AI Prompts

AI Prompts are structured instruction sets that govern how InoWiz reasons about field values when evaluating duplicate CRM records. Each prompt acts as a survivorship rulebook, defining the logic the AI applies when selecting between competing values from master and subordinate records during a duplicate merge in Dynamics 365.

With AI Prompts, organizations can:

• Customize AI behavior based on business needs

• Allow agents to define instructions on how AI functionalities should work

• Reuse predefined prompts for faster interactions

After license activation, AI prompts are available by default, and users can create additional prompts for quick and repeated use.

Navigate to AI Configuration > AI Prompts to view or manage prompts. After license activation, a default Field Suggestions prompt is provisioned automatically, pre-wired to the InoWiz feature.

AI Prompt Configuration Fields

Field	Description
Title	A descriptive, user-friendly label for the prompt. This name appears in the AI Model's prompt selector and in usage logs. Use names that reflect the prompt's business purpose (e.g., Field Suggestions, Account Data Survivorship).
Unique Name	Auto-generated by the system based on the Title. Serves as the internal identifier used by API calls and integrations. Cannot be modified after creation.
System Instruction	Pre-configured logic provided by Inogic for default prompts. The System Instruction defines the AI model's core reasoning framework — for example, instructing the model to act as a CRM Data Survivorship Engine. This field is read-only for default prompts.
AI Feature	Binds the prompt to a specific DeDupeD AI feature. For InoWiz, this is set to 'InoWiz' to ensure the prompt is invoked during field-suggestion calls.
AI Model	Associates the prompt with a specific AI model. You can assign the Inogic default model or any custom Azure OpenAI model configured in the AI Models section.
Schema Details	Defines the technical JSON schema mapping used to inject the System/User Instruction and field data into the AI model request at runtime.

Tip: The System Instruction for the default Field Suggestions prompt is managed by Inogic and cannot be modified. To customize survivorship logic, add a User Instruction — it will override the System Instruction automatically.

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