Write an agent’s prompt with Build with AI

Describe the agent you need, by typing or by voice, and get a draft persona and system prompt to review.

Where to find it

Voice › Agent voice › Persona and model

Open this screen
Write an agent’s prompt with Build with AI: the screen on a computer

Steps

  1. Open Voice › Agent voice and choose the AI agent at the top.
  2. In Persona and model, press Build with AI.
  3. Type in Describe what you need, or press Describe by voice and answer the three questions aloud (or type your answers).
  4. Press Write the draft. The draft prompt goes into the prompt editor and the persona fields are filled in.
  5. Replace every [[GAP]] in the draft with the real value.
  6. Press Save persona, then Save in the bar at the bottom.

Settings on this screen

SettingWhat it doesDefault
Describe what you needWhat the agent should do, for which business, how it should sound and any rules.—
Describe by voiceAsks: what should this agent do and for which business, how should it sound on the phone, and any rules it must follow. Your answers are added to the description.—
Write the draftWrites the persona and a full system prompt from your words and your organisation’s own knowledge.—

Troubleshooting

“The AI could not write a draft just now. Please try again.”

Press Write the draft again in a moment.

“Fill in every [[GAP]] before saving.”

The draft marks figures it could not find as [[GAP]]. Replace each one, then save.

“The microphone could not be used. Check the browser’s permission, or type instead.”

Allow the microphone for this site in your browser, or type the description.

Tips

  • If you picked a library card first, the draft is built from that template.

Good to know

  • The draft uses only what you said and your organisation’s knowledge; it does not invent prices or hours.
  • Only workspace managers can use Build with AI.

Related how-tos

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