Build your AI prompt
Shape how your AI agent behaves on calls: its persona and model, its instructions and quick replies.
Where to find it
Home › Setup wizard › Build your AI prompt
Open this screen
Steps
- Open Home › Setup wizard and go to Build your AI prompt (step 3).
- It opens on the AI agent that answers the line you chose in step 1. To edit another agent, choose it in AI agent.
- Set the persona and model, and write or generate the instructions in System prompt.
- Add Quick replies & prompts if you use them.
- Press Save. The persona and the prompt are saved together.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| AI agent | Which of your agents' prompt you edit. | — |
| System prompt | The instructions your agent follows. | — |
| Language | Shown here only. The call language is set in step 1, Phone line and business hours; Go to step 1 opens it. | — |
Troubleshooting
"Live calls answer with another of your agents. Choose it above to edit the prompt calls use."
Pick the agent that answers your calls in AI agent.
"Your organisation has no AI agent of its own yet. Saving the prompt creates one."
Write the prompt and press Save; the agent is created for you.
Tips
- The banner at the top says whether live calls use this prompt.
- The voice is chosen in the next step, Choose your agent's voice.
Good to know
- This step is optional.
- Only workspace managers can change it; others can read it.
Related how-tos
- Setup wizard Set up phone answering in seven steps, one at a time: a phone line and its business hours, your agent's voice, your AI prompt, the knowledge base your agent answers from, who to put through and the rules for calls, a test, then switching your AI agent on.
- Choose your knowledge base in the wizard Pick the knowledge base your AI agent answers this line's calls from: your services, prices, hours and common questions. It works the same whichever voice you chose.
- All agents See every AI agent in your organisation, which phone lines each one answers, and open one to change it.
- Choose the AI's voice Pick the voice your AI agent speaks with on calls for the whole workspace.