---
title: "Create reusable Prompt Templates"
description: "Turn a recurring instruction into a reusable form that you can fill out and submit in any Bearly chat."
canonical: "https://bearly.ai/docs/features/prompt-templates/"
markdown: "https://bearly.ai/docs/features/prompt-templates.md"
---

# Create reusable Prompt Templates

HTML: [https://bearly.ai/docs/features/prompt-templates/](https://bearly.ai/docs/features/prompt-templates/)

> Turn a recurring instruction into a reusable form that you can fill out and submit in any Bearly chat.

Prompt Templates save instructions you use repeatedly. A template can be a fixed prompt, or it can present a small form for details that change each time—such as source text, audience, format, or an attached file.

Unlike a Skill, a Prompt Template does not add a workflow package or local actions. It turns your saved instruction and the values you enter into an ordinary message for the current chat.

## Create a Prompt Template



1. **Open Prompt Templates**

   Select **Prompt Templates** in the Bearly sidebar.

2. **Describe the recurring task**

   If this is your first template, select **Create Prompt Template**. Otherwise, select **New Prompt**.

   In **AI Prompt Builder**, answer **What would you like to create?** Describe the desired result and the information that should change each time, or choose one of the **Popular Ideas** as a starting point. Then select **Create Prompt**.

3. **Review the generated template**

   Bearly opens the new template. Under **Basic Information**, refine its **Template Name** and **Description**. Under **Template Design**, review **Your Template** and the **Live Preview**.

4. **Add or adjust fill-in fields**

   In **Your Template**, wrap a field name in double braces wherever a value should be supplied later. For example:

   ```text copy
   Summarize {{ meeting notes }} for {{ audience }}. End with {{ next step format }}.
   ```

   Bearly creates one form field for each unique name. A template can also contain no fields when the instruction should be exactly the same every time.

5. **Configure each field**

   Under **Field Configuration**, open a field and choose what the person using the template will see:

   - **Helper Text** explains what belongs in the field.
   - **Short Answer** provides a compact input; **Paragraph** provides room for longer material.
   - **Allow File Uploads** adds an attachment control to that field.



Bearly saves changes as you edit; there is no separate save button. The **Live Preview** shows how the form will appear in chat.

> **Tip**
> Name fields by the information they need—`{{ source text }}`, `{{ audience }}`, or `{{ output format }}`—rather than vague names such as `{{ input }}`. Clear fields make a template easier to reuse months later.


## Use a template in chat



1. Select **Chat** in the sidebar and open the conversation where you want to use the template.
2. Type `/`, then find your template under **Prompt Template** and select its name.
3. Fill in the fields. If a field allows files, select its paperclip icon and attach the relevant file. A fixed template with no fields shows the complete instruction for review.
4. Select **Submit**. You can also press <kbd>Shift</kbd> + <kbd>Enter</kbd> while the form is open.



Bearly replaces each field in the saved instruction with what you entered and submits the result to the current chat. Fill every field you expect the answer to use: a field left blank is sent as `N/A`.

The filled template remains visible in the conversation. If you change a value there, **Reset** discards those edits and **Submit** sends the revised version for a new answer.

## Edit or delete a template

Open **Prompt Templates**, then select a template under **My Prompts**. Edit its name, description, instruction, or fields directly; changes are saved as you type.

To delete it, select the three-dot menu beside its name under **My Prompts**, choose **Delete**, then confirm **Delete**. Bearly removes it from the Prompt Templates page and from the chat command menu; the app does not show an undo action.

Deleting a template does not remove messages that were already submitted with it. Those remain part of their conversations.

## If a template does not work as expected

| What you see | What to do |
| --- | --- |
| The template is missing from the `/` menu | Make sure **Your Template** is not blank. Wait a moment for the edit to save, then reopen the chat and search for the template's **Template Name** again. |
| **Submit** does nothing | When a template has fields, enter at least one value or finish attaching a file before submitting. |
| An attachment shows a warning icon | Remove the file from the field, check your connection, and attach it again. |
| **Failed to create prompt. Please try again.** | Keep your description, check your connection, and select **Create Prompt** again. |
| The command menu still shows an old name | Reopen the chat after renaming the template so the command list refreshes. |

For a reusable workflow that includes its own supporting files or approval-gated local actions, see [Add workflows with Skills](https://bearly.ai/docs/features/skills.md).

## Continue through the documentation

- [Documentation index](https://bearly.ai/docs.md): Browse every Bearly guide.
- [Previous: Create and edit videos](https://bearly.ai/docs/features/video-generation.md)
- [Next: Download a video](https://bearly.ai/docs/features/download-video.md)
- [Related: Add workflows with Skills](https://bearly.ai/docs/features/skills.md)
