Managing Prompts

Prompt List

View and manage all your prompts:

1. Navigate to Settings → Prompts & Templates
2. See all your prompts in a list view
3. Each prompt shows:

• Name and description
• Creation date
• Usage count
• Status (active/inactive)

Editing Prompts

Edit existing prompts:

1. Find the prompt in your prompt list
2. Click Edit
3. Modify name, description, or content
4. Save your changes

Editing Considerations:

• Changes affect all future uses of the prompt
• Previous results won't change
• Consider creating a new prompt instead of editing if you want to preserve the old version

Deleting Prompts

Delete prompts you no longer need:

1. Find the prompt in your prompt list
2. Click Delete
3. Confirm the deletion

Warning: Deleting a prompt is permanent and cannot be undone. Make sure you no longer need it before deleting.

Prompt Categories

Organize prompts into categories:

• Sales & Marketing: Prompts for sales calls and marketing meetings
• Project Management: Prompts for project meetings and planning
• Technical: Prompts for technical discussions
• Executive: Prompts for executive summaries
• Custom: Create your own categories

Using Categories:

• Filter prompts by category
• Organize prompts for easier management
• Share category-specific prompts with teams

Prompt Search

Quickly find prompts using search:

1. Use the search bar in the prompts list
2. Search by:

• Prompt name
• Description text
• Category

3. Results update as you type