This guide will walk you through the process of reviewing and updating the prompts that power Compass AI across Performance Leader. Whether you're fine-tuning the language or adapting prompts to better suit your organisation's needs, you'll find everything you need here. Note: You'll need super admin access to complete these tasks.
Accessing Compass AI settings
Before you can review or update prompts, you'll need to navigate to the Compass AI dashboard. This is your central hub for all AI-related settings.
Go to the Settings section in your admin panel.
Locate and select Compass AI.
You'll be taken to the Compass AI dashboard, which provides an overview of AI usage across your platform.
Viewing available prompts
Once you're in the dashboard, you can see all the prompts used across different modules in Performance Leader.
Click on the Prompts section at the top of the dashboard.
Review the list of prompts, which includes prompts for each module (such as Objectives, Reviews, and Fast Feedback) as well as admin prompts.
Note that some prompts are marked as system prompts and are not editable. However, reviewing these can still help you understand how AI outputs are generated and where they appear in the platform.
Customisable prompts will be clearly indicated. If a prompt has been modified, it will display as "customised".
Editing a prompt
When you're ready to make changes to a prompt, follow these steps to edit and customise it for your organisation's needs.
Click into the specific module or section (e.g., Objectives) to view the prompts associated with it.
Identify the prompt you want to edit (e.g., Objective Quality Review or Objective Setting Assistant).
Click the pencil icon next to the prompt to open the editing interface.
You can either write a new prompt from scratch or copy and paste existing content into the prompt box and make your adjustments.
Once you're satisfied with your changes, click Save to update the prompt.
Tip: After saving changes, consider clearing your cache or logging out and back in to ensure the latest version of the prompt is being used across the platform.
Understanding prompt types
It's helpful to know the difference between the types of prompts you'll encounter:
System prompts: These are not editable but provide valuable insight into how AI generates outputs. Reviewing them helps you understand the AI's behaviour.
Customisable prompts: These can be modified to suit your organisation's specific requirements. Changes you make here will directly affect the AI's responses in the relevant modules.
To get the most out of Compass AI, we recommend exploring best practices for AI prompting and understanding how prompts are used across different modules.
Refer to other resources and videos (available in the help centre) that dive into AI prompting techniques and module-specific guidance.
Experiment with small changes to prompts and test the outputs to see what works best for your team.
Regularly review and refine your prompts as your organisation's needs evolve.