# Lexi prompt tips with example prompts

> Seven habits that make Lexi's answers sharper, with example prompts for lookups, drafts, follow ups and research.

Source: https://www.leadlex.com/help/lexi-and-channels/lexi-prompt-tips
Last updated: 2026-10-23

Lexi works best when you name the record and say what you want back. Ask in plain language, the way you would brief a colleague.

## Seven habits

1. **Open Lexi on the record.** Use **Ask Lexi** on a contact, company, deal, meeting or task. Lexi then already knows which one you mean.
2. **Name people and companies in full.** "Maria Weber at Nordlicht GmbH" finds the right record faster than "Maria".
3. **Say what you want back.** A list, a three line summary, a draft email.
4. **Give a time frame.** "In the last 30 days" or "this quarter".
5. **Ask for a draft, then edit it.** Lexi writes from your history with the person. Check names, dates and amounts before you send.
6. **One job at a time.** Several small requests beat one long one.
7. **Say when you want more depth.** Deep research is opt in for each question. In the app, switch on **Deep research** in the composer's capabilities menu. In chat apps, say "deep research". It costs more credits.

## Prompts to copy

- "Run a pipeline health check."
- "What is open with Nordlicht GmbH?"
- "Draft a follow up to Maria Weber after our call on Tuesday."
- "Which deals have had no activity for 30 days?"
- "Add a task to call Jonas Falk on Friday."
- "Who have I not spoken to this quarter?"

## When the answer is off

Add what was missing instead of starting again. Say "I meant the Munich office" or "Only deals past Proposal".

## What happens next

Know the limits too. See [What Lexi cannot do](/help/lexi-and-channels/what-lexi-cannot-do).