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Overview

Listing of best practices for creating Generative AI prompts:

  • Don’t be ambiguous: Avoid using ambiguous language in your prompts as it can lead to unexpected results. Be clear, concise, and specific in your language.

  • Using natural language, we should create prompts in a natural and conversational tone that mimic how you would ask or instruct a human, making the interaction more intuitive.

  • Provide details: Large language models (LLMs) don’t have any background knowledge or context, so it’s crucial to provide as much information as possible in your prompts.

  • Don’t use sensitive information: be mindful of sharing private or sensitive information when using AI tools. Depending on the tool, your prompts and responses may be recorded and used as training data to help fine-tune the model.

  • Understand model limitations, be aware of the capabilities and limitations of the AI model you're working with and tailor prompts to align with the model's strengths and weaknesses

  • Test and Iterate, we should test our prompts through iteration to refine and improve their effectiveness, analyze responses, and adjust prompts for improved outcomes.

  • Reference help guides: Different tools operate by different rules, and there are many factors that can influence a model’s output, including its training data, set parameters, and content type. Reference help guides to ensure you’re using the tool correctly.

  • Keep it simple and direct: The straighter the instruction, the better. Be clear, concise, and direct in your prompts.

  • Set the context and background information: Context is key when it comes to writing effective AI prompts. Providing detailed instructions, context, and examples can help ensure the program produces the desired output.

  • Use complete sentences: Frame your prompts as complete sentences rather than fragments or keywords. This helps the AI engine better comprehend the input and generate more coherent responses.

  • Avoid leading or biased language: Ensure that your prompts are neutral and unbiased to prevent the AI engine from generating biased or unfair responses.

  • Experiment with different phrasing and formatting: Try rephrasing your prompts in various ways to explore different angles or perspectives. This can help uncover new insights or generate diverse responses.

  • Incorporate examples: Include specific examples or scenarios in your prompts to guide the AI engine's understanding and encourage more accurate and relevant responses.

  • Balance specificity and generality: Find a balance between providing enough specific details in your prompts while still allowing room for the AI engine to generate creative and novel responses.

Benefits

Creating effective AI prompts is essential for maximizing the performance and accuracy of AI models. Some benefits of following best practices for creating AI prompts include:

  • Improved model performance: Well-crafted prompts can significantly enhance the performance of AI models. By selecting the right words, phrases, symbols, and formats, prompt engineering can optimize the results obtained from AI models.

  • Adaptability to model improvements: regularly updating and refining prompts allows us to adapt to improvements in AI models. As models evolve, effective prompts can take advantage of enhanced capabilities.

  • Innovation and creation: Creative prompts can stimulate the generation of novel ideas, concepts and responses from the chatbot. This is particularly relevant in applications involving content creation, brainstorming, or artistic expression.

  • Bias mitigation: Carefully crafted prompts help to reduce the risk of bias in AI responses, and avoiding biased language or assumptions in our prompts contributes to fairer outcomes.

  • Enhanced communication: AI prompts serve as the bridge between human intent and machine understanding. They enable us to effectively communicate our desires and queries to generative AI models. By using clear and specific prompts, users can convey their intentions more accurately.

  • Increased accuracy and relevance: Effective prompts help AI models generate more accurate and relevant outputs. By providing context and being specific in the prompts, users can guide the AI models to produce desired results with greater precision.

  • Time and resource efficiency: Well-designed prompts can save time and resources by minimizing the need for manual intervention or post-processing of AI-generated outputs. When prompts are carefully crafted, the AI models are more likely to generate satisfactory results without requiring additional modifications.

  • Facilitation of in-context learning: Prompts can be designed to include examples of queries and desired outputs, allowing AI models to learn in-context. This approach can improve the model's ability to understand and perform specific tasks, leading to better overall performance.

Use Best Practices

Below is a sample of how better prompting can yield better responses from our AI. The lesson here is simple: Better context and tasking ➡️ better prompting 🟰 better results. See the improvement in the answers provided based on improved prompts below.

 Example prompt and response in Pricefx GenAI

(thumbs down) PROMPT: Make a quote

Sure, I'd be happy to help! To create a new quote, you can select the "New Quote" option from the Quoting menu. This will give you a list of all the available quote types or templates that your organization has configured. Select the most appropriate template for your needs and click on it to proceed.

Once you've selected a quote type, you can start entering the details of the quote. You can edit the quote name, add products or services, set prices and discounts, and add any other relevant information.

If you need more information or would like to learn more about the quoting process, you can access the Quoting Configuration section of the platform to view the available quoting templates and configure your quoting settings. There is also a how-to guide and video tutorial available to help you through the process.

Please let me know if there's anything else you need help with!!

More info:
Quotes
Quoting Configuration
Create a New Quote
Quote List

 Example prompt and response in Pricefx GenAI

(thumbs up) PROMPT: How to create a quote in Pricefx. Show a step by step process

Sure, I'd be happy to help! Here's a step-by-step guide on how to create a quote in Pricefx:

Step 1: Navigate to the Quoting Menu

From the main menu, click on the "Quoting" option. This will take you to the Quoting menu, where you can view all the available quote types and create a new quote.

Step 2: Select the Quote Type

Choose the quote type that best suits your needs. If you don't have any pre-configured quote types, you can create a new one by clicking on the "New Quote Type" button.

Step 3: Enter Customer Information

Enter the customer information, including name, address, and contact details. This information will be used to generate the quote and provide a basis for the pricing calculation.

Step 4: Select Products/Services

Choose the products or services you want to include in the quote. You can either select from a list of pre-configured products or create a new product on the fly.

Step 5: Configure Pricing Logic

Configure the pricing logic for the quote. You can choose from a variety of pricing algorithms, including cost-plus, margin-based, or volume-based pricing. You can also specify any conditional pricing rules or discounts.

Step 6: Review and Submit the Quote

Review the quote details and ensure everything is accurate and complete. Once you're satisfied, click the "Submit" button to send the quote to the appropriate approver for review.

That's it! These are the basic steps for creating a quote in Pricefx. If you need more detailed instructions or have any questions, you can refer to the Pricefx documentation or contact their support team..

More info:
Create and Edit Quote Type Templates
5.1 Overview
Quoting
Create a New Quote

 Example prompt and response in Pricefx GenAI

💪 PROMPT: You are a business user. How do you create a quote and export it to a client in Pricefx? Generate a step by step guide

Sure, I'd be happy to help! Here's a step-by-step guide on how to create a quote and export it to a client in Pricefx:

Step 1: Navigate to the Quoting Menu

First, navigate to the quoting menu by clicking on the "Quoting" tab on the top navigation bar.

Step 2: Select the Customer

Select the customer for whom you want to create the quote. You can search for the customer by name or username, or you can select them from a list of recent customers.

Step 3: Click on "Create Quote"

Click on the "Create Quote" button to start creating the quote.

Step 4: Enter Quote Details

Enter the quote details, such as the quote date, quote number, and other relevant information.

Step 5: Add Quote Line Items

Add quote line items by clicking on the "Add Quote Line Item" button. Select the product and enter the quantity, price, and other relevant information. You can also add custom fields and notes as needed.

Step 6: Calculate Quote Total

Click on the "Calculate Quote Total" button to calculate the total amount of the quote.

Step 7: Export Quote

Click on the "Export Quote" button to export the quote to your client. Select the export format as XLSX or PDF, depending on your preference.

Step 8: Choose Connection

Choose the connection to your client's system, such as Salesforce or an ERP system.

Step 9: Export Quote

Click on the "Export" button to export the quote to your client's system.

And that's it! Your quote has now been created and exported to your client in Pricefx.

Note: Make sure that you have the necessary permissions and access rights to create and export quotes in Pricefx. Also, make sure that the customer's information is accurate and up-to-date before creating the quote.

More info:
Create and Edit Quote Type Templates
Create a New Quote
Build New Excel Template
Export Pricefx Quotes to Salesforce Sales Cloud

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