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Prompt Generation Wizard Overview

Applies to: AI Assistant
Licensing

The AI Assistant is available as a separate, licensed product for VisualSP customers and once properly licensed a member of the VisualSP Product team will enable it as a Supported Main Panel Application in the customer’s subscription.

The AI Prompt Generation Wizard is a guided walkthrough that can save time by auto-generating your prompt using the power of AI! Enter a few details about the prompt you’d like to create and it will do the rest.

Prompt Generation Wizard for Adding a Prompt

The Wizard automatically loads when selecting Add Prompt from the Prompt Management Panel left settings menu.

The Subscription Admin / Editor may choose to move forward with the wizard or cancel it to manually build the prompt.

If the Subscription Admin / Editor chooses to use the Wizard they can begin by typing a short description or abstract of they prompt they wish to create and then click the “Generate” button. The Wizard will send the request to the AI Assistant engine and advance the wizard when it has completed its analysis.

As an example we asked the AI Assistant to create a prompt to analyze a common, humorous riddle by entering “How much wood would a woodchuck chuck if a woodchuck could chuck wood?”.

The Wizard returned the generated Title, Description and Prompt text in the Core Content tab:

The Wizard also generated some Instructions which can be viewed by clicking the Instructions tab:

The Subscription Admin / Editor can then choose to Preview how the prompt would appear in the AI Assistant Main Panel Application

Once the prompt has been previewed, close the Preview clicking the labeled button.

The Subscription Admin / Editor may then choose one of the following as the next steps:

  • Cancel
    The Subscription Admin / Editor may choose to keep the cancel, close the Wizard, and then manually build the prompt.
  • Regenerate
    The Subscription Admin / Editor may choose to regenerate the prompt using the same short description or abstract to refine the prompt Core Content and Instructions.
  • Try Again
    The Subscription Admin / Editor may choose restart the wizard and enter a new short description or abstract to generate a different or more targeted prompt.
  • Keep and Apply the Generated Prompt
    The Subscription Admin / Editor may choose to keep the generated Core Content and Instructions by leaving the fields checked and click the Apply button to pre-populate the fields on the Prompt Editor panel.

Once the prompt generation has been finalized, the applied prompt can be viewed in the Prompt Editor Panel to ensure that all required fields have been properly completed.

Core Content:

Instructions:

The Metadata tab will usually require a review to ensure that the correct Application Scope and Groups have been assigned to the prompt before it can be published

Prompt Generation Wizard for Editing a Prompt

The Prompt Generation Wizard may also be used when editing an existing prompt to refine it over time.

The Subscription Admin / Editor may click to Edit Prompt from the Prompt Management Panel or through the edit shortcut when hovering over a prompt in the AI Assistant Main Panel Application to open the Prompt Editor.

In the Core Content panel, scroll down to the Prompt field and click the “Guide Me” menu option as shown below:

The Prompt Generation Wizard will open and the editing user can select to “Rework Existing Prompt” as shown below:

From here the steps are essentially the same as those described in the Add New Prompt section above.

The Subscription Admin / Editor may then choose one of the following as the next steps:

  • Cancel
    The Subscription Admin / Editor may choose to keep the cancel, close the Wizard, and retain the existing prompt.
  • Rework Existing Prompt
    The Subscription Admin / Editor may choose to have the AI Assistant re-analyze the existing prompt and make revised suggestions for the Core Content and Instructions
  • Generate
    The Subscription Admin / Editor may choose restart the wizard and enter a new short description or abstract to generate a different or more targeted prompt.

From here the steps to finalize and publish changes to the existing custom prompt merge with those explained in the Add Prompt section above.

Updated on January 30, 2025

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