Custom Prompts

How to Create a Custom Prompt
Set Prompt Visibility 
Assign Prompt to Groups
Manage Custom Prompts
Use Custom Prompts
Custom Prompts for Users
Best Practices
Step-by-Step Walkthrough 
Common Questions

 

Custom Prompts allow you to create your own AI instructions once and reuse them in the CV editor. They are designed to help you apply the same wording, structure, tone, or formatting instruction across candidate CVs without rebuilding the same prompt each time.

Use Custom Prompts when you regularly ask the AI tools to complete the same type of task, such as rewriting a summary, adjusting a section into a specific style, creating a client submission summary, or applying a consistent tone across candidate documents.

Custom Prompts can be managed at organisation level and, if enabled, by individual users. Organisation prompts can be shared with all users or restricted to selected groups.

 

How to Create a Custom Prompt

 

1. Open the Custom Prompts tab

Go to your organisation settings/Account area and open the Custom Prompts tab.

 

This is where your saved prompts are stored. You can view existing prompts, create new prompts, and manage prompt visibility.

2. Select Add Prompt

Click Add Prompt to create a new Custom Prompt.

A Create Custom Prompt window will open.

3. Enter a prompt name

In the Prompt Name field, enter a clear name for the prompt.

This name will appear in the AI tools dropdown inside the CV editor, so it should be easy for users to recognise.

Example:

Technicall Skills Enhancer

The prompt name must be unique within your organisation.

4. Add the prompt description

In the Prompt Description field, explain what you want the prompt to do.

Write the instruction in plain language. You do not need to write a technical AI prompt. The more detail you provide, the easier it is for the system to create the right output.

Example:

Rewrite and enhance the candidate’s technical skills section by grouping relevant tools, platforms, and technologies clearly. Keep the wording concise, professional, and easy to scan without adding skills that are not already mentioned in the CV.

A good prompt description should include:

• What section or content the prompt should work on
• What output you want
• The tone or style required
• Any rules the AI should follow
• Any details that should be included or avoided

 

Set prompt visibility

User Visibility

Use User Visibility to control whether the prompt is available to users in your organisation.

When User Visibility is switched on, the prompt is visible to all users in the organisation, unless you restrict it to specific groups.

When User Visibility is switched off, the prompt remains admin-only.

Use this option carefully if the prompt is still being tested or should only be managed by administrators.

 

Assign the prompt to groups

You can assign a Custom Prompt to specific groups.

This is useful when only certain teams should use a prompt. For example, you may have different prompts for executive search, healthcare recruitment, government submissions, or internal review processes.

If you leave the group field blank, the prompt will be available to everyone who has access to use it.

Save the prompt

When you are happy with the prompt name, description, visibility, and group settings, click Create.

The prompt will be saved and will be ready to use right away.

Manage Custom Prompts

After a Custom Prompt is created, it appears in the Custom Prompts list.

This list is used to manage your saved prompts. From here, you can view the prompt name, description, created date, who created it, and any groups assigned to it. You can also use the available actions to edit or delete the prompt, depending on your permissions.

 

Use a Custom Prompt

To use a Custom Prompt, open the CV in the split screen editor and select the relevant section or text you want to update.

The prompt will appear in the AI tools dropdown, based on the visibility and group settings selected when it was created. Once selected, the prompt will be applied only to the section or text you choose.

If a prompt has been assigned to specific groups, only users in those groups will be able to access it. If no group has been selected, the prompt will be available based on the visibility settings chosen when it was created.

Enable Custom Prompts for users

Admins can control whether standard users can access and create their own Custom Prompts.

Use the Enable Custom Prompts for Users toggle to allow standard users to run prompts and build their own prompts.

When this is enabled:

• Standard users can use Custom Prompts.
• Standard users can create their own prompts.
• Their prompts appear under the User Custom Prompt tab.
• User-created prompts count toward your prompt limit.

When this is disabled, standard users cannot create their own prompts.

Organisation prompts and user prompts

The Custom Prompts area contains two tabs:

Org Custom Prompt

This tab shows prompts created and managed at organisation level.

Use this for prompts that should be controlled centrally, such as approved client submission formats or standard internal CV instructions.

 

User Custom Prompt

This tab shows prompts created by users, if user prompt creation is enabled.

Use this when individual users need their own saved prompts for personal workflows.

 

Best practices for Custom Prompts

Use a clear prompt name that explains the output, not just the task. For example, use Client Submission Summary instead of Summary Prompt.

• Give enough instruction in the description so the AI can understand the expected result. Include tone, length, structure, and any specific rules.

• Test the prompt on a few different CVs before sharing it widely with users.

• Use groups when a prompt is only relevant to a specific team or workflow.

• Keep organisation-level prompts consistent and avoid creating duplicate prompts with similar names.

Watch the step-by-step guide

For a visual walkthrough, click here to watch the Custom Prompts guide. This guide shows you how to create prompts that match your organisation’s specific CV or resume requirements, including how to name the prompt, write a clear description, set visibility, assign groups, manage existing prompts, and use prompts in the CV editor.

Use this guide if you are setting up Custom Prompts for the first time or if you want to understand how prompts can support your team’s preferred wording, structure, tone, and formatting rules.

 

Common questions

Why can I not see the Custom Prompts tab?

Custom Prompts may not be enabled for your account, or your user role may not have permission to access it. Contact your Customer Success Manager for help.

Can all users create Custom Prompts?

Only if Enable Custom Prompts for Users is switched on. If this setting is off, standard users cannot create their own prompts.

Can I make a prompt available to only one team?

Yes. Assign the prompt to the relevant group. If no group is selected, the prompt will be available to everyone who has access.

Does a user-created prompt count toward the prompt limit?

Yes. If users are allowed to create prompts, their prompts count toward your prompt limit.

Can I edit a prompt after it has been created?

Yes, if your permissions allow it. Go to the Custom Prompts list and use the available action buttons beside the prompt.

When can I use the prompt?

Once you click Create, the prompt is ready to use from the AI tools dropdown in the CV editor.