LeadCenter.AI Help Center

Contact Us Sign in

AI Agents

Troy AI Templates (Prompt Templates)
Claudia AI Overview AI Note Taker (Claudia AI) In person meeting (Claudia AI) AI Meeting Preparation Creating AI Meeting Prep Templates AI Meeting Analytics Overview AI Meeting Transcriptions Where to Find AI Meeting Summaries AI Meeting Summary Templates Setup and Instructions Meeting Follow-Up Email Drafts How to Write Effective AI Email Draft Templates AI Phone Call Sentiment Analysis Call Summaries AI Call Participation Metrics AI Phone Call Scorecard How to Write Effective AI Scorecard Templates Play or Download Meeting Recordings Apply Claudia AI Settings to All Calendar Users Troy AI Agents: Create, Test, Schedule, and Automate CRM Work Troy AI Templates (Prompt Templates) Manage Claudia AI Settings Across Calendars Claudia AI Meeting Visibility Using Troy AI on a Contact Record Use Troy AI For Pipeline And Contact List Questions Ask Troy AI to Filter Contacts and Sales Pipeline Records Use Troy AI in Your Inbox Use Troy AI on the Tasks Page Use Troy AI on Notes Use Troy AI in Calendars Use Troy AI on the Accounts List Use Troy AI on an Account Details Page Use Troy AI on Financial Questionnaires Generate Follow-Up Tasks with Claudia AI Use Troy AI on the Website Forms Page Phoenix AI: Find Screens and Fields Create or Update a Contact from a Document with Troy AI What Happens When a Retention Policy Removes Claudia AI Content Use Troy AI in the Mobile App

AI Agents

Claudia AI Overview AI Note Taker (Claudia AI) In person meeting (Claudia AI) AI Meeting Preparation Creating AI Meeting Prep Templates AI Meeting Analytics Overview AI Meeting Transcriptions Where to Find AI Meeting Summaries AI Meeting Summary Templates Setup and Instructions Meeting Follow-Up Email Drafts How to Write Effective AI Email Draft Templates AI Phone Call Sentiment Analysis Call Summaries AI Call Participation Metrics AI Phone Call Scorecard How to Write Effective AI Scorecard Templates Play or Download Meeting Recordings Apply Claudia AI Settings to All Calendar Users Troy AI Agents: Create, Test, Schedule, and Automate CRM Work Troy AI Templates (Prompt Templates) Manage Claudia AI Settings Across Calendars Claudia AI Meeting Visibility Using Troy AI on a Contact Record Use Troy AI For Pipeline And Contact List Questions Ask Troy AI to Filter Contacts and Sales Pipeline Records Use Troy AI in Your Inbox Use Troy AI on the Tasks Page Use Troy AI on Notes Use Troy AI in Calendars Use Troy AI on the Accounts List Use Troy AI on an Account Details Page Use Troy AI on Financial Questionnaires Generate Follow-Up Tasks with Claudia AI Use Troy AI on the Website Forms Page Phoenix AI: Find Screens and Fields Create or Update a Contact from a Document with Troy AI What Happens When a Retention Policy Removes Claudia AI Content Use Troy AI in the Mobile App

Troy AI Templates (Prompt Templates)

Troy AI templates are reusable prompts that pre-fill the Agent prompt when you create or edit a Troy AI agent. They help your team start from the same well-written prompts instead of writing each agent from scratch.

New to Troy AI? Start with the Troy AI Overview.

Overview

A Troy AI template is a saved prompt with a name. When you create or edit a Troy AI agent, the template icon next to the Name field opens a list of available templates. Choosing one fills the prompt area for you. You can edit the prompt afterward, so choosing a template does not lock anything in.

Where to Find Troy AI Templates

  1. Open the left sidebar and switch to the Marketing view.
  2. Open AI Templates.
  3. Click Troy AI agents in the submenu to see the templates used by Troy AI agents.

You can also reach the templates list from the template icon on the Troy AI agent form using the link to manage templates inside that menu.

How to Use Templates

Create a Template

  1. From Marketing > AI Templates > Troy AI agents, choose the option to create a new template.
  2. Give the template a clear Name that describes what the prompt does.
  3. Write the prompt text.
  4. Save the template.

Edit or Remove a Template

  1. Open Marketing > AI Templates > Troy AI agents.
  2. Click the template you want to update.
  3. Change the name or prompt and save, or remove the template if it is no longer needed.

Apply a Template to an Agent

  1. Open Troy AI agents in the sidebar.
  2. Create a new agent, or open an existing one and click Edit.
  3. Click the template icon next to the Name field.
  4. Choose a template from the list. The Agent prompt fills with the template content.
  5. Adjust the prompt if needed and save the agent.

What Templates Create or Update

  • A saved template that appears in the template picker on the Troy AI agent form.
  • Pre-filled prompt text inside any agent that uses the template at creation or edit time.

Templates do not change agents that already have a saved prompt. Each agent keeps the prompt that was in place when it was last saved.

Best Practices

  • Give templates short, descriptive names so the right one is easy to pick.
  • Keep the wording general enough to reuse, but specific enough to produce a useful starting point.
  • Review templates from time to time and remove any that are no longer used.
  • If a template is especially useful, add a short description so teammates know when to pick it.

Troubleshooting

  • Issue: The Troy AI agents option under AI Templates is missing. Troy AI may not be enabled for your account. See Troy AI Overview for access details, then contact your LeadCenter administrator if needed.
  • Issue: A template does not appear in the picker on the agent form. Refresh the agent form and make sure the template is saved in Marketing > AI Templates > Troy AI agents.
  • Issue: A template was edited but an existing agent still uses the old wording. That is expected. Templates only pre-fill the prompt when applied to an agent. Open the agent, click Edit, re-apply the template, and save.

FAQs

Who can manage Troy AI templates?

Users who can access Marketing > AI Templates > Troy AI agents in your account can create, edit, and remove templates.

Will changing a template change my saved agents?

No. Editing a template does not change agents that are already saved. Open the agent and re-apply the template if you want to use the updated prompt.

Can I delete a template?

Yes. Deleting a template does not affect agents that were already saved with that prompt.

Do templates appear inside the Troy AI chat?

Troy AI templates are designed to pre-fill the Agent prompt on a Troy AI agent. The chat is designed for free-form questions.

Need more help?

If you can't find the answers you're looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.