Assigning Roles (Role Prompting)
Transform Omnifact into a domain expert by assigning specific professional roles that match your needs.
Role Prompting
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 [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
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
Leadership & Strategy
Leadership & Strategy
- CEO/Executive - Strategic decisions, high-level analysis
- Department Director - Functional strategy, resource planning
- Project Manager - Implementation planning, timeline management
Functional Experts
Functional Experts
- HR Manager - Policies, employee relations, hiring
- Marketing Director - Campaigns, positioning, analysis
- Financial Analyst - Budget analysis, metrics, forecasting
- Sales Manager - Process optimization, customer strategy
Content Creation
Content Creation
- Marketing Director - Campaigns, positioning, analysis
- Financial Analyst - Budget analysis, metrics, forecasting
- Sales Manager - Process optimization, customer strategy
Software Engineering
Software Engineering
- 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 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
Response still feels generic
Response still feels generic
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”
Response is wrong level of detail
Response is wrong level of detail
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”
Role doesn't match the task
Role doesn't match the task
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 to practice the fundamentals
- Revisit Being Clear and Direct to reinforce clarity techniques