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AI Templates: Creation and Usage

Kate Korol avatar
Written by Kate Korol
Updated this week

With AI Templates, you can easily generate messages, connection requests, and comments directly inside the platform using configurable AI modules.

How to create an AI Template?

In the sidebar, find the AI Templates section and click Create.
In the modal window, enter a template name and select its usage type: personal message/ email/ InMail message/ connection request/ comment.
If needed, share the template with colleagues in your workspace and click Create.

In the text field, you can add a static part of the message that will not be generated by AI (1). After adding an AI Block (2) inside the editor (3), specify the contextual information for the AI - what exactly needs to be generated.

*By default, all users have an AI token from Grinfi enabled (with a limit of 1,000 requests per month). Users can connect their own LLM token - in this case, there will be no limits or restrictions on the number of requests on the Grinfi side. Instructions on how to connect your own LLM are available at this link.

Scroll down and select which LLM (1) to use for generation, choose the required model (2), and provide a detailed instruction (prompt) (3) for the AI (for example: message length, writing style, core offer details, variables to use as data sources for generation, etc.).


Enable the Enable Fallback Message toggle (4) and define the text that will be used in cases where the AI fails to generate a result based on the prompt.
On the right side of the window, you can select a relevant contact (5) and generate a preview result based on it for testing (6).
If the template meets your requirements, click Create AI Example (7) to add it to AI Message Examples (8).
Based on the saved examples, the AI will be able to generate and validate results for your requests more accurately.

Using AI Templates

Created templates can be used in automations within the relevant nodes that include text fields: messages, comments, emails, and more.
To apply a template, enable the Use Template toggle in the selected node and choose the required template from AI Templates.

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