Accessing Prompt Studio for Custom Prompt Management in

The Prompt Studio in NetSuite allows users with the appropriate permissions to manage prompts effectively, improving AI-powered interactions. This feature enables users to customize system prompts, create new ones, and filter through existing prompts to enhance functionality.

How Can You Access Prompt Studio?

To access Prompt Studio, users need either an Administrator role or another role that includes the Setup Prompts (ADMI_PROMPTS) permission. Follow these steps to get started:

1. Navigate to Setup > Company > AI > Prompt Studio.
   The Prompts subtab of the Prompt Studio page will display.

How to View Prompts

Viewing and managing prompts is straightforward. Here’s how you can view them:

1. Go to the Prompts tab of the Prompt Studio page.
   The initial display will show all system prompts related to Text Enhance actions.

2. Locate the desired prompt using either a direct search or by applying filters:

   • Search by Name: Type a portion or the entire prompt name into the search box.
   • Filter the List: Click on Filters and select options to refine your results.
     • Your filter settings will be saved, and can be reset at any time by clicking Clear All Filters.

3. Click the name of a prompt to open its detailed record.

How to Filter the Prompt List

Filtering the prompt list is essential for efficient management. You can use the following options:

• Type: Distinguish between System (provided by NetSuite) and Custom prompts (created by users or included in SuiteApps).
• Prompt Type: Choose between Text Enhance and Generic prompts.
• Record: Filter by the record type associated with the prompt.
• Field: Search by the specific field associated; selection of a record type is necessary first.
• Language: Filter prompts based on language settings.
• Language Variant: Narrow down to specific language variants, such as UK or US English, requiring a language selection first.
• Action: Select a specific Text Enhance action to filter its related prompts.

How to Customize Prompts

Customizing a system prompt allows edits without altering the original. This is useful if:

• You want to override a system prompt.
• You wish to use a prompt in a different language.
• You intend to adjust a Text Enhance action prompt for specific needs.

Steps to Customize a Prompt:

1. Access Setup > Company > AI > Prompt Studio to reach the Prompts tab.
2. Locate the prompt to customize.
3. Click on the prompt's Customize link.
4. Edit the necessary prompt details as required, then save the changes.

How to Copy Prompts

You can create new prompts by copying existing ones when:

• You need a prompt for another language.
• You want to base a custom prompt on a system prompt while retaining the original.
• You’re generating a custom prompt derived from another custom prompt.

Steps to Copy a Prompt:

1. Open the desired prompt in Prompt Studio.
2. Click the Copy option and make adjustments as needed before saving.

How to Create New Prompts

The Prompt Studio offers flexibility for creating new prompts in two ways:

• Starting Outside Prompt Studio:

  1. Navigate to Setup > Company > AI > Prompt Studio.
  2. Fill in your prompt details on the Prompt page, then save.

• Within Prompt Studio:

  1. Click the Prompts tab and then select Create Prompt.
  2. Complete the required prompt details and save.

How to Edit Prompts

Editing prompts is only possible for custom prompts. Here’s how you can edit:

1. Access Setup > Company > AI > Prompt Studio to reach the Prompts tab.
2. Find the prompt for editing and select Edit.
3. Make the necessary changes and save.

How to Test a Prompt

Testing prompts is crucial for ensuring their effectiveness before activation in your account.

How to Delete a Custom Prompt

Deleting custom prompts is supported, while system prompts and those from SuiteApps cannot be deleted directly. Please note the implications:

• Deleting a Text Enhance prompt could prevent users from using the related Text Enhance action if it was the sole prompt.
• For Generic prompts, ensure they’re not in use by SuiteScript to avoid runtime errors.

Steps to Delete a Custom Prompt:

1. Select the prompt in the list or open it directly.
2. Click Delete from the prompt page.

Viewing System Notes for Custom Prompts

You can supervise the history of changes to your custom prompts by viewing system notes that detail actions on prompt records based on System Notes v2 standards. Access these notes by opening a prompt and selecting System Notes.

Key Takeaways

• The Prompt Studio enables streamlined management of prompts for enhancing AI interactions.
• Users can efficiently create, customize, copy, and delete prompts based on specific needs.
• Testing prompts is essential prior to activation to ensure performance.
• Detailed system notes help track prompt management changes, enhancing accountability.

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