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Version: Next

Prompts

Prompts are saved text templates that can be quickly inserted into the chat input using a slash command shortcut. Instead of typing the same complex query repeatedly, you save it once as a prompt and invoke it with /command-name whenever needed. Prompts can also be shared with other users or groups.

Prerequisites​

Prompts are available to all users. No special role is required to create or use them.

  1. Open the workspace.
  2. In the left sidebar, click Prompts.

The Prompts page shows all prompts you own, organized in three sections:

SectionDescription
My PromptsPrompts you have created
Shared by MePrompts you have shared with others
Shared with MePrompts others have shared with you

Creating a Prompt​

  1. On the Prompts page, click the + (Plus) button.
  2. Fill in the form fields.

Fields​

FieldRequiredDescription
TitleYesA descriptive name for the prompt, e.g., Monthly Revenue Summary
CommandYesThe slash command used to invoke the prompt in chat. Auto-generated from the title (e.g., monthly-revenue-summary). Only alphanumeric characters and hyphens are allowed.
ContentYesThe prompt text that will be inserted into the chat input when the command is used.

The Command field is automatically populated based on the title. You can edit it manually if needed. The command must be unique within your workspace.

Using Voice Input for Content​

Click the microphone icon next to the Content field to record the prompt text using voice input. The spoken text is automatically transcribed and can be optimized before being applied.

Save​

Click Create to save the prompt. It is immediately available in the chat interface.

Using a Prompt in Chat​

In any chat conversation, type / in the input field. A suggestion list appears showing your available prompts. Continue typing to filter by command name. Select a prompt to insert its full content into the chat input field.

You can then review or modify the inserted text before sending.

Prompt List Features​

Views​

Toggle between List View and Cards View using the icons in the toolbar.

Use the search bar to filter prompts by title.

Filter by Tag​

Assign color tags to organize prompts. Click the colored dots in the search bar to filter by tag.

Prompt Actions​

Hover over a prompt entry to access the available actions:

ActionDescription
Edit (pencil icon)Opens the prompt editor to update the title, command, or content
CloneCreates a copy of the prompt
ShareOpens the sharing dialog
ExportDownloads the prompt as a file
DeletePermanently removes the prompt

Editing a Prompt​

  1. Click the pencil icon on the prompt you want to update.
  2. Modify the title, command, or content as needed.
  3. Click Save to apply the changes.

Note: Changing the command of an existing prompt will update the slash shortcut. Any saved references to the old command will no longer work.

Sharing Prompts​

To share a prompt with users or groups:

  1. Click the More (⋯) menu on the prompt.
  2. Select Share.
  3. In the sharing dialog, select the users or groups to share with.
  4. Confirm to apply.

Shared prompts become available in the recipients' Shared with Me section and can be invoked in their chat using the same /command shortcut.

To stop sharing:

  1. Go to the Shared by Me section.
  2. Click More (⋯) on the shared prompt.
  3. Select Unshare.

Best Practices​

  • Keep commands short and memorable: Commands like /revenue, /churn, or /top-customers are faster to type than long slugs.
  • Use descriptive titles: The title appears in the autocomplete list when typing / — a clear title helps you find the right prompt quickly.
  • Share team standards: Create prompts for common analytical questions and share them with relevant groups so everyone uses consistent phrasing.
  • Version with clone: If you need a modified version of an existing prompt, clone it first so the original is preserved.