Ask smarter. Plan faster. Activate with confidence.
Everything you need to get the most out of Helix AI — from your first question to building client-ready audience segments, dashboards, and market analyses.
Your First Conversation
Once Helix AI is connected, just talk to it like a knowledgeable colleague. No query language, no dashboards to navigate — just plain English questions. Helix AI translates your intent into the right API calls behind the scenes.
Specifying DeepIntent Helix as Your Data Source
Helix AI has access to multiple tools and knowledge sources. To ensure your results are grounded in DeepIntent's proprietary HCP data — not general AI knowledge — add an explicit data anchoring phrase to your prompts.
Without anchoring phrases, Helix AI may blend general medical knowledge with Helix data when answering. For audience sizing, competitive analysis, and channel reach queries, always anchor to DeepIntent Helix so every number you share with a client is sourced from verified HCP data.
Adding an anchor phrase takes two seconds and eliminates any ambiguity about where the data came from.
Use these anchoring phrases — click any to copy:
Qualifying Data & Verifying Sources
Before acting on any Helix AI answer, it's good practice to confirm which data powered the response. These prompts and techniques help you verify that Helix is drawing from DeepIntent's proprietary HCP data — not general AI knowledge — and let you course-correct if it isn't.
Helix AI is a multi-source system. In some workflows it may combine DeepIntent platform data, claims data, NPI registries, and general medical knowledge. When you're presenting audience sizes, competitive insights, or reach figures to a client, every number should be traceable to a specific Helix dataset — not inferred from training data.
Use the prompts below to ask Helix to declare its sources, double-check the data vintage, and lock future responses to a single authoritative source.
Step 1 — Ask Helix to Declare Its Sources
After any response that includes a number or audience size, follow up with one of these:
Step 2 — Lock the Conversation to Helix-Only
Add one of these at the start of your session or any time you want to set a firm data constraint:
Step 3 — Spot the Warning Signs
Watch for these signals that Helix may not be using proprietary data:
Helix gives a round number like "approximately 50,000 HCPs" without a breakdown — it may be estimating from general knowledge.
The response includes caveats like "based on published literature" or "estimated from national registries" — this is not DeepIntent Helix data.
Helix returns precise figures with specialty breakdowns, NPI counts, or addressable reach percentages — these are signatures of real Helix data.
End every audience query with: "Show the specialty breakdown." If Helix has real data, it can always break it down. If it can't, that's your signal to re-anchor.
HCP Prompts
Size HCP audiences, build segments from Helix queries or NPI target lists, map 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? Helix AI enables you to understand HCP reach based on specialty, degree type, geography, and clinical behaviors.
Intersect multiple conditions in a single question: "How many HCPs treat both asthma AND nasal polyps and prescribe [Client Brand]? Use Helix data only." Helix AI creates the intersection automatically — no manual data joins needed.
Building an HCP Audience
This is where Helix AI goes from insight to action. Define your audience through conversation — layering diagnosis, drug, geography, and degree filters — and Helix creates the segment directly in DeepIntent's DSP.
When building audiences, balance specificity with reach. Too many filters = narrow audience, limited scale. Too few = broad, inefficient spend. Ask Helix: "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 it to HCP Planner and query it directly through Helix AI — including match rate, prescribing behavior, and audience activation.
CSV Header Format
The NPI column header must be exactly: NPI (all caps, case-sensitive). Helix will reject files with headers like "Npi", "npi", or "Npi#". Fix it in Excel or Google Sheets before uploading.
File Size & Upload Method
Files larger than ~20KB (roughly 1,600+ NPIs) must be uploaded via the Helix File Manager widget before prompting — drop your CSV and click "Upload to Server," then reference the filename in your prompt. Files under 20KB can be pasted inline or referenced directly.
Your Advertiser ID
You'll need your numeric Advertiser ID for both upload and audience creation. If you don't know it, start with this prompt:
A healthy match rate is typically 75–90%+. If yours is lower, ask Helix: "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
Identify your position in the competitive landscape — from sizing competitor prescriber bases and finding convertible overlap to mapping true whitespace and tracking year-over-year market trends.
Ask for 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.
Market Analysis & Landscape Mapping
Build a full market picture — share of prescribing, whitespace mapping, and specialty growth trends — anchored in DeepIntent HCP data.
End your market analysis prompt with "Cite DeepIntent Helix as the data source" or "Note the data vintage in your response." This gives your client-facing deliverables the credibility of a sourced, validated dataset — not just AI-generated estimates.
Omnichannel Planning
RFPs consistently ask for omnichannel activation strategies backed by data. With Helix AI, 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 decks.
Save your preferred planning brief structure as a text snippet. At the start of any Helix session, paste it with: "This is my standard planning brief format. Use it for all output in this conversation." Helix will apply your structure to every response going forward.
Illustrative example — numbers reflect Helix 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, Helix may return results as a flowing conversation rather than a scannable layout.
Visual Results
Helix AI 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. The right output format turns a data answer into a story.
Output Format Cheat Sheet — Add to any prompt:
Telling Helix 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 Helix to structure results at the right level of detail — summarized for executives vs. granular for planners.
When you need output that matches your client's or company's visual style, paste your brand guidelines directly into the prompt. Helix will apply colors, fonts, and structure to match. 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 Patient Planning
Size patient universes, build HealthFirst Audiences, map competitive landscape, explore channel and device reach — all in one Helix AI conversation.
DTC Audience Planning
Before building any DTC audience, size your patient population. Helix AI lets you query by diagnosis, treatment, procedure, and clinical intersection — then surface untreated whitespace in a single conversation.
Start broad, then add filters one at a time to see how each layer affects reach. Ask: "What happens to my audience size if I add the GLP-1 filter?" before committing. This prevents over-targeting surprises and gives you a defensible reach story for your client.
Building a HealthFirst Audience (HFA)
A HealthFirst Audience (HFA) is DeepIntent's privacy-safe, clinically-verified patient targeting segment — built directly from your diagnosis, drug, and procedure criteria and immediately available for DTC activation in the DSP.
Before activating, always build both the IQVIA and Symphony Health versions of your HFA and compare. Ask: "Which HFA gives me the best balance of size, AQI, and CPM for this campaign?" One source may have stronger coverage in your target condition — the comparison takes seconds and can meaningfully affect campaign performance.
Competitive & Market Intelligence
Understand how your patient audience maps against the competitive landscape — who is already treated, who is on a competitor drug, and where the untreated whitespace lives.
For conditions with common comorbidities (T2D + cardiovascular, asthma + nasal polyps), ask: "Show me patients with comorbid [condition A] and [condition B]. Use Helix data." Comorbid patients are often the highest-value DTC audience — they see specialists more frequently and are more likely to be actively managed.
Omnichannel Planning & Device Insights
Know where your patient audience spends their time. Helix maps channel reach and device behavior for any patient segment — so your media mix is grounded in data, not assumptions.
A high-volume state isn't always the most efficient. A Prevalence Index above 1.0 means that state has a higher-than-average concentration of your patient population — often a better ROI signal than raw volume alone. Use both metrics together to build a market prioritization story clients find compelling.
Channel & Device Insights
Device behavior shapes channel weighting — especially for older patient populations where CTV and desktop over-index significantly.
Patient populations aged 55+ consistently over-index on CTV and desktop. Always pull a device breakdown before finalizing channel mix — for older condition audiences like COPD, heart failure, or T2D, shifting budget toward CTV can meaningfully improve reach efficiency.
Dashboard Summary
Combine patient universe, demographics, geographic distribution, and channel reach into a single structured output — ready for a client meeting or RFP response.
Paste your standard DTC brief structure after the prompt: "Use this template layout: [paste structure]." Helix will populate it with the data it just pulled — no reformatting needed.
Visual Results
Format patient data as ranked tables, heat maps, and percentage breakdowns — ready to paste into a client deck or spreadsheet without any 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 Helix AI conversation. When both sides share the same data foundation, messaging stays consistent from provider to patient.
Campaign Planning
Compare HCP and patient universes, identify shared priority markets, and build a single integrated data brief — all in one Helix conversation before a single audience is created.
Before building any audience, ask Helix to show you where HCP Prescriber Index and patient Prevalence Index are both above average in the same states. These are your highest-priority integrated markets — where both sides of the campaign can run efficiently.
Audience Building
Build coordinated HCP and patient audiences with shared clinical criteria in a single Helix session — then activate both in DeepIntent's DSP. For the most powerful integrated approach, model your patient audience directly from your HCP target list.
Always align HCP and patient targeting on the same ICD-10 codes from the start. When both audiences share the same clinical foundation, your creative messaging can be coordinated end-to-end. The HCP-modeled patient audience closes the loop — you're reaching patients of the exact HCPs you're already targeting.
HCP Prompt Library
Every prompt below follows best practices — anchored to DeepIntent Helix data and formatted for a clear, client-ready response. Click any prompt to copy it.
Basic vs. Better Prompts
Small changes to how you ask make a big difference in the quality and usefulness of Helix's response.
Best-Practice Prompt Library
Click any prompt to copy. Replace bracketed placeholders with your specific condition, drug, or geography.
DTC Quick Reference
Click any prompt to copy. All templates are anchored to DeepIntent Helix data — replace bracketed placeholders with your condition, drug, or geography.
CSV Format Guide
When uploading HCP target lists or ZIP code lists to HCP Planner, your CSV must follow these exact specifications. Column headers are case-sensitive.
| List Type | Required Column | Optional Columns | Max Columns | Notes |
|---|---|---|---|---|
| HCP Target List | NPIRequired | Up to 3 custom filter columns (e.g., Region, Tier) | 4 total | Header must read exactly NPI — case-sensitive. Custom columns used to narrow audience later. |
| ZIP Code Target List | ZipcodeRequired | RadiusRequired | 2 only | Both Zipcode and Radius are case-sensitive. Used for geographic radius targeting. |
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.