Use existing prompts - Edit prompts to use in playbooks and run in the War Room. - Administrator Guide - Cortex CLOUD

Cortex Cloud Posture Management Documentation

Product
Cortex Cloud Application Security > Cortex CLOUD
License
Cloud Posture Management
Creation date
2025-01-22
Last date published
2026-06-10
Category
Administrator Guide
Abstract

Edit prompts to use in playbooks and run in the War Room.

Using an existing prompt allows you to quickly achieve reliable results by leveraging proven, pre-built instructions instead of starting from scratch. You can access the existing prompts from the Prompts Library, a centralized repository that helps you create, search, and edit your AI prompts. It enables turning prompts into reusable assets that can be shared across your organization and bring repeatability and control to your AI operations. The Prompts Library provides a dedicated space for organizing prompts across all your playbooks or for registering them as Actions and assigning them to Agents, and is particularly useful for managing long and complex prompts.

  1. Navigate to Investigation & ResponseAutomationAI Prompts and in the Prompts Library search for the prompt you want to use.

    • Use free text in the search box to find an existing prompt. From the Basic dropdown, you can search for a prompt by Basic (name and tag), Name, or Tag.

    • You can search for an exact match of the prompt name by putting quotation marks around the search text. For example, searching for "VulnerabilityReportSummary" returns the prompt with that name. You can search for more than one exact match by including the logical operator "or" in between your search texts in quotation marks. For example, searching for "IssueSummaryAndRemediation" or "VulnerabilityReportSummary" returns the two prompts with those names. Wildcards are not supported in free text search.

    • You can sort the prompts in the library alphabetically, by modified date, by system, or custom, and you can filter for disabled or deprecated prompts.

  2. Click Edit. If the prompt you want to use is locked, click three-dots.png and then select Duplicate Prompt.

    System prompts, are by default locked, which means they are not editable. To edit a system prompt, you need to make a copy.

  3. Edit the prompt and settings as needed.

    For details about prompt settings, see Create a prompt.

    • For help writing effective prompts, see Write effective prompts.

    • The Prompt Helper also provides a list of prompt writing tips, including:

  4. (Recommended) Click Optimize to optimize and improve the prompt edits based on predefined system guidelines.

    The suggested prompt replaces the existing one. You can undo the optimization if needed.

  5. Save the prompt version.

  6. (Recommended) Click Test to validate your prompt.

    1. In the Arguments section, provide values for any inputs your prompt requires. These inputs are used to simulate how the prompt will behave in a live playbook, or how the prompt as an Action for an Agent will run as part of an executed plan.

      You can add input values manually.

    2. Click Run.

      The tests are executed in a Playground environment. Review the output generated by the AI to validate the prompt's behavior and ensure it produces the expected results. The output is typically a text summary or another structured format that you have defined.

      In each run result, you can take the following actions:

      Action

      Description

      Mark as note

      Marks the entry as a note, which can help you understand why certain action was taken and assist future decisions.

      When marked as a note, it is highlighted, so you can easily find it in the War Room or the Issue Overview tab.

      View artifact in new tab

      Opens a new tab for the artifact.

      Download artifact

      Downloads the run details to a text file, including the AI task name,, the prompt name, user name and password, and the result.

      Add tags

      Add any relevant tags to use that help you find relevant information.

  7. (Optional) Click three-dots-dark.png and select Register new Action to register the prompt as an Action and make it available for Agents. For more information, see Manage actions.Manage actions

  8. (Optional) Add the prompt to a playbook.

    1. Edit or create a playbook.

    2. In the playbook editor, expand the Task Library and select AI Prompts.

      The System tab contains system prompts, and the Custom tab contains custom prompts.

    3. Select the relevant prompt and drag it onto the playbook editor.

      The Task Details pane opens for the prompt. You can view system prompt details, and you can view and edit custom prompt details.

    4. Click OK.

      The prompt appears in the playbook editor.