The Intelliform Prompt Builder is a powerful tool for designing personalized and efficient responses. Follow this step-by-step guide to build prompts that deliver precise and meaningful outputs for your forms.
Step 1: Define the Purpose of Your Prompt
Determine the specific goal of the Intelliform, such as collecting information, generating reports, or providing recommendations.
Clarify what output you want the AI to generate based on the form inputs.
Step 2: Assign a Unique ID
Create a unique identifier for the prompt, such as
Prompt_1.Use this ID to reference the prompt in workflows or when managing multiple prompts.
Step 3: Decide on Display Options
Choose whether the response will be visible to users:
Display Response: Show the AI-generated result immediately to users.
No Display: Use the response for internal processing or follow-up actions without showing it to users.
Step 4: Add Input Fields and Labels
Define the information you want to collect from users using input fields (e.g., name, contact details, preferences).
Assign labels and unique identifiers to each field for easy referencing in the prompt.
Step 5: Create the Prompt Text
Write the prompt that the AI will use to generate responses.
Use placeholders (e.g.,
#field_name) to dynamically insert user-provided information into the output.Example:
Thank you #user_name for your input. We will reach out to you at #user_contact with further details.Ensure the tone and structure align with your form’s purpose.
Step 6: Provide Context for the AI
Add detailed context to guide the AI in generating accurate and relevant responses.
Include key information or instructions the AI should consider while processing the prompt.
Step 7: Select Relevant Data Sources
Enhance the AI’s responses by associating the prompt with one or more resources, such as:
Documents (PDF, DOCX, etc.).
Predefined datasets.
Text entries or guidelines.
Limit the number of resources to five or fewer for optimal performance.
Step 8: Test and Refine
Run the prompt to check if the generated responses meet your expectations.
Adjust placeholders, context, or text as needed to improve accuracy and user satisfaction.
Step 9: Deploy Your Intelliform
Once finalized, integrate the prompt into your Intelliform and publish it.
Monitor performance and gather feedback to optimize further.
