How to write & save Prompts

Prompts vs. Agents

A Prompt is a saved message template you can drop into any chat. An Agent is a fully configured assistant with tools and knowledge. Use Prompts for repeatable text patterns; use Agents when you need a persistent persona with capabilities.

Anatomy of a good prompt

1. Role — who is the AI in this task? "You're a project manager reviewing a sprint plan."
2. Task — what do you want done? "Identify the three biggest risks."
3. Context — what does it need to know? Paste the relevant info or reference uploaded files.
4. Format — how should the output look? "Bulleted list, max 3 items, each <= 25 words."
5. Constraints — what NOT to do. "Don't suggest hiring more people. Don't push the date."

Saving a prompt

1. Click Prompts in the left sidebar.
2. Click New Prompt.
3. Give it a memorable name (this shows in the picker).
4. Write the prompt. You can use {{variable}} placeholders that get filled in when you use it — e.g., Summarize this {{document_type}} for a {{audience}}.
5. Pick a category (helps with organization).
6. Save.

Using a saved prompt

In the chat input, type / to open the prompt picker, then start typing the prompt's name. Pick it, fill in any variables, and send. The full prompt expands into your message.

Sharing prompts with your team

When saving, you can mark a prompt as shared. Other users in your workspace will see it in their picker. Useful for standardized templates — code review checklists, meeting note formats, customer reply templates.

Prompts that always work

• Meeting notes → action items — paste raw notes, get back a structured list with owners and deadlines.
• Code review against standards — paste a diff, get feedback against rules you've defined.
• Email tone shifter — "Rewrite this email to be {{tone}}: {{email}}".
• Long doc summary — uploads + "Summarize for a {{audience}} in <= {{N}} bullets."
• Decision matrix — "Compare these {{N}} options across {{criteria}}, table format, recommend one."