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Prompt Management

Introduction​

The Prompt Management system is a powerful feature that enables users to create, organize, and utilize pre-defined prompts across the platform. This centralized repository of prompts improves workflow efficiency, maintains consistency in AI interactions, and allows teams to leverage proven prompt templates for various use cases. This guide provides comprehensive instructions for accessing and utilizing the Prompt Management system effectively.

Table of Contents​

Platform Integration​

Prompt Management serves as a central repository for pre-defined prompts that integrate with multiple components across the platform:

ACE Chat​

In ACE Chat, users can access and utilize pre-defined prompts to:

  • Quickly trigger specific AI capabilities without rewriting complex instructions
  • Maintain consistency in AI interactions across users and teams
  • Access specialized or optimized prompts for technical tasks
  • Execute standardized workflows with a single prompt selection

Users select pre-defined prompts from the Browse prompts button in the ACE Chat UI, where they can search or filter by category to find relevant prompts.

Smart Copilot​

Smart Copilot offers similar prompt selection functionality, allowing users to:

  • Access domain-specific prompt templates
  • Leverage proven prompt patterns for common tasks
  • Ensure consistent AI assistance across different sessions
  • Save time by reusing optimized prompts instead of rewriting instructions

The interface mirrors ACE Chat's prompt selection mechanism, providing a seamless experience across platform components.

Agent Applications​

For Agent Applications, Prompt Management provides:

  • Pre-built instruction sets for specialized agent behavior
  • Standardized prompts for common agent tasks and functions
  • The ability to share optimized prompts across different agent implementations
  • Centralized management of agent conversation patterns

Accessing Prompt Management​

To access the Prompt Management interface:

  1. Navigate to the main application dashboard
  2. Click on Prompt Management in the navigation menu
  3. The Prompt Management dashboard will display, showing all categories and their associated prompts

Working with Categories​

Categories help organize prompts into logical groups, making them easier to find and manage.

Adding a New Category​

  1. From the Prompt Management page, click the Add New Category button
  2. In the form that appears, enter:
    • Category Name: A descriptive name for your category (e.g., "Data Analysis", "Content Creation")
    • Category Description: Details about the category's purpose and the types of prompts it contains
  3. Click the Add button to create the category
  4. The new category will appear in the category list

Editing a Category​

  1. Locate the category you wish to edit
  2. Click the Edit button next to the category name
  3. Update the category name and/or description as needed
  4. Click Save to apply your changes

Deleting a Category​

When you delete a category, all prompts within that category will also be deleted.

  1. Locate the category you wish to delete
  2. Click the Delete Category button associated with that category
  3. A confirmation dialog will appear warning about the deletion of all prompts within the category
  4. Click Confirm to proceed with deletion or Cancel to abort

Managing Prompts​

Adding a New Prompt​

To add a new prompt to an existing category:

  1. Locate the category where you want to add the prompt
  2. Click the dropdown arrow to expand the category
  3. Click the Add New Prompt button
  4. In the prompt creation form, enter:
    • Prompt Name: A descriptive title for your prompt (e.g., "Sentiment Analysis", "Technical Documentation Generator")
    • From Category: Select the appropriate category from the dropdown
    • Prompt Description: Enter the prompt text/instructions in detail
    • Tags (Optional): Add relevant tags to improve searchability
  5. Click the Save button to add the new prompt
  6. The prompt will now appear under the selected category

Editing a Prompt​

To modify an existing prompt:

  1. Locate the prompt you wish to edit
  2. Click the Edit button associated with that prompt
  3. In the edit form, you can modify:
    • Prompt Name
    • Prompt Category
    • Prompt Description
    • Tags
  4. Click the Save button to apply your changes

Deleting a Prompt​

To remove a prompt:

  1. Find the prompt you wish to delete
  2. Click the Delete button associated with that prompt
  3. Confirm the deletion when prompted
  4. The prompt will be permanently removed from the system

Using Prompts​

Selecting Prompts in ACE​

To use a pre-defined prompt in ACE Chat:

  1. Open the ACE Chat interface
  2. Click the Browse prompts button located near the chat input field
  3. A prompt selection pop-up will appear showing available prompts
  4. You can:
    • Search for specific prompts using the search bar
    • Filter prompts by category using the category dropdown
    • Browse through the list of available prompts
  5. Once you find the desired prompt, click the Use button
  6. The prompt will be automatically inserted into your conversation with ACE
  7. ACE will immediately process the pre-defined prompt and respond accordingly

Selecting Prompts in Smart Copilot​

The process for using prompts in Smart Copilot is similar to ACE:

  1. Open the Smart Copilot interface
  2. Click the Browse prompts button in the chat interface
  3. Use the search functionality or category filters to locate the desired prompt
  4. Click Use to select the prompt
  5. The Smart Copilot will process the selected prompt and provide assistance based on the predefined instructions

Utilizing Prompts in Agent Applications​

For Agent Applications:

  1. During agent configuration, access the prompt library through the agent setup interface
  2. Select appropriate prompts for different agent functions or conversation scenarios
  3. Assign prompts to specific agent triggers or conversation contexts
  4. Test agent behavior with the selected prompts to ensure proper functionality

Best Practices​

  • Organize Systematically: Create a logical category structure that aligns with your organization's workflows and use cases
  • Be Descriptive: Use clear, descriptive category and prompt names that convey their purpose at a glance
  • Standardize Format: Maintain consistent formatting across similar prompts for easier readability and use
  • Include Examples: Where possible, include example inputs/outputs within prompt descriptions
  • Regular Review: Periodically review and refine prompts based on their effectiveness and user feedback
  • Version Control: Consider including version numbers in prompt names or descriptions for frequently updated prompts
  • Documentation: Add comments within complex prompts to explain the reasoning behind specific instructions
  • Optimization: Regularly update prompts to incorporate lessons learned and improve performance
  • Share Knowledge: Create categories for team-specific prompts to encourage collaboration and knowledge sharing

Troubleshooting​

Common Issues​

Prompt Not Appearing in Selection Interface

  • Verify the prompt was saved correctly in Prompt Management
  • Check if you have the necessary permissions to access that prompt
  • Ensure you're looking in the correct category

Prompt Not Working as Expected

  • Review the prompt instructions for clarity and specificity
  • Check for any syntax errors or conflicting instructions
  • Test with simpler variations to isolate any issues

Category Management Problems

  • Clear your browser cache if changes aren't reflecting
  • Refresh the page after making significant changes
  • Verify you have the required permissions for category management

For additional assistance, contact your system administrator or support team.