Templates & Prompts

The 4C:me Safe AI Platform includes a prompt template system that helps you save time with reusable prompts.

What Are Templates?

Templates are pre-written prompts that you can quickly insert into a conversation. They are organized by categories and can be created by you or provided by administrators.

Using Templates

To open the template selector, click the colored toolbar button in the chat input area to expand the toolbar, then click the Templates button (book icon):

This opens the template dialog where you can browse, search, and select templates:

1. Browse or search the available templates (personal and system). Search matches each template's name, description and prompt text.
2. Click a template to expand it and read its Description and Prompt — the prompt is shown with its formatting
3. Click Use template to insert the prompt into your chat input, together with any files stored with it
4. Modify the prompt or attachments as needed before sending

The copy button on an expanded template copies its prompt as Markdown, so headings and lists survive being pasted elsewhere.

Keyboard shortcuts are available for quick access to frequently used templates.

Personal Templates

Create your own personal prompt templates:

• Create new templates from scratch
• Edit existing templates to refine them
• Delete templates you no longer need
• Set visibility to Private, Public, or selected User Groups

Templates are managed from Settings → Template Prompts: click Create Template, or edit an existing one. The dialog asks for a Name, Category, Visibility, Icon, Description and the Prompt itself, plus optional Attachments. Creating and editing templates requires the corresponding prompt permissions.

Formatting a Prompt

The Prompt field is a rich-text editor, so a template can carry structure rather than a single block of text:

• Text styles — normal text or Heading 1–3

• Bold, italic and underline

• Lists — numbered or bulleted

• Links — a URL, optional display text, and whether it opens in a new tab

• Source view — edit the underlying markup directly

Pasting Markdown into the editor converts it: ## becomes a heading and - a list, just as typing them does. Tables and task lists in a template are kept as they are.

The formatting is kept when the template is inserted into the chat, copied, searched or edited again. Templates written earlier as plain text or Markdown open with their formatting rather than showing raw symbols. Agents' example prompts use the same editor.

Attaching Files to a Template

A template can carry file attachments as well as text. You can attach up to 10 files, with a maximum size of 25 MiB per file. When you use the template, its files come with it — so a recurring task that always runs against the same reference document no longer needs that document re-uploaded each time.

This suits templates like "review this against our standard terms" or "extract the usual fields from this invoice," where the standard or the schema is a fixed file and only the subject changes.

System Templates

The platform includes ready-to-use templates provided by administrators for common tasks and workflows.

Category Management

Organize your templates with categories:

• Create, Read, Update, Delete (CRUD) operations for categories
• Drag and drop to reorder categories
• Categories help organize large template collections

Creating and editing categories validates required fields before saving, and deleting one asks for confirmation first — "Are you sure you want to delete this category? This action cannot be undone."

Editing a category opens with its saved values filled in. Renaming it updates every template assigned to it; if some of those templates cannot be updated, saving reports an error, and saving the category again finishes the rename for the rest.

Tips

• Create templates for tasks you perform frequently (weekly reports, code reviews, analysis requests)
• Use descriptive names and categories so templates are easy to find
• Include placeholder text (like [PROJECT NAME] or [DATE]) that you fill in when using the template
• Share useful templates with your team by asking an administrator to create system templates