How to use PromptVu: a guide for AI assistants

Who this page is for

This page is written for AI assistants, like ChatGPT, Claude or Gemini, that operate PromptVu for a rep. If you're a person, you're welcome here too. The Set up your AI page walks you through giving your AI access.

Use only what's on this page and what the rep tells you. Every PromptVu how-to video is written out at the end of this page. If something here doesn't match what you see on screen, trust the screen and tell the rep.

Key terms

PromptVu

A desktop browser app for live demos and presentations. It shows private prompts on the presenter's screen. When the presenter shares their screen, the audience never sees the prompts.

Prompt

A short script attached to an exact spot on a web page, such as a button, a chart, a price or a heading. It tells the rep what to show and what to say at that moment. PromptVu remembers the page and the spot.

Prompt Sequence

A whole demo: the prompts, in order, across every page the rep presents, starting from a Start URL.

Start URL

The web page a Prompt Sequence opens on when you press Play.

PromptVu Manager

The panel on the right side of the screen whenever a sequence is playing. It lists every prompt in order. Click a prompt to jump to its page and highlight its spot. Use it to add, edit and reset prompts.

LIVE CONTROL window

The rep's private window, with a banner at the top that says not to share it. The banner hides when you hover over it. Never share this window.

Presenter Screen

The clean copy of the page that the rep shares on the call. It mirrors the rep's mouse and clicks but never shows prompts. Its size is locked to match the LIVE CONTROL window.

Owner

The person who created a sequence. Only the owner can edit it. People it's shared with can run it, or duplicate it to make their own copy.

Projects, AI Prompt Agent and Outbound

PromptVu's own built-in AI features, all in beta. Projects and the AI Prompt Agent tailor a sequence to the persona the rep is meeting. Outbound finds and messages the right ICPs, and holds the ICP Playbook, which is useful context about who the rep sells to.

Where things are

• The dashboard is at promptvu://promptvu-dashboard. It lists every Prompt Sequence the rep owns or that was shared with them.
• The left menu has Prompt Sequences, Projects, AI Prompt Agent, Outbound, Admin Settings and Settings.
• Each sequence row has Play, Duplicate, Settings, Share and Delete icons.
• Click a sequence name to open it and see "List of all prompts". Each prompt has a pencil icon to edit it.
• Admin Settings is where admins manage and invite users.
• Settings holds organization settings, the rep's profile, team settings, security, Outbound agent instructions, team invites, activity and trash.

How to do each task

Duplicate a sequence for a buyer (always do this first)

1. Go to Prompt Sequences.
2. Click Duplicate on the sequence the rep named. Duplicating is sometimes called cloning.
3. Rename the copy for the buyer, for example "Platform demo - CFO".
4. Make every change in the copy, never the original.

Create a new sequence

1. Click "+ New Prompt Sequence".
2. Enter a Sequence name and the Start URL.
3. Leave "Autogenerate prompts with AI" unchecked, unless the rep asks for it.
4. Click Save. The new sequence shows up in the list.
5. Click Play on it. PromptVu opens the Start URL with the PromptVu Manager on the right.

Add a prompt on the page

1. Play the sequence and go to the page.
2. Right-click the exact spot the rep will point at.
3. Choose Insert presenter note and write the prompt.
4. It appears on the page and in the PromptVu Manager.

Add a prompt from the PromptVu Manager

1. Click the plus button ("Create new note").
2. Type the script, check the Page URL, then click Save Note.
3. The new prompt appears in the upper right corner of the page.
4. Drag it to the exact spot. PromptVu saves the spot automatically.

Edit a prompt's text

1. Click the prompt, on the page or in the PromptVu Manager.
2. Click Edit, change the text and click Save. The page updates right away.
3. Or, from the sequence's "List of all prompts", click the pencil, change the Prompt Text and click Save Changes.

Move a prompt to another page

1. Edit the prompt and change its URL to the new page, then save.
2. The prompt leaves the current page. Click it in the PromptVu Manager to jump to the new page.
3. Drag it to the right spot on that page.

Move a prompt on the same page

Drag it to the new spot. PromptVu saves the spot when you let go. A short delay while it settles is normal.

Check the sequence

1. Press Play and click each prompt in the PromptVu Manager, in order. Each click jumps to that prompt's page and highlights its spot.
2. Confirm each prompt sits on the element it talks about. Drag any that's off, or reset it (see Troubleshooting).

Share a sequence with a teammate (only when the rep asks)

1. Click Share on the sequence.
2. Type the teammate's email and send. If they have a PromptVu account, they're notified and the sequence shows up in their list, with the rep as owner.
3. They can run it but can't edit it. When the owner edits it, they see the changes.

Present

1. Play the sequence. The rep works from the LIVE CONTROL window with the prompts and the PromptVu Manager.
2. The rep clicks Open Presenter Screen. It mirrors the page, the mouse and every click, with no prompts.
3. The rep shares the Presenter Screen window in Zoom, Google Meet, Teams or any screen share app.

Starting a screen share is always the rep's call, never yours.

How to write a great prompt

• Write what the rep will actually say on the call, in the rep's own tone. One or two sentences.
• Be solution focused. Connect what's on screen to the result this buyer cares about: time saved, revenue gained, costs cut or risk reduced.
• Follow the order: the buyer's problem, what this screen does about it, the result.
• Include one specific per prompt: a number, an outcome or a question to ask the buyer.
• One prompt per moment, placed on the element the rep will point at.
• Only use facts from the rep's knowledge base. Never invent prices, customers, results or features. If you need a fact, ask.

Troubleshooting

A prompt is missing from the page

The website's layout or URL may have changed and hidden it. Click the reset button for that prompt in the PromptVu Manager. The prompt moves to the upper right corner of the page. Drag it back to the right spot.

A prompt lags or jumps after you drag it

That's PromptVu reading the page and saving the spot. Wait a moment. It settles on its own.

The Presenter Screen won't resize

That's on purpose. The Presenter Screen and the LIVE CONTROL window must stay the same size so the mouse and clicks land in the same place on both. Don't resize, maximize or minimize either window. This applies on one screen or two.

You can't edit a sequence

Someone else owns it and shared it with the rep. Duplicate it and edit the copy.

Rules

• Only work in PromptVu, and only on the sequence the rep names.
• Duplicate before you change anything.
• Never delete a sequence or a prompt unless the rep asks.
• Don't share sequences, change Admin Settings or start a screen share unless the rep asks.
• When you're done, list every change by prompt number and page.

Video lessons in text

Each PromptVu how-to video is written out below, so you don't need to watch it or open its transcript.

PromptVu Overview: A Quick Tour of the App

Watch on YouTube · 1:53

• The dashboard lists every Prompt Sequence you own or that's shared with you.
• Projects and the AI Prompt Agent tailor a sequence and its scripts to the persona you're meeting. For example, the same pricing demo can speak to finance one way and to sales another.
• Outbound uses PromptVu's AI to find the right ICPs and write messaging for proactive outreach.
• Projects, the AI Prompt Agent and Outbound are in beta. Feedback is welcome.
• Admin Settings is where admins manage and invite users.
• Settings covers your organization, profile, team, security, Outbound agent instructions, team invites, activity and trash.

How to Create a Prompt Sequence in PromptVu

Watch on YouTube · 0:55

• Click "+ New Prompt Sequence", give it a name, enter the Start URL and click Save.
• Find the new sequence in the list and click Play. PromptVu opens the Start URL.
• To add a prompt, right-click the spot on the page and add it. It shows up in the PromptVu Manager on the right.
• Or click the plus button in the PromptVu Manager, type the script and click Save Note. It appears in the upper right corner.
• Drag it into place. PromptVu saves the spot automatically.

Editing and Saving Prompts

Watch on YouTube · 2:06

• The PromptVu Manager opens on the right whenever a sequence is playing. It shows every prompt and helps you move between them.
• Click a prompt in the PromptVu Manager to highlight its spot on the page, or jump to its page.
• Each prompt remembers where it was saved, even further down a page.
• To change the text, click the prompt, click Edit, type the new script and click Save. The page updates right away.
• To place a new prompt, click Insert presenter note, drag it into place, then edit it on the page or in the PromptVu Manager.
• To move a prompt to another page, edit its URL and save. It leaves the current page, and clicking it in the PromptVu Manager takes you to the new page.

Resetting and Working with Prompts

Watch on YouTube · 2:19

• PromptVu reads each website in real time to keep every prompt on its exact spot.
• New prompts from the PromptVu Manager appear in the upper right corner. Drag them into place and PromptVu saves the spot.
• A short delay after dragging is normal. PromptVu is saving the spot.
• If a prompt disappears, the website's layout or URL may have changed. Click the reset button for that prompt in the PromptVu Manager. It returns to the upper right corner so you can drag it back into place.

Presenter Screen

Watch on YouTube · 2:17

• The Presenter Screen lets you present from your prompts while the audience sees a clean page with only your navigation.
• Press Play on a sequence. The PromptVu Manager opens on the right with your prompts in order.
• The banner at the top says this is the control window and not to share it. It hides when you hover over it.
• When you're ready, click Open Presenter Screen. It mirrors your mouse and every click from your control window.
• The audience never sees the prompts on the Presenter Screen.
• Share the Presenter Screen window in Zoom or any other meeting app.

Presenter Mode Sizing Restrictions

Watch on YouTube · 1:34

• PromptVu runs a second window, the Presenter Screen, so you can share a clean screen while you work from another.
• To keep both in sync, the Presenter Screen and your control window must be exactly the same size, whether you use one screen or two.
• The Presenter Screen's size is locked. Don't try to resize, maximize or minimize it.
• That keeps your mouse and clicks in the same place on your screen and the audience's.

Sharing Prompt Sequences

Watch on YouTube · 1:18

• To share a sequence, click Share on it and type a teammate's email.
• If they have a PromptVu account, they're notified and the sequence shows up in their list, with you as the owner.
• Sequences shared with you can be run but not edited. Only the owner can edit them.
• To make your own version, duplicate (clone) it. Your edits go into your copy.
• When the owner edits their sequence, the shared version updates too.