Prompt Group Setup

You can use the Prompt Groups activity in the Settings menu to create, edit, and delete a prompt group. Prompt groups let you organize your tracked prompts by whatever you care about—a campaign, an audience, a product line—so your AI search reporting stays focused on what matters most.

How do prompt groups differ from topics?

Settings > Prompt Groups

Create a prompt group

Prompt groups combine rule-based criteria with prompts you hand-pick, so a single group can capture both a pattern and the one-off prompts the rules miss.

1. Go to prompt group settings in Conductor or follow the path Settings > Prompt Groups.
2. Click Create Prompt Group.
3. Enter a clear name and, optionally, a description so others on your team know what the group contains.
   
4. Define the group with rules, hand-pick prompts, or both (see below for instructions).
5. Click Save and Close to create the prompt group.

Add prompts matching rules

Groups can be rule-based. Each rule you stack tightens the group. To add a rule, 

1. Click + Add first rule.
2. Choose a field, such as prompt name or one of your prompts' associated persona, location, search engine, intent, prompt type, and who created the prompt. 
3. Choose an operator. The specific options for operators depend on your chose field. When choosing Prompt name, you can use the matches regex operator to capture every phrasing of a theme with a single rule.
4. Set a value.
5. Add any AND rules to narrow the group—for example, only prompts with comparison and purchase intent.
6. Add OR rules to require that any of the criteria you create are true.
7. Review the preview, which updates as you build, so you can confirm your rules are catching the right prompts. Modify the rules if needed.

Add prompts manually

Need something the rules don't catch? You can hand-pick prompts to add to the group. Rules and manual selections work together in the same group.

1. Click Browse prompts.
2. Filter to the prompts you want.
3. Select the prompts you want to add to the group.

Exclude prompts manually

You can also exclude specific prompts from groups—even those matching your rules.

Just find the prompt you want to exclude in Prompt preview and click the X. You can see the prompts you've excluded above the table.

Edit a prompt group

You can make changes to a prompt group after you create it.

1. Go to prompt group settings in Conductor or follow the path Settings > Prompt Groups.
2. Select the prompt group you want to edit from the list, or click the Edit button next to it.
3. Modify the name or description, edit the rules that define the group, or use Browse prompts to add or remove individual prompts.
4. If you changed a rule, review the preview to confirm the group includes the right prompts.
5. Click Save to save your changes.

You can also add or remove individual prompts from groups in the Prompts tab of Topics and Prompts settings.

Delete a prompt group

1. Go to prompt group settings in Conductor or follow the path Settings > Prompt Groups.
2. Find the prompt group you want to delete in the list.
3. Click the Delete button next to the prompt group, then confirm.