> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.cxplanner.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Save and Reuse AI Prompts with Prompt Library

## Overview: Prompt Library

Prompt Library stores reusable prompts for **Ask CxPlanner / CxAI** so users can insert a saved prompt into the chat composer instead of retyping standard instructions for reports or technical documentation.

Company and Project prompts are managed by **Company Admins**.

* Your role can be any user to use Prompt Library and create personal prompts. Only **Company Admins** can manage Company and Project prompts.
* You can find the menu at Ask CxPlanner / CxAI - `/` icon, or via Template Center.
* This changes which prompts appear in the chat composer. It does not change project data by itself.

|| All users can use Prompt Library. Only Company Admins can manage Company and Project prompts.

## How to use Prompt Library

### Create a new personal prompt
1. Open Prompt Library from CxAI by clicking the `/` icon in the bottom right, or open it from Template Center.
2. Click **Create Prompt**.
3. Enter Name, Description, Prompt text, Tags, and Category.
4. Save the prompt.

![Screenshot: Save and reuse AI prompts - create personal prompt](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_8nhabj.png)

### Use a prompt in CxAI
1. Open **Ask CxPlanner / CxAI**.
2. Click the `/` icon in the bottom right and open **Browse prompts**.
3. Select the prompt.
4. Confirm the prompt text is inserted into the chat.

![Screenshot: Save and reuse AI prompts - browse and insert prompt](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_1a5has8.png)

### Optimize a prompt with AI
1. Create or edit a prompt.
2. Click **Optimize**.
3. Review the AI-suggested rewrite.
4. Save the updated prompt.

![Screenshot: Save and reuse AI prompts - optimize with AI](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_1ar5xbu.png)

## Results: Prompt Library

| Level | Description | Who can manage |
|---|---|---|
| Personal | Visible only to you | Owner |
| Project | Shared within a project | Company Admin |
| Company | Shared across the company | Company Admin |
| System | Default prompts from CxPlanner | Nobody - read-only |

| Action | User / Moderator / Admin | Company Admin |
|---|---|---|
| Use prompts | Yes | Yes |
| Create personal prompts | Yes | Yes |
| Edit own personal prompts | Yes | Yes |
| Clone prompts | Yes | Yes |
| Create Company prompts | No | Yes |
| Create Project prompts | No | Yes |
| Approve suggestions | No | Yes |
| Edit System prompts | No | No |

## Troubleshooting: Prompt Library

| Problem | Cause | Solution |
|---|---|---|
| Cannot edit a prompt | Prompt belongs to another user, or it is a System prompt | Clone the prompt into a personal version, then edit the clone |
| Cannot create Company prompts | Your role is not Company Admin | Ask a **Company Admin** to create the Company prompt or approve your suggestion |
| Prompt does not appear in the `/` menu | Prompt is not shared with you, or still awaiting approval | Check visibility, or ask a **Company Admin** to approve and share it |
| Optimize button is not working | Temporary AI issue | Wait a moment and click **Optimize** again |