Create Prompt

Updated on February 23, 2024
Updated on February 23, 2024

This step-by-step guide will walk you through creating, configuring, and cloning prompts.

Before You Begin:

Step 1: Create a new prompt

Click the “Prompts” tab and select “New.”

Step 2: Fill in the Details

  • Prompt Name: Give it a clear and descriptive title.

  • Target Object: Select the object you want to use the prompt with (e.g., Account).

  • Data Context Mapping: Choose the specific mapping based on your needs.

  • AI Model: Pick the AI Model you want to power your prompt (e.g., GPTfy, OpenAI).

  • Type: Select the type of prompt. The available types include JSON, Custom, and text. If you choose “Text” as the prompt type, a text box, and a drop-down picklist will appear.

  • Text Prompt: Use the text box to enter the prompt command. Use Merge Field to insert related field names easily.

Step 3: Set ’Advanced Settings’ for prompt behavior and publishing

  • Target Field: Choose if you want to save the AI response in a specific field on the record.

  • Temperature: Control the balance between creativity and predictability in the output (0-1). Higher values lead to more diverse responses.

  • Top P: Decide how many possible words the AI considers, influencing the response’s diversity. Higher values lead to more unique results.

  • Max Output Tokens: Set the maximum length of the generated response.

Step 4: Save & Activate

Click “Save” to create your prompt. Once saved, a unique “Prompt Request ID” appears for reference.

Click “Activate” to make it available in the GPTfy Console dropdown. This will trigger a validation check. Upon successful validation, your prompt is ready to use!

Step 5: Version Control and Audits

After activation, explore the new component with three tabs:

  • Version Control: Every activation creates a JSON version stored under Files for tracking. Track changes and revert to previous versions if needed.

  • Security Audits: Records created during GPTfy usage are documented here. Monitor security logs related to your prompt’s usage.

  • Clone with Related: Create an exact copy of your prompt with all its settings. View prompts sharing the same mapping.

Additional Information

Prompt Types:

  • Custom Prompt: Enter the prompt command in the GPTfy console text box.

  • Text Prompt: Ideal for predefined prompts in your own words. Enter the desired prompt command in the text box during creation.

  • JSON Prompt: Utilize the product’s full potential with predefined actions. Follow this article for creating components.

  • Clone with Related: Clone prompts with attributes, versions, mapping, and components. Click to create an exact copy for different purposes.

Managing Prompt Activation/Deactivation

  • Once activated, the Status changes to Active.

  • Deactivate from the Highlight Panel, turning the Status to Draft. Temporarily disable prompts when not needed.

  • Edit, Activate, Delete, and Clone With Related are in Draft status.

  • To reactivate, click Activate and fill in details if needed.

Advanced Features

1. Conditional Visibility:

Control when prompts appear based on specific conditions.

  • While creating or editing, click Advanced Settings.

  • Create visibility conditions using the Create Visibility Condition button.
  • Specify conditions, add or remove using the + icon, and save.
  • Field Condition Visibility auto-populates.
  • Go to the record and select the Prompt in the GPTfy console. Run GPTfy button will not work if the condition specified does not match with the record.

2. Appending Timestamps:

Add date and time to responses for easy reference.

  • Enable in Advanced Setting. This feature is initially disabled by default. (Click on Edit OR Create)

  • Select Target Field, check “Append Timestamp,” and save.
  • Date and time will be stamped in the Target field.

3. Temperature & Top P:

Fine-tune your results for optimal outcomes.

  • Temperature controls randomness during text creation. Top P considers possible words.

  • Set the parameter value between 0-1.

  • If outside the range, GPTfy shows a validation error.

  • Provide the value while creating the prompt or rely on the AI Model if not specified.

You’re now equipped with the knowledge to activate, customize, and use your prompt effectively in GPTfy. Happy exploring!