---
title: "Custom DASH Prompts: set up one-tap prompts for your team"
description: Admins can create, edit, reorder, disable and test up to 15 custom DASH prompts that appear for every user on web and mobile.
---
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October 27, 2026
# Custom DASH Prompts: set up one-tap prompts for your team
## Choose the prompts your team sees when they open DASH, write prompts that take action or use your company
***For:** Admins and users with the AI Chat Configuration permission · **Where:** Set up in the web app; prompts appear in DASH on web and mobile · **Available:** All accounts with DASH*
---
Custom DASH Prompts let you choose the one-tap prompts your team sees every time they open DASH. You manage them on web under **Settings → DASH → Custom Prompts**, and every user on the account sees the same active prompts, in the order you set, on web and mobile.
### **Before you start**
- **Permission:** you need **AI Chat Configuration** turned on for your role. This permission was previously called **AI Chat Guidelines**. Account Admins can turn it on for a role in **Settings → Permissions**, under **AI Capabilities**.
- **DASH:** your account needs DASH enabled.
- **Company documents (optional):** if you want a prompt to use your own documents, they must be uploaded to Company Documentation and enabled for AI learning first.
### **What your team sees**
When someone opens DASH, the starting screen shows your account's active prompts as buttons. Tapping one sends that prompt to DASH, and DASH starts working on it.
- The same prompts appear **no matter where DASH is opened** — Home, the Map, a record, or anywhere else.
- Prompts appear **in the order you set** in Settings.
- **Disabled** and **deleted** prompts never appear
### **The default prompts**
Every account starts with three prompts that **do the task** rather than explain how:
- **Log an activity for me**
- **Schedule an activity for me**
- **Create a new record for me**
You can edit, reorder, disable, or delete any of them, the same as any prompt you create.
### **Create a prompt**
1. On web, go to **Settings → DASH → Custom Prompts**.
2. Click **Add prompt**.
3. In **Tell DASH what to do**, write the instructions DASH should follow when someone taps this prompt (up to **1,000 characters**).
4. Click **Test in DASH** to see how DASH responds. You can test as many times as you like before saving.
5. Save. New prompts are **active** straight away and appear for every user on the account.
### **Use the guidelines panel**
While you write, a side panel lists everything DASH can do, so you can see what's possible and get ideas. It covers:
- **Actions DASH can take** — for example creating and updating records, scheduling or logging activities, building routes, and looking up territories, teams, and users. Next Best Action appears too, on accounts that have it.
- **The SPOTIO Knowledge Base** — point DASH at a specific article by name or link.
- **Your company documents** — point DASH at a document by name, such as a pricing sheet or an onboarding guide.
### **Test before your team sees it**
**Test in DASH** opens a new DASH chat using whatever is currently in the **Tell DASH what to do** box — even if you haven't saved it. Check the response, adjust the wording, and test again. Once you save, the prompt goes live for everyone.
##### *Manage your prompts*
| To… | Do this |
| --- | --- |
| **Edit** a prompt | Open it, change the text, and save. |
| **Reorder** prompts | Move them into the order you want. This is the order your team sees in DASH. |
| **Hide** a prompt for now | **Disable** it. It stays in your list with its text intact. Turn it back on any time. |
| **Remove** a prompt for good | **Delete** it. |
Changes show up the next time someone opens DASH.
### **The 15-prompt limit**
An account can have **up to 15 custom prompts**. When you reach the limit, **Add prompt** is disabled until you delete one.
---
*Writing prompts that work*
- **Be specific.** "Prepare me for my next meeting: summarize the record, its last three activities, and any open follow-ups" works better than "Meeting prep."
- **Combine an action with a source.** For example: "Use our Pricing document to draft a quote for this record."
- **Write it for the rep, not the admin.** The prompt is what DASH works from when a rep taps it between doors or in the truck.
- **Test every prompt** before saving it.
### **Example prompts**
| Prompt | What it does |
| --- | --- |
| Prepare me for my next meeting | DASH summarizes the record and recent activity before a visit |
| Use our Pricing document to draft a quote for this record | DASH builds a quote from your company document |
| Build a route from my scheduled stops today | DASH creates a route |
| Review the recommended actions for this lead and explain why | DASH walks through Next Best Action recommendations (accounts with Next Best Action) |
---
### **Where the manual action buttons went**
DASH is now focused entirely on AI. The manual buttons that used to sit on the DASH starting screen have moved:
- **Create New** — the blue button on Home, Map, Calendar, Communications, and Chat. It opens one list: **Schedule Activity, Log Activity, Call, Text, Email, Create \[Record Type\],** and **New Route**.
- **+ Create** — a new icon in the quick action row on every record. It has everything in Create New, plus **Add to Route, Navigate To, Attach a File, Add Note, Share Business Card, Sign Document,** and **Enroll in Autoplay**.
A **New!** callout inside DASH points users to the new location. If your account doesn't have DASH, nothing changes — manual actions stay under the **+** button.
### **DASH and this feature**
This feature *is* DASH: prompts you set up here are what your team taps on the DASH starting screen. DASH can't create or change prompts for you — that's done in Settings.
---
### **If you can't see something**
**No Custom Prompts section in DASH settings.** Your role needs the **AI Chat Configuration** permission. Ask an Account Admin to turn it on under **Settings → Permissions → AI Capabilities**.
**Can't find "AI Chat Guidelines."** It's been renamed **AI Chat Configuration**. Same permission, new name.
**Add prompt is grayed out.** You've reached 15 prompts. Delete one to add another.
**A prompt isn't showing for your team.** Check it's **enabled**, then have the user close and reopen DASH.
**A prompt ignores your company document.** Check the document is uploaded to Company Documentation and enabled for AI learning, and that the prompt names it clearly.
**Reps can't find Log Activity or Schedule Activity.** They've moved out of DASH to the blue **Create New** button and the **+ Create** icon on records.
---
### **Frequently asked questions**
**Can each rep have their own prompts?** Not today. Prompts are set once for the whole account, and every user sees the same active prompts.
**Can I show different prompts to different roles or teams?** Not today. Every user on the account sees the same active prompts.
**Do prompts change depending on where DASH is opened?** No. The same prompts appear everywhere.
**Can I delete the three default prompts?** Yes. You can edit, reorder, disable, or delete any prompt, including the defaults.
**Do disabled prompts count toward the limit?** Yes. The limit is 15 prompts saved, whether they're enabled or disabled.
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