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Documents Context In Prompt Management

View Attached Documents in Prompt Management (Assess Relevance Faster)

Written by Josie Piehl

You can now see which documents are attached to each prompt in the Prompt Management section. This makes it easy to understand the context behind a prompt before you use it, so you can judge if it’s suitable for your campaign or needs extra support.


Benefits:

  • Quickly assess relevance of the prompt.

  • Allows you to then add missing knowledge to improve outputs.



    Setups


    1. Navigate

    Go to Admin Dashboard, then Prompt Management.


    2. Open context

    Click the Document icon next to the prompt to view attached documents.


    3. Review

    Check if the listed documents provide the right context.


    4. Edit

    Click Edit Prompt then go to Knowledge, then upload any files that are relevant or remove irrelevant ones.


    5. Save

    Click Update Prompt to apply changes.



    💡 Tip: Start with the smallest set of highly relevant documents. Too many files can dilute results and slow review.

    You should now be able to:

    Quickly see the context behind any prompt and attach the right documents to improve performance.


    This feature helps the team choose the right prompts faster and maintain tidy, trustworthy context. By spotting gaps and adding the most relevant documents, you’ll reduce rework, improve quality, and deliver more consistent client-ready outputs.

    For a visual walkthrough of where you can see the documents preview in Prompt Management, see the video below.

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