System & Platform

AI Prompt and Automation Management

Losing control over scattered prompts and bots in your company? This module lets you centrally manage prompts, automations and agents in one place. AI carries out assigned tasks autonomously or based on defined events, streamlining day-to-day processes.

See the screens
AI Prompt and Automation Management — module screens in Process App
Input
Need for a new AI function
Flow
Eye icon next to the AI button → prompt preview and edit → regeneration and history
Output
Working prompt or automation
Who works here
AI Administrator
Benefits

What changes in the company after the rollout

Prompts are visible, editable and versioned in one place. For every AI function you can preview and modify the prompt.

Centralizacja zarządzania

You keep all prompts and bot configurations in one, easily accessible place.

Lepsza widoczność procesów

You can quickly assess automation effectiveness and the number of executed tasks.

Szybsze wdrażanie zmian

You edit and version prompts without having to search across multiple systems.

Pełna kontrola wykonań

You always know which agent requires approval and when it was last run.

Uporządkowana struktura

You easily find required assets thanks to precise tagging and categorisation.

System screens

How this process looks in Process App

Zrzuty pochodzą z działającego systemu — kliknij, aby powiększyć.

The Prompt Studio screen shows a tabular list of AI prompt templates with their tags, categories, types and sources.
1

The Prompt Studio screen shows a tabular list of AI prompt templates with their tags, categories, types and sources.

The Automations screen displays a table with a list of process automation rules, including information on triggers, statuses and execution statistics.
2

The Automations screen displays a table with a list of process automation rules, including information on triggers, statuses and execution statistics.

The AI Bots screen shows a list of available AI assistants and agents with their identifiers, role tags and conversation statistics.
3

The AI Bots screen shows a list of available AI assistants and agents with their identifiers, role tags and conversation statistics.

The AI Agents screen displays a list of configured agents with their tags, assigned language models, number of runs and descriptions of the tasks they perform.
4

The AI Agents screen displays a list of configured agents with their tags, assigned language models, number of runs and descriptions of the tasks they perform.

Features

What exactly you get

Wyszukiwanie i filtrowanie

The system lets you quickly find prompts, bots and automations using search and filters.

Tworzenie nowych zasobów

The application allows you to add new prompts, automations, bots and agents using dedicated buttons.

Monitorowanie statystyk

The module displays the number of bot conversations, automation effectiveness and agent runs in clear tables.

Ręczne uruchamianie agentów

The system allows you to instantly trigger an assigned task using a play button.

Synchronizacja danych

The application lets you refresh and align information about all AI assets with a single click.

Artificial intelligence

What AI does for you in this process

Autonomiczna realizacja zadań

AI executes assigned processes in the background based on defined triggers and schedules.

Obsługa konwersacji

Language models conduct dialogues with users as dedicated assistants in different areas of the company.

Analiza zdarzeń systemowych

Algorithms respond to specific triggers, automatically launching the actions linked to them.

Wykorzystanie różnych modeli

The system processes requests using assigned models such as gpt-4o or gpt-4o-mini, matching the complexity of the task.

Module description

The process from start to finish

Gain full control over all AI tools in your organisation. Manage templates in the Prompt Studio view, where you can easily check their categories, types and sources. Create new rules in the Automations tab and continuously monitor their effectiveness and last runs. Review available AI Bots, checking statistics of their conversations with users. Configure advanced AI Agents by assigning appropriate language models and triggers. Launch selected tasks manually or rely on scheduled runs. Sync all data with a single click so you always work on the most up-to-date information.

See this process on your own data

We will walk you through the “AI Prompt and Automation Management” module using your company as the example — the input, the flow and the end result in Process App.

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Pipeline managementActivity timelineSales meeting handling
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Sales and marketing departmentCommerce and e-commerce
Enquiry managementQuotation calculatorProduct configuration
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