Name the thing and the action as specifically as you can. You can also save a prompt so it stays one tap away in the suggestions above the composer, or under My prompts.
How to save a prompt
Open the AI assistant from the sidebar or the Agent page.
Tap Add prompt.
Type the request you want to reuse.
Tap Save prompt.
Use it later from the suggestion pills, or open + and choose My prompts.
You can edit or delete a saved prompt from My prompts. Edit puts the text back in the composer so you can change it and save again.
Write prompts the assistant can act on
Say "event" for the title of a show or performance, and "booking" for an offer or deal.
Ask for the exact action you want — create, send, approve, or attach.
Include names, dates, times, and amounts in the same prompt.
Use the words you see in the app: "event", "booking", "settlement", "invoice", "contract".
Be literal. Example: "Add a contract to this booking."
Name the next step. Example: "Approve the settlement and generate an invoice."
Name the recipient. Example: "Send this draft booking as pending to Jordan Hale for the contact we have for him." Or: "Send this draft booking as pending to Jordan Hale and create a new contact for a new account using his existing email."
You can also…
If you want the same prompt to search the web or stay private, turn those on from the + menu before you save. Saved prompts remember those choices.
Common questions
Where do saved prompts appear? On the empty-state suggestion row, and under My prompts in the composer + menu.
Can I change a saved prompt later? Yes. Open My prompts, tap the menu on that prompt, then Edit.
Does a saved prompt send a message? No. It fills the composer so you can review it, then send or save.
