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Starter prompts are canned, expert-written prompts you can put to work in seconds — find overdue invoices, summarize AR aging, triage vendor bills — without writing the wording yourself. They live in the Starter Prompts library under the Marketplace, and you can copy, run, or send any of them to a suggested agent.

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Where to find them

Open Starter Prompts from the Marketplace, or go straight to the library. Each card shows the prompt’s name, a short description, tags, and a Best with <agent> line naming the suggested agent for that prompt.
Starter prompts live under the Marketplace area, not the Skills section — even though prompts and skills are related, and a prompt may reference a related skill template.

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Browse and filter

Find the right prompt fast:
  • Search — type in the search box to match by name or description.
  • Category — filter by the kind of work (defaults to All categories).
  • Department — filter by business area such as AR, AP, or Close (defaults to All departments).
Cards that you have already acted on show a Used badge, which records that you copied, ran, or sent the prompt — it is not a formal install.

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Use a starter prompt

Each prompt card offers four actions: View, Copy, Run, and Send.
1

Open or pick a prompt

Click View to read the full prompt and its details, or act directly from the card.
2

Fill in any variables

If the prompt has fill-in fields (shown by a variable badge), the Fill prompt variables dialog opens. Enter the values — for example a customer name or an aging threshold — and click Continue.
3

Choose how to use it

Pick the action that fits what you want to do next:
  • Copy puts the finished prompt on your clipboard so you can paste it anywhere.
  • Run opens it as a new message in Chat.
  • Send routes it straight to the prompt’s suggested agent.

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Copy, Run, and Send compared

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Prompt variables

Some prompts include placeholders so they fit your exact situation — a customer, a date range, a dollar threshold. When you act on a prompt that has variables, the Fill prompt variables dialog appears first. Complete every field and click Continue, and Erstan substitutes your values before the prompt is copied, run, or sent.
Variables let one prompt serve many cases. The same “overdue invoices over a threshold” prompt works for 1,000or1,000 or 25,000 — just change the value when you fill it in.

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Send needs a suggested agent

The Send action only works when a prompt has a configured suggested agent — the one named on its Best with <agent> line. If none is set, Send is disabled and you will see “No suggested agent is configured for this prompt.”
When the prompt is suited to any chat-first agent, the suggested agent may be listed as Any Chat Agent. You can always Copy or Run a prompt even when Send is unavailable.
When a prompt does write to NetSuite or another system, the receiving agent still pauses for your approval before any change.
Sending a prompt to an agent does not skip safety. Write actions to NetSuite — creating records, posting transactions, sending emails — still surface an approval you must accept before they run. See Approving and rejecting AI actions.

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FAQ

Using a prompt just inserts text into chat or hands it to an agent. The agent run that follows uses your connected AI provider like any other chat or agent run.
It marks prompts you have already copied, run, or sent so you can spot ones you have used before. It records prompt usage — it does not add the prompt to a library or change your workspace.
The prompt has no suggested agent configured. Use Copy or Run instead, or @mention an agent yourself in chat. See Working with agents in chat.
Starter prompts are a curated catalog. To package your own repeatable know-how for agents, author a Skill instead — skills load instructions into agents the same expert way every time.

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Next steps

Skills overview

Package reusable know-how that agents load every time.

Marketplace overview

Add ready-made agents, skills, and bundles for finance work.

Chatting with Erstan

Run a prompt and follow the agent’s reply.

AR & collections playbook

See finance prompts in action end to end.