Feature Overview

The AI Prompt Task is a powerful workflow component that allows you to leverage artificial intelligence within your GTM Engine workflows. This feature enables you to create custom AI interactions by providing specific prompts that will be processed by our AI system, generating responses tailored to your sales and customer engagement needs.

Benefits to the User

• No prompt engineering expertise required: Create effective AI prompts without specialized knowledge
• Time savings: Quickly generate well-structured prompts by simply describing your goal
• Workflow automation: Integrate AI-powered insights directly into your GTM processes
• Consistency: Ensure standardized, high-quality AI interactions across your team
• Flexibility: Enter custom prompts directly or use the auto-generation feature based on your needs

Accessing the Feature

The AI Prompt Task is available within the GTM Engine workflow builder:

1. Navigate to the Workflows section in your GTM Engine main nav
2. Create a new workflow or edit an existing one
3. When adding a new task to your workflow, select "AI Prompt Task" from the task type options

Step-by-Step Usage Guide

Method 1: Using Auto-Generate Prompt (Recommended)

1. Add an AI Prompt Task to your workflow
2. Click the Auto-Generate Prompt button
3. In the description field, clearly describe what you want this AI step to accomplish
   • Example: "Analyze the sales call transcript and identify key customer objections"
4. Click Generate
5. The system will automatically create appropriate system and user prompts based on your description
6. Review the generated prompts and make any desired adjustments
7. Save your task

Method 2: Creating Custom Prompts Manually

1. Add an AI Prompt Task to your workflow
2. In the provided fields, enter your:
   • System Prompt: Instructions that define how the AI should behave and respond
   • User Prompt: The specific query or request you want the AI to process
3. Save your task

Tips and Best Practices

• Be specific in your descriptions: When using auto-generate, clearly state the purpose, desired output format, and any specific instructions
• Leverage existing variables: The auto-generate feature has access to all system, input, and step variables, so reference any relevant data points
• Review generated prompts: While the auto-generation is powerful, always review the results to ensure they align with your exact needs
• Start simple: Begin with straightforward prompts and gradually build more complex AI interactions as you become familiar with the feature
• Test thoroughly: Before deploying in production workflows, test your AI prompts with various inputs to ensure consistent results

The AI Prompt Task transforms how you interact with artificial intelligence in your sales process, removing the need for technical expertise while delivering powerful, customized AI assistance. By automating prompt creation, GTM Engine helps you focus on selling rather than technical configuration, giving you back valuable time while ensuring you benefit from AI-powered insights throughout your customer engagements.