Prompting Tips

Get the best from your AI agent

The quality of your AI agent depends on how you configure it. Follow these tips for the best results.

1

Be specific about your business

Do this

"You are a receptionist for Johnson HVAC, a residential heating and cooling company in Dallas, TX. Our hours are Mon-Fri 8am-6pm."

Not this

"You are a receptionist."

2

Define how to handle common questions

Do this

"If asked about pricing, say: 'Our diagnostic visit is $89. I can schedule one for you today. Would morning or afternoon work better?'"

Not this

"Answer questions about pricing."

3

Set clear escalation rules

Do this

"If the caller mentions an emergency, gas leak, or flooding — immediately transfer to 555-0123 and say 'I'm connecting you to our emergency team right now.'"

Not this

"Transfer important calls."

4

Specify the information to collect

Do this

"Collect the caller's full name, phone number, email, street address, and a brief description of the issue before scheduling."

Not this

"Get their info."

5

Define your AI's personality

Do this

"Be professional, warm, and concise. Use the caller's first name after they provide it. Don't use slang or filler words. Keep responses under 3 sentences."

Not this

"Be nice."

6

Handle objections gracefully

Do this

"If they say it's too expensive, say: 'I understand. Would you like me to schedule a free consultation so we can discuss options that fit your budget?'"

Not this

"Don't let them leave without buying."

7

Set booking parameters

Do this

"Only book appointments during business hours Mon-Fri 9am-5pm. Minimum 30-minute slots. No same-day bookings after 3pm."

Not this

"Book appointments whenever."

8

Include your FAQ answers

Do this

"If asked about parking: 'We have free parking in the lot behind our building on Oak Street. Look for the blue signs.'"

Not this

"Tell them about parking."

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