AI Prompt Script Generation

Auto-generate a complete, professional AI agent script from a simple setup form.

Overview

AI Prompt Script Generation helps you create a high-quality assistant prompt in seconds.

Instead of writing a long script manually, you enter your business details (agent name, company, industry, greeting, services, FAQs, escalation rules, etc.) and Call Agent AI generates a complete, structured script you can edit and use immediately.

What this feature gives you

• A full agent script generated automatically

• Industry-specific structure (Healthcare, Real Estate, Sales, Customer Service, and more)

• A consistent format that includes everything needed to go live:

  • Identity & role

  • Voice style rules

  • Call/chat flow

  • Data collection

  • Booking logic (if enabled)

  • Escalation rules

  • Error handling

---

Where to Find It

You can generate prompts in two places:

A) Build Your Assistant Wizard (Recommended)

• Go to Assistants

• Click + Build Your Assistant (top-right)

B) Existing Assistant → Call Script Tab

• Open an assistant

• Go to Call Script

• Use Generate Prompt with AI (sparkles icon)

---

Wizard Flow

This is the standard flow when creating a new assistant.

Step 1–3: Start + Choose Agent Type + Select Industry

You’ll select:

• Agent type (Voice, Zoho-connected voice, or chatbot)

• Industry template (Healthcare, Sales, Real Estate, etc.)

---

Step 4: Customize Your Agent

This is the most important step — your inputs directly shape the generated script.

Common fields in Step 4

• Agent Name + Company Name

• Inbound/Outbound call type

• Greeting

• Instructions (plain English “how the agent should behave”)

• Brand personality and tone

• FAQs / common questions

• Services / appointment types (with Cal.com Event IDs if booking is enabled)

• Escalation scenarios

• Topics to avoid

• AI model + voice selection (with preview)

Generate the script

Click Generate AI-Enhanced Prompt.

Result: Your full script is generated and appears in Step 5.

---

Step 5: Review & Edit Your Script

In this step you can:

• Review the full prompt

• Edit it directly in the editor

• Go back to Step 4 to adjust inputs (then re-generate)

• Click Save Configuration to continue

Tip: Treat Step 5 as your “final draft” — polish wording, add special rules, and tighten escalation instructions before going live.

---

Step 6: Test Your Agent

Test using Hear the AI in action (Web Call Preview).

From here you can optionally:

• Connect Zoho CRM (if using Zoho agent type)

• Add a phone number (Twilio)

• Skip and configure later

---

Call Script Tab View Modes

After creation, you’ll manage prompts in the Call Script tab.

1) Quick View (Summary)

• AI-generated summary of your prompt (3–5 bullets)

• Read-only

• Best for quickly understanding what an agent is designed to do

2) Full Script (Editable)

• Full prompt displayed

• You can edit directly

• Shows an “Unsaved changes” indicator when modified

3) AI Modifier (Guided Edits)

• Tell the AI what to change in plain English

• It updates the prompt while keeping structure intact

Examples:

• “Make the agent more formal”

• “Add appointment confirmation steps”

• “Include pricing and refund rules”

---

Generate Prompt With AI Button

This opens the full prompt generator with two modes:

Guided Mode

A structured form where you define:

• Agent identity (name + company)

• Call type (inbound/outbound)

• Industry template

• Greeting

• Instructions

• FAQs

• Services / booking details

Available function families (depending on configuration):

• Booking (Cal.com): availability, booking, reschedule, cancel

• CRM (Zoho-only): lookup/create customer records

• General: knowledge base + human transfer/escalation

Custom Mode

For advanced users:

• Describe your agent in plain English

• AI produces a full professional prompt (structured sections included)

Example input:

“Create a friendly dental receptionist who books appointments, answers insurance questions, and escalates emergencies.”

---

Zoho Variables (Zoho Agents Only)

The Zoho Variables button inserts dynamic CRM data into prompts so your assistant can personalize conversations (e.g., customer name, existing account details, etc.).

Use this when your assistant needs to:

• Recognize returning callers

• Reference existing customer information

• Log/update data in Zoho CRM

---

How Script Generation Works (Admin / Technical)

This section is for internal admins and developers.

High-level flow

1. User completes wizard inputs (Step 4)

2. User clicks Generate AI-Enhanced Prompt

3. The app compiles a single prompt request

4. A backend endpoint generates the full script using an AI model

5. The script is returned and shown in Step 5 for editing

API endpoint (internal)

POST /api/assistant/generate-prompt
Body: { prompt: string, model: 'gpt-4o-mini' }
Response: { success: true, generatedPrompt: string }

Script structure generated

The output typically includes:

• Identity & role

• Voice & communication style

• Call flow

• Data collection

• Services & booking (if enabled)

• Escalation protocol

• Error handling

---

Best Practices

• Use Instructions as your “single source of truth” (clear, plain English)

• Keep appointment types simple and distinct (avoid overlap)

• Add hard rules for compliance and escalation

• Always test after generation using Web Call Preview

• Use Quick View to sanity-check the agent purpose at a glance