Overview

Prompts are essential instructions written in natural language processing NLP that guide your AI agents on how to behave and respond in various scenarios. This guide will cover the basics of creating and using prompts within our system, ensuring your AI agents perform effectively and according to your specific needs.

Prompt Basics

Prompts serve as a way to communicate detailed instructions to your AI agents. By crafting well-structured prompts, you can control the behavior and responses of your agents, making them more effective in handling tasks. Here’s how prompts are represented and utilized in our system:

Using Predefined Prompts

Our system offers predefined prompts from our template library, making it easy to get started quickly. These templates are designed based on common use cases and best practices, providing a solid foundation for your AI agents.

Steps to Use a Predefined Prompt:

1. Access the Prompt Templates:

  • Navigate to the dashboard.
  • Click on the Skills icon -> on the page open -> click on Create new skill.
  • Browse through the available templates.

2. Select a Template:

  • Choose a template that closely matches your needs.
  • Review the template to understand its instructions and behavior.

3. Review and Customize:

  • To review and customize the template, you must assign it to an agent for testing

Customizing Prompts

In addition to using predefined prompts, you can also customize them to better suit your specific requirements. Customizing prompts allows you to provide more detailed and tailored instructions to your agents.

1. Edit the Prompt Text:

  • Modify the prompt text to include specific instructions or additional details.
  • Ensure the language is clear and concise.
  • Apply and test to test the prompt

Dynamic Variables

Our system supports dynamic variables that allow you to personalize prompts and make them more relevant to your specific context. These variables include:

  • {{aiName}}: Refers to the name of the AI agent.
  • {{aiRole}}: Specifies the role or function of the AI agent.
  • {{companyName}}: Represents the name of your company.
  • {{customerName}}: Refers to the name of the customer interacting with the AI agent.

Adding Custom Variables

In addition to predefined dynamic variables, you can create your own custom variables to further tailor prompts to your unique requirements. Here’s how you can add a custom variable:

Click on “Add New”: Specify the name and purpose of the variable.

Example of Using Dynamic Variables

Here’s an example of how dynamic variables can enhance a prompt:

Hello {{customerName}}, my name is {{aiName}} from {{companyName}}. How can I assist you today with {{aiRole}}?

Result: Hello David, my name is Rachel from Elemente. How can I assist you today with Agent?

Best Practices for Using Dynamic Variables

  • Personalization: Use dynamic variables to make interactions feel more personal and tailored to each customer.
  • Flexibility: Adjust prompts with variables to suit different situations and needs.
  • Review and Testing: Regularly check and test variables to make sure they work correctly in all scenarios.

Follow-up SMS

Our system allows you to create custom follow-up messages sent to customers under various conditions. You can specify when the message should be sent based on the following conditions:

  • On Call Fails: Send a message if the call attempt fails.
  • Before Call: Send a message before the call is initiated.
  • After Call: Send a message after the call is completed