The Prompt Library in Access Provider Intelligence lets you save, organise, and reuse your most useful queries, templates, and workflows. You can pin your most important prompts to your home dashboard for quick access, and share them with colleagues to ensure consistency across your team.
⚠️ Important: You'll need the appropriate permissions to save and manage prompts. Check with your administrator if you cannot see the Prompt Library in your sidebar.
What the Prompt Library does
The Prompt Library allows you to:
Save any prompt, question, request, or workflow you send to Access Provider Intelligence.
Organise saved prompts under custom names for easy retrieval.
Pin your most important prompts to your home dashboard for quick access, up to six at a time.
Edit, update, or delete prompts as your needs change.
Key benefits
Benefit | Description |
Save time | You don't need to type the same request each time. Select a saved prompt and send it instantly. |
Ensure consistency | Everyone on your team can access the same best-practice queries and templates. |
Reduce errors | Complex or multi-step workflows are saved exactly as you need them, reducing the risk of mistakes. |
Collaborate easily | Share saved prompt lists with colleagues to standardise workflows across your organisation. |
Save a prompt
You can save any prompt you send to Access Provider Intelligence for future use.
Send a query or workflow to Access Provider Intelligence.
Hover over your message to reveal the save options.
Click the bookmark icon.
Enter a descriptive name for your prompt, then click Save.
🤓 Tip: Give prompts clear, descriptive names so you and your colleagues can find them quickly.
Manage your saved prompts
You can view, edit, and delete your saved prompts from the Saved Prompts page.
Click Saved Prompts in the sidebar.
Review your saved prompts, grouped by name or category.
Click Edit next to a prompt to update the text or steps.
Click Delete next to any prompt you no longer need.
⚠️ Warning: Deleting a prompt is permanent and cannot be undone. Ensure you no longer need a prompt before removing it.
Pin prompts to your dashboard
You can pin your most important prompts to your Access Provider Intelligence home dashboard for quick access.
Click Saved Prompts in the sidebar.
Click the home icon next to the prompt you want to pin.
The prompt appears as a quick-access card on your home dashboard.
📌 Note: You can pin up to six prompts to your home dashboard at a time. To pin a new prompt, unpin an existing one first.
Use a saved prompt
You can reuse any saved prompt directly from your dashboard or Saved Prompts list.
Click the prompt card on your home dashboard, or click Saved Prompts in the sidebar and select the prompt you need.
Review the prompt text that loads automatically.
Click Send to run the prompt, or edit the text before sending if needed.
Good and poor practice
Good practice
Save complex or multi-step workflows as prompts to ensure they are run consistently every time.
Review and update your saved prompts regularly to ensure they reflect your current processes and requirements.
Pin your most frequently used prompts to your home dashboard to reduce the time spent searching for them.
Poor practice
Saving prompts without descriptive names, making it difficult for you or colleagues to identify the right one quickly.
Keeping outdated prompts in your library, which can cause confusion and inconsistency across your team.
Summary
The Prompt Library in Access Provider Intelligence helps you work faster and more consistently by saving, organising, and reusing your most useful queries and workflows. By pinning key prompts to your dashboard and sharing them with colleagues, you can standardise processes and reduce the time spent on repetitive tasks.