Conversation Starters let you guide your team toward the most relevant and productive conversations. As an admin, you can enable or disable built-in Conversation Starters for general use, and create custom prompts tailored to your organization's specific workflows, terminology, and goals. Conversation Starters appear as clickable cards when users start a new Genie conversation, helping them quickly begin tasks like drafting content, analyzing data, or learning about products.

See how it works

Key features

• Give your team the right starting points for every Genie conversation
• Reduce time spent figuring out how to phrase requests
• Increase the quality and consistency of Genie's responses
• Combine built-in and custom Conversation Starters to best serve your team's needs

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Permissions: Administrator

The quick way

1. Go to Settings > Conversation Starters.
2. Toggle any built-in Conversation Starter on or off.
3. Click the + button to create a custom Conversation Starter, fill out the details, and click Save.

Do this step by step

• Turn built-in Conversation Starters on or off
• Create a custom Conversation Starter
• Edit a Conversation Starter
• Turn a custom Conversation Starter on or off
• Delete a Conversation Starter

Turn built-in Conversation Starters on or off

Built-in Conversation Starters are Genie's default options that work well for general use:

• What's recommended for me?: shows personalized content recommendations
• View my favorite content: displays content users have favorited
• Show my shared content: lists content users have shared

1. Go to Settings > Conversation Starters.
2. In the Built-in Conversation Starters section, toggle any Conversation Starter on or off.
3. Users see the changes the next time they start a new chat or refresh their page.

Built-in Conversation Starters are enabled by default. You can turn off any that don't fit your team's workflow.

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Create a custom Conversation Starter

Custom Conversation Starters are tailored to your team's specific needs and appear alongside any built-in Conversation Starters you have enabled.

Before you start, think about your team's most common tasks with Genie. Good custom Conversation Starters help users get started quickly with proven prompts for things like:

• Creating specific types of content (emails, presentations, reports)
• Analyzing data or documents
• Learning about your products or processes

1. Go to Settings > Conversation Starters.
2. Click the + button next to Custom Conversation Starters.
3. Fill out the Display info section:
   • Title: What users see on the Conversation Starter card. 40 characters max.

   • Description: Brief explanation of what this Conversation Starter does. 56 characters max.

      

4. Fill out the Prompt section:

   • Prompt text: The text that appears in the chat input field when users click this Conversation Starter. 4000 characters max.

   You can make your prompts more flexible by adding template fields that users can customize. Use square brackets around any text you want users to fill in, like this:

   Build response strategies to overcome [Objection Type] objections from [Prospect Profile] prospects, including evidence-based talking points and framework for handling common variations of this objection.

   When users click this Conversation Starter, they see fillable fields for "Objection Type" and "Prospect Profile" that they can customize before sending.

   

5. Fill out the Associations section:
   • User Intent: Choose when this Conversation Starter should appear (examples: "create email," "create presentation outline," "create quiz").
   • Associated Knowledge Scope: Select which documents and content Genie can reference for this Conversation Starter.
6. Click Save to create your Conversation Starter.

The Conversation Starter is Active by default and immediately available to your team. To save it for later editing without making it available, toggle it to Inactive before saving. Active Conversation Starters appear when users start a new chat or refresh their page.

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Edit a Conversation Starter

1. Find the Conversation Starter in your custom Conversation Starters list.
2. Click the three dot menu next to it.
3. Select Edit from the menu.
4. Make your changes and click Save.

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Turn a custom Conversation Starter on or off

Click the three dot menu next to any Conversation Starter and select Make inactive or Make active to control whether users see it.

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Delete a Conversation Starter

You can delete a Conversation Starter in two ways:

• From the list: Click the three dot menu next to any Conversation Starter and select Delete.
• From the edit view: Open the Conversation Starter for editing and click the Delete prompt button at the bottom.

Both methods permanently remove the Conversation Starter from your team's available options.

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Tips for effective custom Conversation Starters

• Write clear, specific prompts: Instead of "Help with sales," try "Create a follow-up email for prospects who attended our product demo but haven't responded to our initial outreach."
• Use template fields for flexibility: Add bracketed fields like [Company Name] or [Product Feature] to let users customize prompts for their specific situations. This makes one prompt useful across many scenarios.
• Use your team's language: Include terminology and context that's specific to your industry or company processes.
• Start small: Create a few high-value Conversation Starters first, then add more based on what your team actually uses.

What your team sees

When you set up custom Conversation Starters, your team members see them as cards when they start new Genie conversations (up to four at a time in a 2x2 grid). Each card shows the title and description you configured, helping users understand what the Conversation Starter does before they click it.

Here's how it works for users:

1. They click any Conversation Starter card.
2. The prompt text appears in their input field.
3. They can edit the text (including filling in any template fields).
4. They send the message when ready.

If you create more than four custom Conversation Starters, users see a See all link to browse the complete list. This opens a view showing all available Conversation Starters in one place, making it easy to find the right one.

Troubleshooting

If you're not seeing the results you expect from custom Conversation Starters, consider:

• Adjusting the knowledge scope to include more relevant documents
• Making your prompts more specific about what you want Genie to do
• Testing different user intents to see when Conversation Starters appear

Your custom Conversation Starters help your team work more efficiently with Genie, so take time to refine them based on what works best for your specific workflows.