Sharing and Reusing Prompts

This guide explains how to share prompts with others and effectively reuse prompts across different conversations and workflows in Cognipeer. Proper sharing and reuse of prompts enhances collaboration and ensures consistent interactions with AI across your organization.

Sharing Prompts with Others

Visibility Settings

When creating or editing a prompt, you can control who has access to it through visibility settings:

• Private: Only you can access and use the prompt
• Shared: Specific users or teams can access the prompt
• Public: All users in your workspace can access the prompt

How to Share a Prompt

1. Navigate to the Prompts section in the sidebar
2. Find the prompt you want to share and click on it to open
3. Click the Share button
4. Choose the appropriate visibility level
5. If selecting "Shared," specify the users or teams who should have access
6. Click Save to apply the sharing settings

Permission Levels

When sharing prompts, you can assign different permission levels:

• View: Users can see and use the prompt but cannot modify it
• Edit: Users can view, use, and modify the prompt
• Manage: Users have full control, including the ability to change sharing settings

To set permissions:

1. In the sharing dialog, select a user or team
2. Choose the appropriate permission level from the dropdown
3. Click Add to apply the permission
4. Repeat for additional users or teams
5. Click Save to confirm all sharing settings

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Reusing Prompts in Conversations

Using Prompts with Peers

There are several ways to use saved prompts in conversations with Peers:

Method 1: From the Prompts Section

1. Navigate to the Prompts section
2. Find the prompt you want to use
3. Click the Use button
4. If the prompt has parameters, fill in the parameter form
5. Select the Peer you want to send the prompt to
6. Click Send to start the conversation with your prompt

Method 2: Within an Existing Conversation

1. In an active conversation with a Peer, click the Prompts button (usually near the message input)
2. Browse or search for the prompt you want to use
3. Select the prompt
4. Fill in any parameters
5. Click Insert to add the prompt to your message
6. Optionally edit the prompt before sending
7. Send the message to the Peer

Method 3: Quick Access (If Available)

If your organization has enabled quick access for prompts:

1. In the message input field, type / to open the prompt quick access menu
2. Browse or search for the prompt you want to use
3. Select the prompt
4. Fill in any parameters
5. The prompt will be inserted into your message
6. Send the message to the Peer

Parameter Handling

When using a prompt with parameters:

1. A form will appear with fields for each parameter
2. Required parameters must be filled before the prompt can be used
3. For checkbox parameters, toggle the switch to enable/disable the option
4. For date parameters, use the date picker to select a date
5. Preview the final prompt with parameters filled in
6. Make any final adjustments before sending

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Integrating Prompts with Other Features

Using Prompts in Apps

Prompts can be incorporated into Apps as part of a workflow:

1. When building an App, add an Ask Peer or Ask LLM step
2. In the step configuration, click Use Saved Prompt
3. Select the prompt you want to use
4. Map App inputs to prompt parameters
5. The prompt will be used when the App executes this step

Example parameter mapping in an App:

App Input: productName -> Prompt Parameter: { {product_name:text} }
App Input: startDate -> Prompt Parameter: { {start_date:date} }
App Input: includeCompetitors -> Prompt Parameter: { {include_competitors:checkbox} }

Prompt Shortcuts (If Available)

If your organization has enabled prompt shortcuts:

1. Navigate to the Prompts section
2. Find the prompt you want to create a shortcut for
3. Click the Create Shortcut option
4. Configure the shortcut settings:
   • Shortcut name
   • Default parameter values (optional)
   • Target Peer (optional)
5. Access your shortcuts from the dashboard or sidebar for quick execution

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Collaborative Prompt Development

Building a Prompt Library

Organizations can benefit from building a comprehensive prompt library:

1. Designate Prompt Curators: Assign individuals responsible for maintaining prompt quality
2. Create Category Structure: Organize prompts by department, function, or use case
3. Establish Standards: Define naming conventions and quality criteria
4. Regular Reviews: Schedule periodic reviews to update and refine prompts

Prompt Improvement Workflow

Implement a process for collaborative prompt improvement:

1. Feedback Collection: Gather user feedback on prompt effectiveness
2. Performance Tracking: Monitor which prompts are most frequently used and most effective
3. Iterative Refinement: Regularly update prompts based on feedback and usage data
4. Version Control: Maintain version history to track changes and allow rollback if needed

Template Prompts

Create template prompts that serve as starting points for specific use cases:

1. Develop base templates for common scenarios (e.g., customer support, content creation)
2. Share these templates with appropriate teams
3. Encourage teams to customize the templates for their specific needs
4. Periodically update the base templates with improvements

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Best Practices for Prompt Sharing and Reuse

Documentation

Provide clear documentation for shared prompts:

• Purpose: Explain what the prompt is designed to do
• Parameters: Describe each parameter and expected values
• Example Uses: Show examples of the prompt in action
• Best Practices: Offer tips for getting optimal results

Consistent Naming

Use consistent naming conventions for shared prompts:

• Include the department or team name (e.g., "Marketing - ")
• Indicate the purpose (e.g., "Analysis," "Generation")
• Add specificity about the content (e.g., "Customer Feedback," "Product Description")

Regular Audits

Periodically review shared prompts:

• Archive outdated prompts
• Update prompts to reflect current best practices
• Consolidate similar prompts to reduce duplication
• Ensure proper permissions and visibility settings

Training and Onboarding

Help users effectively leverage the prompt library:

• Include prompt usage in onboarding materials
• Provide training sessions on creating and using prompts
• Create guides for common prompt-related tasks
• Highlight successful use cases and prompt strategies

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Use Cases for Shared Prompts

Standardized Customer Communications

Create a library of prompts for customer interactions:

• Welcome messages
• Support responses
• Follow-up communications
• Feedback requests

Teams can use these prompts to ensure consistent messaging while customizing details for each customer.

Cross-Functional Projects

Develop shared prompts for cross-functional projects:

• Project status updates
• Risk assessments
• Resource requests
• Decision frameworks

These prompts ensure that all team members provide information in a consistent format.

Knowledge Transfer

Use prompts to facilitate knowledge transfer:

• Process documentation templates
• Training material generators
• FAQ creators
• Onboarding guides

New team members can use these prompts to quickly access and apply organizational knowledge.

Compliance and Legal

Create prompts for compliance-related content:

• Disclaimer generators
• Policy checkers
• Regulatory response templates
• Audit preparation guides

These prompts help ensure that communications adhere to required standards and regulations.

By effectively sharing and reusing prompts, you can create a valuable organizational asset that enhances consistency, efficiency, and collaboration across teams. A well-maintained prompt library becomes a repository of best practices that continuously improves over time.