---
schema_version: "1"
id: 5e884d25db85ec75f6ce4ff1e294f54e64766a3c13410f708ae366bacb5d5b6e
title: Create Prompt Templates with AI Assist (Beta)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/prompt_builder_refine_block_with_ai.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.prompt_builder_refine_block_with_ai.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 15dc973decd7939095085633332cd657ec4b05fc52a524ef9a7df8b455aa5b64
description: Use AI Assist to create a Jinja-based prompt template from a natural language description. Review the draft in the canvas and customize it with additional instructions before accepting.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Create Prompt Templates with AI Assist (Beta)

Use AI Assist to create a Jinja-based prompt template from a natural language description. Review the draft in the canvas and customize it with additional instructions before accepting.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with the Einstein for Platform, or Einstein or Agentforce for Sales or Service add-on, or Agentforce Foundations</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d219154e69">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d219154e69 ">To create and manage prompt templates in Prompt Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d219154e69 ">
              <p>Prompt Template Manager permission set</p>
              <ul>
                <li>Manage Prompt Templates</li>

                <li>Execute Prompt Templates</li>

              </ul>
              <p>OR</p>
              <p style="margin-bottom:0;">Customize Application permission set</p>
            </td>

          </tr>
        </tbody>
      </table>

AI Assist is available when you create a new prompt template. Describe your prompt goal and have an Agentforce agent create a structured template for you.

1. To open Prompt Builder from Setup, in the Quick Find box, enter Prompt Builder, and then select **Prompt Builder**.
2. Click **New Prompt Template**, and then select **Draft with AI**.
3. Describe what you want your prompt to accomplish.
    
    Use natural language to describe your goal. For example, enter Draft a summary for my account. Be specific about the context, tone, and any data you want the template to reference.
4. Optionally, add resources to the composer, such as an object like **Account**.
    
    AI Assist automatically creates template inputs for the resources you add.
5. Click **Next**, and then click **Draft with AI**.
    
    AI Assist creates a structured, Jinja-based prompt template. The draft appears in the canvas with green highlighting to indicate new content.
6. Review the draft in the canvas.
    1. To customize the draft, enter additional instructions in the canvas — for example, Make the tone casual — and review the updated version. Green highlighting shows additions and red shows removals.
    2. To accept all changes, click the checkmark at the bottom of the canvas.
    3. To discard the draft and start over, click **Discard** at the bottom of the canvas.
7. Configure any remaining resource inputs and grounding data, then click **Save**.

The prompt template is saved with the AI Assist content. Test your template in the **Preview** panel to confirm it produces the expected output before activating it.

To customize the template after saving, open it in the Prompt Template Workspace and use AI Assist again with updated instructions.