Accessing Prompt Studio for Custom Prompts in NetSuite

Accessing Prompt Studio allows NetSuite users, particularly those with an Administrator role or equivalent permissions, to manage prompts effectively. Understanding how to view, filter, customize, and create prompts is essential for optimizing how prompts function within the NetSuite environment.

How to Access Prompt Studio

To access Prompt Studio, users should:

1. Navigate to Setup > Company > AI > Prompt Studio.
   The Prompts subtab will then be displayed for further actions.

How to View Prompts

Viewing the available prompts can be done by:

1. Accessing the Prompts tab on the Prompt Studio page. Initially, the full list of system prompts tailored for Text Enhance actions will be visible.
2. Utilize the search function by typing part or all of the prompt name in the search box.
3. Apply filters by selecting Filters and choosing from the following options:
   • Type: Differentiate between System and Custom prompts.
   • Prompt Type: Filter by Text Enhance or Generic prompts.
   • Record: Search prompts associated with specific record types.
   • Field: Search based on the prompt's linked field.
   • Language & Language Variant: Narrow results to specific languages or variants.
   • Action: View prompts linked to selected Text Enhance actions.

Note: Selected filters are saved until manually reset by clicking Clear All Filters.

How to Customize Prompts

Customizing a system prompt creates an editable copy, useful for overrides and applying prompts in different languages. Here’s how:

1. Navigate to Setup > Company > AI > Prompt Studio.
2. Identify and select the prompt for customization.
3. Click Customize to create an editable copy of the prompt.
4. Modify the desired details and click Save.

How to Copy Prompts

Copy prompts to create new versions without altering the original. This is particularly helpful for:

• Adapting a prompt for a different language.
• Creating a new prompt based on an existing one without overwriting it.

How to Create New Prompts

You can create prompts either from outside or within Prompt Studio:

1. Out of Prompt Studio:
   • Go to Setup > Company > AI > Prompt Studio, fill in the necessary prompt details, and click Save.
2. Within Prompt Studio:
   • Click on the Prompts tab, then Create Prompt, fill in the details, and save.

How to Edit Prompts

Editing is limited to custom prompts only. To edit:

1. Go to Setup > Company > AI > Prompt Studio.
2. Identify the prompt, then click Edit.
3. Make necessary adjustments and save.

How to Delete Custom Prompts

Deleting custom prompts is straightforward:

1. Select the prompt from the list or open it directly.
2. Click Delete. Keep in mind that system prompts or SuiteApp-installed prompts cannot be deleted.

Viewing System Notes for Custom Prompts

You can view the system notes for custom prompts to track changes made. To access them:

1. Open the desired prompt.
2. Click System Notes to view change logs and related information.

Key Takeaways

• Access Prompt Studio through the company setup menu for prompt management.
• View, customize, copy, and create prompts as needed to adapt to user requirements.
• Utilize filtering options effectively to quickly locate desired prompts.
• Custom prompts can enhance system flexibility, while system prompts remain unchanged.
• Keep track of modifications using the system notes feature to ensure compliance and proper documentation.

Source: This article is based on Oracle's official NetSuite documentation.