Save and Reuse AI Prompts with Prompt Library
Overview
How do I save and reuse AI prompts in CxPlanner?
Prompt Library allows you to save and reuse prompts for Ask CxPlanner / CxAI. Instead of typing the same instructions repeatedly, users can quickly select a saved prompt and insert it directly into the chat composer.
This helps you:
- Standardize AI-generated output across your company
- Reuse effective prompts
- Save time in daily workflows
- Share prompts with colleagues and project teams
Example: If your company has a standard format for commissioning reports or technical documentation, you can save a Company prompt and make it available for everyone in the organization.
Prompts can contain:
- Name
- Description
- Prompt text
- Tags
- Category
- Icon
- Multilingual content
When and why to use this
Use Prompt Library when you want to reuse or standardize AI prompts.
Typical use cases:
- Standard prompts for reports or documentation
- Consistent AI output across teams
- Faster creation of technical descriptions
- Sharing best-practice prompts with colleagues
- Personal shortcuts for frequently used AI commands
Important notes:
- Prompts can be Personal, Project, Company, or System
- System prompts are read-only
- Users can clone existing prompts into personal versions
- The prompt list in the
/menu is cached after the first load for faster access - Lower-rank users can suggest prompts for approval by a Company Admin
How to - step by step
Create a new personal prompt
- Open Prompt Library from via CxAi by clicking on the
/icon in the bottom right or via the Template Center - Click Create Prompt
- Enter: Name, Description, Prompt text and add Tags & category
- Save the prompt
Use a prompt in CxAi
- Open Ask CxPlanner / CxAI
- Click on the
/icon in the bottom right and open Browse promtps - Select the desired prompt
- The prompt text is automatically inserted into the chat
Optimize a prompt with AI
CxPlanner can automatically improve or rewrite your prompts using AI.
- Create or edit a prompt
- Click Optimize
- AI generates an improved version of the prompt
- Review the suggested changes
- Save the updated prompt
Behavior and results
Visibility levels
Level | Description | Who can manage |
|---|---|---|
Personal | Visible only to yourself | Owner |
Project | Shared within a project | Company Admin |
Company | Shared across the company | Company Admin |
System | Default prompts from CxPlanner | Nobody - read-only |
Permission matrix
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 |
How the prompt browser works
The prompt browser provides a visual overview of available prompts.
Users can:
- Search for prompts
- Filter by tags and categories
- View descriptions and icons
- Open and insert prompts directly into the chat
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
I cannot edit a prompt | The prompt belongs to another user or is a System prompt | Clone the prompt into a personal version |
I cannot create Company prompts | Missing permissions | Contact a Company Admin |
The prompt does not appear in the | The prompt is not shared with you | Check the prompt visibility |
My prompt has not been shared | It is awaiting approval | Contact a Company Admin |
The Optimize button is not working | Temporary AI issue | Try again later |
Quick facts
- Requires: All users can use Prompt Library
- Management requires: Company Admin
- Location: Ask CxPlanner / CxAI → Prompt Library
- Affects: AI workflows, standardization, and prompt reuse
- Supports: Personal, Project, Company, and System prompts
Updated on: 05/27/2026
Thank you!