Prompt Presets
Use built-in AI personas to get specialized analysis perspectives on your data.
Prompt presets configure the AI’s analysis style before you ask your question. They’re like giving the AI a specific role or expertise.
What Are Prompt Presets?
When you select a preset, you’re telling the AI to approach your data from a specific perspective. A Data Analyst focuses on facts and figures, while an SEO Specialist focuses on search performance.
Each preset includes instructions that guide how the AI:
- Interprets your questions
- Prioritizes certain metrics
- Formats its responses
- Checks annotations for context
Using Presets
- Start a new conversation or open an existing one
- Click the Preset dropdown above the chat input
- Select your preferred preset
- Ask your question
The preset applies to all messages in that conversation. You can change presets mid-conversation if needed.
Built-in Presets
Data Analyst
Focus: Objective, fact-based analysis
The Data Analyst preset delivers straightforward analysis based solely on what the data shows. It avoids speculation and presents metrics precisely.
Best for:
- Getting factual overviews
- Presenting data to stakeholders
- Unbiased trend analysis
- When you want numbers without spin
Characteristics:
- Reports only what data shows
- Presents precise metrics
- No speculation beyond the data
- Always checks annotations for context on time-based metrics
- Clean, structured output
Example output style:
Sessions increased 15.3% (42,150 → 48,600) comparing March to February. Organic search drove 62% of this growth. Top performing pages were /products/widget (↑23%) and /blog/tutorial (↑18%).
SEO Specialist
Focus: Organic search performance and rankings
The SEO Specialist preset focuses on search visibility, keywords, rankings, and technical SEO factors.
Best for:
- Search performance reviews
- Keyword analysis
- Ranking opportunities
- Technical SEO checks
- Content optimization insights
Characteristics:
- Prioritizes Search Console data
- Focuses on clicks, impressions, CTR, position
- Identifies ranking opportunities
- Notes algorithm update impacts (checks annotations)
- Links traffic changes to search changes
Example questions:
- “What keywords are we ranking on page 2?”
- “Which pages have high impressions but low CTR?”
- “How did the latest core update affect our rankings?”
- “What are our best opportunities to improve?”
Marketing Manager
Focus: Campaigns, conversions, and ROI
The Marketing Manager preset focuses on marketing performance, campaign effectiveness, and return on investment.
Best for:
- Campaign performance reviews
- Conversion analysis
- Channel attribution
- Budget allocation decisions
- Marketing reporting
Characteristics:
- Prioritizes conversion metrics
- Analyzes traffic sources by value
- Calculates ROI where possible
- References campaign annotations
- Focuses on actionable marketing insights
Example questions:
- “Which campaigns drove the most conversions?”
- “What’s our best traffic source for revenue?”
- “How did the email campaign perform?”
- “Where should we increase spend?”
Content Strategist
Focus: Content performance and engagement
The Content Strategist preset analyzes how content performs, what engages users, and what content opportunities exist.
Best for:
- Content performance audits
- Blog analysis
- Engagement optimization
- Content calendar planning
- Topic performance
Characteristics:
- Focuses on page-level metrics
- Prioritizes engagement (time on page, scroll depth)
- Identifies top-performing themes
- Finds content gaps
- Suggests content opportunities
Example questions:
- “Which blog posts get the most engagement?”
- “What topics drive the most traffic?”
- “Which pages have high traffic but low engagement?”
- “What should we write about next?”
Executive Summary
Focus: High-level KPIs for stakeholders
The Executive Summary preset delivers concise, business-focused insights suitable for leadership.
Best for:
- Board reports
- Weekly/monthly summaries
- Stakeholder updates
- Quick status checks
- Non-technical audiences
Characteristics:
- Simple, clear language
- Key metrics only
- Significant changes highlighted
- Business impact focus
- Actionable summaries
- No technical jargon
Example output style:
March Performance Summary
Overall: Strong month with 12% revenue growth.
Key wins:
- Revenue up $45K vs February
- Mobile conversion rate improved 8%
- Email campaign delivered 3.2x ROI
Watch items:
- Bounce rate trending up on mobile
- Organic traffic flat (algorithm update impact)
Ecommerce Analyst
Focus: Sales, revenue, and purchase behavior
The Ecommerce Analyst preset specializes in online store metrics and sales performance.
Best for:
- Revenue analysis
- Conversion funnel review
- Product performance
- Cart abandonment
- Purchase behavior
Characteristics:
- Focuses on revenue and transactions
- Analyzes conversion funnel (view → cart → checkout → purchase)
- Tracks average order value
- Reviews product performance
- Examines cart abandonment
- Calculates ROAS when ad data available
Example questions:
- “What was our revenue this month vs last month?”
- “Where are people dropping out of checkout?”
- “Which products have the best conversion rate?”
- “What’s our average order value by device?”
- “How much did the sale increase revenue?”
Choosing the Right Preset
| Your Goal | Recommended Preset |
|---|---|
| Unbiased data overview | Data Analyst |
| Search/SEO focus | SEO Specialist |
| Campaign performance | Marketing Manager |
| Content insights | Content Strategist |
| Stakeholder report | Executive Summary |
| Sales analysis | Ecommerce Analyst |
Combining with Questions
The preset sets the AI’s perspective, but your question drives the analysis. The same question with different presets yields different focuses:
Question: “How did last month perform?”
| Preset | Focus of Response |
|---|---|
| Data Analyst | All metrics, objective comparison |
| SEO Specialist | Search rankings, keyword changes |
| Marketing Manager | Campaign ROI, conversion sources |
| Executive Summary | Key wins and concerns only |
Creating Custom Presets
You can create custom presets tailored to your needs.
Creating a Preset
- Go to Settings → Presets
- Click Create Preset
- Enter a name and description
- Write your system prompt (instructions for the AI)
- Save
Writing System Prompts
Your system prompt tells the AI how to behave. Include:
- Role: What persona should the AI adopt?
- Focus: What metrics/areas to prioritize?
- Style: How should responses be formatted?
- Rules: Any specific behaviors or restrictions?
Example custom preset:
You are a technical SEO specialist analyzing website performance data.
Focus on:
- Core Web Vitals and page speed
- Crawlability and indexation issues
- Mobile vs desktop performance gaps
- Technical barriers to ranking
Always check for:
- Pages with slow load times
- Mobile usability issues
- 404 errors or broken links
Format responses with clear sections and actionable recommendations.Sharing Presets
Custom presets are available to all team members with access to the property.
Presets and Annotations
All presets instruct the AI to check annotations when analyzing time-based data. This is why keeping annotations up to date matters.
When you ask “Why did traffic drop last week?”, the AI:
- Pulls the traffic data
- Checks annotations for that period
- Incorporates any notes into the analysis
Without annotations, the AI can only speculate. With annotations, it provides context.
Tips for Using Presets
Match Preset to Audience
- Presenting to the CEO? Use Executive Summary.
- Working with the SEO team? Use SEO Specialist.
- Analyzing campaigns? Use Marketing Manager.
Switch Presets for Different Views
In one conversation, you can:
- Start with Data Analyst for the facts
- Switch to SEO Specialist to dive into search
- End with Executive Summary for the stakeholder version
Don’t Over-Rely on Presets
Presets are helpful, but a well-asked question matters more. A specific question to a generic Data Analyst often beats a vague question to a specialized preset.