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Complete Guide to Saved Prompts

Saved Prompts help you turn your best questions and instructions into repeatable, one-click tools in Hapax. Instead of retyping the same long prompt over and over, you can save it once, share it with your team, and reuse it across AI sessions.

This guide explains:

  • What Saved Prompts are and how they work

  • Where to find and manage them

  • Permissions and governance

  • Best practices for designing strong prompts

  • Examples of high-value Saved Prompts by role

1. What Are Saved Prompts?

A Saved Prompt is a reusable template you can apply in any AI session. It usually includes:

  • A clear instruction (what you want Hapax to do)

  • Context or role framing (who you are, what you’re working on)

  • Format guidance (how the answer should be structured)

  • Optional placeholders where you’ll paste case-specific information

Instead of starting from a blank chat each time, you:

  1. Start a new or existing chat

  2. Choose a Saved Prompt

  3. Add any specific data (attachments, text, scenario details)

  4. Send it to Hapax

Saved Prompts are especially powerful for recurring tasks, like document checks, summaries, training content, or standardized analysis.

2. Where Saved Prompts Live

You can access and manage Saved Prompts in two main places:

a) From the Main Chat

  • Use Saved Prompts while you are chatting with Hapax.

  • Favorited prompts show up in a “Favorited Prompts” section for quick access.

  • This is ideal when you’re actively working and just need a prompt “ready to go.”

(See: How to Create a Saved Prompt, How to Favorite a Saved Prompt.)

b) From Agent Chat Settings

  • Select the gear-shaped icon in the top left corner to open Agent Chat Settings.

  • Here you can:

    • Create new prompts

    • Edit existing prompts

    • Favorite or unfavorite prompts

    • Delete prompts you no longer need

    • Search through all prompts you have access to

(See: How to Create a Saved Prompt, How to Edit a Saved Prompt, How to Delete a Saved Prompt.)

3. How Saved Prompts Work in a Chat

When you use a Saved Prompt in a chat:

  1. You select the prompt from the Saved Prompt menu (or the favorited section).

  2. Hapax inserts the prompt text into the chat input or runs it according to your workflow.

  3. You add any case-specific information:

    • Paste in data, documents, or a scenario

    • Clarify the context (customer type, product, regulation, etc.)

  4. You send the message, and Hapax responds using:

    • Your Saved Prompt instructions

    • Your institution’s documents and policies (if available in the Information Vault)

    • Relevant regulations in the current context

    • Any memories or FI-specific data available for that session

Think of Saved Prompts as a starting point, not the whole conversation. You still get the best results when you:

  • Provide clear context

  • Attach relevant documents or paste data

  • Ask follow-up questions to refine the output

4. Core Capabilities of Saved Prompts

Saved Prompts support several key capabilities:

4.1 Standardized Instructions

You can encode your best “asks” into prompts, such as:

  • How to review a loan file

  • How to check for regulatory compliance

  • How to summarize board materials

  • How to draft customer emails or training content

This ensures everyone on the team is asking the AI in a consistent way, which leads to more consistent responses.

4.2 Permissions (View, Edit, Delete)

Saved Prompts support permission controls so you can manage who:

  • Can view a prompt

  • Can edit its content

  • Can delete it

This is useful for:

  • Institution-wide “gold standard” prompts that only admins should edit

  • Department-specific prompts (e.g., Compliance vs. Retail)

  • Private prompts an individual user doesn’t want broadly visible yet

Permissions are optional, but if you’re rolling out prompts to many users, treating them like shared assets (similar to how you handle folder permissions) helps keep things safe and organized.

4.3 Favoriting for Quick Access

Any prompt you use frequently can be favorited:

  • Favoriting adds it to a “Favorited Prompts” section on the chat page.

  • Clicking the star again will unfavorite it.

  • This makes your most common prompts just one click away.

(See: How to Favorite a Saved Prompt.)

4.4 Easy Editing and Iteration

Because Saved Prompts are editable, you can:

  • Start with a simple version

  • Refine the language over time

  • Update them as policies, procedures, or regulations change

5. Why Saved Prompts Are Useful

Saved Prompts are especially valuable for:

  • Reducing rework – No more retyping long instructions or remembering all the details every time.

  • Improving accuracy – Standardized prompts reduce the risk that someone forgets a key instruction or constraint.

  • Scaling best practices – When one person designs a strong prompt, everyone can benefit from it.

  • Speeding up onboarding – New employees can use prompts as “training wheels” for how to ask Hapax questions effectively.

  • Supporting complex workflows – Prompts can mirror your institution’s procedures and regulatory needs, not just generic questions.

6. Best Practices for Designing Saved Prompts

To get the most value from Saved Prompts, follow these guidelines (which align with Hapax’s prompting best practices).

6.1 Be Clear and Specific

Instead of:

“Help me with compliance.”

Try:

“Review the following loan documents for compliance with Regulation Z. Flag any missing disclosures, expired filings, or inconsistencies and provide a brief summary of findings.”

6.2 Provide Built-in Context

Include who you are and what the task is for.

Example pattern:

“I am a [role] at a [type of FI]. Using our policies and the attached documents, please…”

This tells Hapax how to approach the task in a banking-specific way.

6.3 Ask for a Specific Format

Tell Hapax how you want the answer structured:

  • Bullet list

  • Table

  • Step-by-step checklist

  • Email draft

  • Board-ready summary

Example:

“Provide your answer as: (1) short executive summary, (2) bullet list of key risks, (3) recommended next steps.”

6.4 Use Placeholders

Add brackets or instructions to remind users where to insert case-specific information, for example:

“[Paste customer complaint text here]”
“[Attach the 3 months of transaction history here]”

This makes the prompt reusable across many scenarios without confusion.

6.5 Break Down Complex Tasks

For multi-step work, Saved Prompts can guide the flow:

  1. “First, summarize the attached document in 10 bullets.”

  2. “Next, identify any policy gaps or risk areas.”

  3. “Finally, draft recommended changes.”

You can either:

  • Create one Saved Prompt that asks Hapax to perform all steps, or

  • Create a series of prompts for each step and favorite the set.

7. High-Value Examples of Saved Prompts (By Role)

Below are examples of the kinds of prompts that work well as Saved Prompts. They’re lightly adapted from Hapax’s chat-based use case patterns.

You can copy these structures and adapt them to your institution.

7.1 Account Review / Retail Banking

Example Saved Prompt: Account & Document Check

“Review the following customer or business account documents for accuracy, completeness, and alignment with our bank policies. Identify any missing documents, conflicting information, or compliance gaps and list them clearly with recommended next steps.”

Use this whenever someone uploads account docs and wants a consistent quality/compliance review.

7.2 Compliance / BSA / Risk

Example Saved Prompt: Loan Compliance Review

“Verify compliance across the following loan documents. Flag any missing disclosures, outdated forms, expired filings, signature issues, or inconsistencies that would put us out of compliance. Provide a brief narrative summary plus a bullet list of specific corrections needed.”

Example Saved Prompt: AML Regulation Summary

“Summarize the latest AML-related regulations and best practices relevant to community banks. Provide (1) key regulatory expectations, (2) operational implications, and (3) three concrete actions we should consider.”

7.3 Credit / Loan Operations

Example Saved Prompt: Credit Memo Drafting

“Using the attached financial statements and supporting documents, draft a credit memo that includes: borrower overview, relationship summary, financial analysis, key risks, mitigants, and a recommendation. Use clear headings and bullet points.”

Example Saved Prompt: Loan Package Integrity Check

“Check the following loan package for missing or inconsistent items. Confirm that all required documents are present, names and terms match across documents, and any policy exceptions are clearly identifiable. Summarize findings and list missing items.”

7.4 Deposit Operations / Fraud

Example Saved Prompt: Transaction Review & Risk Flagging

“Review the attached deposit or transaction data. Identify unusual patterns, potential fraud indicators, and operational anomalies. Provide a summary, specific examples, and recommended follow-up actions.”

7.5 Data & Reporting / Analytics

Example Saved Prompt: Board-Ready Summary

“Review the attached financial and risk-related reports. Create a concise, board-ready summary highlighting trends, key risks, notable changes versus prior period, and 3–5 talking points for discussion.”

Example Saved Prompt: Variance Analysis

“Analyze the attached financial results versus budget and prior year. Provide a variance analysis by major category (income, expenses, provision, etc.), and explain the top drivers behind each significant variance.”

7.6 Call Center / Digital Banking Support

Example Saved Prompt: Customer Complaint Categorization

“Review the following customer complaints (pasted below). Categorize each by topic, severity, and potential compliance impact. Suggest a recommended resolution path and any templates that could be used for response.”

7.7 HR / Training

Example Saved Prompt: Training Scenario Generator

“Create three realistic training scenarios for new branch staff related to [topic, e.g., debit card disputes or check holds]. For each scenario, include (1) the customer situation, (2) what the employee should do, and (3) key learning objectives.”

7.8 IT / Knowledge Management

Example Saved Prompt: Troubleshooting Guide Builder

“Create a troubleshooting guide for [system or issue]. Include common error messages, step-by-step resolution steps, when to escalate, and what details staff should collect before escalating.”

8. Governance and Maintenance of Saved Prompts

As Saved Prompts become part of your daily operations, treat them like other controlled assets (policies, procedures, and templates):

  • Assign owners for critical prompts (e.g., Head of Compliance for compliance prompts).

  • Limit edit/delete permissions for institution-wide or high-risk prompts.

  • Review prompts periodically, especially after policy or regulatory changes.

  • Retire or update prompts that reference old processes.

This keeps your prompt library high-quality, aligned with live policies, and safe to use.

9. Common Questions

Q: Why doesn’t a Saved Prompt give me a perfect answer on its own?
A: Saved Prompts are templates. You still need to add case-specific details (documents, scenarios, numbers). The more context you provide, the better Hapax can perform.

Q: I can’t see a prompt someone else mentioned. Why?
A: You may not have view access to that prompt. Ask an admin or the prompt owner to check your permissions or confirm you’re in the correct environment/agent.

Q: I don’t see the edit or trash icons.
A: You likely don’t have edit or delete permissions for that prompt. This is common for institution-wide or admin-owned prompts.

Q: How many Saved Prompts should we have?
A: That depends on your institution, but a good pattern is:

  • A small set of core, shared prompts for each major department

  • A larger set of personal or team-level prompts for individual workflows

10. Summary

Saved Prompts turn your best questions and workflows into reusable tools inside Hapax. When designed thoughtfully—with clear instructions, context, format requests, and good governance—they:

  • Save time

  • Improve consistency

  • Reduce risk

  • Help every employee get more value from Hapax, faster

Use this guide as your blueprint to design, deploy, and continually improve a prompt library that fits your institution.