_here

Create a template:

POST /api/content/templates
Authorization: Bearer oneai_your_key_here
Content-Type: application/json

{
  "name": "My Template",
  "description": "Template description",
  "category": "Operations",
  "body": "Write a summary for {{client_name}}...",
  "visibility": "team"
}