5.2 Manage Prompt Template Definitions

MicroTx Workflows enables you to define and manage reusable prompt templates for AI-powered workflow execution in a centralized way. Use prompt templates to drive GenAI Tasks for single-prompt AI use cases and Agentic Planner tasks for dynamic task and tool orchestration.

By defining prompt templates centrally, you can maintain prompt logic in one place and reuse it across workflows. This improves consistency, simplifies updates, and provides better control over how AI-powered workflow steps and orchestration logic are executed.

Prompt templates also support prompt variables, allowing workflow context to be embedded dynamically at runtime. Use these variables to pass workflow inputs, custom values, and outputs from previously executed tasks into the prompt. This makes it possible to build prompts that adapt to workflow state and runtime data without hardcoding values.

For example, in a loan processing workflow, you can use a prompt template to evaluate customer eligibility using applicant details supplied as workflow input. The template can also include outputs from earlier workflow steps, such as identity verification or income validation results.

In an insurance claims workflow, you can use a prompt template to review claim details submitted by a customer, such as accident description, claim amount, and supporting documents. The prompt can instruct the model to classify the claim as Valid, Needs More Information, or Potentially Fraudulent, and provide a short justification. This result can then be used to determine the next workflow step, such as requesting additional documents, invoking another task, or escalating the claim for manual review.

Topics

• Create a Prompt Template Definition
  Prompt template definitions are reusable and structured natural language system instructions—such as those used for summarizers or planners—that guide the output of tasks within a workflow.
• Update a Prompt Definition
  You can update description and details in the prompt template.
• View a Prompt Definition
  You can retrieve and view the details of a prompt definition.
• Delete a Prompt Definition
  You can delete a prompt definition when it is no longer required.