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Matrix view turns your Prompt Library into a coverage map. Personas appear in rows, and you choose what the columns compare. Use the matrix to find customer situations worth measuring, not to fill every possible combination.

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Open Matrix view

1

Open the Prompt Library

Under Scan Settings, select Prompt Library. The library opens in List view.
2

Find the view switch

Look immediately to the right of Search prompts. The first icon shows List view and the grid icon shows Matrix view. Hover over either icon to see its name.
3

Select Matrix view

Select the grid icon labelled Matrix view. The prompt table changes to a grid, and the highlighted grid icon confirms that Matrix view is active.
Prompt Library toolbar with a tooltip identifying the Matrix view grid icon beside Search prompts

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Choose what the columns compare

Personas always appear in rows. Use the selector above the columns to compare each Persona with a different part of your prompt framework.
1

Open the column selector

Select the current column name, such as Journey stage.
2

Choose a column grouping

Select Journey stage, Region, Category, or Product. The columns change immediately, but the prompts in your library are not edited.
3

Review every column

Scroll horizontally when the selected grouping contains more columns than the matrix can show at once.
Matrix view with the Group columns by menu showing Journey stage, Region, Category, and Product
Region or Product is unavailable when none has been configured for the Site. Add the missing detail before using that grouping. Balanced coverage does not mean every cell contains the same number of prompts. Give more attention to the intersections supported by your measurement objective and customer evidence.

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Read a matrix cell

Each cell joins one Persona with one column value, such as Comfort-first buyers × Product comparison.
Matrix view showing prompt-count badges and result states for each Persona and journey-stage intersection
Read the two parts of each cell separately:
  • The small badge in the top-right corner is the number of prompts in that intersection for the current search and filters.
  • The main reading shows the result selected under Each cell shows. Before scan results are available, it explains why no result is shown.

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Inspect the prompts in an intersection

Open a populated cell before deciding that it needs more coverage. The intersection dialog shows the exact prompts behind the count and result.
1

Open a populated cell

Select a cell with one or more prompts.
2

Confirm the intersection

Check the dialog heading and subtitle. They identify the Persona and column value you selected.
3

Review the prompts

Read the wording and review the Category, Tags, Regions, and scan count. Check whether the existing prompts already represent the customer intent you want to measure.
4

Return to the matrix

Select the close icon when you have finished reviewing the intersection.
Intersection dialog showing the prompt assigned to Comfort-first buyers during Product comparison

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Decide whether an empty cell is a gap

No prompts describes the current view. Search text and filters can remove prompts from the matrix, so clear them before making a judgement about the complete library. Then ask:
  1. Would this Persona realistically have this need?
  2. Would the selected Product, journey stage, or region materially change the question or answer?
  3. Is the situation important enough to measure across future scans?
  4. Does another prompt already cover the same customer intent under a different label?
Add a prompt when the intersection represents a distinct and useful customer question. Leave it empty when the combination is irrelevant or would only repeat existing coverage.

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Review unassigned prompts

A prompt cannot appear in the expected cell when it is missing a Persona or the detail currently used for the columns. Matrix view collects these prompts under Unassigned below the grid.
Matrix view with an Unassigned card showing one prompt that is not linked to a Persona or journey stage
Select View in list to open the affected prompts in List view. Add the missing Persona or column detail, then return to Matrix view and check that the prompt appears in the intended intersection. Review unassigned prompts before treating an empty cell as a genuine gap. The prompt may already exist but lack the details needed to place it on the matrix.

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Review results after scans

After prompts have run, use Each cell shows in the top-left corner of the matrix to change the main reading in every cell.
Matrix view with the Show in each cell menu open and Visibility, Models, Position, Competitors, and Sentiment available
Changing this control changes the main reading, not the prompts or the prompt-count badge. Use the result to choose an intersection to investigate, then inspect its prompts and scan responses. A weak result identifies where to look; it does not explain the cause by itself. Compare intersections carefully when they contain very different numbers of prompts or evaluated answers.

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Complete the review

Your review is complete when:
  • important customer situations are represented;
  • deliberately empty intersections have a clear reason;
  • search and filters are cleared for the final library-wide check;
  • unassigned prompts have been resolved or deliberately left unassigned;
  • repeated wording does not inflate the apparent coverage; and
  • you know which gaps need a new prompt and which should remain empty.

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What’s next

Manage prompts in Matrix view

Add prompts to an intersection and maintain the Personas and Products that shape the grid.

Manage your Prompt Library

Search, filter, update, deactivate, and remove prompts in List view.