Set up custom instructions and prompt templates

Shape the assistant with saved guidance and reusable prompt templates.

Written By Jack Finnegan

Last updated 9 days ago

Custom instructions and prompt templates

Custom instructions and prompt templates let you shape the BA Copilot assistant around your terminology, standards, and recurring workflows.

Custom instructions

  1. Open Settings and go to Custom instructions.

  2. Add organization-level guidance, and optionally workspace-specific guidance. Workspace instructions take precedence in that workspace.

  3. In the chat composer, use the + tools menu to preview instructions or switch them off for a single message.

Prompt templates

  1. Open Settings and go to Prompt templates.

  2. Create a reusable template with placeholder fields.

  3. Insert it from the + tools menu or by typing / in the chat composer. Placeholders are highlighted so you can fill them in quickly.

Creating custom instructions and saved templates requires a Pro plan. Built-in starter templates remain available on all plans.

To set it up, open settings and click 'prompt templates' or 'custom instructions'.