Creating prompt templates

Prompt templates let you save questions and instructions once and reuse them across analyses and chats. Everyone in your workspace sees the same library, so your team asks the same way every time.

Who can manage prompts

Prompt templates are available on the Team plan. Only workspace admins can create, edit, and delete them. Every member can use the saved prompts.

Create a prompt

1. Open Settings → Workspace → Prompts. The page lists every prompt in your workspace

2. Click Create new in the top-right corner
3. Enter a short Title that explains what the prompt does
4. Enter the prompt itself under Type your prompt here. Be specific about the format, structure, and tone you want in the answer

5. Click Save

The new prompt appears as a card on the Prompts page and is immediately available to everyone in the workspace.

Edit or delete a prompt

Click the three-dot menu on a prompt card to open its options.

• Click Edit to change the title or prompt body. You can also click anywhere on the card to open the edit dialog
• Click Delete to remove the prompt from the workspace. Prompts already used in existing analyses are not affected

Where saved prompts show up

• In a new analysis: open the prompts menu in the chat input and pick from your library
• In a custom analysis template: when you configure a template, click Prompt library to import prompts instead of writing them from scratch. See Custom analysis templates

Writing a good prompt

• Say what you want in the output, not just the topic: “Summarize in 5 bullet points” beats “Summary”
• Include format details: length, structure, tone, what to include or skip
• Ask for one thing per prompt. Split broad instructions into several prompts so your team can pick the right one