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The prompts settings page lets you customize how Slant’s AI generates content and create reusable snippets for AI chat. Email voice and household summaries are configured per book. Reusable prompt snippets can be shared with selected books. To access prompt settings, go to Settings → Prompts and select the section you want to configure. The prompts hub has four sections:
  • Email voice — customize the tone and style Slant uses when drafting emails for the book
  • Meeting prompts — customize AI prompts for meeting summaries, preparation, notes, and tasks. See customizing meeting AI for details.
  • Household summary — customize the prompt used to generate household summaries
  • Prompt snippets — create reusable prompts that can be inserted into AI chat

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Email voice

The email voice controls the tone and style Slant uses when drafting emails and replies for a book. It’s a book-level setting — every teammate on the book shares the same voice profile, and any book member can edit it. If you belong to more than one book, the email voice page shows a tab for each book so you can configure them independently. You can write a voice profile from scratch or have Slant generate one by analyzing the book principal’s recent sent emails.

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Edit the email voice

1

Open the email voice editor

Go to Settings → Prompts → Email voice.
2

Select the book

Click the tab for the book you want to configure.
3

Edit the voice

Type directly in the editor to describe how emails from this book should sound. Changes save automatically as you type.

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Generate the voice from sent emails

Slant can draft a starting voice profile by analyzing recent emails the book principal has sent.
The book principal must have a connected email integration that’s syncing emails. Generation samples from the principal’s primary email integration — no other teammate’s mailbox is used. If the principal hasn’t connected one, generation returns an error. See email and calendar for setup.
1

Open the email voice editor

Go to Settings → Prompts → Email voice, then select the book’s tab.
2

Click Generate email voice

Click Generate email voice (or Regenerate email voice if a voice profile already exists). Slant analyzes the principal’s recent sent emails and writes a voice description. This runs in the background and typically finishes in under a minute.
3

Confirm if prompted

If the current voice was manually edited, Slant opens a Generate new email voice profile? dialog warning that your edits will be lost. Click Continue to proceed or Cancel to keep the current voice.
4

Review and refine

Once generation finishes, the new voice appears in the editor. Tweak anything that doesn’t match the tone you want — edits save automatically.
Regenerating replaces the current voice profile for the selected book. If the voice has been hand-tuned, copy the text somewhere safe before regenerating.

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Household summary

The household summary prompt controls how the AI generates summaries on household records. You can edit the prompt to adjust the tone, focus areas, or structure of generated summaries.
1

Open the household summary prompt

On the prompts hub, click Household summary.
2

Edit the prompt

Modify the prompt text to match your preferences.
3

Click Save

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Prompt snippets

Prompt snippets are reusable text blocks that can be inserted directly into AI chat conversations. They save time when you frequently ask the AI to perform the same type of analysis or task. Each snippet has:
  • Title — the name shown in the snippet picker
  • Chat type — which type of chat the snippet appears in: Client, Prospect, Meeting, or Book
  • Content — the prompt text that gets inserted into the chat
In AI chat, type / in the composer to open every snippet for that chat type. Keep typing to filter, then select one to run it. Snippets also appear as buttons above the composer at the start of a new thread.

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Create a prompt snippet

1

Go to prompt snippet settings

Go to Settings → Prompts → Prompt snippets.
2

Click New prompt snippet

3

Fill in the snippet

Enter a title, select the chat type, and write the prompt content.
4

Save the snippet

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Edit a prompt snippet

Click a snippet in the list to open the editor. Make your changes and save.

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Delete a prompt snippet

Click the trash icon beside a snippet, then Delete to confirm. Deleting a system snippet hides it from settings and chat for the affected books.

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Default snippets

Slant includes pre-built prompt snippets that you can customize. To discard a customization, choose Restore to system default and confirm with Rollback. This replaces your customized text with Slant’s default. Use Share with books on a custom snippet to choose the books where it is available, then click Save.

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FAQ

No. Changing a prompt only affects future AI-generated content. Existing summaries, notes, and chat responses are not regenerated.
Yes. If you’ve customized a prompt, you can view the prompt history and restore a previous version. For a customized default snippet, use Restore to system default. Deleting it hides the snippet instead.
Use Share with books to make a custom snippet available in selected books. System snippets can be customized or hidden.

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Next steps

Household chat

Learn how to use AI chat with your clients and prospects.

Customizing meeting AI

Customize meeting summary, prep, notes, and task prompts