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Custom AI templates

In this article you'll get a detailed guide about how to customize StoriesOnBoard AI

Gergő Mátyás avatar
Written by Gergő Mátyás
Updated over 5 months ago

Custom AI templates allow you to create an AI function for content you frequently use during specification. Once you create your custom AI function, it will be available in the AI Assist section in the card details.

How to use the custom AI templates?

The possibilities are really endless; you're free to add anything you need, like:

  • subtasks

  • test cases

  • PRD's

  • INVEST analysis

  • and so on...

How to create custom AI templates?

If you create a story map from scratch, there are no custom AI functions included, but you can select one of the pre-made examples to get inspiration. To add a template to the story map, select one example from the list and click the Examples button.

Don't forget to save the function before closing this window.

If you want to create your Ai function, you can hit the Add New button, then create a short name for the function (this will be displayed in the list) and include your prompt.

What can be included in the template:

  • you can include commands (prompts) into the input field like "collect ideas for..." and

  • you can also enter output format like:
    Group
    - item 1
    - item 2

Hints for creating a proper AI template:

  • AI understands the story, the parent items, and the product description as well, so you can refer to these items, e.g., write ... for this user story

  • You can provide a template, and if it doesn't look good, change the template. For example, use brackets if you want to stick to an exact expression.

  • StoriesOnBoard AI understands the examples as well, feel free to include a simple example to suggest the result.

  • AI functions are optimized for product management, so please don't try to ask for cake recipes 🚫🎂

How to update or remove AI templates

Once you have added your first templates, you can edit them by opening the AI templates from the AI menu:

Then, select the template you want to update. Don't forget to hit the Save button before closing the window.

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