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Helpdesk Agent dev Tesoro CRM

AI Settings: feature toggles and prompts

Two locations for AI configuration: AI Settings (on/off) and AI Prompt (templates). The toggle switch is company-wide. Templates determine how the AI translates and rewrites.

  • First activation of AI features for your office
  • Creating a prompt template for a specific writing style
  • Temporarily disabling AI during migration or training

Settings → My Company → AI Settings. One toggle switch:

StatusEffect
ActiveTranslation and rewriting available for team
InactiveError message when used: “Your company has turned off the AI functionality.”

Immediate effect upon change. No loss of existing translations, only new AI actions are blocked.


Settings → AI Prompt. Manages templates for translation and rewriting.

FieldLimit
Title3, 100 characters
Prompt3, 8,000 characters
TypeTranslation or AI Description Rewrite
GroupRequired
Additional ContextOn/off (default off)

Templates can contain placeholders that are automatically filled:

PlaceholderBecomes
{{ ai.source_language }}Source language
{{ ai.target_language }}Target languages
{{ property.title }}Current title
{{ property.description }}Current description

Create groups for clarity. Each template belongs to a group. Create, rename, delete via the AI Prompt page.

  1. Create: click create button → title + group + type + prompt text. Set Additional Context. Save.
  2. Edit: click template → Edit. Type cannot be changed after creation.
  3. Duplicate: select → Duplicate for a variant without starting from scratch.
  4. Delete: select one or more → Delete.

You are an expert in writing Spanish real estate descriptions for the Costa Blanca market.
Translate the following property title and description from {{ ai.source_language }} to {{ ai.target_language }}. Preserve the formatting (paragraphs, bold, lists).
Title: {{ property.title }}
Description: {{ property.description }}
Remove any mention of competing real estate agencies from the following property description. Preserve all property details, formatting and tone.
Description: {{ property.description }}