Saved Prompts

Save and reuse your team's best queries so anyone can run them with a single click.

Saved Prompts are a shared library of your team's proven, go-to queries for a specific AI Analyst. Instead of retyping the same question every time β€” or trying to remember exactly how you phrased a question that produced a great result β€” admins can save those prompts once and make them available to everyone in the organisation.

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Saved Prompts are org-wide and scoped to a specific AI Analyst. Everyone in your workspace can access and run them. Only users with the Studio role can create, edit, or delete them β€” see Managing Saved Prompts for the Studio side.

The Explorer homepage

When you open an AI Analyst in Explorer, the homepage shows two tabs:

  • Get started β€” AI-generated suggestions to help you discover what the agent can do (great for first-time users)

  • Saved prompts β€” Your team's curated library of proven queries for this agent

Click the Saved prompts tab to browse the list. Each entry shows the prompt title, the full prompt text, who saved it, and when. If the prompt was saved from a completed conversation, a View original task link lets you preview the result before re-running it yourself.

Click any saved prompt to immediately start a new conversation with that prompt pre-filled.

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If the agent has no saved prompts yet, the tab will show: "No saved prompts yet. Admins can save prompts from any completed conversation."

The / trigger β€” access prompts mid-conversation

You don't have to go back to the homepage to use a saved prompt. While in any conversation, type / in the chat input to open the saved prompts dropdown.

  • Start typing after / to filter by title or prompt text (e.g. /revenue narrows to revenue-related prompts)

  • Use the arrow keys to navigate, then press Enter to select a prompt

  • The prompt text is inserted into the input β€” you can edit it before sending

  • Press Escape to close the dropdown without selecting

Variable placeholders

Saved prompts can contain placeholders like [region] or [timeframe]. When a prompt with placeholders is selected, the placeholder text is highlighted so you can quickly fill it in before sending. Press Tab to jump between placeholders.

For example, a prompt like "Show me revenue by [region] for [timeframe]" lets anyone on the team run a region- and period-specific analysis without typing the full question from scratch.

Saved Prompts vs. Suggestions

Both appear on the Explorer homepage, but serve different purposes:

Suggestions
Saved Prompts

Created by

AI (auto-generated from semantic layer)

Admins (human-curated)

Purpose

Discovery β€” "here's what you could ask"

Retrieval β€” "here's what we know works"

Prompt length

Short (up to 8 words)

Any length; can include [variable] placeholders

Stability

Regenerate when the semantic layer changes

Stable until an admin edits or deletes them

Linked to results

No

Optionally linked to the original task

Use Suggestions to help new users explore; use Saved Prompts to codify the queries your team runs repeatedly.

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