When to use Prompt Builder
Key Takeaway
Choose Prompt Builder when the same kind of AI-generated output is needed again and again for different records or audiences: you build one prompt template instead of having each user write their own prompts.
Prompt Builder is where you create, test, revise, and manage prompt templates. Use it when a business needs AI-generated content, such as emails, summaries, or field descriptions, that is specific to each customer or record, consistent across a team, and produced at scale, while the Einstein Trust Layer protects sensitive data.
What a prompt template is
A prompt template has two kinds of content:
| Part of the template | What it holds |
|---|---|
| Held once | The instructions, goal, constraints, and brand guidelines |
| Placeholders | Details that change, such as customer names, contact information, and product prices |
Think of a prompt template as a basic recipe that a cook adjusts for each customer's order. The basic recipe stands for the parts the template holds once, such as the instructions and brand guidelines. The changes for each order stand for the placeholders, which take details like one customer's name or a product's price.