Here is what tends to happen once advisors have their context document loaded and feel confident that the tool knows who they are.
They write short prompts. Because the foundation is there, they assume the tool can fill in the rest. “Write a pre-departure email for my Japan clients.” And the output is better than it would have been without the context document, because the tool is already working from their voice and preferences. But it is still not specific enough to be genuinely useful, because the context document cannot tell the tool anything about these particular clients, this particular trip, or what this particular email needs to do.
The context document handles the permanent. The prompt handles the specific. You need both working together.
A short prompt on top of a good context document will produce something in the right register that is still too generic to send. A well-constructed prompt on top of a good context document will produce something in the right register that is also specific enough to be worth refining.
That is the difference this module is about.
