The Prompts Library is where your organization builds and curates the prompts your team draws from. When you create a user, you assign them a starting set of Favorites from this library — so a well-organized library makes onboarding fast and gives each user relevant questions on day one.

Only admins can manage the Prompts Library.

How Prompts Flow to Users

Prompts move through three stages:

• Curate — you build and organize the library, combining Extensiv's default prompts with custom prompts you create.
• Assign — when creating a user, you star a set of Favorites for them. At least three are required. Assignment is per user; there are no role or group defaults.
• Use — the assigned prompts become that user's default Favorites in Extensiv AI. Users can change their Favorites at any time.

Accessing the Prompts Library

1. Navigate to Company.
2. Scroll to Prompts Library.
3. Click Manage prompts.

Two Audiences: Internal and Customer

The library is organized into two tabs:

• Internal Team Members — prompts for users within your organization
• Customers — prompts for your customers' users

This keeps the right prompts in front of the right audience when you assign Favorites during user setup.

Finding Prompts

• Search by keyword.
• Filter by type — All, Default, or Custom.

Each prompt shows its title, prompt text, a star (Favorite) icon, and an overflow (⋮) menu. Some prompts include placeholder fields like [Customer Name] or [Order #] that users fill in before sending.

Creating Prompts

Create a custom prompt from scratch:

1. Click + Custom Prompt.
2. Fill in the Title and Prompt fields. (Save stays disabled until both are filled.)
3. Click Save.

Tips: use clear, specific wording; include placeholder brackets where useful; keep titles short and scannable.

Copy a default prompt to customize it:

1. Open the overflow (⋮) menu on a default prompt.
2. Select Copy as a Custom prompt.

This creates an editable copy under the Custom filter — useful when you want to start from a proven prompt.

Editing and Deleting Custom Prompts

Custom prompts can be edited or deleted. Default prompts can't be changed, but you can copy one and edit the copy.

Open the overflow (⋮) menu on a custom prompt and select Edit or Delete.

Best Practices

• Curate before you provision. Organize the library first so user setup is fast.
• Capture recurring questions as custom prompts — they're shortcuts to the reports and lookups your team runs daily.
• Review periodically as workflows and customers change.