Best Practices for Creating Prompts in the AI Insights Generator Widget

Prompt Length and Text Box Size

Although the input field for prompts may appear small, there is no strict character limit. You can—and often should—write multi-sentence or even paragraph-long prompts. The size of the text box does not reflect the functional limit of the tool.

Tip: Click and drag the corner of the prompt field to expand it while drafting.

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Be Specific

Clear, detailed prompts lead to more accurate responses. Vague instructions often result in broad or generic outputs.

Instead of:
“Give me campaign insights.”

Try:
“Summarize key trends in conversion rates for campaigns targeting the U.S. market over the last 30 days.”

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Use Multiple Widgets for Multiple Goals

When you have more than one objective (e.g., identifying trends and generating recommendations), use separate AI Insights Generator widgets. Each widget can target the same dataset but serve a different purpose.

Example:
One widget can extract high-performing keywords, while another provides optimization suggestions.

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Understand AI Model Limitations

The AI engine may interpret data correctly in context but is not reliable for numerical accuracy. Avoid asking the widget to return exact metric values.

Avoid prompts like:
“Tell me the exact number of conversions last month.”

Instead:
“Analyze changes in conversion trends over the past three months.”

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Assign a Role or Persona

Start your prompt by assigning a role to the AI to set expectations and improve output tone and structure.

Example:
“Act as a performance marketing analyst and highlight anomalies in CTR by channel.”

Note: The widget’s system prompt already includes a general directive like “act as a digital marketing expert.” If you specify a persona, choose one that complements or refines this role rather than duplicates it.

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Phrase Instructions Positively

Avoid using negative phrasing like “don’t include X.” Instead, describe what you want the AI to focus on.

Instead of:
“Don’t include budget info.”

Use:
“Focus on click-through rate and conversion insights only.”

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Allow Time to Iterate

Developing an effective prompt is an iterative process. Plan to refine the prompt based on initial outputs, and avoid rushing to use the first version in client-facing reports.

Tip: Test prompts with a small batch of accounts first, then adjust based on findings.

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Use Proper Punctuation

AI interprets punctuation literally. Missing punctuation may lead to misinterpretation.

Example:
“Let’s eat, Grandma” vs. “Let’s eat Grandma”

Proper punctuation ensures clarity, especially when asking the AI to follow complex logic.

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Maintain Consistent Terminology

Conflicting terms in a prompt (e.g., “summary” and “detailed”) can confuse the model and lead to mixed results.

Avoid:
“Give a detailed summary of performance.”

Use:
“Provide a detailed analysis of performance trends.”

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Refine Through Small Iterations

Make incremental adjustments rather than rewriting the entire prompt each time. Small changes can significantly improve outcomes while preserving what already works.

Recommendation: Keep a version history of your prompts to track what changes influence the AI’s responses.