Prompts
A prompt is a saved AI instruction, written in plain language and kept in your workspace so everyone works from the same wording. This page is where you create, edit and delete them.
Creating a prompt
- 1
Open Prompts
In the sidebar, go to Workspace → Workspace Settings → Advanced → Prompts.
- 2
Click "New Prompt"
A Create Prompt window opens. On an empty workspace the same window opens from the "Create Prompt" button in the middle of the page.
- 3
Set a name
Fill in the Prompt Name, such as "Follow-up Task Creator". This name is what you pick from later when you use the prompt.
- 4
Write the prompt text
Write the instruction as plain language. It is sent to the model as you typed it, so keep it short and say what kind of follow-up you want.
- 5
Click "Create"
The prompt appears in the list. Click its row any time to open it and Save Changes.
Writing the prompt text
Write it the way you would brief a new salesperson — plainly, and short enough to read in one go. For example:
Prefer a phone call for contacts we have already emailed twice without a reply.
Use email for anyone we have not contacted yet, and social engagement when we
have no phone number or email address.Managing prompts
- Edit — Click a prompt's row to open it, change the Prompt Name or Prompt Text, and click Save Changes.
- Delete — The trash icon on the row removes the prompt. Anything that was set to use it needs a different prompt picked.
Best practices
- Say plainly what you want and leave out anything the model cannot know about your contacts.
- Write one prompt per situation (early outreach versus late-stage follow-up) rather than one prompt for everything.
- Give a prompt a name you will recognise later, since the name is what you pick from in a list.
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