Templates

Templates are reusable document structures that your AI agents can fill in automatically. Instead of starting from scratch every time, templates define the structure, headings, and — with AI Instructions — exactly what should go in each section and where the data should come from.

Where to find Templates

Templates live in Library → Manage Templates. You can browse existing blueprint templates provided by Bigmind or create your own from scratch.

What Templates can be used for

Templates are ideal for any document your team creates repeatedly. Bigmind provides blueprints for common GTM use cases, and you can create your own for anything specific to your workflow.

Common template examples:

  • Account Plans: Structured overviews of key accounts with goals, stakeholders, and action items
  • Handover Documents: Smooth transitions between team members with deal context, history, and next steps
  • ROI Cases: Quantified business cases showing the value your product delivers to a specific prospect
  • Meeting Summaries: Consistent recaps of calls with action items and follow-ups
  • Competitive Battle Cards: Side-by-side comparisons tailored to a specific deal
  • Proposals and Executive Summaries: Polished documents ready for prospects and stakeholders

When a template is added to an AI agent's knowledge, users can ask the agent to write a document using that template — the agent researches the context, then fills in every section automatically.

Creating a Template

  1. Go to Library → Manage Templates
  2. Click Create Template
  3. Give it a clear, descriptive title (e.g. "Enterprise Account Plan")
  4. Build the structure using headings, paragraphs, lists, and tables — just like any document
  5. Add AI Instructions to guide how the AI fills in each section (see below)
  6. Save the template

AI Instructions

AI Instructions are the key feature that makes templates intelligent. They tell the AI agent what to write and where to get the information — without being visible in the final generated document.

There are two types of AI Instructions:

Template-level instructions ("How to use this template")

The block at the top of the template editor is a context instruction. It describes when and why this template should be used. This helps the AI agent understand the intent behind the document.

Good examples:

  • "Use this template when a rep wants to create an account plan for a key enterprise account."
  • "Use this template when the user asks to write an ROI case after a discovery call."
  • "Use this template for handover documents when a deal is being transferred between reps."

Tip: Be specific about the scenario. A clear context instruction helps the agent choose the right template and set the right tone for the document.

Inline AI Instructions

Inline instructions are placed directly within the document body — right where you want the AI to generate content. To add one, select text in the editor (or place your cursor) and click the AI Instructions button in the toolbar. The selected text becomes the initial guideline and is replaced by an instruction badge.

Each inline instruction has two parts:

Instructions tab

This describes what content to generate for this specific spot in the document. Write clear, concrete instructions.

Good examples:

  • "[Account Name] — the name of the account this deal relates to"
  • "Recap of the previously promised value-adds, in a few bullets"
  • "Describe the challenge the customer is facing and how it impacts their business"
  • "Calculate the estimated annual ROI based on the revenue and pipeline numbers"

Tip: Include example output or formatting hints. For instance: "List 3-5 bullet points, each starting with a bold category name."

Data source hints tab

This tells the AI agent where to find the information it needs to fill in this section. Data source hints reference tools, data sources, or specific instructions for gathering the data.

Good examples:

  • "Account this deal relates to"
  • "Use List account activities (listAccountActivities) to find meeting notes from discovery calls"
  • "Use researchCompanyByDomain to look up revenue data on sources like Crunchbase or TechCrunch"
  • "Pull from the most recent meeting summary for this account"

Tool picker

When a template is used in the context of an AI agent, a Tool button appears in the data source hints toolbar. This lets you pick from the tools available to that agent — grouped by agent name. Selecting a tool inserts its name and ID into the editor, making it easy to reference the right tool in your data source hints.

Note: The tool picker is only available when the template has been added as knowledge to an agent mode. See Agent Knowledge for how to add templates to agents.

How the AI uses your template

When an agent writes a document using your template, here's what happens:

  1. The agent receives the full template structure, including all AI Instructions
  2. It follows the data source hints to gather the information it needs (calling tools, looking up context)
  3. It replaces each inline instruction with real, generated content based on the guidelines
  4. Template-level instructions are removed entirely — they're guidance for the AI, not part of the output
  5. The result is a clean document that follows your structure with all sections filled in

Best practices

Structure

  • Use clear headings: They help both humans and AI understand the document flow
  • Keep sections focused: One AI Instruction per logical section gives the best results
  • Include static content: Not everything needs to be AI-generated — mix fixed text with dynamic instructions

Instructions

  • Be specific: "Summarize the top 3 pain points discussed in the discovery call" is better than "Write about pain points"
  • Provide examples: Show the AI what good output looks like — include example bullets, formatting, or calculations
  • Reference tools explicitly: In data source hints, name the exact tool the agent should call (e.g. "listAccountActivities")
  • Use placeholders: Write instructions like "[Account Name]" or "[Revenue Figure]" to make it clear what needs replacing

Testing

  • Test with real data: Ask an agent to generate a document using the template for an actual account
  • Iterate on instructions: If a section doesn't come out right, refine the instruction — not the structure
  • Check data source hints: Make sure the tools you reference are available to the agent mode using the template

Adding templates to agents

Templates become most powerful when added to an AI agent's knowledge:

  1. Go to Settings → AI → Agents
  2. Select your agent and the mode you want to configure
  3. Open the Knowledge tab and click Add Knowledge
  4. Select Document Templates and choose your template
  5. Save the configuration

Once added, users can ask the agent to "write an account plan" or "create an ROI case" — and the agent will automatically use the right template, gather data, and generate the document.

For more on agent knowledge, see Agent Knowledge.

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