Foundation
Prompting
How the Doctor Bank assistant is instructed, and how to word your answers for the best results.
You don't need special prompts to use Doctor Bank. Still, understanding the rules the assistant follows helps you give it answers it can use.
The assistant's rules
Doctor Bank runs under a fixed system prompt that you cannot change from the chat. It sets the assistant up as a strict data-entry interviewer.
| Rule | Why it exists |
|---|---|
| Only knows the printed text of your PDF | Stops the assistant inventing fields or advice that isn't on your form. |
| Friendly, patient, and very simple | Keeps banking language from intimidating you. |
| One question per turn | Makes each step easy to answer. |
| Options are numbered | Lets you reply with a single digit. |
| Never asks for account, NIC, or passport numbers | Keeps your most sensitive details out of the chat. |
| Calculates annual figures and profit margin | Saves you from doing sums. |
| Finishes the moment the last answer arrives | Produces your filled PDF without extra steps. |
Writing good answers
| Instead of | Try |
|---|---|
| “Around fifty or so thousand?” | “50000 per month” |
| “I run a small shop and a few other things” | “Retail shop selling groceries” |
| “The second one” | “2” |
| “Not sure about the rest” | “I don't know. Can you explain what this field means?” |
Asking good questions in question mode
- Point at the form: “What does ‘security offered’ mean in section 3?”
- Ask for the difference: “What is the difference between a guarantor and collateral?”
- Ask for an example: “Show me an example of a business purpose statement.”
- Keep each message to one topic, especially on the Free plan.