# 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

1. Start a new conversation or open an existing one
2. Click the **Preset** dropdown above the chat input
3. Select your preferred preset
4. 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

1. Go to **Settings → Presets**
2. Click **Create Preset**
3. Enter a name and description
4. Write your system prompt (instructions for the AI)
5. 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:

1. Pulls the traffic data
2. Checks annotations for that period
3. 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:

1. Start with Data Analyst for the facts
2. Switch to SEO Specialist to dive into search
3. 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.

## Next Steps

- [Learn about reports](/docs/reports/)
- [Add annotations for context](/docs/annotations/)
- [Tips for the AI chat](/docs/using-ai-chat/)