Building Your AI Analysis
Create and refine prompts, display templates, and custom columns
Table Of Contents
- Create and refine prompts, display templates, and custom columns
- What You’re Creating
- Before You Start
- Step 1: Set Up Your AI Project
- Option A: ChatGPT (Easiest)
- Option B: Claude
- Option C: Gemini
- What’s in the Knowledge Files?
- Step 2: Generate Your First Prompt & Template
- Start the Conversation
- Describe Your Mental Process
- Example Conversation
- What Your AI Assistant Will Do
- Step 3: Load Into SKU Manager
- Save the Prompt
- Save the Display Template
- Step 4: Create Your Filter (in uBuyFirst)
- Step 5: Test It
- Improving Your Prompt Over Time
- When AI Gets Something Wrong
- Adding Features Later
- Quick Reference
- Adding Custom Columns (Optional)
- Why Use Both?
- How to Add Columns
- Columns Enable Additional Filters
- Include Reasoning in Your Prompts
- What Good Output Looks Like
- Tips for Success
What You’re Creating
You’ll be building two components outside of uBuyFirst using an AI assistant, then bringing them back into the application:
Component | What It Does | Where It Lives in SKU Manager |
|---|---|---|
Prompt | Instructions telling the AI how to analyze listings | AI Prompt tab |
Display Template | HTML that formats results in External Panel | AI Display Template tab |
The prompt outputs JSON data → The template displays it visually.
Once set up, your AI project becomes your ongoing workspace — you’ll come back here to make enhancements, add features, and fix issues using feedback traces.
Before You Start
☑️ SKU Manager configured — Python installed, API key set up, Fields to Send profile created (see Quick Start Guide)
☑️ AI assistant account — Pick one:
- ChatGPT — We have a Custom GPT with documentation already loaded ([link from support])
- Claude — Free at claude.ai, Pro recommended
- Gemini — Free at aistudio.google.com
☑️ Know your products — What you’re searching for, what qualifies, what disqualifies
Step 1: Set Up Your AI Project
~10 minutes, one-time setup
Option A: ChatGPT (Easiest)
We have a Custom GPT with all documentation pre-loaded.
- Get the link from support
- Open the Custom GPT
- Skip to Step 2 — you’re ready to go
Model recommendation: Use GPT-5.2 or 5.1 with Thinking or Pro mode enabled for complex prompts.
Option B: Claude
Create the Project:
- Go to claude.ai
- Click “Projects” in the left sidebar
- Click “Create Project”
- Name it:
SKU Manager - Prompt Builder
Add Knowledge Files:
- Get the SKU Manager Project Package (link from support or Google Drive)
- Click “Add to Project Knowledge” (or the + icon)
- Upload ALL files from the package
📸 [Screenshot: Claude project with knowledge files uploaded]
Add Project Instructions:
- Find the
Project-Instructionsfile in the package
- Copy the entire contents
- In Claude, click gear icon (Settings) → Project Instructions
- Paste and save
Model recommendation: Use Claude 4.5 Sonnet with Extended Thinking enabled when building prompts.
Option C: Gemini
- Go to aistudio.google.com
- Create a new project
- Upload all files from the SKU Manager Project Package
- Add the project instructions to the Instructions field
Model recommendation: Use Gemini Pro (thinks longer) for advanced prompt building.
What’s in the Knowledge Files?
The files teach your AI assistant about:
- How prompts and display templates connect — field names, JSON structure, what needs to match
- Fields to Send — what data comes from eBay listings
- Custom AI Columns — optional grid columns for quick decisions
- Working examples — reference implementations to learn from
- The Feedback/Trace system — how to take your feedback and make targeted fixes
This means your AI assistant can:
- Create new prompts from scratch
- Build matching display templates
- Come back later and make modifications based on your feedback
- Know whether a change needs the prompt, the template, or both
Note: These files may be updated over time as features evolve.
Step 2: Generate Your First Prompt & Template
~30-60 minutes
Start the Conversation
In your AI project, start a new chat. The goal is to describe what you’re looking for in natural language — like you’re explaining your buying process to someone.
Start simple:
I want to create a new prompt and display template.
I search for [SEARCH TERM] and see [TYPES OF PRODUCTS] in the results.
When I'm going through listings, here's what I'm looking for:
- [What makes something a yes]
- [What makes something a no]
- [Things I can only tell from pictures]
- [Things I need to read in the description]
Describe Your Mental Process
Think about how YOU decide whether a listing qualifies. Tell the AI assistant:
- Product identification — “I’m looking for [specific brand/model], not [other things that show up]”
- Condition requirements — “It needs to be [sealed/working/no damage]”
- Visual inspection — “From pictures, I’m checking for [cracks/missing parts/box damage]”
- Description details — “In the description, I look for [keywords/red flags]”
- Different tiers — “I’ll pay $X for [condition A] but only $Y for [condition B]”
Example Conversation
For Test Strips:
I want to create a prompt and display template.
I search for "OneTouch Ultra test strips" and I'm trying to buy sealed,
undamaged boxes with good expiration dates.
When I look at listings, I check:
- Is it actually OneTouch Ultra (not Verio or other models)?
- Is the box sealed? Any tears or damage I can see in photos?
- What's the expiration date? I need at least 6 months out.
- How many boxes are they selling? I want the per-box price.
From pictures, I'm looking at box condition and trying to read expiration
dates if they're visible. Some sellers don't show everything clearly.
Let's start simple — just help me identify the right products and flag
any obvious damage.
What Your AI Assistant Will Do
Based on your description, it will:
- Ask clarifying questions if needed
- Generate a prompt with proper JSON structure
- Generate a matching display template
- Make sure field names align between both
Your initial goal isn’t perfection — it’s getting the full round-trip working. You can refine it after you see real results.
Step 3: Load Into SKU Manager
~5 minutes
Save the Prompt
- Copy the prompt your AI assistant generated
- In uBuyFirst, go to Data tab > Get Data (External Data panel)
- Click “AI Prompt” tab
- Click “Add” to create new profile
- Name it clearly:
[Product]_Prompt_v1
- Paste the prompt
- Click Save
📸 [Screenshot: AI Prompt tab with prompt pasted]
Save the Display Template
- Copy the HTML template
- Go to “AI Display Template” tab
- Click “Add” to create new profile
- Name it:
[Product]_Template_v1
- Paste the template
- Check the preview — you should see the layout structure
- Click Save
📸 [Screenshot: AI Display Template tab with preview]
Step 4: Create Your Filter (in uBuyFirst)
~5 minutes
This is what triggers your AI to run. You set this up in uBuyFirst, not in your AI project.
- Close External Data panel
- Go to Home > Filters
- Click “New Filter”
- Configure:
- Type: Select AI ✅
- Name: Something clear like
AI - [Product] Analysis - AI Prompt: Select your prompt profile
- AI Display Template: Select your template profile
- AI Fields to Send: Select your fields profile
- Condition: What triggers it
- For all results:
Title is not blank - For specific items:
Alias contains "[keyword]"orTitle contains "[model]"
- Type: Select AI ✅
- Name: Something clear like
AI - [Product] Analysis
- AI Prompt: Select your prompt profile
- AI Display Template: Select your template profile
- AI Fields to Send: Select your fields profile
- Condition: What triggers it
- For all results:
Title is not blank - For specific items:
Alias contains "[keyword]"orTitle contains "[model]"
- For all results:
Title is not blank
- For specific items:
Alias contains "[keyword]"orTitle contains "[model]"
- Make sure Enabled is checked ✅
- Click Save
📸 [Screenshot: Filter configuration with AI type selected]
Step 5: Test It1. Return to Data > Get Data (External Data panel)
- Click “Stop Script” then “Start Script” to refresh
- Run a search that matches your filter condition
- Click on a listing
Working? You should see your formatted analysis in the External Panel.
Not Working? Check:
- Filter enabled?
- Filter condition matches your search?
- Field names in template match prompt output? (case-sensitive!)
- API key configured and billing active?
Improving Your Prompt Over Time
When AI Gets Something Wrong
Use the Feedback/Trace System in SKU Manager:
- In the External Panel, click Submit Feedback on the problem listing
- A popup appears — describe the issue in natural language
- “This should have been flagged as damaged”
- “It missed that this is a lot of 3”
- “The model identification was wrong — it’s actually an X not a Y”
- “This should have been flagged as damaged”
- “It missed that this is a lot of 3”
- “The model identification was wrong — it’s actually an X not a Y”
- Click Submit — this saves everything:
- Your prompt and settings
- The listing data and pictures
- All field data that was sent
- Your feedback notes
- Your prompt and settings
- The listing data and pictures
- All field data that was sent
- Your feedback notes
- Go back to your AI project and start a new chat:```
I have feedback on my [PRODUCT] prompt. The AI got something wrong.
[Paste the contents of the feedback/trace files]
Here's what happened: [your notes]
. Your AI assistant will:
* Diagnose what went wrong
* Show you a BEFORE/AFTER comparison
* Output an updated prompt or template (or both)
2. Diagnose what went wrong
3. Show you a BEFORE/AFTER comparison
4. Output an updated prompt or template (or both)
5. **Apply the fix** in SKU Manager and re-test with the same listing
### Adding Features Later
Once basics work, go back to your AI project:
My [PRODUCT] prompt is working. Now I want to add:
- [New feature, e.g., price calculations]
- [New feature, e.g., custom columns for the grid]
Your AI assistant knows what changes need the prompt, the template, or both.
---
## Quick Reference
| What You Want | Where to Go |
| --- | --- |
| Create/edit prompt | Your AI project (ChatGPT/Claude/Gemini) |
| Load prompt into app | SKU Manager > AI Prompt tab |
| Load template into app | SKU Manager > AI Display Template tab |
| Set when AI runs | uBuyFirst > Home > Filters |
| Report issues/feedback | External Panel > Submit Feedback button |
---
## Adding Custom Columns (Optional)
Custom columns let you see key AI decisions **in your results grid** — without opening the External Panel for each listing.
### Why Use Both?
| Where It Shows | What It’s For |
| --- | --- |
| Display Template | Detailed analysis in External Panel — full reasoning, all the data |
| Custom Columns | Quick decisions in results grid — “Can Return: Yes”, “Buy: No” |
Many users include the same key values in **both** places:
* Columns for quick scanning and filtering
* Template for the full picture when you click in
### How to Add Columns
1. **In uBuyFirst**, go to **AI Columns** tab and create your column profile
2. Define the exact column names (e.g., `Can Return`, `Original Owner`, `Buy Decision`)
3. **Go back to your AI project** and say:
I want to add custom columns to my prompt.
Here are the exact column names I created:
- Can Return (values: Yes / No)
- Original Owner (values: Yes / No)
- Buy Decision (values: Buy / Research / Pass)
Update my prompt to output these columns.
**Important:** You must tell your AI assistant the **exact column names** — it can’t read them from a screenshot. The names in your prompt must match exactly what you created in uBuyFirst.
### Columns Enable Additional Filters
Once you have AI columns, you can create **additional filter actions** based on the results:
* Highlight rows where `AI Can Return = Yes`
* Remove/hide rows where `AI Buy Decision = Pass`
* Color-code based on confidence levels
This lets AI do the first pass so you focus on what matters.
---
## Include Reasoning in Your Prompts
When building prompts, ask your AI assistant to include **reasoning and source attribution** in the output. These sections explain back — in natural language — how and why the AI arrived at its analysis.
This helps you:
* Understand WHY the AI made a specific decision
* Identify which field values may have caused an unexpected analysis or conflict
* Debug issues faster when you submit feedback traces
* See exactly which fields and photos informed each conclusion
### What Good Output Looks Like
**Detailed Reasoning** (natural language explanation):
The phone is identified as an iPhone 15, 256GB, Factory Unlocked based
on the title, description, and model fields. Return eligibility is 'Yes'
as the seller has a 'Returns accepted / 30 day' policy and the device
is fully functional, despite cosmetic flaws which are disclosed. The
'Original Owner' status is 'No' — the seller is a registered business
with high feedback (2098) and professional product photos, strongly
indicating a reseller rather than an individual.
**Source Attribution** (field-by-field citations):
Model, Storage, Carrier: Title, Model field, Description, Network field.
Defects: Description, Photos 2-4.
Can Return: Returns field, Description.
Original Owner: SellerName, SellerBusiness, FeedbackScore, Photos.
When you submit feedback traces, this information helps you (and your AI assistant) pinpoint exactly what data caused the issue and where to fix it in the prompt.
**Ask your prompt builder:**
Include a detailed reasoning section that explains in natural language
how you arrived at each major conclusion. Also include source attribution
showing which fields and photos informed each decision.
---
## Tips for Success1. **Start simple** — Get basic identification working before adding price calculations or columns
2. **Describe your thinking** — The more you explain your mental process, the better the prompt
3. **Pictures matter** — Tell the AI what you look for in photos (damage, labels, condition)
4. **Test with real listings** — See how it performs before tweaking
5. **Use feedback traces** — Don’t guess at what went wrong; capture the actual data
6. **Include reasoning** — Makes debugging much easier when something’s off
7. **Version your work** — Save as v1, v2, etc. before making big changes
---
**Questions?** Live Support at [ubuyfirst.com](https://ubuyfirst.com/) or email su*****@*******st.com
_For the full AI Columns setup walkthrough, see the complete SKU Manager Setup Guide._
Updated on: 26/01/2026
Thank you!