> ## Documentation Index
> Fetch the complete documentation index at: https://docs.omnifact.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Assigning Roles (Role Prompting)
> Transform Omnifact into a domain expert by assigning specific professional roles that match your needs.
Role prompting is like having instant access to experts in any field. Tell Omnifact to "act as" a specific professional, and the quality of responses often improves significantly.
## The Simple Formula
Role prompting means asking Omnifact to respond from the perspective of a specific profession or expert. The simplest format that works:
```
"Act as a [ROLE]. [YOUR REQUEST]."
```
**"Act as a \[JOB TITLE]. \[WHAT YOU NEED HELP WITH]."**
When you assign a role, Omnifact will:
* Use vocabulary and concepts from that field
* Apply relevant expertise and best practices
* Structure responses appropriately
* Consider priorities specific to that role
## When to Use Role Prompts vs. Platform Settings
Role prompts in a single message are great for one-off tasks. For standing behavior, use Omnifact's built-in settings instead of repeating the same role every time:
| Approach | Best for | Where to set it |
| ------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------ | ----------------------- |
| **"Act as a \[role]" in your prompt** | A single task or temporary perspective | Your message |
| **[Chat Instructions](/en/platform/core-features/spaces/customizing-spaces)** | A Space assistant with ongoing domain expertise | Space Settings (admins) |
| **[Personalization](/en/platform/core-features/account-settings/user-profile-and-personalization#personalization)** | Your role and how you prefer responses tailored to you | Account Settings |
**Example:** Instead of starting every message in a legal Space with "Act as a corporate lawyer," a Space admin can set Chat Instructions like "You are a corporate legal advisor for our SaaS company. Focus on contract review, compliance, and risk assessment."
Chat Instructions and Personalization apply automatically. Your per-message role prompt adds extra focus on top of those settings when you need it.
## See the Difference
**❌ Without Role:**
> **Prompt**: "Create interview questions for a customer service position."
>
> **Result**: Generic questions like "Tell me about yourself" and "What are your strengths?"
**✅ With Role:**
> **Prompt**: "Act as an experienced HR manager. Create behavioral interview questions for a Customer Success Manager that assess problem-solving and customer empathy."
>
> **Result**: Professional interview questions like "Describe a time when you turned around a frustrated customer relationship. What was the situation, what actions did you take, and what was the outcome?" Plus follow-up questions and evaluation criteria.
## Choosing the Right Role
**Match the expertise you need**: Think about what professional would actually handle this task.
* Budget analysis → Financial Analyst
* Team communication → HR Manager
* Marketing campaign → Marketing Director
**Be specific**: "Customer success manager at a B2B SaaS company" works better than "manager"
**Include experience level**: "Senior marketing director" for strategic decisions, "experienced project manager" for implementation
## Roles That Work Well
* **CEO/Executive** - Strategic decisions, high-level analysis
* **Department Director** - Functional strategy, resource planning
* **Project Manager** - Implementation planning, timeline management
* **HR Manager** - Policies, employee relations, hiring
* **Marketing Director** - Campaigns, positioning, analysis
* **Financial Analyst** - Budget analysis, metrics, forecasting
* **Sales Manager** - Process optimization, customer strategy
* **Copywriter** - Ads, landing pages, persuasive text
* **Technical Writer** - Documentation, user guides, manuals
* **Social Media Manager** - Engaging posts, community updates
* **Corporate Communicator** - Internal announcements, PR
* **Software Engineer** - Code generation, debugging, documentation
* **Product Manager** - Feature prioritization, roadmap development
* **UX/UI Designer** - User experience, interface design
* **Data Analyst** - Data analysis, visualization, insights
## Quick Examples
"Act as a CEO. Should we expand our customer support team now or wait until Q3 given our current growth rate and budget constraints?"
"Act as an HR manager. Write a remote work policy that addresses productivity expectations and communication requirements."
"Act as a financial analyst. Explain the top 3 metrics in this P\&L statement that a department manager should monitor monthly."
"Act as a marketing director. Create a LinkedIn post announcing our new feature that emphasizes customer benefits over technical specs."
## When Role Prompting Isn't Working
**Make the role more specific:**
* Add industry context: "...at a SaaS company"
* Add experience level: "...with 5 years experience"
* Add company size: "...at a mid-sized organization"
**Adjust the role's seniority:**
* "Senior \[role]" for strategic, high-level responses
* "Junior \[role]" or "New \[role]" for step-by-step, detailed guidance
* Add audience context: "...explaining to non-technical executives"
**Common mismatches to avoid:**
* Using "CEO" for detailed technical implementation
* Using "developer" for business strategy questions
* Using "salesperson" for internal process optimization
**Match expertise to task type:**
* Strategy questions → Executive/Director roles
* Technical details → Specialist roles
* Process improvement → Operations/Manager roles
**Not sure which role to use?** Ask Omnifact! Try: "What professional role would be best suited to help me create an employee onboarding checklist?"
## Other Beginner Guides
* Review [Basic Prompt Structure](/en/guides/prompt-engineering/beginner/basic-structure) to practice the fundamentals
* Revisit [Being Clear and Direct](/en/guides/prompt-engineering/beginner/clear-direct) to reinforce clarity techniques