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Documentation Index

Fetch the complete documentation index at: https://docs.slant.app/llms.txt

Use this file to discover all available pages before exploring further.

The prompts settings page lets you customize how Slant’s AI generates content and create reusable snippets for AI chat. All prompt settings are configured per book. To access prompt settings, go to Settings → Prompts, then select the book 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, or Meeting
  • Content — the prompt text that gets inserted into the chat

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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 delete action on a snippet and confirm.

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Default snippets

Slant includes several pre-built prompt snippets that serve as starting points. You can edit these to match your practice’s style, or create your own from scratch. Editing a default snippet creates a book-level override — the original is preserved and can be restored by deleting your override.

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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 prompt snippets based on defaults, deleting your override restores the original.
Prompt snippets are configured per book. Each book can have its own set of snippets. Default snippets from Slant are available in every book unless overridden.

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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