Best practices

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Do this

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Be specific about data fields

Track contacts with:
- Full name
- Email address
- Phone number
- Company name
- Job title
- LinkedIn profile URL

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Specify field types when it matters

Track deals with:
- Deal name (text)
- Amount (currency)
- Close date (date)
- Probability (percentage)
- Status (new, negotiating, won, lost)

• Currency: “amount (currency)” or “price in dollars”
• Date: “due date” or “close date”
• Percentage: “probability (percentage)”
• Options: “status (option A, option B, option C)”
• Yes/No: “is active (yes/no)” or “completed (checkbox)“

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Describe relationships clearly

Build a project system where:
- Projects have a name and description
- Each project has multiple tasks
- Tasks have a title, due date, and status
- Each task is assigned to one user

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Request specific visualizations

Add a dashboard with:
- Total revenue card
- Number of deals card
- Pie chart showing deals by status
- Line chart showing monthly revenue trend

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Define options explicitly

Status options: draft, pending review, approved, rejected
Priority levels: low, medium, high, critical

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Don’t do this

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Don’t reference other products

Build something like Asana
Make it work like Notion
Copy the Salesforce pipeline

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Don’t use vague design terms

Make it modern
Keep it clean
Professional looking

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Don’t request everything at once

Build a complete CRM with leads, contacts, companies,
deals, tasks, emails, calendar, reports, dashboards,
team management, permissions, notifications, and
mobile app with offline support.

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Don’t assume Gainable knows your domain

Build a standard e-commerce checkout flow
Add the usual project management features

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Updating existing apps

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Reference existing elements

Add a due date field to the Task model

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Specify where to make changes

On the deals page, add a filter dropdown for status

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Build on what exists

Add a chart showing Tasks grouped by status

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Screenshot and annotate — your secret weapon

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How it works

1. Click the camera icon in the chat input toolbar

2. Allow the browser to capture your current tab when prompted

3. The Annotate Screenshot editor opens — use the toolbar to:
   • Draw freehand circles, underlines, or highlights
   • Add arrows pointing to specific elements
   • Add text labels explaining what to change
   • Draw rectangles to highlight areas of interest
4. Add a written description in the text field below the screenshot
5. Click send to submit the annotated screenshot with your instructions

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When to use it

• Something looks wrong — circle it and say “this should be blue, not red”
• Layout issues — draw arrows showing where elements should move
• Missing elements — point to where a button or field should appear
• Exact positioning — show precisely where you want a chart or component placed

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Asking questions vs requesting builds

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To ask a question

How does the task filtering work?
What fields does the Deal model have?
Where is the dashboard code?

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To request a change

Add a due date field to tasks
Change the dashboard to show monthly data
Fix the filter to include all statuses

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Recovery from mistakes

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Be specific about what’s wrong

The deal amount is showing without the dollar sign.
Format it as currency.

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Describe what you expected

The chart should show deals grouped by status, but
it's showing them grouped by company. Change it to
group by status.

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Quick reference

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Learn more