Where the Settings Panel Lives

You've probably seen the row of suggestion chips under the Express Architect box on your dashboard: Networking, Webinar, VIP Dinner, Summit 500+. They're examples, meant to be swapped for the kinds of events you actually run. The same idea turns up again inside the form template gallery. Both lists live in one settings panel, and it's easy to miss.

1. From your Express dashboard, look at the bottom of the dark rail on the far left, just above your initials. There's a small gear icon — it's deliberately quiet, so quiet it's easy to go months without noticing it, and it's the only way into everything this article covers.

2. Click it. Settings opens on Data & Storage, which is a cache inspector — worth knowing it exists, not worth a visit. Click Architect Prompts in the left-hand menu.

Customising the Architect Prompts on Your Dashboard

This opens a list titled My Architect Prompts with a counter reading four of four. That counter is a hard limit, and Express is upfront about it: the row at the top where you'd expect an add button is greyed out and reads "Remove one to add a custom prompt."

Hover any card you don't use and a small bin icon appears in its corner. It goes immediately, with no confirmation, and the counter drops to three of four. Nothing is lost — every one of the shipped suggestions stays available in a library further down the same panel, so you can always put it back. The greyed row at the top turns into a live button reading New Quick Prompt. Click it.

The editor has two fields and a rule:

1. LABEL, capped at fifty characters, is what shows on the chip.
2. TEMPLATE TEXT is the sentence Express will drop into the Architect box, and above it sit three chips you can insert: [topic], [city] and [date]. Underneath, in red, is the rule — all three of those placeholders have to appear in your text before Save will do anything.

You're not writing a description of one event — you're writing a template for a kind of event you frequently have to build. Start with the label, then write the template the way you'd describe this kind of event to a colleague, putting the three placeholders where the details change from one run to the next. Something like: Breakfast briefing on [topic] in [city] on [date], 40 wealth advisors, hotel private room.

Watch the three markers under the box as you type. They turn green with ticks once Express has checked the template, both fields turn from red to green, and Save comes alive in solid blue.

Click Save and the list is back at four of four, with your new prompt sitting where the old suggestion used to be. Close the panel with the cross in its corner.

Seeing Your New Prompt on the Dashboard

Back on the dashboard, your new chip appears in the TRY row — no reload needed.

Click your new chip to see the payoff. Your template drops straight into the Architect box, and the first placeholder — [topic] — is already highlighted and waiting for you to type over it. Tab through, fill in the three blanks, and the Build button turns green once you're done. That's the difference a prompt makes: not a blank box, but the shape of your event with three gaps in it. Click Clear to empty the box again.

If you share an account with colleagues, discuss changes with your team first. Both prompt lists have minimal slots, and they belong to the account rather than to any one person.

Setting Up Form Prompts

Express does the same trick in one other place: Forms. Open the gear again and click Form Prompts, the section underneath Architect Prompts.

Same shape, different numbers. Form prompts run to five rather than four, and if your account has none yet, the add button is live from the start — because there's room. The line underneath tells you exactly where these end up: add one to use in the template gallery.

Click New Form Prompt. The editor here is simpler: a label and a prompt, both required, with no placeholder rule to satisfy. Type the label first — this is what the chip will say — then write the prompt itself. This is where you describe the form you want rather than the event: name the fields that matter for this kind of registration — firm name, assets under management, dietary requirements — and let the AI assemble it.

Once both fields are filled, both borders turn green and Save goes live. Click Save, and the prompt is added to the list — one of five. Close the panel to confirm it went somewhere.

Seeing It in the Template Gallery

To prove the form prompt actually landed somewhere, open any event, then click its Form tab, then click Templates. At the top of the Form Templates dialog sits a box that reads "describe your event and AI will build a template," and directly underneath it, a Try row with your saved form prompt in it — the same prompt you saved a minute ago in Settings, now offered right where somebody would want it.

That's the whole idea of this panel: two AI boxes in two different parts of Express, both taking their suggestions from the same place.

Switching Between Accounts

One last thing, and it has nothing to do with prompts. At the top of your events list you'll see VIEWING EVENTS FOR, the account you're currently in, and a Switch link beside it. If you work across more than one Certain account, that's how you move between them.

Click Switch and a panel lists every account you can reach, with a filter box at the top for when that list gets long. Your own account carries a Home Account badge, so you always know where you started. Picking an account changes everything behind it — the events, the profiles, the brand kits, and the prompts you just edited — because those belong to the account, not to you.

Click the calendar icon on the rail to head back to your events.

Quick Recap