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Custom Prompt

The Custom Prompt is the "brain" behind your AI Assistant and Genies. While the AI provides the information, the Prompt dictates how that information is delivered.

By defining specific criteria, you can fine-tune the output to align perfectly with the communication style you require and ensure that every interaction is consistent with your specified requirements.

(You can also customise the AI Prompt of the Genies. Click here to find out more).

Breakdown of Customisation Sections

When you're in the Assistant page (second option on the left sidebar, beneath "Home"), you can chat with your Assistant and ask questions about your data. To make the style and tone more specific to your requirements, you can click on "Custom Prompt" on the top right of the screen.

Once you click on "Create custom prompt", you will find the different sections that can be customised.

Each section of the prompt serves a specific purpose in shaping the AI's behaviour. You can customise the following areas:


🎭 PERSONA
This sets the AI’s identity and name.

  • Why it matters: It dictates the AI’s vocabulary, professional level and overall attitude.
  • Example 1: "Your name is 'TechReady', you're a friendly and helpful IT support technician".
  • Example 2: "You're 'LegalBot', a formal legal advisor specialising in UK property law".


📋 CONTEXT
This includes essential background information that the AI must keep in mind.

  • Why it matters: It provides the "big picture" so the AI doesn't have to guess. This might include project goals, company history, or the specific target audience.
  • Example: "This Workspace contains data for the 2026 London Expansion Project. All answers should focus on scalability and local regulations".


📝 USER INSTRUCTIONS
This highlights specific rules regarding the structure and format of the output.

  • Why it matters: It saves you time on formatting. You can mandate the length of answers or the use of specific structures.
  • Example: "Always provide answers in a bullet-pointed list" or "Keep responses under 150 words and include a call-to-action at the end".


🎨 TONE
This defines the feeling or emotion conveyed in the response. If it's for an internal Genie for your team, the tone might be more informal and friendly. If it's for a customer-facing Genie on your website, it might be more formal and professional.

  • Why it matters: It ensures the AI reflects your brand's "voice" (professional, casual, enthusiastic, empathetic, etc).
  • Example: For a medical database, you might set a Calm and Professional tone; for a marketing brainstorm tool, you might choose Creative and High-Energy.


🌐 LANGUAGE
This specifies the exact language the AI must use when answering.

  • Why it matters: By default, the AI answers in the same language as the user's question. This setting overrides that, forcing the AI to stick to one language regardless of the input.
    ⚠️ If you want the AI to answer in the language of the user, leave this section empty.
  • Example: Useful for a French company that wants all internal synthesised answers to be in French, even if a user asks a question in English.


🔔 REMINDERS
This gives you two blank spaces for critical constraints that the AI must double-check before formulating every single answer.

  • Why it matters: It acts as a safety net for your most important rules.
  • Example: "Never mention competitor pricing" or "Always remind the user to consult the original PDF source for final verification".


🌡️ TEMPERATURE
This is a technical setting that controls the balance between creativity and factual accuracy. This is measured on a scale from 0.00 to 1.00.

LOW Temperature (near 0.00): Keeps the answers safe, factual and predictable. This is ideal for technical manuals, legal documents and HR policies where precision is non-negotiable (if you're not sure, keep the temperature at 0.00).

HIGH Temperature (closer to 1.00): Leads to more imaginative and varied results. This is useful for creative brainstorming or marketing copy.

  • Why it matters: It dictates how "adventurous" the AI is with its word choices.
  • Example: A setting of 0.00 ensures the AI sticks strictly to the data provided, whereas a 0.70 might allow for more flowery and varied language.

⚠️ Warning: Setting the temperature above 0.00 increases the risk of "hallucinations", where the AI may prioritise creativity over strictly factual reporting. For most business use cases involving data retrieval, we recommend keeping this setting at or near zero.


The Value of a Custom Prompt


  • Brand Consistency: Ensure that every interaction via your Genie sounds exactly like your company.

  • Reduced Hallucinations: By providing clear Context and Reminders, you significantly lower the risk of the AI providing irrelevant or off-brand information.

  • Efficiency: With User Instructions, the AI delivers data in the format you need immediately (ex: as an email draft or a table), eliminating the need for further editing.