What is Knowledge?
The Knowledge section is where you store reusable building blocks you can use again and again in Novis. It helps you work faster and stay consistent across tasks and teams.
Use Knowledge to:
Save your best prompts so you don’t have to rewrite them every time
Create templates for repeatable work (for example, reports, checklists, reviews)
Share proven workflows with your team
Prompts
Prompts are saved instructions you can reuse in Chat. Think of them as your personal shortcuts.
Create a new prompt
Open Knowledge.
Select Prompts.
Click New Prompt.
Give it a clear name (for example, “Weekly Status Update”).
Write the instructions you want Novis to follow.
Save.
Tip: Make prompt names specific so they’re easy to find later.
Use a saved prompt in Chat (Quick Prompts)
When you want to repeat a task, use a saved prompt in Chat instead of rewriting instructions each time.
Saved prompt vs “quick prompt”
Saved prompt: A prompt you’ve created and saved in Knowledge → Prompts so you can reuse it anytime.
Quick Prompt: A faster way to apply a saved prompt directly in Chat.
Enable Quick Prompts (optional)
You can enable Quick Prompts so your saved prompts show up as a one-click option in Chat. This makes it easy to run common workflows (like summaries or reviews) instantly.
How to enable Quick Prompts:
Go to Knowledge → Prompts.
Open the prompt you want to use quickly.
Enable Quick Prompt setting and Save.
How to use a Quick Prompt in Chat
To run a Quick Prompt in Chat, type the slash command / in the message box and select your prompt from the list.
Organise prompts
Use clear names (for example, “Interview Summary – Action Items”)
Star your most-used prompts (favourites), so they’re easy to access
Use search to find a prompt by name
Templates
Templates help you generate consistent documents and outputs. Use them when you want a repeatable structure (for example: a project proposal layout, onboarding checklist, or meeting notes format).
Create a template
Open Knowledge.
Select Templates.
Click New Template.
Add the structure you want (headings, sections, tables, placeholders).
Save.
Use a template
Templates help you generate consistent, repeatable documents (for example, proposals, checklists, and meeting notes).
How to apply a template
In Chat, click the Knowledge Library button.
Select Templates.
Choose the template you want to use (for example, Project Proposal).
Apply it (this sets the structure for the document you’re about to create).
Once the template is applied, you can ask Novis to create content using that structure.
Example request: “Use my ‘Project Proposal’ template and draft a proposal for the Q2 onboarding initiative.
Personal, Groups, and Shared with me
You may see different areas in Knowledge:
Personal: prompts and templates only you can access
Groups: shared prompts/templates for your team or department
Shared with me: items someone shared directly with you
This helps teams standardize quality and reduce repeated work.
Best practices
Write prompts as clear instructions – say what you want and how you want it formatted.
Ask for reusable outputs – use tables, checklists, or templates (with placeholders like [TBD]) so you can apply and share the result easily.
Include context and constraints – tell Novis the audience, tone, length, jurisdiction, timeline, and anything to avoid, so it doesn’t have to guess.
Review and improve – refine your prompts over time as you discover better ways to work.
Need help?
For help with other features, see the articles in Using Novis:
Using Chat – How to ask questions, add context, and use tools
Using the Workspace – How to create and edit documents
Using Documents – How to upload, organise, and share files
Using Transcripts – How to create and work with transcripts
Using Projects - How to organize your work more efficiently
Security & Privacy – How Novis protects your data
For an overview of Novis and your first steps, read the Getting Started article.
If you still have questions, contact [email protected].