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→Setting up Templates
===Setting up Templates===
To create a template, go to '''UTA Settings''' > '''Level 1/2/3''' tab > '''AI''' > Click the '''New Template''' button. Under the''' General''' tab, the template can be given a '''Name''', '''Caption''', and template content. Access permissions can be set for each template under the '''Permissions & Availability''' tab. When making templates that reference specific record fields, be sure to use the '''Field Name''' rather than the '''Caption'''. For example, to ask the AI to translate the content of a specific field into French, enter:
<code>Translate this text into French: “@FieldName@”</code>
When deciding which prompts to use in a template, it can be helpful to test the prompts by going to any UTA record and clicking '''Tools''' > '''Configuration Mode''' > '''Variable Syntax Helper'''. Here, you can test your expressions and see if your variables resolve correctly.
===Best Practices for Prompts===