Pre-defined Prompts
Create and manage reusable prompts for project AI analysis workflows
Pre-defined Prompts lets your team create project-specific instructions for AI analysis. Custom prompts appear alongside the built-in prompts when you select Choose prompt in Analyse with AI.
Built-in prompts remain available and are managed by Encatch. This page only manages your project's custom prompts.
Where to find it
- Open your project in the encatch dashboard.
- Go to Settings.
- Under Feedback Settings, select Pre-defined Prompts.
Create a prompt
- Select New prompt.
- Enter a Title of up to 100 characters.
- Enter the Prompt instructions, up to 8,000 characters.
- Select Create prompt.
Write the prompt so it clearly states what the AI should analyze and how the result should be presented.
Example prompt ideas
The examples below are starting points for common analysis workflows. Copy one into a new pre-defined prompt, then adjust the categories, audience, date range, or output format for your team.
Use this prompt when product, support, or operations teams need a prioritized view of recurring problems—especially issues affecting billing, payments, access, or other critical journeys.
Analyze the feedback in the current dataset and group related issues into clear categories. Pay particular attention to billing, payments, account access, data loss, security, broken workflows, and other issues that could materially affect customers or revenue.
For each issue:
1. Assign a priority of Critical, High, Medium, or Low.
2. Summarize the problem in one sentence.
3. Report the number and percentage of relevant responses when the data supports it.
4. Identify the affected forms, customer segments, plans, platforms, or journey stages when available.
5. Describe the likely customer and business impact.
6. Include representative feedback excerpts or evidence from the dataset.
7. Explain the evidence behind the priority rating in a short rationale.
8. Recommend a next action and the team best placed to investigate it.
Separate recurring patterns from isolated reports. Do not invent counts, causes, customer attributes, or impact. Clearly label uncertainty and missing information.
Finish with:
- The five issues that need attention first.
- Quick wins that may be resolved with limited effort.
- Issues requiring further investigation before action is taken.Use this prompt to turn feedback from the selected date range into a slide-ready structure for a weekly, monthly, or quarterly review.
Create a clean, executive-friendly presentation outline for a feedback review meeting using the current dataset and selected date range.
Build the presentation with the following slides:
1. Title, date range, and analysis scope.
2. Executive summary with the three to five most important findings.
3. Response volume, coverage, and data-quality notes.
4. Overall sentiment and meaningful changes during the period.
5. Most-mentioned topics and aspects.
6. Rising or newly emerging issues.
7. Most negative themes and their customer impact.
8. Positive themes, improvements, or customer wins.
9. Breakdown by relevant form, segment, plan, platform, or journey stage when the data supports it.
10. Recommended decisions, owners, and next actions.
11. Appendix with supporting evidence and representative feedback excerpts.
For every slide, provide:
- A concise slide title.
- Three to five presentation-ready bullets.
- The most suitable chart or visual, if applicable.
- The metric or evidence that supports the conclusion.
- Optional speaker notes when context is needed.
Keep the presentation factual and concise. Do not invent comparisons or metrics. If prior-period data is unavailable, state that instead of implying a trend.Use this prompt when a high-level trend needs to be traced down to its underlying topics, aspects, segments, and individual responses.
Create a detailed drill-down report from the current feedback dataset for the selected date range.
Start with an executive summary, then analyze the data in this order:
1. Overall feedback volume and sentiment.
2. Group-level patterns.
3. Topics within each important group.
4. Aspects driving each important topic.
5. Forms, customer segments, plans, platforms, or journey stages contributing to the pattern when available.
6. Representative responses that explain what customers experienced.
For each significant topic or aspect, include:
- Mention count and share of analyzed responses when available.
- Sentiment and sentiment mix.
- Change over time or versus the previous period when comparison data exists.
- The strongest contributing segments or forms.
- Evidence-backed likely causes; label hypotheses clearly.
- Customer and business impact.
- Recommended follow-up questions or actions.
Use tables for comparisons and rank findings by impact and confidence. Call out anomalies, conflicting signals, small sample sizes, and missing data. End with a prioritized action list and a section titled "What to investigate next."Adapt the examples
You can make these prompts more useful by adding your own context, such as:
- The teams that will use the output.
- Your priority definitions or escalation rules.
- Important customer segments, plans, regions, or platforms.
- The meeting type and intended audience.
- Required output formats, such as a table, memo, presentation outline, or action register.
- Topics that must be included or excluded.
The AI can only use fields and evidence available in the selected dataset. A precise prompt improves structure, but it cannot supply missing customer attributes or historical comparisons.
Control prompt visibility
Each prompt is either:
- Visible — Available in Choose prompt when you use Analyse with AI.
- Hidden — Kept in the project but removed from those prompt menus.
Use the prompt's actions menu to show or hide it.
Edit, reorder, or delete prompts
- Use the edit action to change a prompt's title or instructions.
- Select the order action, drag prompts into the preferred order, and save the arrangement.
- Delete a prompt to permanently remove it from the project and its prompt menus.
A project can contain up to 40 custom prompts.
Permissions
People with view access can see the custom prompt list. Creating, editing, reordering, changing visibility, and deleting prompts requires global settings update access.
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