Creating AI prompts

Create custom AI prompts for your team's specific needs.

Create custom prompts for the AI to follow. Prompts can be used on messages (to analyze or respond) or on drafts (to edit or improve your text).

Where you create a prompt determines where it appears in the UI.

Message prompts

Message prompts analyze incoming messages. Access them from the message menu.

Click Prompt... to open the prompt editor:

Options

Option	What it does
Reply	Creates a draft with the AI's response. Disable for prompts that just display info (like summaries).
Save	Saves the prompt for reuse. Add a name and emoji.

If your OpenAI integration is shared with your organization, saved prompts appear in Quick Actions for all team members.

Variables

Variable	What it provides
[message]	The last message in the thread
[documentation]	Your canned responses for context

AI currently reads only the last message in a thread, not the full conversation history.

Draft prompts

Draft prompts edit or improve your text. Access them from the draft toolbar.

Click the AI icon to open the prompt editor:

Options

Option	What it does
Insert	Puts the AI output on a new line so you can compare it to your original.
Save	Saves the prompt for reuse. Add a name and emoji.

Variables

Variable	What it provides
[message]	The last message in the thread
[selection]	The text you've selected in your draft
[documentation]	Your canned responses for context

Example prompts

Draft editing prompts

Prompt	Description
📝 Grammar & spelling	Fix grammar and spelling errors in [selection]
💅 Improve	Improve [selection] given this context: [message]
🕙 Timezone	Convert [selection] from EST to PST
🌐 Translation	Translate [selection] to the language detected in [message]
👔 Formal tone	Rewrite [selection] with a formal tone
🕺 Casual tone	Rewrite [selection] with a casual tone
🔚 Ending	Write a sentence to end a reply to a customer request email

Using canned responses as context

Use the [documentation] variable to let AI reference your canned responses when generating replies:

Reply to [message] using information from [documentation]. 
Be helpful and professional.

The AI will search your canned responses to find relevant information for the reply.