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Custom AI templates

Learn about custom AI templates and how to create your own.

Tamás Párványik avatar
Written by Tamás Párványik
Updated over a month ago

Contents:

StoriesOnBoard AI assistant

StoriesOnBoard AI offers an efficient approach to context management. The initial setup prompts you to input all necessary product details, including how your story mapping process works, specific product information, key features, and target user personas.
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StoriesOnBoard AI offers a streamlined and specialized approach to story mapping and backlog management. Capturing all necessary product details during the initial setup and consistently retaining this information eliminates the need for repetitive input. It ensures that all generated content aligns with the project’s objectives.

StoriesOnBoard AI is trained explicitly in story mapping best practices, providing structured and customizable results that integrate seamlessly into the backlog without additional formatting. Furthermore, it maintains a comprehensive view of the entire backlog, including both AI-generated and user-added items, which enhances accuracy and prevents duplication. This holistic approach supports unified, real-time collaboration among team members, ensuring everyone works within the same context and format, fostering greater consistency and coordination.

Working with StoriesOnBoard AI on your backlog you will be supported with AI assistance as following:

  • brainstorm user personas

  • identify high-level user goals

  • break goals into user journey steps

  • brainstorm user stories

  • write the user story itself

  • identify acceptance criteria

  • collect subtask

  • write test cases

  • get advise on story splitting options

  • run INVEST analysis

  • explore your own custom AI contents

Why use custom AI content

Custom AI templates allow you to create an AI function for content you frequently use during specification. Once you create your custom AI function, you will be able to run it on any user story in your backlog.
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The possibilities are really endless; you are free to add anything you need. Let's take a look at a few examples:

  • subtasks

  • test cases

  • PRD's

  • INVEST analysis

  • splitting advice

  • and so on...

Creating your own Custom AI Templates will allow your team to deliver consistent structure in all time while the content is customized exactly for your requirements to support your workflow. This approach allows teams to quickly plan and detail a digital solution.

How to create custom AI templates

StoriesOnBoard AI assistant can help you with any story maps you create on StoriesOnBoard. To start using AI assistant in your backlog make sure that the AI assistant is enabled on your workspace and you provided information in the product context form for the assistant to get started.

💡 Tip - Learn more about:

To create your custom AI temples follow these steps:

Open the story map and visit the AI assistant menu then select "Update AI templates".
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Under "AI templates" tab you can customize how you want to create AI written content for user story and acceptance criteria creation. Select existing templates or create your own.

💡 Tip - Learn more about:

Select the "Custom AI templates" tab to create or update your custom AI templates. Then click on "Add new Template" to create your own AI content.

Enter the title of your template and create instructions for the AI assistant. Include what to do and how you want to get the result. You can include examples for your preferred structure as following. Then "Save" your template.
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​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 🚫🎂
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Let's create a custom AI Template for writing test cases:​

Write test cases for the given user story. Return with the title, description and the potential steps at least 3-5 steps if needed and expected result. Use the following format:

**Test Case ID:** TC_01

**Title:** Successfully invite a new user with a valid email address

**Precondition:** User is logged into the webshop and is on the invite new user page.

**Test steps:**

Enter valid email address into the invite field.

Click the "Send invitation" button.

**Expected result:** The system sends an invitation email to the provided email address, and a confirmation message is displayed to the user.

**Postcondition:** The user receives an invitation email and can accept the invite to join the webshop and purchase items.

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Go back to the story map and open a user story card where you want to run the new Write Test Cases Custom AI Template. Click on the "Custom AI Content" button and select "Write Test Cases".
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The AI assistant will write test cases for you based on the established Custom AI Template. Accept the result or ask for more and add the content to your user story.
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Your test cases written by StoriesOnBoard AI assistant are ready in seconds and your can share it with your team.


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Custom AI template examples

Following this approach you can create any custom AI content for your needs for example:

Collect subtasks custom AI template example:

Collect possible subtasks for the given user story and organize subtasks into checklist. Stick to the following format:

** Subtasks **

- subtask

- subtask

- ...

Advise story splitting options custom AI template example:

Check the user story and apply the SPIDR user story splitting technique (Spike, Path, Interface, Data, Rules) to identify opportunities to split it into smaller user stories. Return with 5 new story, for each split, provide only the new user story titles in a bullet list and specify which SPIDR method was used for each. Include a brief explanation of the reasoning. Be strict. Return results in the following format:

For example:

Original story: add dishes to the cart

New user stories:

- Research optimal methods for adding items to a cart (Spike)

- Allow adding dishes to the cart from the menu (Path)

- Design and implement a user-friendly 'Add to Cart' button (Interface)

- Save cart data persistently across sessions (Data)

- Prevent users from adding out-of-stock dishes (Rules)


​Run INVEST analysis custom AI template example:

Run an INVEST analysis on the user story. Be strict. Return results in the following format:

__INVEST__

* criteria name: [fail/pass]: reason

* criteria name: [fail/pass]: reason

Impact analysis custom AI template example:

Write an impact analysis for the user story, and write a sentence for each impact category. Insert a "HIGH" "MEDIUM" "LOW" expression into each category right after the ":" mark. Follow this format:
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Impact Analysis:

User Impact: VALUE : explanation

Business Impact: VALUE : explanation

Strategic Impact: VALUE : explanation

Market Impact: VALUE : explanation

How to update or remove AI templates

Open your story map and visit the "AI assistant" menu and select the "Update AI templates" option.

Visit the "Custom AI templates" tab to access your custom AI templates.


Select a custom AI template to update its details or delete the template.

Learn more about:

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