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
When Using Helix AI in Claude or ChatGPT
Helix AI is an MCP that can be used within LLMs such as Claude and ChatGPT. These tools have access to multiple tools and knowledge sources. To ensure your results are grounded in DeepIntent Helix's trusted health data foundation — not general AI knowledge — add an explicit data anchoring phrase to your prompts.
Please Note: When using Helix AI directly within the DeepIntent DSP, data anchoring happens automatically. No additional prompt instructions are needed.
Without anchoring phrases, your LLM may blend general medical knowledge with Helix data. For audience sizing, competitive analysis, and channel reach, always anchor to DeepIntent Helix so every number you share with a client is sourced from verified, privacy compliant health & media data.
Adding an anchor phrase takes two seconds and eliminates ambiguity.
Use these anchoring phrases — click any to copy:
Lock the Conversation to Helix-Only
Add one of these at the start of your session to set a firm data constraint:
Qualifying Data & Verifying Sources
If you want to know more about the data within a plan, simply ask your LLM which data powered the response. These prompts help you verify that your answer is only drawing from DeepIntent's proprietary HCP data — not general AI knowledge.
Step 1 — Ask Your LLM to Declare Its Sources
To verify the data source Claude is using in a report, follow up with one of these:
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)
HealthFirst Audiences (HFA) are DeepIntent's privacy-safe patient segments built from real-world health data. Use Helix AI to build and size 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 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
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, 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.