Dashboard Overview
When you log in, the dashboard shows your workspace:
- Tasks: Your prompt collections
- API Keys: Manage keys for SDK access
- Workspace info: Team and usage details
Creating a Task
A Task is your top-level container—think of it like a Git repository for a specific AI feature.1
Navigate to Tasks
From the dashboard, click Tasks in the sidebar.
2
Click Create Task
Click the Create Task button in the top right.
3
Fill in details
- Name: A descriptive name (e.g., “Customer Support Bot”)
- Description: What this task is for
4
Create
Click Create to create your task with a default “main” branch.
Tasks List

- Task name and description
- Last updated time
- Entity type badge
Task Organization
Organize tasks by:- Feature: One task per AI feature
- Team: One task per team’s prompts
- Project: One task per project
-
Your Workspace
- Customer Support Bot (Task)
- Search Assistant (Task)
- Document Analyzer (Task)
Creating a Prompt
Prompts are templates for LLM invocations within a task.1
Open your Task
Click on the task where you want to create the prompt.
2
Click Create Prompt
Click Create Prompt or the + button.
3
Enter details
- Name: The prompt’s name (e.g., “Product Help”)
- Description: What this prompt does
- Folder: Optional folder path (e.g., “support/tier1”)
4
Create
Click Create to add the prompt.
Task Detail View
When you open a task, you see the Prompts tab:
- Prompts tab: All prompts in this task
- Schemas tab: Input schemas and user-defined schemas
- Traces tab: Execution logs from SDK invocations
Prompt Naming
Use folders to organize prompts:- Customer Support Bot
- support/
- product-help
- billing-questions
- classification/
- query-classifier
- escalation/
- escalation-handler
- support/
Adding Messages
Messages are the content blocks that make up your prompt.1
Open your Prompt
Click on the prompt to open the editor.
2
Add a Message
Click Add Message or the + in the messages panel.
3
Choose role
Select the message role:
- System: Instructions for the LLM
- User: User input template
- Assistant: Example responses (for few-shot)
4
Write content
Use the rich text editor to write your message content.
Prompt Detail View
Opening a prompt shows its components:
- Input Schema: Auto-generated from message variables
- Tools: Attached schemas for function calling
- Message Templates: The ordered list of messages
Message Types
| Role | Purpose | Example |
|---|---|---|
| System | LLM instructions | ”You are a helpful customer support agent…” |
| User | User input template | Customer asks: {{query}} |
| Assistant | Example output | ”I’d be happy to help with that…” |
Rich Content
The editor supports:- Text: Plain text content
- Variables: Dynamic values from your code
- Images: Inline images
- Files: PDF documents
- Code blocks: Formatted code snippets
Creating Messages for Reuse
Messages can be shared across prompts. Create standalone messages:1
Go to Messages
In your task, click Messages in the sidebar.
2
Create Message
Click Create Message.
3
Configure
- Name: Descriptive name (e.g., “Standard System Prompt”)
- Role: system, user, or assistant
- Content: The message content
4
Use in Prompts
When adding messages to prompts, select existing messages to reuse them.
Benefits of Reuse
- Update once, affects all prompts using it
- Consistent instructions across prompts
- Easier maintenance
Message Ordering
Drag and drop to reorder messages within a prompt:- Prompt: Product Help
- System Prompt (system)
- Context Template (user)
- Query Template (user)
Prompt Settings
Configure prompt behavior:Completion Config
Set default model settings:- Provider: Anthropic, OpenAI, Google
- Model: claude-sonnet-4-20250514, gpt-4o, etc.
- Max Tokens: Maximum response length
- Temperature: Creativity (0-1)
Tools
Attach tools for function calling:- Create a Schema with tool definitions
- Attach to the prompt
- Configure tool_choice (auto, required, specific tool)
Structured Output
For JSON responses:- Create a Schema defining the output structure
- Attach as structured output
- Responses will conform to the schema
Deleting Content
To delete:- Click the … menu on the item
- Select Delete
- Confirm the deletion
Best Practices
Start with system prompts
Start with system prompts
Write clear system instructions first. They set the tone for everything.
Use descriptive names
Use descriptive names
Names appear in code and logs. Make them meaningful.
Test before committing
Test before committing
Use the Studio to test prompts before committing changes.
Create reusable system prompts
Create reusable system prompts
Share common instructions across prompts to ensure consistency.