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Save a prompt as a template from a new conversation
If you reuse the same prompt across conversations, saving it as a template saves you time and keeps your prompts consistent.
- Go toConversations, then selectNewto begin a new conversation.
- In theAsk CoCounselcomposer, type the prompt you want to save.importantTheCreate a template from this prompticon is only available after you enter text in the composer.
- In the composer toolbar, selectCreate a template from this prompt.
- In theCreate Templatewindow, complete the following fields:
- Type: Verify that the correct template type is already set.
- Title: Enter a title for the template. This field is required.
- Prompt: Review the pre-filled prompt text carried over from the composer.
- Description: Optionally, add a description.
- Access: Choose who can use the template.
- Tags: Optionally, add tags.
- Custom fields: Optionally, complete any custom fields.
- SelectCreate Template.
Your prompt is now saved as a template and is available for reuse in conversations and supported workspaces.
This article applies to:
- Product: CoCounsel
- Audiences: Tax professionals
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