Prompting Best Practices

Effective prompting is essential for getting accurate, useful, and consistent responses from your AI Personas in Personal AI. This guide outlines best practices, common mistakes, and practical examples to help you optimize prompts for everything from quick queries to complex workflows.

Why Prompting Matters

AI output quality depends heavily on the input it receives. Clear, structured prompts enable your AI Personas to return focused and actionable responses.

  • Think of each prompt as a task assigned to a capable assistant:
  • The clearer the instruction, the better the result.

Prompting Guidelines

Use the following best practices to improve prompt quality and AI output:

1. Be Clear and Specific

  • Analyze trends in Q1 SaaS churn by customer tier.

2. Provide Context

  • Based on our 2024 customer survey, summarize satisfaction scores by team.

3. Break It Into Steps

  • Step 1: Identify top 3 drivers of churn.
  • Step 2: Suggest retention strategies.

4. Include Examples or Templates

  • Create a performance review summary like this: [insert example/template].

5. Set Format Expectations

  • Give results in a 3-column table: Segment | Conversion Rate | Growth YOY.

Prompting Tips for Personal AI

Enhance results by applying these additional strategies:

Specify Timeframes

  • Compare Q1 and Q2 2025 onboarding completion rates.

Quantify the Ask

  • List top 5 insights from customer NPS feedback in Q4 2024.

Define Output Format

  • Summarize in bullet points with key metrics bolded.

Set Parameters for Problem-Solving

  • Propose 3 solutions to improve employee retention under budget constraints.

Common Prompting Issues and Fixes

IssueProblematic PromptSuggested Fix
Too VagueHelp with marketing.Draft a 3-email campaign targeting first-time users in healthcare.
OverloadedWrite a strategy and compare Q1 and analyze sentiment…Break the task into multiple focused prompts.
Missing ContextWhat’s our churn?What was Q2 2025 churn rate for SMB customers based on CRM data?

Recommendations

To help your team get started faster:

  • Create and share prompt templates within your workspace.
  • Use them as conversation starters or onboarding guides.
  • Encourage consistent prompting practices across teams.