Creating and managing saved prompts in Ask Link | DealCentre AI

• Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
• Click the Preparation icon or the Diligence icon on the left side of the screen.
• Click Ask Link.
• Click Create Prompt.
• Enter a Prompt Name.
• (Optional.) Select a Category.
• Select the Share Settings.
  • Private - visible only to the creator
  • Entity - shared with users in the organization
• (Optional.) Select a Role and Expertise or enter a custom role guidance by clicking the Plus icon.
• Enter a prompt. You can use Add Another Prompt to include multiple prompts. 
• (Optional.) Click See Prompt Examples for guidance. You copy the example prompts using the Copy icon. You can use the prompts with or without modification.
• Select the document Scope and Data:
  • All Files 
  • Select files (up to 100 files at run time)
• Select an Output format:
  • Narrative report
  • Tables and summary
  • Custom
• (Optional.) Select Save as Draft if you do not want to publish the prompt.

•  Select Save Prompt.

  The prompt is saved and becomes available in the Saved Prompts and My Prompts library. If you selected Entity Prompt while creating the prompt, it is also available in the Entity Prompt.

  Note: 

• Use drafts when your prompt is not ready to publish. The draft is saved and is available only to you.
• Each prompt has a 2000-character limit.
• If using multiple prompts, you can have a maximum of 30 prompts in a Saved prompt.

Edit and publish a draft prompt

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Click the Preparation icon or the Diligence icon on the left side of the screen.
3. Click Ask Link.
4. Click Saved Prompts.
5. Click My Prompts.
6. Click Edit for the Draft.

7. Make the required changes and select Save Prompt.

   The draft is published as a saved prompt.

Use an entity prompt

You can copy an entity prompt and use the adopted entity prompt.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Click the Preparation icon or the Diligence icon on the left side of the screen.
3. Click Ask Link.
4. Click Saved Prompts.
5. Click Entity Prompts.

6. Open the prompt and click Use This Prompt. 

   A copy of the prompt is added to My Prompts. The original entity prompt is not changed.

Edit a published or adopted entity prompt

You can edit both your private published prompt or an adopted entity prompt any time.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Click the Preparation icon or the Diligence icon on the left side of the screen.
3. Click Ask Link.
4. Click Saved Prompts.
5. Click My Prompts.
6. Open the prompt and click Edit Prompt icon.

7. Make the changes as required and select Save.

   Note: You cannot edit an entity prompt that you do not own. To modify it, select Use This Prompt to create a personal copy.

How to search, filter, and sort saved prompts

Search a saved prompt

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Click the Preparation icon or the Diligence icon on the left side of the screen.
3. Click Ask Link.
4. Click Saved Prompts.
5. Click the Search prompts bar on the right side of the screen.
6. You can select and search by Prompt Name, Users Name, and Category.

Filter and sort saved prompts

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Click the Preparation icon or the Diligence icon on the left side of the screen.
3. Click Ask Link.
4. Click Saved Prompts.
5. Select the tab that contains the prompts you want to view:
   • All Saved Prompts
   • My Prompts
   • Entity Prompts
6. To filter by category, select Category, and then select one or more categories
7. To filter by prompt type, select Type, and then select one or both of the following: Private, Entity.
8. To display only draft prompts, turn on the toggle Show Drafts Only. This option is available only in My Prompts.
9. To change the display order, select the Sort list, and then select one of the following: Recently Run, Newest, A-Z, or Most Runs.

Note: You can combine multiple filters to narrow the list of prompts.

Best practices for saved prompts

• Use All files for a complete review of the deal
• Use Selected Files to focus the analysis on specific documents
• Give runs meaningful names to make them easier to identify
• Export important results before deleting a run outcome
• Review citations in the exported results when sharing findings

You can run prompts against supported documents available in the deal.

How to view recent prompt from the Ask Link panel

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Click the Preparation icon or the Diligence icon on the left side of the screen.
3. Click Ask Link.
4. Click the Recent icon in the Ask Link panel.
5. Click the prompt. 

How to view and copy existing prompt examples in Ask Link

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Click the Preparation icon or the Diligence icon on the left side of the screen.
3. Click Ask Link.
4. Click Saved Prompts.
5. Click Create Prompt.
6. Click See Prompt Examples in the Prompt section.
7. Click the Copy icon next to the prompt example that you want to use.

8. Click Close.

   You can paste the copied prompt example in the Prompt textbox. 

How to delete a saved prompt in Ask Link

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Click the Preparation icon or the Diligence icon on the left side of the screen.
3. Click Ask Link.
4. Click Saved Prompts.
5. Select My Prompts.
6. Click the prompt.
7. Click the trashcan icon on the top-right side of the screen.

8. Click Remove to confirm.

   Note: If available, select Cancel within the notification period to stop the prompt deletion process.