Set up custom instructions and prompt templates

Custom instructions and prompt templates let you shape the BA Copilot assistant around your terminology, standards, and recurring workflows.

Custom instructions#

1. Open Settings and go to Custom instructions.
2. Add organization-level guidance, and optionally workspace-specific guidance. Workspace instructions take precedence in that workspace.
3. In the chat composer, use the + tools menu to preview instructions or switch them off for a single message.

Prompt templates#

1. Open Settings and go to Prompt templates.
2. Create a reusable template with placeholder fields.
3. Insert it from the + tools menu or by typing / in the chat composer. Placeholders are highlighted so you can fill them in quickly.

Creating custom instructions and saved templates requires a Pro plan. Built-in starter templates remain available on all plans.

To set it up, open settings and click 'prompt templates' or 'custom instructions'.