1. Account Administration
  2. Account Setup
  3. NetSuite Company Settings
  4. Manage AI in NetSuite
  5. Prompt Studio
  6. Manage Prompts

Manage Prompts

This topic describes how to manage prompts in Prompt Studio.

Access Prompt Studio

You can access Prompt Studio if you're a NetSuite user with an Administrator role or with another role that has the Setup Prompts (ADMIN_PROMPTS) permission.

To access Prompt Studio:

  1. Go to Setup > Company > AI > Prompt Studio. The Prompts subtab of the Prompt Studio page is displayed.

View Prompts

You can view prompts and filter the prompts list by different properties.

To view prompts:

  1. Go to the Prompts tab of the Prompt Studio page. Before you filter the list, it shows all system prompts for Text Enhance actions.

  2. Find the prompt you want to view. You can search by name or use filters.

    • To search for prompts by name: Type part or all of the prompt name in the search box.

    • To filter the prompts list: Click Filters and then select one or more options to narrow the list. For more information, see Prompt List Filters.

      Note:

      Your filter selections are saved. You can reset the filters by clicking Clear All Filters.

  3. Click the prompt name to open its record.

Prompt List Filters

You can filter the prompts list with one or more of these options:

  • Type: Limits the search results to either System or Custom prompts.

    • System prompts are provided by NetSuite. They can't be changed or deleted, but you can copy them to create a custom prompt. System prompts have a negative ID number.

    • Custom prompts are created by account users. Custom prompts have a positive ID number.

  • Prompt Type: Limits the search results to either Text Enhance or Generic prompts.

    • Text Enhance prompts match a Text Enhance action.

    • Generic prompts are standalone and can be used in SuiteScript code.

  • Record: Search by the prompt's associated record type.

  • Field: Search by the prompt's associated field. You'll need to select a record before you can select a field.

  • Language: Search by the prompt's associated language.

  • Language Variant: If a language has more than one variant, you can narrow the list to a specific variant. For example, select English (UK) to view only UK English prompts. You'll need to select a language before you can select a language variant.

  • Action: Select a Text Enhance action to view its associated prompts. You'll need to select a language before you can select an action.

Customize Prompts

When you customize a prompt, you're making a copy that you can edit. Customize a prompt when:

  • You want to customize a system prompt.

  • You want to use the same prompt for a different language.

  • You want to reuse a full Text Enhance action's prompt for a partial Text Enhance action.

To customize a prompt:

  1. Go to Setup > Company > AI > Prompt Studio. The Prompts tab of the Prompt Studio page is displayed.

  2. Find the prompt you want to customize. For more information, see View Prompts.

  3. Click the prompt’s Customize link to open a copy of its details.

  4. Edit the prompt details. For more information, see Enter Prompt Details for a Prompt.

  5. Click Save.

Create New Prompts

There are two ways to create a new prompt.

To create a new prompt from outside Prompt Studio:

  1. Go to Setup > Company > AI > Prompt Studio.

  2. On the Prompt page, fill in the prompt details. For more information, see Enter Prompt Details for a Prompt.

  3. Click Save.

To create a new prompt within Prompt Studio:

  1. Click the Prompts tab.

  2. Click Create Prompt.

  3. On the Prompt page, fill in the prompt details. For more details, see Enter Prompt Details for a Prompt.

  4. Click Save.

Edit Prompts

You can edit custom prompts. You can't edit system prompts, but if you customize one, you'll make a custom copy that you can edit.

To edit a prompt:

  1. Go to Setup > Company > AI > Prompt Studio. The Prompts tab of the Prompt Studio page is displayed.

  2. Find the prompt you want to edit. For more information, see View Prompts.

  3. Click Edit to open the prompt on the Prompt page.

  4. Edit the prompt details. For more information, see Enter Prompt Details for a Prompt

    .

  5. Click Save.

Enter Prompt Details for a Prompt

If you're creating a new prompt, enter the details as described below. If you're editing or customizing a prompt, only update the details you want to change.

To enter prompt details on the Prompt page:

  1. Fill in the Basic Prompt Settings:

    • Inactive: Only select this setting if you want to disable a Text Enhance action.

      For new prompts, use it if you aren't ready to release the prompt yet.

      If you're customizing a system prompt with the same "signature" (record, field, language, and action), marking the copy "Inactive" creates an override with a stronger match. In that case, neither the system prompt nor its copy will be available, so the Text Enhance action won't display in the menu.

    • Name: Enter a prompt name. This name is displayed in the prompts list, so pick a name that is different from the others.

    • Script ID: Enter a unique ID to reference the prompt in scripts. When you save, the prefix custprompt is added to the script ID you entered.

    • Description: Optionally, add a short description of your prompt.

  2. Fill in the Select Target section:

    • Prompt Type: Select Text Enhance if the prompt is for a Text Enhance action. Select Generic if the prompt is for other uses, such as SuiteScript code.

    • Record: Select the record where the prompt can be used. If you select All, the prompt is available to all records, but you won't be able to narrow it by field.

    • Field: Select the field where the prompt can be used. If you select All, the prompt is available to all fields in the record you selected.

    • Language: Select the language for the prompt. For Text Enhance prompts, the language needs to match the Text Enhance action's language setting.

    • Language Variant: If needed, select the language variant for the prompt.

    • Action: For Text Enhance prompts, select the Text Enhance action you want to use.

      You can choose a custom Text Enhance action or you can override a system action with your custom prompt. For example, if you want “Make Shorter” (a system action) to mean 120 characters or fewer, select the Make Shorter action and then add your requirements to the prompt template.

      If you want to create a new custom Text Enhance action, click the Create New button instead of selecting an action from the list. In the Create Text Enhance Action dialog, fill in the fields and click Save.

      Only Text Enhance actions with the same language setting as the prompt are shown in this list.

  3. Optionally, adjust the Model Settings.

  4. Fill in the Template section. This is where you enter the prompt itself.

    • Preamble: Only available for Cohere models. Optionally, enter a description of the role or persona, context, and response tone. For example: You’re a sales professional with a deep understanding of your customers and of your company’s products. Answer in a friendly and professional tone.

    • Template: Enter the prompt that you want to use.

      If your prompt type is Text Enhance, you can select variables to insert.

      If your prompt type is Generic, you'll need to enter variables manually, based on what you plan to use in your code. For example, your SuiteScript code should set the value for ${purchaseDescription} if your prompt is “Please clean up typos in the following text: ${purchaseDescription} and return only the corrected text. Return the text as is if there's no typo or you don't understand the text.”

  5. Click Save when you're finished entering or updating the prompt details.

Test a Prompt

For best results, test your prompt before you activate it in your account.

To test a prompt:

  1. Go to Setup > Company > AI > Prompt Studio. The Prompts tab of the Prompt Studio page is displayed.

  2. Find the prompt you want to test and click its name to open it. For more information, see View Prompts.

  3. On the Prompt page, find the table below the Template field with columns called Variables in Template and Replace Variable with Value. For each variable, enter the values you want to test in the Replace Variable with Value column.

  4. Place your cursor in another field on the page, then verify that the Prompt to Preview field shows the prompt with the values you want to test.

  5. Click Generate Preview. You'll see the response from the large language model in the Prompt Result Preview field.

You can run multiple tests and make changes until the prompt meets your needs.

Important:

If your account has not enabled Prompt Studio to use an OCI configuration, each successful preview counts as one free use from your monthly quota. For more information, see View Prompt Studio Usage Limit and Usage

General Notices