Create and use custom prompts in Quickbase AI

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Beta feature

This is a beta feature, which means we're still developing it. Some functionality may change.

Custom prompts let you save instructions for Quickbase AI and reuse them with a short command. Instead of typing the same request every time, you type / and the name of your prompt. Custom prompts are personal, so only you can see and use the ones you save. You can save up to 25 custom prompts.

Create a custom prompt

  1. Open Quickbase AI

  2. In the left sidebar, select Custom prompts (the pencil icon)

The Custom prompts page lists any prompts you've saved.

Quickbase AI interface showing options for custom prompts and new chat features.

  1. Select New prompt

  2. In Command, enter a short name for your prompt, such as overdue-tasks. Start with a lowercase letter, then use lowercase letters, numbers, dashes, or underscores, up to 32 characters. Each command must be unique.

  3. In Description, write one or two sentences about what the prompt does, up to 200 characters. This text appears in the list when you type / in a chat. Quickbase AI also uses it to match your prompt to a request, so write it the way you'd ask for the result.

  4. In Instructions, tell Quickbase AI exactly what to do when you run the prompt, up to 7,000 characters. Name the table to use, how to filter the records, and how to group or sort the results. Instructions guide the response but never appear in the chat.

  5. Select Save

Create a custom prompt form

Your prompt now appears on the Custom prompts page and is ready to use in any chat.

Note: To leave the form without saving, select Back.

Use a custom prompt in a chat

  1. Start a new chat or continue an existing one

  2. In the message field, type /

A list of your custom prompts appears, with the command and description for each one.

Custom prompt interface showing available custom prompt options.

Select the prompt you want, or keep typing the command to narrow the list

  1. Select Send

Quickbase AI runs the saved instructions and responds in the chat.

To add instructions, type them after the command, such as /overdue-tasks for the Marketing team.

You don't always need to type the command. When your request matches a prompt's description, Quickbase AI can use that prompt to respond.

Edit a custom prompt

  1. On the Custom prompts page, select the prompt's command, such as /overdue-tasks

  2. Update the Command, Description, or Instructions

  3. Select Save

Delete a custom prompt

  1. On the Custom prompts page, find the prompt and select Delete

  2. In the confirmation dialog, select Delete

Deleting a prompt can't be undone.