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Customize Smart Follow Up Prompt

Written by Rafiki Customer Success Team

Customize Smart Follow-Up Prompt

Customize the prompt that Rafiki AI uses to generate your follow-up emails. By defining your own prompt, you control the tone, structure, and content focus of every AI-generated follow-up.

How to Customize

  1. Log in to Rafiki AI and navigate to Settings > General.

  2. Click on Customize Prompts.

  3. Click Add New Prompt.

  4. Enter a prompt name and select Follow Up Prompt as the type.

  5. Write your prompt instructions, specifying:

    • Tone: Professional, friendly, concise, or enthusiastic

    • Structure: Bullet points, numbered lists, paragraphs

    • Key points: Action items, next steps, key moments, timestamps

    • CTA style: Meeting request, document sharing, decision deadline

  6. Click Save. Your prompt will be available when generating follow-up emails for future meetings.

Using Your Custom Prompt

When generating a follow-up email from a meeting, select your custom prompt from the dropdown. The AI will use your instructions along with the meeting transcript to generate the email.

For prompt examples, check our sample follow-up prompts or contact our support team for help.

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