Prompt Library

The best way to get consistent work out of the AI assistant is to stop re-typing the same instructions. The Prompt Library lets you save a prompt once and reuse it in one click — and it ships with a curated set of ready-to-run prompts built for commercial construction teams.

The Prompt Library is available on Professional plans and above. Find it in the left sidebar under Prompts.

Three kinds of prompt

crm.aggrandizelabs.com/prompts

Prompt Library

Save and one-click reuse prompts for the assistant

List Map

+ New Prompt

All 20 Aggrandize 18 Org-shared 1 My private 1

Email → deal + task

Aggrandize

Turn the email thread you're looking at into a deal, linked contacts, and a follow-up task — without creating duplicates.

/email-to-dealEmailDeals

Batch contact hygiene

Aggrandize

Clean up or re-segment a slice of contacts — scope it, review a sample, then apply in safe batches.

/tidy-contactsAdvancedHygiene

Mine the inbox for missed deals

Aggrandize

Sweep recent inbound email for project signals — bids, RFQs, plan sets — that never became deals.

/mine-inboxAdvancedEmail

Draft a first-touch email

Aggrandize

A researched first-touch outreach draft — checks prior history before writing.

/intro-emailOutreach

Every prompt comes from one of three places, shown as a badge on each card and filterable with the tabs at the top:

• Aggrandize — a curated, platform-maintained set (the bulk of the library). These double as a guided tour of what the assistant can do; you can't edit them, but you can clone one to make it your own.
• Org-shared — prompts your team has saved and shared across your whole organization.
• My private — prompts only you can see.

Running a prompt

Click any card and the prompt loads into the assistant composer — ready for you to review and edit before you send it. Nothing runs automatically; you always get the last word. Tweak the wording, fill in any blanks, then press Enter.

Quick-call with /command

Prompts with a command can be summoned without leaving the chat box. Type / in the assistant and start typing — Aggrandize autocompletes over every prompt you have, across all three sources.

/ti|

/tidy-contactsBatch contact hygiene Aggrandize

/tasks-this-weekSummarize my open tasks due this week Aggrandize

Type / to call a saved prompt · Enter to send, Shift+Enter for new line

Pick one and it expands into the composer exactly as a card click would. Commands are unique across your whole library, so there's never any ambiguity about which prompt /tidy-contacts means.

Filling in the blanks — {{variables}}

Some prompts contain {{double-brace notes}} like {{project category}} or {{pipeline}}. These aren't form fields — they're notes to the assistant marking the details only you know. Replace them with your specifics before sending, or leave them and the assistant will ask.

Building on other prompts — {{>includes}}

A prompt can pull in another by command with {{>command}}. When you load it, the referenced prompt's text is expanded inline so you see the full, composed instructions before sending. This lets you keep one canonical "house style" prompt and reference it from several others instead of copy-pasting.

The process map

Curated prompts are organized around how deals actually move — from a new name to a closed (or retired) deal. Switch the library to Map view to see that flow and which prompt fits each stage. It's the fastest way to answer "which prompt do I reach for right now?"

crm.aggrandizelabs.com/prompts

How the prompts fit your sales flow — each stage shows the prompts built for it. Click one to load it into the assistant.

1Intake

Roster intake → pipeline

2Groom

Batch contact hygiene

3Consider

Email → deal + taskPromote leadsContacts → deal candidates

4Outreach

Daily cold / follow-upFirst-touch email

5Monitor

Deals going coldThis week’s tasks

6Retire

Retire stale deals

The six stages mirror how the assistant itself thinks about your pipeline:

1. Intake — get new names into the CRM cleanly (e.g. paste a conference roster).
2. Groom — categorize, dedupe, and prune so contacts are usable.
3. Consider — decide who deserves a deal, and in which pipeline.
4. Outreach — make first touches and keep the CRM matching what you sent.
5. Monitor — stay on top of what's moving and spot what's going cold.
6. Retire — close out dead deals so the pipeline reflects reality.

Click any prompt on the map to load it into the assistant.

Making a curated prompt your own

Curated prompts are read-only, but every card has two controls for adapting them:

Promote leads by category

Aggrandize

Work a category of planning records and promote the best to deals — rank by probability, draft outreach, promote the winners.

/promote-leadsAdvanced

• View opens the full prompt text so you can see exactly what it does before running it.
• Clone copies it into your private library, where you can edit the wording, change the command, or set a default model — your version, fully yours.
• Hide removes a curated prompt you don't want cluttering your list. Org admins can hide one for the whole organization; anyone can hide one just for themselves. Hidden prompts move to a collapsed list you can restore from at any time.

Saving your own prompt

Click New Prompt to write one from scratch (or start from a clone). A good saved prompt is a procedure, not a one-liner — state the goal, the steps, and let the assistant handle the how. You choose:

• Visibility — private to you, or shared with your whole org.
• Command — an optional /short-name for quick-call (must be unique across your library).
• Default model — Standard or Advanced, so judgment-heavy prompts open on the right model. You can always override before sending.

Related

• AI Assistant — what the assistant can do and how approvals work.
• Company Profile — teach the assistant about your business so every prompt runs with that context.
• Custom Pipelines — the assistant can help you set these up, then route deals by them.