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Managing Genie Assistant Suggestions

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Overview 

Genie Suggestions let you guide your team toward the most relevant and productive conversations. As an admin, you can enable or disable built-in suggestions for general use, and create custom prompts tailored to your organization’s specific workflows, terminology, and goals. These suggestions 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.

By combining built-in and custom suggestions, you can ensure your team always has the right starting points, reduce time spent figuring out how to phrase requests, and increase the quality and consistency of Genie’s responses.

Sections

 

Getting started

As an admin, you can configure which suggestions appear when your team starts new Genie conversations. You'll find these settings at Settings Prompt Suggestions, where you can manage both built-in suggestions and create your own custom ones.

alt Prompt Suggestions with the admin interface visible.

 

Suggestion Configuration Options

You can configure both types of suggestions for your team.

 

Built-in suggestions

These are Genie's default suggestions that work well for general use:

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

Screenshot 2: Built-in suggestions section showing three default options with orange toggle switches

Custom suggestions

Create your own suggestions tailored to your team's specific needs. Custom suggestions appear alongside any built-in suggestions you have enabled.

Screenshot 3: Custom suggestions table with columns for Prompt and Status

Note: You can use any combination of built-in and custom suggestions to best serve your team's needs.

 

Managing Built-in Suggestions

 

Turn individual suggestions on or off

  1. Go to Settings Prompt Suggestions
  2. In the "Built in suggestions" section, toggle any suggestion on or off
  3. Users will see changes the next time they start a new chat or refresh their page

Built-in suggestions are enabled by default, but you can turn off any that don't fit your team's workflow.

 

 

Creating custom suggestions

 

Before you start

Think about your team's most common tasks with Genie. Good custom suggestions 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

 

Add a new custom suggestion

  1. Go to Settings Prompt Suggestions
  2. Click the + button next to "Custom suggestions"
  3. Fill out the suggestion details:

Screenshot 4: Edit custom suggestion form showing three collapsible sections

Display info

  • Title: What users see on the suggestion card - 40 characters max
  • Description: Brief explanation of what this suggestion does - 56 characters max

 

Prompt

  • Prompt text: The text that appears in the chat input field when users click this suggestion - 4000 characters max

Creating template fields: 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 suggestion, they'll see fillable fields for "Objection Type" and "Prospect Profile" that they can customize before sending.

Screenshot 6: Prompt text field showing an example with template fields in square brackets

Tip: Write prompts that give Genie clear instructions and context. Template fields make prompts reusable for different situations while keeping them specific and helpful.

 

Associations

  • User Intent: Choose when this suggestion should appear (examples: "create email," "create presentation outline," "create quiz")
  • Associated Knowledge Scope: Select which documents and content Genie can reference for this suggestion

Screenshot 5: User Intent dropdown menu opened showing available intent options

Note: Knowledge scopes are filtered and boosted sets of documents with optional tools that help Genie focus on the most relevant information for your prompt.

 

Save and activate

  1. Click Save to create your suggestion
  2. The suggestion is Active by default and will be immediately available to your team
    • To save it for later editing without making it available, toggle it to Inactive before saving
  3. Active suggestions appear when users start a new chat or refresh their page

 

Managing Existing Suggestions

 

Edit a suggestion

  1. Find the suggestion in your custom suggestions list
  2. Click the three-dot menu (⋯) next to it
  3. Select Edit from the menu
  4. Make your changes and click Save

 

Turn a suggestion on or off

Click the three-dot menu (⋯) next to any suggestion and select Make inactive or Make active to control whether users see it.

 

Delete a suggestion

You can delete a suggestion in two ways:

  • From the list: Click the three-dot menu (⋯) next to any suggestion and select Delete
  • From the edit view: Open the suggestion for editing and click the Delete prompt button at the bottom

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

 

Tips for effective custom suggestions

 

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 suggestions first, then add more based on what your team actually uses.

 

What your team will see

When you set up custom suggestions, your team members will 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 suggestion does before they click it.

Here's how it works for users:

  1. They click any suggestion 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

Screenshot 7: User view showing custom suggestion cards in the chat interface

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

Note: The suggestion text always loads into the input field first, giving users full control to customize it before sending. If you've included template fields using square brackets, these appear as fillable fields that users can complete with their specific information.

 

Need help?

If you're not seeing the results you expect from custom suggestions, 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 suggestions appear

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

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