Saved Chat Prompts
If you find yourself using the same chat prompt over and over again like:
“Based on my upcoming meetings and emails, tell me how to prepare for my day.”
You can save and reuse chat prompts in AnyTeam.
No more retyping. No more copy/paste. Just type / and go.
How to Save a Prompt
You can save prompts in two ways:
Option 1: Save from an Existing Chat
Type and submit your prompt in the chat window.
Hover over the message.
Click the Bookmark icon at the top of the chat message.
It will pop up a window to save the chat your Prompt Library.
Give it a title, press save and the chat is saved to your Prompt Library.
Option 2: Create a New Prompt from Scratch
Click into the Ask AI chat box.
Type
/A pop-up will appear showing:
Your saved prompts
An option to Create New Prompt
Select Create New Prompt
Write your prompt, give it a title.
Save! it will now live in your Prompt Library
How to Use a Saved Prompt
Click into the Ask AI chat box
Type
/Select one of your saved prompts from the list
The prompt will automatically populate in the chat box
Edit if needed
Press Enter to run it
Example Prompts to Try
Here are some powerful prompts you might want to save:
Daily Prep
Based on my upcoming meetings and emails, give me a prioritized plan for today. Highlight risks, prep recommendations, and follow-ups I shouldn’t miss.
Account Strategy
Based on all account activity, recent meetings, and stakeholder changes, summarize where this deal stands and recommend my top 3 next moves.
Post-Meeting Follow Up
Summarize this meeting into: key takeaways, risks, next steps, and a draft follow-up email I can send within 5 minutes.
Risk Radar
Identify any stalled deals, unresponsive stakeholders, or engagement risks in my accounts and recommend recovery actions.
Pipeline Review
Give me a concise pipeline summary with: biggest opportunities, at-risk deals, and where I should focus this week.
Smart Email Draft
Draft a concise follow-up email based on this account context. Make it confident, specific, and action-oriented.