Ask smarter. Plan faster. Activate with confidence.
Everything you need to get the most out of Cora — from your first question to building client-ready audience segments, dashboards, and market analyses.
Your First Conversation
When you log into Cora, you’ll be asked for brands you work on, and any competitors you want to track. Then you can start prompting, or use the other dashboards and collaboration features of Cora.
HCP Prompts
Size HCP audiences, build segments from Cora queries or NPI target lists, map the competitive landscape, plan omnichannel media mixes, and deliver client-ready dashboards — all grounded in DeepIntent’s proprietary HCP data.
HCP Audience Planning
The most common starting point for any media plan: how large is my target audience? Cora enables you to understand HCP reach based on specialty, degree type, geography, and clinical behaviors.
Layer conditions to find HCPs that treat multiple relevant diagnoses — they’re often higher-value targets: "How many of those HCPs also treat chronic rhinosinusitis or nasal polyps?"
Building an HCP Audience
This is where Cora goes from insight to action. Define your audience through conversation — layering diagnosis, drug, geography, and degree filters — and Cora creates the segment directly in DeepIntent’s DSP.
Balance specificity with reach. Too many filters = narrow audience, limited scale. Too few = broad, inefficient spend. Ask: "What’s the tradeoff if I remove the geographic filter?" to see the reach impact before committing.
Target List Insights & Audiences
Have an NPI list from your client or internal teams? Upload and query it directly through Cora — including match rate, prescribing behavior, and audience activation.
Column Formats
The NPI column header must be exactly: NPI (all caps, case-sensitive). Cora won’t upload the file if the column header is mislabeled.
Supported File Formats / Size
Cora accepts CSV, XLSX, Google Sheets (if using Google MCP connector). Files uploaded to Cora must be less than 20MB.
A healthy match rate is typically 75–99%+. If yours is lower, ask Cora: "Which NPIs on this list were not matched? Can you identify common reasons — inactive records, non-HCP entries, or specialty mismatches?" This helps you have an informed conversation with your client about list quality.
Competitive & Market Intelligence
Understanding where your product fits in the marketplace is critical to your media strategy. Use Cora to observe market trends, identify whitespace, and understand competitor prescriber profiles — at both the campaign level and the full market level.
Ask for the sub-specialty breakdown of competitor prescribers: "Break down [Competitor] prescribers who treat nasal polyps by sub-specialty." This tells you whether competitors have traction in your target segment — and where they don't.
Part B — Market Landscape Analysis
Build a full market picture in one thread — specialty and degree mix, market share, and whitespace — then turn it into a client-ready deck.
Omnichannel Planning
RFPs consistently ask for omnichannel activation strategies backed by data. With Cora, you can discover which channels can actually reach your target audience — and which inventory sources deliver the highest reach.
Dashboard Summary
A dashboard prompt is a multi-output request that combines audience sizing, geographic breakdown, competitive context, and channel reach into a single structured summary — ideal for client presentations, RFP responses, and internal planning docs.
Save your preferred planning brief structure as a text snippet. Add that as an “instruction” for Cora in your user settings. Cora will apply any instructions in your settings to every chat and artifact going forward.
Illustrative example — numbers reflect Cora output for a sample condition
Always end a dashboard request with a formatting instruction: "Format as a dashboard summary", "Return this as a table", or "Structure this like an executive brief." Without this, Cora may return results as a flowing conversation rather than a scannable layout.
Visual Results
Cora can go beyond raw numbers — ask it to structure results as charts, tables, heat maps, and ranked lists that are ready to paste into a client deck, a planning doc, or a live dashboard.
Output Format Cheat Sheet — Add to any prompt:
Telling Cora the purpose of the output improves formatting quality. Ending with "This is for a client presentation", "for an internal planning doc", or "for an RFP response" prompts Cora to structure results at the right level of detail — summarized for executives vs. granular for planners.
Paste your brand guidelines into your Cora user instructions. Cora will apply your colors, fonts, and structure to every output. Try:
You can also reference a brand doc: "Our brand colors are Cobalt Blue (#0B53FF) and Deep Navy (#0C2741). Apply them consistently across all tables and headers in this output." The more specific you are, the closer the result will be to your actual brand.
DTC Prompts
Size patient universes, build HealthFirst Audiences, map the competitive landscape, and explore channel and device reach — all in one Cora conversation.
DTC Audience Planning
Before building a DTC campaign, you need to understand the patient landscape — how many patients have the condition, how many are treated, and where the untapped opportunity lies. Cora uses real-world health data to power this analysis.
Start with the full diagnosed universe before applying treatment filters. This tells you the total opportunity before you narrow to your competitive window. Ask: "What percentage of diagnosed patients are currently untreated?" to frame the whitespace opportunity in your brief.
Building a HealthFirst Audience
HealthFirst Audiences (HFA) are DeepIntent’s privacy-safe DTC segments built from real-world health data. Use Cora to build, size, and compare HFA options before activating in the DSP.
Please Note: Standard modeling time applies. Your HealthFirst Audience will appear in MyAudiences in the DSP within 24 hours, consistent with the Patient Planner building experience.
Competitive & Market Intelligence
Understand who is already on competitive therapy, where switch candidates exist, and how large the untreated whitespace is — in minutes, using Cora.
The four-way competitive split is one of the most compelling slides in a DTC brief. It shows your client exactly where patients are — loyal, competitive, dual-use, or untouched. Ask for it early and use it to anchor your audience strategy.
Omnichannel Planning
Identify where your patient audience is most reachable — by geography, demographics, device type, and channel — so your DTC channel recommendations are grounded in real patient data, not assumptions.
Use Prevalence Index (not raw patient counts) to identify your highest-priority DTC markets. A market with 10K patients and a high index is a stronger DTC investment than one with 20K patients and a low index — because the condition is over-represented relative to the local population.
Dashboard Summary
Combine patient universe sizing, treatment status, top markets, and channel reach into a single structured dashboard — ready for a client presentation or DTC planning brief.
Paste your standard DTC brief structure after the prompt: "Use this template layout: [paste structure]." Cora will populate it with the data it just pulled — no reformatting needed.
Visual Results
Get DTC patient data formatted as charts, ranked tables, and exportable grids — ready to paste into a slide deck or Excel without reformatting.
Add these to any DTC prompt for instant formatting: "Return as a ranked table, highest to lowest" · "Format as a percentage breakdown for a pie chart" · "Table with headers so I can paste into Excel."
HCP + DTC Together
Plan coordinated HCP and patient campaigns with aligned clinical criteria and shared priority markets — in the same Cora conversation. When both sides share the same data foundation, messaging stays consistent from provider to patient.
Campaign Planning
Integrated campaigns require HCP and patient audiences that are geographically aligned, strategically complementary, and built from the same data foundation. Use Cora to plan both sides of the campaign in a single conversation.
Always compare HCP and patient universes by market before building either audience. Misaligned targeting — where your HCP campaign reaches one region and your DTC campaign reaches another — wastes budget and reduces the reinforcement effect that makes integrated campaigns work.
Audience Building
Build both your HCP and patient audiences in a single Cora session — ensuring they share the same clinical criteria, geographic focus, and data source before activation in the DSP.
The most powerful integrated audiences are built backwards from HCP behavior — find the patients your target HCPs are already treating, then build a lookalike DTC audience around them. This creates natural alignment between your HCP and patient campaigns without manual geo-matching.
Configuring Instructions for Cora
Cora users can further customize their experience by writing specific instructions for Cora to follow each time they query or request visualizations and artifacts.
"Whenever I request a DSP report, Outcomes report, SEM report, Integrated Impact Report, PLD report, custom report, scheduled report, or any other reporting output, always include all of the following advertiser IDs by default — do not ask me to pick one, and do not fall back to the single advertiser pre-selected in the UI: 12345 — [Advertiser Name]; XXXXX — [Advertiser Name]; XXXXX — [Advertiser Name]; XXXXX — [Advertiser Name] (add one line per advertiser)."
"Rules for applying this scope: If the requested report tool accepts multiple advertiser IDs, pass all of them in a single call. If the tool accepts only one advertiser ID per call, run the report once per advertiser ID above and consolidate the results into a single response (one combined table or one section per advertiser, clearly labeled with the advertiser name and ID). Always label every row, section, chart, and artifact with the advertiser name and ID so results from different advertisers are never ambiguous. Only narrow the scope when I explicitly name a subset in the request (e.g. ‘just for Advertiser 10001’ or ‘only my oncology advertisers’) — in that case, use only the advertisers I named. This default applies to reports only. For audience creation, media planning, campaign setup, and other non-report actions, continue to use the advertiser I specify or the one pre-selected in the UI."
"When I ask about underperforming KPIs (CTR, pacing, AQ) always decompose it to root cause first (missing CT URL, bid floor) before giving me a recommendation."
"Before answering an Outcomes question, confirm which report type is active for the advertiser I’m asking about (HCP, DTC, or Integrated) and tell me if the metric I asked for is not available on that report type rather than returning a blank or partial answer."
"When I ask you to build or schedule a report, default the recipient(s) to [email address(es)] and the cadence to [daily/weekly/monthly] unless I say otherwise. For PLD/NPI reports, always confirm the advertiser has PLD configured prior to running it, don’t just attempt it and fail silently."
"Whenever you display a specialty breakdown, use sub-specialty, not major specialty. If Internal Medicine or similar rollup category would dominate the result, break it out into actual sub-specialties instead of grouping them."
HCP Prompt Library
Click-to-use prompt templates for every HCP planning scenario. Replace bracketed placeholders with your specific condition, drug, or geography.
Basic vs. Better Prompts
Small changes to how you ask make a big difference in the quality and usefulness of Cora’s response. Each example below shows a common basic prompt and an improved version with the key upgrades highlighted.
Best-Practice Prompt Library
Click any prompt to copy. Replace bracketed placeholders with your specific condition, drug, or geography.
DTC Prompt Library
Click-to-use prompt templates for DTC patient planning scenarios. Replace bracketed placeholders with your specific condition, drug, or geography.
Lists Format Guide
When uploading HCP target lists or ZIP code lists to Cora, your file must follow these exact specifications. Column headers are case-sensitive.
| List Type | Supported Format | Required Column | Optional Columns | Max Columns | Notes |
|---|---|---|---|---|---|
| HCP Target List | XLSX, CSV, GSheet (via MCP) | NPIRequired | Up to 3 custom columns (e.g. Region, Tier) | 4 total | Header must read exactly NPI. Custom columns can narrow the audience later. |
| ZIP Code List | XLSX, CSV, GSheet (via MCP) | ZipcodeRequired | RadiusRequired | 2 only | Used for geographic radius targeting around specific zip codes. |
Once your list is uploaded, continue the conversation to explore channel reach, compare against competitor prescriber profiles, or refine with exclusion filters. The entire planning-to-activation workflow happens in one place — no need to leave your AI tool.