With custom requests, instructions, and agents, you can tailor the Aha! AI assistant to your unique workflows — standardizing outputs, automating complex tasks, and delivering consistent results across your organization.
The AI assistant’s responses are generated automatically and might include inaccuracies. Review results carefully. Your account data is never used to train the AI model.
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Overview
The AI assistant performs tasks based on prompts you provide. There are three prompt types:
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Requests tell the AI assistant what you want it to do — such as summarizing feedback, drafting a message, or generating ideas.
Use custom requests for tasks you run often and do not want to retype each time.
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Instructions contain specific guidance on how to structure output — such as your company's style guide, team workflows, or preferences.
Use custom instructions to apply structure, tone, and quality standards to outputs.
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Agents are intelligent tools that understand your goals and take action without needing detailed instructions each time.
Use custom agents for repeatable multistep processes that do not require extensive reviews (for example, triaging new feedback or creating features from customer interviews)
The AI assistant includes default agents for core work such as answering questions, drafting requirements, generating prototypes, and building reports.
You can combine custom requests, instructions, and agents. For example, create a custom agent and pair it with one or more sets of instructions you prepared in advance.
Create custom requests, instructions, and agents to save frequently used prompts for reuse. Save them in your workspace to share with the team, or keep them in your personal settings for private use. Mark your most-used prompts as Favorites for quick access in the AI assistant and in the AI prompt library.
Custom agents cannot modify text inline in the editor. Default agents can.
Create custom prompts
Create custom requests, instructions, or agents that you can reuse to perform repeated tasks and ensure consistent high-quality results.
To create a custom prompt:
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Click the User menu. Then, go to:
Settings -> Workspace -> AI requests, agents, instructions to create a workspace prompt
Settings -> Personal -> requests, AI agents, instructions to create a personal prompt
Click Add and select Prompt, Instruction, or Agent.
Name your prompt.
Enter the prompt text.
If you are creating an agent, select Capabilities (the actions the agent can take).
(Optional) Select Favorite to add the prompt to your Favorites menu in the AI assistant and AI library.
Click Add prompt to save.
After saving your custom prompt, it will be available in the AI prompt library.
The AI assistant can help you create custom prompts. Click the sparkly Generate or improve prompt button, and tell it in plain language what you are trying to do.
Best practices
To get the most value from custom requests, agents, and instructions, keep these tips in mind:
Write clear, specific prompts: Ambiguous or vague instructions will lead to inconsistent results.
Provide relevant context: Include Aha! records, terminology, examples, and standards unique to your business.
Iterate and improve: Test agents and instructions regularly — refine them based on results and team feedback.
Review and update: As your processes evolve, revisit and update agents and instructions to keep outputs aligned with your latest standards.