> ## Documentation Index
> Fetch the complete documentation index at: https://docs.erstan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Starter prompts

> Ready-made prompts you can copy, run, or send to the best-fit agent for quick finance wins.

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](/marketplace/overview), and you can copy, run, or send any of them to a suggested agent.

## 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.

<Note>
  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.
</Note>

## 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.

## Use a starter prompt

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

<Steps>
  <Step title="Open or pick a prompt">
    Click **View** to read the full prompt and its details, or act directly from the card.
  </Step>

  <Step title="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**.
  </Step>

  <Step title="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](/chat/overview).
    * **Send** routes it straight to the prompt's suggested agent.
  </Step>
</Steps>

### Copy, Run, and Send compared

| Action   | What happens                                               | When to use it                                        |
| -------- | ---------------------------------------------------------- | ----------------------------------------------------- |
| **View** | Opens the prompt's detail page with its full text and tags | You want to read or tweak before using                |
| **Copy** | Copies the filled-in prompt to your clipboard              | You want to paste it into a chat, document, or note   |
| **Run**  | Drops the prompt into a new chat message                   | You want to start a conversation and refine the reply |
| **Send** | Hands the prompt to the suggested agent                    | You want the best-fit agent to take it from here      |

## 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.

<Tip>
  Variables let one prompt serve many cases. The same "overdue invoices over a threshold" prompt works for $1,000 or $25,000 — just change the value when you fill it in.
</Tip>

## 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."*

<Note>
  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.
</Note>

When a prompt does write to NetSuite or another system, the receiving agent still pauses for your approval before any change.

<Warning>
  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](/chat/approvals).
</Warning>

## FAQ

<AccordionGroup>
  <Accordion title="Do starter prompts cost anything to use?">
    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.
  </Accordion>

  <Accordion title="What is the 'Used' badge?">
    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.
  </Accordion>

  <Accordion title="Why is the Send button greyed out?">
    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](/chat/agents-mentions).
  </Accordion>

  <Accordion title="Can I make my own reusable prompts?">
    Starter prompts are a curated catalog. To package your own repeatable know-how for agents, author a [Skill](/skills/overview) instead — skills load instructions into agents the same expert way every time.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Skills overview" icon="puzzle" href="/skills/overview">
    Package reusable know-how that agents load every time.
  </Card>

  <Card title="Marketplace overview" icon="store" href="/marketplace/overview">
    Add ready-made agents, skills, and bundles for finance work.
  </Card>

  <Card title="Chatting with Erstan" icon="messages-square" href="/chat/overview">
    Run a prompt and follow the agent's reply.
  </Card>

  <Card title="AR & collections playbook" icon="receipt" href="/playbooks/ar-collections">
    See finance prompts in action end to end.
  </Card>
</CardGroup>
