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Prompts help you get the most out of Stella by providing templates for common queries. You can use starter prompts, browse the prompt library, or save your own frequently-used queries.

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Starter Prompts

When you start a new chat, Stella displays four suggested prompts based on your context:
  • Global context: Prompts for analyzing your entire customer portfolio
  • Account context: Prompts specific to the customer you’re viewing
Click any starter prompt to use it, or type your own question.

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Prompt Library

The Prompt Library contains pre-built prompts organized by use case. To access the Prompt Library:
  1. Click the Prompt Library button in the chat interface
  2. Browse available prompts by category
  3. Click any prompt to use it in your current chat
Prompt Categories:
CategoryExamples
Health Analysis”Which customers have declining health?”
Renewal Prep”Summarize key points for upcoming renewal”
Handover”Create a customer overview for CSM transition”
Engagement”What topics were discussed in recent meetings?”
Risk Assessment”Identify at-risk customers in my book”

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Save Custom Prompts

Save prompts you use frequently for quick access:
  1. Type or refine your query in the chat
  2. Click the Save Prompt option
  3. Give your prompt a name
  4. Choose the scope:
    • Global: Available in all chats
    • Account-specific: Only available when viewing customer accounts
Your saved prompts appear in the Prompt Library for reuse.

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Writing Effective Prompts

Less effective: “Tell me about this customer”More effective: “Summarize the key discussion points from meetings in the last 30 days”
Less effective: “What issues has this customer had?”More effective: “What support tickets has this customer opened in the last quarter?”
Less effective: “How is this customer doing?”More effective: “List the top 3 risks and top 3 opportunities for this customer based on recent interactions”
When asking about specific customers from the global Stella view, use @mentions:“Compare engagement levels between @Acme Corp and @Beta Inc over the last 60 days”

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Example Prompts by Role

For CSMs:
  • “What are the key action items from my meetings this week?”
  • “Which of my customers haven’t had a check-in in the last 30 days?”
  • “Summarize the current status of @CustomerName’s implementation”
For Managers:
  • “Which customers in my team’s book are showing declining health?”
  • “Summarize renewal readiness for accounts renewing this quarter”
  • “What are the common support themes across my team’s portfolio?”
For Executives:
  • “What are the top risks across our enterprise segment?”
  • “Summarize expansion opportunities identified this month”
  • “Which customers have the most negative sentiment trends?”

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Tips for Better Results

Start broad, then refine. If Stella’s answer isn’t quite what you need, ask a follow-up question to narrow down the response.
  • Use the edit feature to refine your first message if needed
  • Check citations to verify the source of each claim
  • Expand the thinking panel to understand Stella’s reasoning
  • Save prompts that work well for reuse