Add Prompts to Assistant

Overview

This guide will walk you through adding prompts to your assistant in the Call Agent AI backend system. Prompts are key to defining your assistant’s personality and shaping its responses during customer interactions. They help establish the tone and direction for how your assistant handles various scenarios. Crafting effective prompts is essential, as they determine the quality of your assistant’s responses and overall performance.

Begin by outlining your assistant’s purpose and desired tone—whether it's friendly, professional, or supportive. For example, if your assistant functions as a receptionist, you might want it to adopt a warm and welcoming tone to create a positive first impression. Be sure to include responses for common customer queries, ensuring smooth interactions and the delivery of accurate, helpful information every time.

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Watch the Tutorial

For a visual walkthrough, watch the instructional video here: How to Add Prompts.

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Step 1: Log In and Access the Assistants Tab

1

Sign in to your Call Agent AI account. You can login here.

2

From the Dashboard, navigate to the Assistants tab on the left-hand side of the screen. Here, you will see a list of all the assistants you have created.

Step 2: Select the Assistant to Configure

1

Find the assistant you want to configure.

2

Click on the Preview button under the desired assistant. This will open the assistant's settings.

Step 3: Access the Prompt Configuration Section

1

In the assistant settings, click on the Prompt section. This is where you can set up prompts to guide your assistant’s responses and interactions.

2

Select Your Assistant Type and Set a Custom Greeting

When setting up your assistant, you'll need to choose between an Inbound Assistant or an Outbound Assistant, and configure a custom greeting accordingly.

🔹 Inbound Assistant

• This type of assistant is designed to respond to incoming requests or interactions initiated by users.

• How to add a custom greeting: Simply enter your desired greeting message directly into the Custom Greeting field provided in the setup interface.

• Example: “Welcome! How can I assist you today?”

🔹 Outbound Assistant

• This assistant initiates conversations or engages with users proactively.

• How to add a custom greeting: Since outbound assistants rely on predefined prompts, you’ll need to include your custom greeting within the prompt itself rather than using the separate Custom Greeting field.

• Example in prompt: Opening greeting: “Hi there! I’m here to help you get started. Do you have a moment to chat?”

Step 4: Add Prompts to Shape the Assistant’s Identity

Start with a solid foundation by carefully planning prompts.

1

Define the Assistant’s Role and Personality

• Start with a clear description of your assistant’s role and personality.

Example: If your assistant acts as a receptionist, give it a friendly and helpful persona.

2

Add Sample Scripts for Common Scenarios

• Include specific sample scripts to guide your assistant in handling common situations.

• Think of scenarios that match your typical callers’ needs.

Examples of Common Scenarios:

• Office Hours: “Our office hours are Monday to Friday, 9 AM to 5 PM.”

• Location: “We are located at 123 Main Street, Suite 456.”

• Service Details: Provide concise information about services offered.

3

Focus on Frequent Inquiries and Follow-Up Responses

• Cover common questions and potential follow-ups.

• Ensure responses are concise, accurate, and helpful.

Double-check the prompts to ensure they reflect the tone and knowledge you want for your assistant.

Step 5: Save Your Changes

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Once all necessary prompts are added, click the Submit button located at the upper-right corner of the screen. This will save your configurations.

Step 6: Test and Adjust Your Prompts

1

Regularly test your assistant to ensure it is responding correctly to customer inquiries.

2

If needed, update or modify the prompts to improve the assistant’s performance.

Regularly test and refine prompts for better accuracy and performance. Click here for more tips on using AI prompts effectively.