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Create custom prompts with Insights

Learn how to ask the AI to get exactly the answers you need.

Written by Maite
Updated today

Mastering prompt writing is key to getting the most out of Insights. Here you will learn how to compose queries that help the AI provide answers that are exactly what you need for your analysis and decision making.

First things first: What is a prompt?

A "prompt" is an instruction you give to the Artificial Intelligence to get specific and useful answers. Think of it as asking a very detailed question to get exactly the information you need.

Tips on creating effective prompts 🤓

Each prompt you send to Insights should be well thought out, as you only have one message to express your query.

Want to create custom prompts but don't know where to start? Frustrated by getting confusing responses from the artificial intelligence? Learn how to write clear and effective prompts with our beginner's guide. Discover how to structure your prompts, give precise instructions and get the answers you really need - unlock the true potential of the AI and transform the way you interact with it!

If you prefer our expert team to help you with the generation of your customized prompt, write us through the tool's chat to manage it.

How to create a custom prompt on Insights?🚀

These are the steps to follow to make customized prompts 🤩:

  1. Go to 'Content', create a new view or select an existing one.

  2. Adjust the order criteria and time range.

  3. Click on 'Insights', select '+Insight', then 'Create a new one'.

  4. Complete the title, description and instruction.

  5. Save and/or test your prompt to see how it works in real time. If it doesn't work as expected, you can easily edit it.

How to edit or delete a custom prompt? 🛠️

If you have created a custom prompt and want to edit it or delete it, go to 'Insights', select '+Insight', and under the 'My prompts' category, use the icons to edit or delete.

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