> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.praiz.io/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # How to use the Praiz AI Templates? # What can you do with IA Praiz Templates? * Detect information, or an answer to a question, automatically: no need to listen to a call again. * Record this information in a Note that will be saved on the Contact/Company/Opportunity sheet in the CRM: no more need to take notes * Automatically fill in one or more CRM fields with this information: no need to fill in fields manually. All this automatically, for each call, and without any action on the part of the user 👌 # How do I create a Template? Access Templates from **Settings** > **Templates** > then Click on **Add template** to create your Template * 1️⃣ Add a first Field by clicking on **Add field**. * 2️⃣ Select a **Field type** (the response format): this can be a list (Bullet points), a short text (Short text) or a paragraph (Long text), a number (Number), a Yes/No response (Boolean) or one or more values from a list (Single/Multiple options). * 3️⃣ Detail the information you want to extract in the **Field Prompt** field ${frame}[](https://demo.arcade.software/TxXZg1BNHSBxAYf8AsbG?embed&show_copy_link=true) # How do I launch a data extraction using the Templates function? * 4️⃣ Click on **✨ Extract** to ask the AI to extract the information (this will take between 5 and 30 seconds approximately). * 5️⃣ You can view the results and edit the information if required. * 6️⃣ Click on **Push to CRM** to send the information to your CRM! ${frame}[](https://demo.arcade.software/wPcPiap35hvpEEgCZ50r?embed&show_copy_link=true) ## Tips for effective templates * Simply describe the information you are looking for. For example, to extract information about a prospect's budget, simply write: "prospect's budget". * keep it simple: this is not a ChatGPT prompt, so there's no need to give the AI any commands or orders * focus on extracting specific information, and don't hesitate to provide context (by specifying "the prospect" / "the salesperson", for example) * the title is optional, and has no influence on the AI result; it is only used to format the response * only the Field Prompt field counts as an instruction * the prompt can be written in any language, and the result will be automatically generated in the language of the transcription (the language of the call) ## What are the differences between the different Field Types? * Bullet points: the result will be a list of several bullet points. This option is suitable if you are expecting several different responses. * Short text: the result will be one or more sentences, 250 characters maximum * Long text: the result will be a very long answer, with no limit on length. This option is suitable if you are expecting a paragraph or a very long answer (a detailed summary, for example). * Number: the result will be a number only, this option is suitable if you want an extremely precise answer (e.g. customer budget) * Boolean (Yes/No): the result will be true (yes) or false (no). This option is suitable for obtaining a yes/no answer to a specific question. * Single option: you can define a list of possible values. The result will be a single option from this list. * Multiple options: you can define a list of possible values, and the result will be one or more values from this list. **To avoid:** * Avoid verbs and actions * Avoid asking questions * Avoid saying "my"/"your": "my prospect", "my solution"... and instead use the neutral "the": "the prospect", "the solution"... this will help the AI to be more precise. * Avoid asking for several pieces of information in the same field. It's better to separate several questions into separate fields, as the answers will be more precise! # Automate the triggering of a Praiz Template To do this, simply click on Automate Templates and then select a team for which you want to automate Template extraction. ${frame}[](https://demo.arcade.software/SLnRIBzKldEt0KSkSTJ9?embed&show_copy_link=true) # Map your CRM fields to fill them in automatically To map a Praiz field to a field in your CRM, simply click on **Map Custom Field**, then choose the field to be filled in: ${frame}[](https://demo.arcade.software/rRpclpAjVNaUNC11nPvB?embed&show_copy_link=true) ###### Automatic filling of CRM fields (custom fields) Praiz allows you to automatically fill in custom fields for the following CRMs: * Salesforce * HubSpot * Pipedrive * Close.io * Zoho * Microsoft Dynamics 365 || Standard fields are not currently supported (yet). ## Library of reusable templates Find examples of meeting minutes, sales framework templates and recruitment interview templates: https://help.praiz.io/fr/category/templates-de-cr-erf2on/ ## Who can create and access Templates? * Templates are shared with all Praiz workspace users. * Any paying Praiz user can create and extract information from the Templates. ## Can I add my own customised vocabulary to Praiz? **Yes**, Praiz takes custom vocabulary into account. You just need to add a list of keywords specific to your company (jargon, proper names, anglicisms, competitor name, customer name, etc.) in the Values list of a Single option or Multiple options field, and the Praiz AI will take this vocabulary into account. ### Examples of concrete use cases for Templates: * Extract qualification information to fill in a MEDDIC or a BANT. * Detect competitors mentioned during a call * Detect objections raised during a call * Detect the answer to a question (even if it has not been explicitly asked) * Generate a summary of a meeting * Detect the list of participants * and much, much more! --- # Upcoming improvements 🕚 * Advanced automation**: trigger a template based on the type of call (R1, R2...) of a tag, a word in the title, etc... | Don't hesitate to contact us, our team is available via chat or email if you have any questions 🙂 Would you like us to help you automate the completion of your CRM fields? [Book 30 minutes with an AI Praiz expert](https://get.praiz.io/meetings/praiz/templates) ${frame}[](https://get.praiz.io/meetings/arthur-andre/onboarding)