Prompt Tips
Writing prompts that get great results from enterprise agents.
Be Specific About Format
Agents perform better when you specify the output format:
Analyse our Q2 sales pipeline.
Format: 3 sections — Executive Summary (2 sentences), Top 3 Deals at Risk (table with Deal Name / ARR / Risk Reason), Recommended Actions (numbered list).Use Templates for Repeated Task Types
If you do the same type of task regularly, activate a template:
/template use research-analyst
> Research the competitive landscape for AI coding tools. Focus on pricing, feature gaps, and enterprise readiness.The Research Analyst template primes the agent for structured research with citations.
Orchestrate When Tasks Are Independent
For tasks with multiple parallel workstreams, explicitly ask for orchestration:
/orchestrate
Research 5 potential Azure partners in the DACH region,
score each on: Azure specialisation, company size, industry focus,
and produce a ranked shortlist with one-line rationale for each.This runs all 5 research tasks in parallel, then synthesises.
Provide Context Upfront
Agents don't know your business unless you tell them. In your first message:
Context: I'm the Head of Sales at Contoso (B2B SaaS, $5M ARR, 50 enterprise customers).
Our CRM is Salesforce. The financial year ends in June.
Task: Summarise the opportunities closing this quarter that are at risk.Use Memory to Avoid Repeating Context
After setting context once, add it to memory:
memory add fact "I am Head of Sales at Contoso, B2B SaaS, $5M ARR, 50 enterprise customers. FY ends June. CRM: Salesforce."Future sessions will auto-inject this context semantically.
Break Down Complex Requests
Instead of one long request:
First, summarise our current security posture based on the attached audit report.
Then identify the top 3 gaps that would block SOC 2 Type II certification.
Then draft a remediation plan with owners and timelines.This gives the agent clear checkpoints and produces a more structured result than one open-ended request.
Interrupt and Redirect
If the agent goes in the wrong direction, use /interrupt and rephrase:
/interrupt
> The analysis was too high-level. Focus specifically on the EMEA region and include data from the last 90 days only.Leverage Browser Automation for Live Data
For tasks requiring real-time information:
Go to our Salesforce dashboard (https://acme.my.salesforce.com/dashboard/...) and pull the current pipeline report, then identify deals that haven't had activity in 14+ days.The agent will navigate, read the accessibility tree, extract data, and return structured results.