Overview
With configurable AI prompt presets, users can control the tone, level of detail, regional style, and formatting of AI-generated answers before they’re written. That means fewer manual edits, greater consistency across teams, and answers that align with a customer’s expectations from the start.
AI Answer Customization Presets allow teams to standardize how the AI answers questionnaires. while staying flexible for different customers, regions, and use cases.
Set them up once, reuse them everywhere, and spend less time editing answers after the fact.
What Are Presets?
A prompt preset is a reusable set of instructions that tells SafeBase AI how to answer questions.
Presets can control:
Tone (how formal or conversational the answer sounds)
Verbosity (how detailed the answer is)
Regional writing style (e.g., British vs. American English)
Formatting and structure
Context rules (when to mark questions as N/A)
Once created, presets can be reused across questionnaires to keep responses consistent and on-brand.
Who Can Use This Feature
Admins create and manage prompt presets for the organization
All users can select an existing preset before running AI on a questionnaire
How to Set Up AI Answer Customization
Confirm Permissions
To create or manage presets, users must be an Admin, or Questionnaire Administrator.
Questionnaire Admins: can create, edit, duplicate, and delete presets
Other users: can select and use existing presets when answering questionnaires
Configure Settings
Click Settings in the left navigation menu (or in Questionnaires)
In the Settings middle menu, click Questionnaires
The Default answering preset
This dropdown is used to select the default preset used for answering questionnaires. It will contain all custom & built in presets and will use the System Default preset by default.
Note: The System Default is the platform's baseline AI answering behavior and cannot be removed.
Answering Presets Table
The Answering Presets table is where users can view all information related to both the System Default and any Custom presets that are currently available
Preset creation, editing, and deletion are also accomplished in this table.
Note: Descriptions are especially helpful for guiding teammates on which preset to choose for different customers or scenarios.
Create a New Preset
Click Create Preset (or select an existing preset to edit)
Enter a Name
Add a Description
Include guidance like when to use it (e.g., specific customers, regions, or product types) This ensures users knows exactly when to apply the preset.
Configure how the AI should answer
Language
Choose how answers should be written
Choose if this option should be available between each run. If off, a single language will be used for every run.
Knowledge Base Options
Matching settings now live directly within presets
This controls the required similarity between a question and a knowledge base entry for a successful match, examples are given in the slider.
Comment controls and answer auto-approval are also included in this section
AI Answer Style & Composition Controls
Verbosity - Controls how much detail the AI includes.
Brief – Short, direct answers with only essential information
Standard – Balanced detail and clarity (recommended default)
Detailed – In-depth explanations for audits or documentation
Tone - Defines the voice of the AI answers.
Professional
Polished, structured, and formal
Best for audits and compliance reviews
Business Casual
Friendly, clear, and efficient
Recommended for most customer questionnaires
Conversational
Warm and approachable
Ideal for relationship-driven sales interactions
Additional Styling Instructions - Instructions to fine-tune answers
Common examples of how to fine-tune answers with prompts include:
Regional Style - “Use British English spelling and phrasing, Trust Center should always be spelled Trust Centre”
Standard Customer Questionnaire - "Use clear, customer-friendly language and match the formatting of this question (paste in example of a question with formatting you prefer)."
Formal Audit or Compliance Review - "Avoid contractions and use precise, structured language suitable for auditors." or "“Match the formatting of the provided example answer, including bullet points.”
On-prem vs Cloud Deployments: “Answer questions that mention on-prem deployments as not applicable.”
Catch Company or Product Names: “Refer to the company or product as Company XYZ in all answers”
Note: Max 600 characters. Keep instructions clear and focused for best results.
Best Practices
Start with Business Casual and Standard verbosity for most use cases
Create different presets for different customer types, regions and product types
Include a clear description of the preset so that teams know what preset to use in which cases
Preview presets and try a few permutations before rolling them out broadly
Refine presets over time to reduce manual edits
Preview AI Answer Styling Before Saving
In the Example Output section, click Test AI Answer Style to see a sample AI-generated answer using the current AI Customization preset.
This allows users to validate the preset before saving—without consuming AI credits.
Save or Duplicate Presets
Click Create to save the preset
A confirmation will be displayed once it’s created
To save time, there is an option to duplicate an existing preset, this allows users to:
Make small changes instead of starting from scratch
Rename or edit the description as needed
Select a Preset When Answering a Questionnaire
When a questionnaire in the Trust Center, a modal will ask which AI Preset to use, via the Answering mode:
Choose System Default, or any custom preset
Continue mapping the questionnaire as needed
Run AI answering
Review AI‑Generated Answers
Once AI answering completes, review and ensure the following:
Answers are generated using the selected preset
Tone, verbosity, and style reflect the preset configuration
Review that the preset has been applied specifically if a creative or stylistic preset is used, check if the answers visibly reflect that style.