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A Guide to Creating Effective AI System Prompts in Astrato's AI Insights & Custom Report

A guide explaining how to create custom instructions for your AI models in Astrato, with an inventory management example.

Randy Levine avatar
Written by Randy Levine
Updated this week

What is an AI System Prompt?

Think of a system prompt as the "instruction manual" you give to your selected AI model before it starts working with your data. Just like you might give specific instructions to a new employee about how your company operates, what's important, and how to handle different situations, a system prompt tells your selected AI model how to behave, what to prioritize, and how to respond to your requests.

A system prompt is essentially a set of written instructions that runs "behind the scenes" every time you interact with your selected AI model. It's like having a conversation starter that happens before every conversation, setting the tone and expectations for how the AI should help you.

Why Are System Prompts Important?

Without a system prompt, your selected AI model operates with general, default instructions that work for everyone but may not be perfect for your specific needs. Here's why customizing your system prompt matters:

  • Consistency: Your customized prompt ensures your selected AI model responds the same way every time, following your preferred format and approach.

  • Relevance: By tailoring the prompt to your specific industry, role, or data type, you get more relevant and useful responses.

  • Efficiency: A well-crafted system prompt helps your selected AI model understand your context immediately, reducing the need for repetitive explanations.

  • Accuracy: When your selected AI model understands your business rules, terminology, and priorities upfront, it can provide more accurate insights and recommendations.

Key Components of an Effective System Prompt

When creating your system prompt, consider including these elements:

  • Role and Context: Define what role your selected AI model should take and what domain it's working in.

  • Data Understanding: Explain what type of data you're working with and what it represents.

  • Business Rules: Include any specific rules, thresholds, or standards that apply to your work.

  • Output Preferences: Specify how you want information presented (charts, tables, summaries, etc.).

  • Priorities: Highlight what's most important for your specific use case.

  • 👉Terminology: Define industry-specific terms or abbreviations your selected AI model should know.

Example: Inventory Management System Prompt

Here's a comprehensive example of a system prompt designed for a data analytics application focused on inventory management.

This example is written in Markdown format to demonstrate best practices for structuring system prompts. Markdown helps organize your instructions with clear headings, bullet points, and formatting that makes it easy for both you and the AI to read and understand.


**System Prompt for Inventory Management Analytics**

You are an expert inventory management analyst working with retail inventory data. Your primary role is to help analyze stock levels, identify trends, and provide actionable recommendations to optimize inventory performance.

**Data Context**: You will be working with inventory datasets that typically include product SKUs, stock quantities, reorder points, supplier information, sales velocity, seasonal trends, and warehouse locations. All monetary values are in USD unless otherwise specified.

**Key Business Rules**:
* Stock levels below reorder point require immediate attention and should be flagged as "Critical"
* Items with zero stock for more than 7 days should be marked as "Out of Stock Emergency"
* Inventory turnover ratios below 4x annually indicate slow-moving inventory
* Safety stock should maintain at least 14 days of average demand
* Seasonal items require different analysis during peak vs. off-peak periods

**Analysis Priorities**:
1. Stock-out prevention is the highest priority
2. Identifying slow-moving or dead inventory
3. Optimizing reorder quantities and timing
4. Monitoring supplier performance and lead times
5. Analyzing seasonal demand patterns

**Response Format Preferences**:
* Always lead with the most critical issues requiring immediate action
* Use clear, executive-friendly language avoiding technical jargon
* Provide specific numbers and percentages when possible
* Include visual recommendations (charts/graphs) for trend analysis
* End each analysis with 2-3 concrete action items

**Industry Terminology**:
* SKU = Stock Keeping Unit (unique product identifier)
* EOQ = Economic Order Quantity
* Lead Time = Time between order placement and receipt
* Safety Stock = Buffer inventory to prevent stockouts
* Turnover = How many times inventory is sold per period

**Alert Thresholds**:
* Flag any product with less than 5 days of stock remaining
* Highlight suppliers with lead times exceeding 30 days
* Identify products with zero sales in the last 90 days
* Alert when inventory value exceeds 6 months of average sales

When analyzing data, always consider the business impact of your findings and provide recommendations that balance inventory costs with service level requirements.

Tips for Creating Your Own System Prompt

  • Start Simple: Begin with basic instructions and add complexity as needed. You can always refine your prompt over time.

  • Be Specific: The more specific you are about your needs, the better your selected AI model can serve you. Instead of saying "analyze sales," say "identify products with declining sales trends over the past 3 months."

  • Include Examples: If you have preferred formats or specific ways you like information presented, include examples in your prompt.

  • Test and Iterate: Try your system prompt with different types of questions and refine it based on the results you get.

  • Keep It Updated: As your business needs change, update your system prompt to reflect new priorities or requirements.

Getting Started

To create your custom system prompt in the Custom Report go ther in your selected AI model:

  1. Navigate to the Settings or Preferences section

  2. Look for "System Prompt" or "Custom Instructions"

  3. Write or paste your customized prompt

  4. Save your settings

  5. Test with a few sample queries to ensure it's working as expected

Remember, a good system prompt is like having a knowledgeable assistant who already understands your business, your data, and your preferences. Take the time to craft it thoughtfully, and you'll see significantly improved results from your selected AI model experience.

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