What are Ari Prompts?
Prompts are persistent instructions that shape how Ari behaves across every conversation. They act as long-term memory, letting you “program” Ari with your company’s billing preferences, terminology, processes, and rules so you don’t have to repeat yourself. Think of prompts as onboarding Ari the same way you’d onboard a new teammate. You tell him once how things work, and he remembers.Why Use Prompts?
Without prompts, you’d need to remind Ari of your preferences every time you start a new conversation. With prompts, Ari already knows:- Company specific knowledge
- Your default payment terms
- How you want invoices formatted
- Which customers get special treatment
- Your company’s collections escalation process
- Internal terminology and naming conventions
Creating a Prompt
You can create prompts by talking to Ari directly in Slack:Tell Ari what to remember
Give Ari a clear instruction about how you want him to behave going forward.
Ari confirms the prompt
Ari will echo back what he understood and confirm the prompt has been saved. Review it to make sure it captured your intent correctly.
Ari applies it going forward
From now on, Ari will follow this instruction in every relevant conversation. You don’t need to mention it again.
Example Prompts
Here are some common ways teams use prompts to customize Ari:Company Specific Knowledge
Company Specific Knowledge
Tell Ari the internal acronyms, and specifics that everyone on the team knows.
Billing defaults
Billing defaults
Set your standard billing preferences so Ari uses them automatically.
Collections process
Collections process
Define your escalation process so Ari follows your playbook.
Company terminology
Company terminology
Teach Ari your internal language so he understands shorthand.
Formatting preferences
Formatting preferences
Control how Ari presents information back to you.
Customer-specific rules
Customer-specific rules
Set special handling for specific accounts.
Managing Prompts
How Prompts Are Applied
Prompts work at the team level, meaning everyone in your workspace benefits from them. When anyone on your team talks to Ari, he follows all active prompts.Best Practices
Be specific
Be specific
Vague prompts lead to unpredictable behavior. Instead of “be careful with big customers”, try “for customers with ARR over $100K, always ask for my approval before sending collection emails.”
Start small
Start small
Begin with a few key prompts (payment terms, collections process, formatting) and add more as you discover patterns in how you work with Ari.
Review periodically
Review periodically
As your processes change, your prompts should too. Check in on your active prompts quarterly to make sure they still reflect how your team operates.
Use prompts instead of repeating yourself
Use prompts instead of repeating yourself
If you find yourself telling Ari the same thing more than twice, that’s a good sign it should be a prompt.