Prompts in Knowledge Bases make interactions easier for end-users by providing clear instructions that help get the right response. Users get the ability to use, view, and manage prompts in the knowledge bases.
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View and Insert Prompts
Prompt Library
Create New Prompt
Edit a Prompt
Delete a Custom Prompt
Users can interact with a knowledge base using prompts and they can also view prompts using the View prompts option or from the icon in the input bar. There is an icon available to identify the prompts created by the users.
The users can click on any of the prompts and they will be presented with the associated instructions in the chat input box. They can choose to modify, as desired, and provide the input to receive the response.
View and Insert Prompts
All the users can view prompts and use the desired prompt during their interaction. When the user initially interacts with a knowledge base or clicks on the New chat option, they will be presented with certain prompts. There is a View prompts option available to view all the available prompts and insert a prompt, as desired.
If a user is already interacting with the knowledge base, they will have the View prompts option in the input box available at all times.
When a user clicks on the View prompts option or icon, they will be presented with the prompt library to select a prompt and use it in the conversation.
The users can refine the list by searching for a specific prompt or applying the filters at the top.
There are three filter options available as:
- Task categories: Prompts are classified in four task categories as Understand, Create, Ask, and Analyze.
- Job Types: There are different options available, such as, Engineering, Customer Success, Finance, Marketing, etc.
- Document Types: Narrow down the prompts by specific document type, such as financial statement, travel policy, Balance sheet, meeting minutes, etc.
Prompts are classified into two categories as System prompts and Custom prompts. System prompts are the Egnyte seeded prompts available to the domain whereas custom prompts are the ones created by admin or power users within the domain.
Users can hover over on a particular prompt to view its details.
To use a prompt, select the prompt and click on Insert.
The instructions associated with the selected prompt will populate in the input box. The user can modify these instructions, if required, and provide the input to get a response.
Prompt Library
To access prompt library:
- Click on View Prompts option or icon and click on View all prompts. Prompt library will open in a new tab on the user’s browser in this case.
- Alternatively, navigate to Settings-> AI Powered Features -> Prompt Library.
Prompts will be classified in three categories as System Prompts (default prompts available to the domain), Custom Prompts (prompts created by the users), and Favorites.
The users will have the search functionality and filter options.
For system prompts, the user can mark a prompt as favorite by clicking on the star icon or edit a prompt. If a prompt is already marked as favorite, click on the star icon for the desired prompt again to remove it from favorites.
For custom prompts, click on the star icon to mark a prompt as favorite. The user can click on three-dots menu to remove the prompt from favorites, edit a prompt, and delete a prompt.
All the prompts marked as favorites appear in the Favorites tab.
Create New Prompt
Admin and Power users have the ability to create new prompts. Prompts created or edited by a user are visible to the other admins and power users.
- Navigate to Settings -> AI Powered Features -> Prompt Library.
- Click on Create New Prompt.
- Provide the details and click Next:
- Name: A unique name to the prompt.
- Description: A brief description about the prompt.
- Icon: Select the icon for the prompt
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Instruction: Type the instruction for the prompt or click on Generate Instruction to automatically generate instruction.
- Add a file: The users can create file placeholders in the instructions. For instance, users can provide instructions to compare two documents. While using this prompt, the user will be able to select and provide actual files for comparison as shown in the example below.
- Refine Instructions: Users can provide instructions to the prompt and request the system to refine the instructions for them by clicking on the wand icon. Refined instructions based on the details given by the user will be generated.
- Add a file: The users can create file placeholders in the instructions. For instance, users can provide instructions to compare two documents. While using this prompt, the user will be able to select and provide actual files for comparison as shown in the example below.
- Provide the appropriate Tags (optional) to the prompt.
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Users can test their prompt on the right and keep on modifying the details and tags until they get the intended response. Click on Save.
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Users can also manage the scope of prompts during testing while creating the prompt using the prompt library. For instance, if a user wishes to test a prompt on a specific folder, they can click the ‘+’ icon in the input box on the testing side and select the desired folder. If no folder is selected, the default scope remains the Shared folder.
Users can continue to change the scope until they get the desired results. - If the user creates a prompt from their interaction on a specific knowledge base, the scope remains in the respective Knowledge Base folder. The scope cannot be modified in this case.
If there are file placeholders in a prompt, the option to manage the scope does not appear in this case.
The prompt will be created and it will appear under the Custom Prompts tab in the Prompt Library.
Alternatively, the users can save prompts from their ongoing interaction on a document. For every query they ask, there is an icon to Save as a prompt.
- Click on Save as a prompt icon.
- The instructions will be auto-filled as the user’s query which is selected to be saved as a prompt. Fill in other details, tags, and click on Save. The prompt will be created as a custom prompt.
Edit a Prompt
Users can edit a prompt from the Prompt Library.
- Click on the edit icon on a System Prompt or three-dots menu -> Edit for custom prompt.
- Make the required changes in the prompt details and/or tags and save the changes. The user will be notified of the prompt being updated.
If a user edits and saves the changes to a system prompt, it will then be available as a custom prompt.
Delete a Custom Prompt
Users can delete a custom prompt from the Prompt Library.
- Click on the three-dots menu -> Delete for custom prompt.
- Click on Delete to confirm deletion.
- The user will be notified about the deletion.