Prompts

The Prompts tab lets users add custom instructions that guide AI interactions with the chart. Effective prompts significantly enhance how AI interprets data, generates summaries, and identifies important changes.

1. Chat Bot Prompt

Used by the AI chatbot to answer user queries about the chart. Provide additional context or explanations that will help the AI understand the data, acronyms, or domain-specific terms.

Good Prompt Example ✅	Bad Prompt Example ❌
"This chart shows monthly sales data. The acronym ‘MOM’ means Month-over-Month."	"Sales chart data."

2. Summary Prompt

Used by the AI to generate concise narratives or summaries about the chart, highlighting key trends or insights.

Good Prompt Example ✅	Bad Prompt Example ❌
"Summarize key trends in quarterly revenue, highlighting periods of significant growth or decline."	"Tell me about revenue."

3. Delta Feed Prompt

Used to monitor the chart data for material changes. The AI regularly checks for conditions mentioned in this prompt and triggers notifications or alerts if conditions are met.

Good Prompt Example ✅	Bad Prompt Example ❌
"Alert if daily returns exceed ±5%."	"Check if returns change."

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Tips for Effective Prompts:

• Be clear and concise.

• Include contextual details or definitions of acronyms.

• Specify clear conditions or thresholds for Delta feed prompts.