AI Prompts
When someone in your organisation clicks Summarize on a capex request, Weissr sends that request's data to an AI model together with a written instruction telling the model what kind of summary to produce. The AI prompts page in Capex Management admin is where you edit that instruction. Change it and every summary in your installation changes with it, from the next click onwards.
What the AI prompts page does
The page holds one instruction, called Request summary. It is sent in front of the request data on every AI summary, so it decides how the summary reads: how long it is, what structure it follows, which language it is written in, and what the model should pay attention to.
It affects only the Summarize feature on capex requests. Nothing else in Weissr changes when you edit it.
Who can edit the prompt
You need the Admin or Capex Management Admin permission. Users without one of those permissions cannot open or change the page.
🔧 Configuration: The page only appears when AI features are switched on for your installation. If you cannot see it, contact Weissr support.
How to edit the prompt
Go to Admin → Capex Management → AI prompts. The menu item sits between Tables and Deleted requests.
Edit the text in the Request summary field. The box grows as you type, so you can see the whole instruction at once.
Click Save.
A green Prompt updated message confirms the change.
The change takes effect immediately. The next person who clicks Summarize, and anyone who clicks Regenerate in an open summary, gets a summary written to your new instruction. Nothing needs restarting.
Important: there is no undo
The page has no version history and no reset to default. Before you change the text, copy the current version somewhere safe. The original instruction shipped with Weissr is quoted below if you need to put it back.
📌 Note: The page does not warn you about unsaved changes. If you edit the field and navigate away without clicking Save, your edit is lost.
The default prompt
Weissr ships with this instruction:
"You are a skilled financial analyst with extensive experience in summarizing financial requests and evaluating property values. Your expertise lies in crafting clear and concise summaries that effectively communicate complex financial information to stakeholders."
If your summaries are useful as they are, leave it alone. Most customers only change it to set a language, a length, or a fixed structure.
Writing a good prompt
Write plain instructions in normal sentences. The model reads your text first and the request data second.
Ideas that work well:
Set the audience. "Write for a CFO who has thirty seconds to read this."
Set a structure. "Start with one paragraph of overview, then bullets for cost, timing and risk."
Set a length. "Keep the summary under 200 words."
Set the language. "Always answer in Swedish, regardless of the language of the data."
Say what to skip. "Do not list properties that have no value."
Put the most important instruction first. When instructions compete, the earlier one usually wins.
What you cannot do from this page:
Use placeholders. Text such as
{{requestName}}is not replaced with anything. It is passed to the model exactly as you typed it.Choose which data is sent. Every summary sends the same set of request data. See the AI Summary page linked above for exactly what that covers.
Leave the field empty. The instruction is required. Save stays greyed out until the field has text in it, and the field shows Request summary is required.
Choose the AI model or its settings. Those are part of your installation's configuration and are not exposed here.
🔒 A prompt is not a privacy control. Telling the model to ignore or hide something does not stop that data being sent. What each user sees in a summary is already limited by their own permissions in Weissr, and values of hidden properties are removed before anything is sent.
Frequently asked questions
Does every user get the same prompt?
Yes. There is one instruction for the whole installation. You cannot set a different prompt per company, per department or per user.
Do old summaries change when I edit the prompt?
No, because summaries are never saved. Each one is generated when it is requested and discarded when the popup is closed.
Can I test the prompt before rolling it out?
Not from the admin page. Save it, then open any capex request, click Summarize, and read the result. If you do not like it, edit the prompt and use Regenerate in the popup to see the new version straight away.
Can I add more prompts?
No. The page shows the instructions that Weissr supports today, which is the request summary only. More may be added in future releases.
Why is the AI prompts menu item missing?
AI features are switched off for your installation. Contact Weissr support.
Why is Summarize missing from a request's menu?
Either AI features are off for your installation, or you do not have permission to read that particular request.
If something goes wrong
What you see | What it means | What to do |
|---|---|---|
Save is greyed out | The field is empty or contains only spaces | Type an instruction. The field is required. |
Request summary must not be blank | An empty instruction reached the server | Type an instruction and save again |
Your edit disappeared | The page was left without saving | Enter the text again and click Save |
"Unable to process the request at the moment. Please try again later." in the Summary popup | The AI service could not be reached | Try again in a few minutes. If it continues, contact Weissr support. The prompt text is not the cause. |
"An unknown error occurred while generating the summary." | The connection dropped while the summary was being written | Click Regenerate. If it keeps happening, contact Weissr support. |
The summary ignores an instruction | The instruction is buried, or it uses placeholder syntax that is not supported | Move the instruction to the start of the prompt and write it as plain text without curly braces |