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The prompts settings page lets you customize how Slant’s AI generates content and create reusable snippets for AI chat. These 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 three sections:
  • 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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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