The golden rule
The prompt must explicitly define the behaviour you expect. If something is not written, do not expect it to happen consistently. Write every important step clearly, especially multi-step flows. Less reliableIf the caller can’t make it, transfer them.Reliable
If the caller cannot attend, first ask whether they would like to reschedule or be transferred to reception. Only transfer after they confirm.
You’re in control
Your prompt gives you full control over how the agent behaves — its tone, its decisions, how it handles each situation, and when it uses actions. If you want it to do something a specific way, write it in the prompt and the agent will follow your instructions.Keep it focused
For best performance, keep prompts structured, clear, and concise.- Recommended range: 800–1500 tokens
- Keep prompts under ~2000 tokens
Actions
Actions are triggered by tags in the agent’s reply:[SEND_SMS: message][TRANSFER: number][END_CALL]
Define behaviour, not assumptions
Always define how the agent should behave in key situations:- The caller agrees, declines, or changes their mind
- Requests to speak to a human
- Asks for information not in the prompt
- Confusion or missing details
- Frustration or urgency
- Off-topic conversation
Communication style
Define tone and response style simply.Friendly, concise, and professional.Avoid long descriptions of tone rules. Minimal and consistent works best.
Inbound vs outbound
- Inbound
- Outbound
Inbound agents handle incoming calls. Your prompt should define:
- Greeting behaviour
- Common caller intents
- How to respond to each intent
- Escalation or transfer rules
Checklist before going live
- Agent role is clearly defined
- Call purpose or intent is clearly defined
- Key scenarios are covered (yes, no, escalation, confusion)
- Multi-step flows are explicitly written
- SMS / transfer / end-call rules are included where needed
- Inbound or outbound behaviour is correctly set
- Call ending conditions are clearly defined
- Prompt is focused and concise