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How to create my own custom AI Kit?
How to create my own custom AI Kit?

Welcome to Tactiq's Guide on Creating Your Own AI Kit!

Krystle Celso avatar
Written by Krystle Celso
Updated over 4 months ago

Understand Custom AI Kits

Custom AI Kits help save time by storing complex AI prompts you use often. Instead of typing or pasting long instructions repeatedly, you can quickly access your saved prompts. This is great for professionals who frequently use AI for specific tasks.

Note: For instance, HR managers can save prompts for analyzing job candidates, while salespeople can store prompts for reviewing customer interactions. This makes your AI-assisted work more efficient and consistent.

Follow these steps to customize your own AI Kit with Tactiq.

Access the Tactiq dashboard

Go to the Tactiq dashboard and click AI Tools to find the AI Meeting Kits.

Create a New Kit

Click Create Kit to be directed to the My Meeting Kit section

Click Edit to set the Icon, Name, and Description of the Meeting Kit then select Save.

Click Add a Prompt to start customizing by typing your question or command for the AI.

You can also create an AI meeting kit from a transcript. Click View More then select Add New Kit at the bottom of the list.

FAQs


When should I use a custom AI meeting kit versus a simple prompt?

Use a custom AI when:

  • You have complex AI prompts that you use frequently.

  • You want to save time by avoiding repetitive copy-pasting of long prompts.

  • You need consistency in your AI interactions across multiple sessions or team members.

  • You're dealing with recurring meetings or tasks that require similar AI assistance each time.

  • You have developed effective, specialized prompts for your specific role (e.g., HR analyzing candidate profiles or sales teams analyzing customer interactions).

Use a simple prompt when:

  • You have a one-off question or task that doesn't require a saved, complex prompt.

  • Your query is straightforward and doesn't need extensive context or instructions.

  • You're asking for basic information or simple analysis that doesn't warrant creating a full custom kit.

How do I save an AI prompt to an AI meeting kit?

  • Enter the prompt into the Or ask Tactiq anything about the meeting box under AI Tools then click the Ask button.

  • Under AI Meeting Notes, locate your prompt and the Copy, Save, and Delete options.

    • Copy: Copies AI meeting notes to clipboard

    • Save: Opens Save question as a new prompt popup

    • Delete: Deletes the AI meeting notes

  • If you selected Save choose to create a new kit or select an existing one then click Save.


Need help? Contact our support.

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