Prompt Configuration Page

When You Need Industry-Specific Research

Elena, an investment banker, uses NewBizBot's default Prospect Research configuration for most work. But when targeting healthcare companies, she needs different criteria: regulatory approvals, clinical trial pipelines, FDA compliance history—not just financials and ownership. Rather than adding these requirements to every query, she creates a "Healthcare Due Diligence" configuration once, then selects it from the dropdown whenever researching biotech or med device companies.

Result: Consistent, comprehensive healthcare research without manually specifying requirements each time.

Why Customize Prompts

Default configurations work for 80% of research. But you'll want custom prompts when:

• Industry-specific criteria: Healthcare needs FDA data, tech needs patents, real estate needs zoning
• Different output formats: Quick summaries vs. comprehensive reports vs. comparison matrices
• Specialized workflows: Pre-meeting briefs, quarterly reviews, RFP responses—each needs different depth
• Team standardization: Ensure everyone on your team researches prospects the same way

Before customization: "Research ABC Pharma" returns generic company profile. After customization: Same query returns FDA approvals, Phase III trials, pipeline drugs, regulatory warnings—exactly what you need for healthcare due diligence.

Quick Access

Navigate to Prompt Configuration:

• Sidebar → Settings → Prompt Configuration
• Or press G + P

How to Create a Custom Configuration

Start with an Existing Template

Don't start from scratch. Use the dropdown to select the closest existing configuration (Prospect Research, Lead Qualification, or List Identification), then click "Create A Copy". Give it a descriptive name like "Healthcare Due Diligence" or "Quick Pre-Meeting Brief."

Customize the Four Components

Every prompt has four sections—modify what's relevant, keep the rest:

1. Task (What to research)

• Default: "Produce detailed, structured profiles..."
• Custom example: "Analyze regulatory compliance and clinical pipeline for healthcare companies"

2. Backstory (AI's expertise)

• Default: "You are an expert in wealth and investment management..."
• Custom example: "You are a healthcare investment specialist with deep FDA and biotech knowledge..."

3. Goal (Specific criteria and requirements)

• Default: Revenue thresholds, ownership structure, geographic filters
• Custom example: Add "Identify all FDA approvals in last 5 years, Phase II/III trials, regulatory warnings, patent expiries"

4. Expected Output (Format and structure)

• Default: Comprehensive profile with financials, background, source links
• Custom example: "Lead with regulatory status, then pipeline, then financials—format for 1-page summary"

See Anatomy of a NewBizBot Prompt for detailed component guidance and examples.

Test and Refine

Run sample queries with your new configuration. If results miss key information or include irrelevant details, adjust the Goal section to be more specific.

Pro tip: Click "Create A Copy" before making changes. Test variations without losing your original configuration.

Common Customization Examples

Quick Pre-Meeting Brief (Simplified Output)

When to use: Need fast background before client calls, not comprehensive reports.

Modifications:

• Task: "Produce concise 1-page profiles for pre-meeting preparation"
• Goal: "Prioritize recent developments (last 90 days), current leadership, key business lines. Skip detailed financials and historical background."
• Expected Output: "Maximum 300 words. 3 bullet points on recent news, 2 on leadership, 1 on business model."

Impact: 60-second research vs. 2-minute comprehensive profiles. Perfect for rapid-fire meeting prep.

Competitive Intelligence (Comparison Focus)

When to use: Researching multiple competitors to understand positioning.

Modifications:

• Task: "Analyze competitive positioning and strategic initiatives"
• Goal: "Focus on product offerings, pricing strategies, market share, recent acquisitions, customer feedback. Include comparison benchmarks."
• Expected Output: "Structure for side-by-side comparison. Include market share estimates, pricing tiers, customer satisfaction scores."

Impact: Results formatted for easy competitor comparison rather than isolated profiles.

Legal Diligence (Compliance & Risk)

When to use: Assessing regulatory compliance and legal risks.

Modifications:

• Task: "Identify legal, regulatory, and compliance risks"
• Goal: "Search for lawsuits, regulatory violations, compliance issues, executive legal history, licensing status, safety records."
• Expected Output: "Lead with high-severity legal risks. Include timeline of regulatory issues, current litigation status, past settlements."

Impact: Surfaces legal red flags that standard profiles miss.

Best Practices

Name configurations clearly: "Healthcare DD", "Quick Brief - Wealth Mgmt", "Competitive Analysis - Tech" (not "Config 1", "Test", "New")

Start simple: Copy default → change one section → test → refine. Don't rewrite everything at once.

Build a library: Create configurations for recurring research types. Your team uses the same standardized prompts.

Regular use cases deserve custom configs: If you research the same type of entity monthly (e.g., SaaS companies, healthcare startups, real estate developers), create a specialized configuration.

Share with team: When you build a great configuration, share it so everyone benefits from consistent, high-quality research.

By customizing prompts for your specific needs, NewBizBot transforms from a general research tool into a precisely calibrated intelligence platform for your industry and workflow.