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How to Work with Prompts

K
Written by Kay Chen

The Prompts tab in CoAuthor aims to improve the efficiency and quality of regulatory writing through generative AI. It allows users to create unique prompts for each project or reuse them by copying from one space to another.

Create Prompt - Free Text

To generate a customizable "Free Text prompt" tailored to your specific project requirements, proceed with the following steps:

  1. Log into CoAuthor

  2. Open up a Project

  3. Click on the Prompts Tab

  4. Click on + Prompt

  5. Enter a Title in the free text filed under Title

  6. The task will be "Free Text". Enter a Prompt or Ask a question in the free text field under Prompt

  7. Click Save

The prompt will be displayed in the table upon saving.

Actions

In CoAuthor, the ability to edit prompts in the Prompts tab is designed to give users flexibility and control over their interactions.

Edit

To Edit a prompt, follow the instructions below.

  1. Log into CoAuthor

  2. Open up a Project

  3. Click on the Prompts Tab

  4. Click on the ellipsis for the Prompt you would like to edit, then click Edit

  5. In the Prompt Details modal, edit the information

  6. Click Save

Delete

To Edit a prompt, follow the instructions below.

  1. Log into CoAuthor

  2. Open up a Project

  3. Click on the Prompts Tab

  4. Click on the ellipsis for the Prompt you would like to delete, then click Delete

  5. In the Confirm Delete modal, click Delete

COPY TO - Sponsor Prompts

The feature that allows copying to Sponsor Prompts in the Prompts tab is intended to improve collaboration and make the workflow more efficient. Copying a prompt from a project to the sponsor prompts makes it shareable.

To copy a prompt from a project to the Sponsor Prompts, follow the instructions below:

  1. Log into CoAuthor

  2. Open up a Project

  3. Click on the Prompts Tab

  4. Click on the ellipsis for the Prompt you would like to Copy to Sponsor Prompts, then click Sponsor Prompts

    A status popup will appear to indicate that the prompt is being copied. The disappearance of this popup signals that the copying process is complete.

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