The Lex Prompt Playbook
The prompts our MSP partners run most in Lex, and how to get value on day one. Lookups, dependency maps, audits, briefings, and safe documentation updates.
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Lexful-Lex-Prompt-Playbook-v1.0.pdf · 171 KB
The Lex Prompt Playbook
Ask Lex answers questions about any client from your own documentation, assets, contacts, credentials, and notes. This playbook collects the prompts partner teams reach for most. Copy one, replace the bracketed details with your own, then keep asking follow-up questions to sharpen the answer.
What it covers
How to get the best answers: four habits that separate a vague answer from one a technician can act on.
Find answers fast: firewall and VPN lookups, locating a specific configuration, and topic summaries by client.
Relationships and dependencies: location-based asset maps and infrastructure dependency checks before a change window.
Audits and risk reviews: access and offboarding, password hygiene, MFA coverage, and end-of-life infrastructure across the portfolio.
Briefings and handoffs: one-page QBR and renewal briefings, plus a day-one prompt that gets a new technician through a first ticket.
Safe documentation updates: Lex proposes changes and waits for approval, and version history rolls anything back in one click.
Prompt patterns that work well: five lines you can add to any prompt, and how to save the ones you use twice as a Lex Skill.
The attached PDF is the complete version 1.0, July 2026. One security note carries through every prompt: do not paste secrets. Reference the credential record, asset, or document by name instead, and Lex uses your permission-aware data to do the rest.