Prompts and templates are not the same thing
Both live in Settings and both shape what goes out, but they work at different levels:
If the wording of a generated email is not right, the prompt is what to change. If the
shape of it is wrong, look at the template.
Presentation Email Prompts
This category covers the emails that go out when you put a candidate or a job in front of someone. It splits in two, matching the two directions that conversation runs:- Candidate Presentation Email, the instructions for drafting a short presentation of your candidates over email. This is what runs when you present a candidate to a client.
- Job Presentation Email, the instructions for drafting a short presentation of a job to a candidate.
Write or edit a prompt
Create new prompt adds one to a category, and the pencil opens an existing one. A prompt has a title, which is what you pick from when you send, and a body holding the instructions themselves. Inside the body, type/ to browse the variables you can drop in, so the prompt can
refer to the candidate, the job, or the contact it is being run for rather than describing
them in the abstract.
Managing prompts is part of workspace administration. Who can reach this page follows
from the roles and permissions on your workspace.