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GetAccept AI Prompt Template

Create reusable AI instructions to quickly generate summaries, action points, and tailored content in GetAccept.

Updated: June 2025

Overview

AI Prompt Templates in GetAccept allow users to create and reuse structured prompts for the GetAccept AI Helper. Templates help standardize outputs like summaries, action items, tone adjustments, and more—saving time and improving consistency.

  • Admins can create templates visible across the entire organization.

  • Individual users can create private templates for personal use.

What Are AI Prompts?

Prompts are instructions that tell the AI Helper what kind of output to generate.

Examples:

  • Summarize a paragraph into bullet points

  • Create a social media post with emojis and hashtags

  • Rephrase text for a specific industry or audience

The more detailed your prompt, the better the output.

If you often repeat the same instructions, create Prompt Templates so you don’t have to rewrite them every time.

How to Access AI Prompt Templates

  1. Click on your profile image in the top-right corner.

  2. Go to Settings > AI > Prompt Templates.

  3. Click Create prompt.

  4. Add a title (e.g., Prospect Call Summary).

  5. Define your prompt instructions (e.g., Summarize sales calls highlighting objections and next steps).

  6. Click Create prompt to save.

  • Admins: Templates are visible to all users.

  • Users: Templates are private unless shared.

Using AI Prompt Templates in a Deal Room or Contract

  1. Highlight Text

    • Select the text in notes, meeting summaries, or documents.

  2. Open AI Helper

    • Click the AI Helper button.

    • Select Modify content.

  3. Choose a Prompt Template

    • Select from Entity prompts or Your prompts.

    • Example: Prospect Call Summary.

  4. Review & Edit Output

    • The AI-generated response appears in the editor.

    • Adjust as needed before finalizing.

Best Practices

  • Be Specific: Clearly state what the AI should focus on (e.g., summarize objections vs. next steps).

  • Structure Instructions: Use bullet points or numbered lists.

  • Test Before Sharing: Ensure the prompt works well before rolling it out to the organization.

  • Use for Repetitive Tasks: Ideal for meeting summaries, follow-up emails, proposal edits, and more.