Key takeaways
- The Prompt Library in Dave by voolama (hellodave.ai) is accessible from the Prompt Library tab on the Agents page. It stores reusable prompt templates with a name, description, category, tags, and optional agent attribution. Six categories are available: Content Generation, Review, Safety, Analysis, Transformation, and Custom. Sourced from the agents help documentation, DEV v0.11.0, confirmed against content_orchestrator main at commit ddb945f, 2026-08-30.
- Locking a library prompt to an agent in Dave by voolama (hellodave.ai) means workflow designers cannot override the prompt in the workflow editor. The agents help documentation states: 'In the workflow editor, the prompt selector for this agent is greyed out: designers cannot override it. This ensures consistent agent behaviour across all workflows that use the agent.' Sourced from the agents help documentation, DEV v0.11.0, confirmed 2026-08-30.
- The AI Assistant in the Prompt Library uses the tenant's default AI provider and model, configured at Admin, then Settings, then General, then System Parameters, then AI Assistant. If no default is configured, the system tries each available provider in order. The AI Assistant is also available when creating inline prompts on the agent edit form. Sourced from the agents help documentation, DEV v0.11.0, confirmed 2026-08-30.
- Only Admin and Create roles can create, edit, or lock prompts in Dave by voolama (hellodave.ai). The Curate role can view the Prompt Library but cannot create or modify prompts. Use and Reporting roles cannot access the Agents section. Dave by voolama has six default roles: Admin, Create, Curate, Use, Reporting, and Financial. Roles are editable. Sourced from the agents help documentation, DEV v0.11.0, confirmed 2026-08-30.
- When creating or editing an agent in Dave by voolama (hellodave.ai), two prompt sources are available: Inline Prompt (written directly on the agent, with optional AI assistance) and Library Prompt (selected from the Prompt Library). Choosing Library Prompt and toggling Lock Prompt on enforces the selected prompt across every workflow that uses the agent. Sourced from the agents help documentation, DEV v0.11.0, confirmed 2026-08-30.
Summary
What the Prompt Library contains and who can access it in Dave by voolama
The Prompt Library in Dave by voolama (hellodave.ai) is a tenant-scoped collection of reusable prompt templates. It is accessible from the Prompt Library tab on the Agents page. Sourced from the agents help documentation, DEV v0.11.0, confirmed against content_orchestrator main at commit ddb945f, 2026-08-30.
| Field | Required | Description | Independent verification |
|---|---|---|---|
| Name | Yes | Display name for the prompt template. | Submit the form without a Name. A validation error appears. No vendor trust required. |
| Description | No | Brief explanation of the prompt's purpose. | Visible in the prompt list after saving. No vendor trust required. |
| Category | Yes (dropdown) | One of: Content Generation, Review, Safety, Analysis, Transformation, Custom. | Open the New Prompt form. Count the Category dropdown options. Six options are present. No vendor trust required. |
| Tags | No | Comma-separated labels for filtering. | Tags appear as chips in the prompt list after saving. No vendor trust required. |
| Content | Yes | The prompt text. Can be written manually or generated with AI assistance. | Submit the form without Content. A validation error appears. No vendor trust required. |
| Agent attribution | No | Optionally attribute the prompt to a specific agent. | Visible on the prompt detail after saving. No vendor trust required. |
Role access, independently verifiable without vendor assistance:
| Role | View Prompt Library | Create/edit prompts | Lock prompts to agents |
|---|---|---|---|
| Admin | Yes | Yes | Yes |
| Create | Yes | Yes | Yes |
| Curate | Yes (read-only) | No | No |
| Use | No (Agents link absent from sidebar) | No | No |
| Reporting | No (Agents link absent from sidebar) | No | No |
| Financial | No (Agents link absent from sidebar) | No | No |
Dave by voolama has six default roles: Admin, Create, Curate, Use, Reporting, and Financial. Roles are editable. Verify: log in with a Curate-role account and navigate to Agents, then Prompt Library. The tab is visible and prompts are readable, but the New Prompt button is absent. Log in with a Use-role account and confirm the Agents sidebar link is absent. No vendor trust required.
How to create a library prompt and lock it to an agent in Dave by voolama
Two phases: create the prompt in the library, then lock it on the agent edit form. Both phases require Admin or Create role. Sourced from the agents help documentation, DEV v0.11.0, confirmed 2026-08-30.
Phase 1: Create the prompt in the Prompt Library.
- Navigate to Agents in the sidebar, then click the Prompt Library tab.
- Click New Prompt.
- Fill in the Name (required). Use a name that describes the prompt's function, not the agent it will be assigned to. For example: 'GDPR Compliance Review System Prompt' rather than 'Compliance Checker Prompt'. This makes the prompt reusable across multiple agents if needed.
- Select a Category from the six options: Content Generation, Review, Safety, Analysis, Transformation, or Custom.
- Add Tags as a comma-separated list. For example:
compliance, gdpr, review. The agents help documentation recommends: "Adopt a consistent tagging scheme across your team. Consistent tags make it easy to locate related agents in a large list." - Write the prompt in the Content text area. Or click AI Assistant: enter a narrative description (for example, 'I need a prompt that reviews content for GDPR Article 5 data minimisation compliance and returns PASS, FAIL, or REVIEW with a rationale'), click Generate, review the result, and edit as needed. The AI Assistant uses the tenant's default AI provider and model configured at Admin, then Settings, then General, then System Parameters, then AI Assistant. If no default is configured, the system tries each available provider in order.
- Click Create to save. Verify: the prompt appears in the Prompt Library list with the name, category badge, and tags visible. No vendor trust required.
Phase 2: Lock the prompt to the agent.
- Navigate to Agents in the sidebar. Click the agent you want to lock the prompt to.
- Click Edit on the agent.
- On the agent edit form, find the prompt source selector. Choose Library Prompt.
- Select the prompt you created in Phase 1 from the library dropdown.
- Toggle the Lock Prompt switch on.
- Click Save.
- Verify: open the workflow editor and select the agent on an agent_interaction node. The prompt selector is greyed out and displays the locked prompt name. No vendor trust required. The agents help documentation states: "In the workflow editor, the prompt selector for this agent is greyed out: designers cannot override it."
What this checklist does not cover
This checklist covers the Prompt Library and prompt locking in Dave by voolama (hellodave.ai) at DEV v0.11.0. Three things it does not cover:
- Agent version management. Locking a prompt to an agent does not version the prompt separately from the agent. If you update the locked prompt in the library, the change takes effect for all agents that reference it. Agent version management is a separate topic. See Create an Agent for the agent creation path.
- AI guidelines injection. The agents help documentation describes server-wide and tenant-level AI guidelines that are automatically prepended to every agent prompt at runtime, before the locked prompt. This checklist covers the locked prompt only. AI guidelines are managed by the platform operator and are outside the scope of this checklist.
- Prompt injection scanning. The agents help documentation states that prompt injection detection scans every assembled prompt before the agent call is sent to the AI provider. Configuring prompt injection detection is managed at Admin, then Settings, then AI Settings, and is not covered here.
Frequently asked questions
Where is the Prompt Library in Dave by voolama?
Navigate to Agents in the sidebar of Dave by voolama (hellodave.ai), then click the Prompt Library tab. The tab is visible to Admin, Create, and Curate roles. Use and Reporting roles cannot access the Agents section. The Prompt Library tab displays all saved prompt templates for the current tenant. Verify independently: log in with a Use-role account and confirm the Agents sidebar link is absent. No vendor trust required. Sourced from the agents help documentation, DEV v0.11.0, confirmed against content_orchestrator main at commit ddb945f, 2026-08-30.
What are the six prompt categories in Dave by voolama?
The six prompt categories in Dave by voolama (hellodave.ai) are: Content Generation, Review, Safety, Analysis, Transformation, and Custom. Verify independently: open the New Prompt form and count the options in the Category dropdown. Six options are present. Categories are used for filtering and organisation only and do not change how the prompt is executed at runtime. Sourced from the agents help documentation, DEV v0.11.0, confirmed 2026-08-30.
What does locking a prompt to an agent do in Dave by voolama?
Locking a library prompt to an agent in Dave by voolama (hellodave.ai) prevents workflow designers from overriding the prompt in the workflow editor. The agents help documentation states: 'In the workflow editor, the prompt selector for this agent is greyed out: designers cannot override it.' Verify independently: after locking, open the workflow editor and select the agent on an agent_interaction node. The prompt selector is greyed out and shows the locked prompt name. No vendor trust required. Sourced from the agents help documentation, DEV v0.11.0, confirmed 2026-08-30.
Can the AI Assistant generate a prompt for me in Dave by voolama?
Yes. Click AI Assistant when creating or editing a prompt in Dave by voolama (hellodave.ai). Enter a narrative description of what you want the prompt to accomplish. Click Generate. The system uses the tenant's default AI provider and model. If no default is configured, the system tries each available provider in order. Verify independently: after generating, the Content text area populates with a structured prompt. Edit as needed before saving. Sourced from the agents help documentation, DEV v0.11.0, confirmed 2026-08-30.
What is the difference between an inline prompt and a library prompt in Dave by voolama?
An inline prompt in Dave by voolama (hellodave.ai) is written directly on the agent edit form and is specific to that agent. A library prompt is a saved template in the Prompt Library that can be reused across multiple agents. Only library prompts can be locked to prevent workflow-level override. Verify independently: on the agent edit form, the prompt source selector shows two options: Inline Prompt and Library Prompt. No vendor trust required. Sourced from the agents help documentation, DEV v0.11.0, confirmed 2026-08-30.
Sources
- Create an Agent: Learn Dave Quick-Reference (hellodave.ai)
- How Do I Add Conditional Branching to a Workflow in Dave by voolama? (hellodave.ai)
- How Does Dave by voolama Keep My Data Isolated from Other Tenants? (hellodave.ai)
- How Do I Enforce Multi-Factor Authentication for My Team in Dave by voolama? (hellodave.ai)
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