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?
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?
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 underAI Tools
then click theAsk
button.
Under
AI Meeting Notes
, locate your prompt and theCopy
,Save
, andDelete
options.Copy
: Copies AI meeting notes to clipboard
Save
: OpensSave question as a new prompt
popupDelete
: Deletes the AI meeting notes
If you selected
Save
choose to create a new kit or select an existing one then clickSave
.
Need help? Contact our support.