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Marketplace Presets

Advanced preset system for creating, managing, and sharing AI conversation templates and scenarios

Marketplace Presets

CoAI.Dev's Marketplace Presets system provides a powerful way to create, manage, and share pre-configured AI conversation scenarios. This feature combines the model marketplace with a comprehensive preset system, offering users rich AI model choices and ready-to-use conversation templates for various use cases.

Overview

The preset marketplace offers:

  • 🎯 Custom Presets: Create and save personalized conversation templates
  • ☁️ Cloud Synchronization: Automatic sync across devices and sessions
  • 🏢 System Presets: Admin-managed, high-quality preset library
  • 📂 Smart Categorization: Organized presets by topic, industry, and use case
  • 🔄 Clone and Customize: Easy preset duplication and modification
  • 🔍 Advanced Search: Powerful search with keywords, tags, and filters
  • 👥 Community Sharing: Share presets within teams or publicly

Enhanced Productivity

Presets dramatically improve user productivity by providing instant access to optimized conversation starters, specialized prompts, and industry-specific AI assistants.

Preset Features

User-Created Presets

Personal Preset Development

Users can create sophisticated presets tailored to their specific needs:

Preset Components:

  • Context Setting: Background information and role definitions
  • System Instructions: Detailed AI behavior guidelines
  • Sample Conversations: Example interactions to guide AI responses
  • Parameter Configuration: Temperature, token limits, and model-specific settings
  • Visual Customization: Icons, colors, and branding elements

Creation Interface:

{
  "preset_structure": {
    "metadata": {
      "name": "Marketing Copy Assistant",
      "description": "AI assistant specialized in creating marketing content",
      "avatar": "📢",
      "tags": ["marketing", "copywriting", "business"],
      "category": "business"
    },
    "configuration": {
      "model_preferences": ["gpt-4", "claude-3"],
      "temperature": 0.7,
      "max_tokens": 1000,
      "system_prompt": "You are an expert marketing copywriter..."
    },
    "context": [
      {
        "role": "system",
        "content": "System instructions and behavior guidelines"
      },
      {
        "role": "user", 
        "content": "Example user input"
      },
      {
        "role": "assistant",
        "content": "Example AI response"
      }
    ]
  }
}

Advanced Features:

  • Multi-turn conversation templates
  • Dynamic variable substitution
  • Conditional logic for different scenarios
  • Integration with external data sources

System Presets

Built-in high-quality presets covering diverse use cases:

Included System Presets (40+ professional templates):

Business and Professional Scenarios

  • 💼 Business Analyst: Data analysis and business insights
  • 📊 Marketing Specialist: Campaign creation and strategy
  • 💰 Financial Advisor: Investment and financial planning
  • ⚖️ Legal Assistant: Legal research and document review
  • 🏥 Medical Consultant: Health information and analysis
  • 🎯 Project Manager: Project planning and coordination

Example Business Analyst Preset:

{
  "name": "Business Analyst",
  "avatar": "💼",
  "description": "Expert in business analysis, data interpretation, and strategic insights",
  "context": [
    {
      "role": "system",
      "content": "You are a senior business analyst with 10+ years of experience. Provide data-driven insights, identify trends, and offer strategic recommendations. Use business terminology and present findings in a clear, actionable format."
    },
    {
      "role": "user",
      "content": "I need help analyzing business performance and market trends."
    }
  ],
  "tags": ["business", "analysis", "strategy", "data"],
  "category": "professional"
}

Preset Management

Creating Custom Presets

Access Preset Creator

Navigate to Preset MarketplaceCreate New Preset

Configure Basic Information

Set up the fundamental preset properties:

  • Name: Clear, descriptive preset title
  • Description: Detailed explanation of preset purpose
  • Avatar: Emoji or icon representing the preset
  • Category: Organize by topic or industry
  • Tags: Keywords for discovery and search

Define AI Behavior

Configure the AI's personality and capabilities:

  • System Prompt: Detailed instructions for AI behavior
  • Context Examples: Sample conversations showing desired interactions
  • Model Preferences: Recommended AI models for this preset
  • Parameters: Temperature, token limits, and other settings

Test and Refine

Validate the preset functionality:

  • Test Conversations: Try various scenarios with the preset
  • Iterative Improvement: Refine prompts based on results
  • User Feedback: Gather input from potential users
  • Performance Optimization: Adjust parameters for optimal results

Share and Deploy

Make the preset available to others:

  • Privacy Settings: Choose private, team, or public sharing
  • Access Controls: Define who can view and use the preset
  • Version Management: Track changes and updates
  • Analytics: Monitor usage and effectiveness

System Preset Configuration

Admin Management Interface:

For administrators who need to customize system presets, the configuration is stored in the source code at ~/app/src/masks/prompts.ts.

Preset Data Structure:

interface SystemPreset {
  avatar: string;        // Emoji unicode (e.g., "1f9d0")
  name: string;          // Display name
  context: Message[];    // Conversation context
  lang: string;          // Language code (e.g., "en", "cn")
  builtin: boolean;      // System preset flag
  description: string;   // Preset description
  tags: string[];        // Search tags
}
 
interface Message {
  role: "system" | "user" | "assistant";
  content: string;
}

Example System Preset:

{
  avatar: "1f9d0",
  name: "Data Scientist",
  context: [
    {
      role: "system",
      content: "You are an expert data scientist with deep knowledge in statistics, machine learning, and data analysis. Provide clear explanations of complex concepts, suggest appropriate methodologies, and help with data interpretation. Use proper statistical terminology and provide code examples when helpful."
    },
    {
      role: "user",
      content: "I need help with data analysis and machine learning projects."
    }
  ],
  lang: "en",
  builtin: true,
  description: "Expert data scientist for statistical analysis, machine learning, and data interpretation",
  tags: ["data science", "statistics", "machine learning", "analysis"]
}

Preset Categories and Organization:

CategoryDescriptionExample Presets
BusinessProfessional business scenariosAnalyst, Consultant, Manager
CreativeContent and creative workWriter, Designer, Artist
TechnicalProgramming and technologyEngineer, Architect, DevOps
EducationLearning and teachingTeacher, Tutor, Professor
HealthcareMedical and health-relatedDoctor, Researcher, Therapist
LegalLegal and complianceLawyer, Paralegal, Compliance

Advanced Features

Dynamic Preset Enhancement

Adaptive Learning:

{
  "adaptive_features": {
    "usage_analytics": true,
    "response_quality_tracking": true,
    "automatic_improvements": false,
    "user_feedback_integration": true,
    "performance_optimization": true
  }
}

Smart Suggestions:

  • Context-aware preset recommendations
  • Usage pattern analysis for optimization
  • Popular preset discovery
  • Seasonal and trending preset suggestions

API Integration

Preset Management API:

# Get user presets
GET /api/presets/user/{user_id}
 
# Create new preset
POST /api/presets
{
  "name": "Custom Assistant",
  "description": "Specialized AI assistant",
  "context": [...],
  "tags": ["custom", "assistant"],
  "public": false
}
 
# Clone existing preset
POST /api/presets/{preset_id}/clone
{
  "modifications": {
    "name": "Modified Assistant",
    "context_additions": [...]
  }
}
 
# Search presets
GET /api/presets/search?q=marketing&category=business&tags=strategy

Enterprise Features

Advanced Preset Management:

  • Preset Templates: Standardized templates for consistent preset creation
  • Approval Workflows: Review and approval process for shared presets
  • Usage Governance: Policies and compliance for preset usage
  • Custom Branding: Organization-specific preset styling and branding
  • Integration APIs: Connect presets with external systems and workflows

Enterprise Configuration:

{
  "enterprise_settings": {
    "approval_required": true,
    "custom_branding": true,
    "usage_analytics": "detailed",
    "compliance_tracking": true,
    "api_access": "full",
    "custom_categories": true
  }
}

Best Practices

Preset Design Guidelines

Effective Preset Creation:

  • Clear Purpose: Define specific use cases and scenarios
  • Detailed Instructions: Provide comprehensive system prompts
  • Example Interactions: Include sample conversations for context
  • Appropriate Tone: Match tone and style to the intended use case
  • Regular Testing: Validate preset performance across different scenarios

Quality Standards:

{
  "quality_guidelines": {
    "system_prompt_length": "300-1000_characters",
    "example_interactions": "2-5_examples",
    "description_clarity": "clear_and_specific",
    "tag_relevance": "accurate_and_searchable",
    "testing_requirements": "multiple_scenarios"
  }
}

Performance Optimization

Preset Efficiency:

  • Optimize system prompts for clarity and conciseness
  • Use appropriate model selection for different preset types
  • Implement caching for frequently used presets
  • Monitor preset performance and user satisfaction
  • Regular updates based on user feedback and usage analytics

Security and Privacy

Preset Security:

  • Content Moderation: Automated scanning for inappropriate content
  • Access Controls: Granular permissions for preset sharing
  • Data Privacy: Protection of user-generated preset content
  • Audit Trails: Logging of preset creation, modification, and usage
  • Compliance: Adherence to organizational policies and regulations

Troubleshooting

Common Issues

Preset Not Loading

Problem: Presets fail to load or sync across devices

Solutions:

  1. Check internet connectivity for cloud sync
  2. Verify user authentication and permissions
  3. Clear cache and retry preset loading
  4. Check for preset file corruption
  5. Contact support for account-specific issues

Diagnostic Steps:

  • Test with different devices and browsers
  • Verify sync settings in user preferences
  • Check system status for cloud services
  • Review error logs for specific issues

Poor Preset Performance

Problem: AI responses don't match preset expectations

Solutions:

  1. Review and refine system prompt clarity
  2. Add more specific example interactions
  3. Adjust model selection for preset type
  4. Test with different parameter settings
  5. Gather user feedback for improvements

Optimization Tips:

  • Use clear, specific instructions
  • Provide diverse example scenarios
  • Test across multiple conversation types
  • Monitor user satisfaction metrics
  • Iterate based on performance data

Performance Issues

Slow Preset Loading:

  • Optimize preset size and complexity
  • Implement local caching for frequently used presets
  • Use CDN for preset asset delivery
  • Monitor network performance and connectivity
  • Consider preset compression for large templates

The Marketplace Presets system transforms CoAI.Dev into a versatile platform with specialized AI assistants for every use case. Continue with Custom Models to learn about private model integration, or explore API Integration for programmatic access.