Prompting guide

This is an introductory guide that sits alongside Worthwhile Chat and our Use Case library. It covers our “REACH” approach to prompting, uploading files, and things to consider while you interact with Worthwhile Chat.

The REACH approach

Throughout our Use Cases, you'll notice we use a prompting structure called REACH. This provides Worthwhile Chat with clear instructions. There are many prompt structures, but REACH is specifically designed for the non-profit sector. It’s accessible, covers key components of a good prompt, and reminds us and the AI to check for potential harms and risks.

🪜 REACH stands for

  • R – Role: Who should the AI act as?
  • E – Expectation: What do you need it to produce and in what format?
  • A – Audience: Who is the output for?
  • C – Context: What background information does the AI need?
  • H – Harm check: What risks should be flagged?

🗄️ Adding files to Worthwhile Chat

If you have documents ready to share, you can upload them directly into Worthwhile Chat. It currently accepts PDF, DOCX, XLSX, CSV.

Adding files

  1. Click the + button in the bottom left of the chat box
  2. Select Upload Files from the menu
  3. Choose the files you want to share from your device
  4. Press the arrow button to send

✅ Before you upload files

Check for sensitive data

Review your documents for personal or sensitive information about beneficiaries. Anonymise names and identifying details before uploading. Even though Worthwhile Chat is privacy-first, good data practice starts with you.

If you’re unsure, ask yourself: “If this document were seen by someone outside our organisation, could anyone be identified or harmed?” If yes, anonymise first.

📋 Output review checklist

Always check the facts

AI can occasionally get things wrong - it might misread a figure, misinterpret data or fill in gaps with plausible-sounding but inaccurate information. Always check any statistics, names, or specific claims against your original sources before sharing the report with anyone.

Check consent for quotes

If you’re including quotes from colleagues, experts, beneficiaries or service users, make sure you have their consent. Check they’re happy with how they’ve been represented. Remove names or identifying details for anyone who hasn’t given consent or who could be identified.

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