Customization Features

Model, Persona, Prompt Templates, & Plugins

Optimize your AI interactions by mastering model selection, personas, templates, and powerful plugins

Ask Sage Hyperparameters Configuration Panel
Customization Power: To optimize results for your specific use case, explore the different features available on Ask Sage. These features can be adjusted for each prompt, allowing you to fine-tune the model and generate the best possible outcomes.
Table of Contents
  1. Model
    1. Model Security Guidelines
  2. Persona
    1. Custom Persona
  3. Prompt Library
    1. Custom Prompt Templates
  4. Plugins

Model

Model Selection

Select the model you want to use for the prompt. Because the Ask Sage Platform is agnostic you will have access to the latest models available today. By default, we have an Auto mode which automatically selects the best model for the prompt you are utilizing.

Auto Mode: Auto is a great option for users who are unsure of which model to use, however, if you are familiar with the models and their capabilities, you can select the model you want to use for your prompt. Auto is marked Recommended in the model picker and routes to the newest model that fits your prompt's context window. An Allow switching toggle controls this behavior mid-conversation — when off, Auto stays on the model that answered your previous message instead of picking a new one for each reply.
Ask Sage Model Selection Interface

Having the ability to choose the model you want to use for your use case is a powerful feature Ask Sage provides. If you don't see the model you want to use or have a custom model, you can always reach out to the Ask Sage team to have it added.

Custom Models: Enterprises/Users can request more models to be added, but additional charges may apply. Contact the Ask Sage team for more information at support@asksage.ai.

Click See All Models (or a specific model's dropdown) to open the Browse Models dialog, where you can search by name, sort results, and use the filter option to narrow models by the following categories:

Browse Models dialog with search, Filters, Sort By, the Auto-route card, and model cards grouped by tier

Capabilities

  • Reasoning - Models that are optimized for reasoning tasks
  • Vision - Analyzes and understands images
  • MCP - Models that can utilize tools (Model Context Protocol)
  • Image Generation - Generates images based on text prompts
  • Video Generation - Generates a video based on text prompts
  • CUI - Sensitive-data compliant models (see Model Security Guidelines)
  • Non-CUI - Standard models not cleared for sensitive data

Creator

  • OpenAI, Anthropic, Google, Meta, xAI, AWS, Mistral, NVIDIA, Black Forest Labs
Model Cards: Each model card in Browse Models also shows its provider, tier (Flagship, Standard, Lightweight, Economy, Creative, or Heavy Thinking), release date, and context window size, alongside its capability badges and CUI status.

Model Security Guidelines

Security & Compliance

Sensitive Data Compliant Models (CUI*)

Models marked with an asterisk (*) are CUI-compliant and safe for sensitive data. The Ask Sage UI displays compliance status at the bottom of the prompt window.

Key Features:
  • Your data is protected and never used for model training
  • Available to all users (no special credentials required)
  • Suitable for production use with sensitive information
CAC/PIV Access: While anyone can use these models, only users with CAC/PIV authentication can apply CUI labels to datasets. Or if you do not have a CAC/PIV Card, you can request activation for CUI classification by emailing support@asksage.ai. (Access is not granted automatically and follow on instructions will be provided to you via email.)

Standard Models (Non-CUI)

Models without the asterisk are designed for research and testing only. These models are not found on all instances of Ask Sage. If you are on a CUI-compliant instance, these models will not be available.

Important Limitations:
  • Not recommended for sensitive data
  • Data may be used for future model training
  • System blocks CUI dataset uploads to these models

Persona

Persona Selection

Select the persona you want the model to use when interacting with it via the Persona selection option. By default, the persona is set to Ask Sage.

A persona is a set of characteristics or rules that define the behavior and specific knowledge you want the model to focus on - think of it as guardrails. It's like choosing a character for the model to play or defining a specific role for the model to follow. Ask Sage provides an array of public personas to choose from, all accessible from the Personas panel. You can filter by All, Public, or Mine (your custom personas), search by name, and use the Sort control (e.g. Name (A–Z)) to change the ordering.

Ask Sage Available Personas List

Custom Persona

Create Custom Personas

Users can also create their own custom persona by selecting + Create Persona. This allows users to define the characteristics and knowledge they want the GenAI model to focus on.

Create New Persona Button

Opening + Create Persona launches a 3-step AI-assisted wizard by default:

Wizard Steps:
  1. Describe - Write a plain-English description of the persona you want (example chips include Legal reviewer, Technical writer, Customer support), then click Generate. The AI drafts a name, description, and system prompt for you.
  2. Review & refine - Read over the generated name, description, and system prompt, and edit anything that isn't quite right.
  3. Icon & save - Choose or upload an icon, then save the persona.

If you'd rather skip the AI assist, click Start blank instead from the wizard to drop into the classic form:

Quick Steps (Start blank instead):
  1. Open the Personas panel and click + Create Persona (top right), then Start blank instead
  2. Enter a Name and Description
  3. Write your System Prompt - this defines the persona's behavior
  4. Optionally upload a Logo (JPG or PNG)
  5. Click Create Persona to save
  6. Find your new persona under the Mine tab in the Personas panel
Field Limits:
Field Limit
Name70 characters max
Description500 characters max
System Prompt20 characters minimum
LogoJPG or PNG, 250KB max
Pro Tip: If you're not confident in crafting system prompts or writing effective prompts, don't worry! We offer a specialized persona for this purpose. The Prompt Engineer persona is an excellent choice for generating both prompts and system prompts. It harnesses the power of GenAI to assist you in creating the most effective prompts possible.

Prompt Library

Prompt Library

Ask Sage provides a set of Prompt Library that users can utilize to generate text. These templates are designed to help users get started with the platform and generate text based on a specific use case.

Prompt Library Interface
Filter Option: There is a filter option that allows users to search for a group of prompt templates based on a specific persona. The panel also has All / Public / Mine tabs and a Sort control (e.g. Name (A–Z)), matching the Personas panel.

Custom Prompt Templates

Create Custom Templates

Additionally, users can also create their own prompt templates by selecting the Add Prompt option. This allows users to define unique prompt templates that are relevant to their organization/operations.

Add Custom Prompt Template Interface
Getting Started: If you're new, we recommend utilizing the Prompt Engineer persona to help you create the best prompt templates for your use case.

Plugins

Extend Your Capabilities

Plugins are ready-made actions that run inside a chat — fetching public procurement data, looping a prompt over every row of a CSV, connecting to a database, or converting text to speech. Open the Plugins panel from the Tools menu to browse the library.

Ask Sage Plugins panel with search, Free/Paid filters, category dropdown, sort control, and plugin cards

The panel offers:

  • Search — filter plugins by name or description as you type
  • All / Free / Paid — Free plugins cost no extra tokens beyond the model call; Paid plugins consume additional tokens for the work they perform
  • Category — a dropdown covering Acquisition, Audio, Automation, Aviation, Coding, Connector, Content, Ingestion, Intelligence, Medical, and more
  • Sort — order the list, for example Name (A–Z)

Each card shows the plugin's category, whether it is Free or Paid, and a one-line description. Select a plugin to attach it to your next prompt; the plugin's name then appears under the prompt box alongside your persona and datasets. The library grows over time, so check the panel rather than relying on a fixed list.


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