Prompts Library
Custom Prompts
Custom prompts are prompts your workspace writes for its own KPIs, clients and report formats. Owners, administrators and operators create them with New Custom Prompt, or start from a built-in prompt with Customize.
When to create one
- You ask the same question every week, such as a client report.
- You track KPIs the built-in prompts don't cover.
- You want answers in a fixed format, such as a table plus recommendations.
Create a custom prompt
- Open the Prompt Library and click New Custom Prompt.
- Enter a Prompt name and say what it produces.
- Write the Prompt instructions: metrics, date range, comparisons and filters.
- Describe the Expected delivery format, which shapes the agent's response.
- Pick the data sources, add tags and use Assign to brands.
- Click Save prompt.
Customize a built-in prompt
Open a built-in prompt and click Customize. Your custom version takes the place of the built-in prompt with the same name in your workspace.
Permissions
- Owners, administrators and operators can create, edit and delete custom prompts.
- Any member can copy prompts and mark them as favorites.
Tips
- Name the data sources the prompt needs, so teammates know which MCP server to enable.
- Keep instructions short and specific. See Prompt Best Practices.
Related: Built in Prompts, Using Prompts.