Using the AI prompt builder

Writing a great system prompt from scratch is hard. The AI prompt builder does it for you: describe your business in a few words and it produces a complete, voice-ready set of instructions you can use as-is or refine.

When to use it

• You're creating your first agent and don't know where to start.
• You want a professional baseline you can then tweak.
• You're refreshing an older prompt that's grown messy.

How to use it

1. Open an agent (or New agent) and find the instructions field.
2. Click Build with AI (the prompt builder).
3. Tell it about your business — what you do, your tone, key do's and don'ts, and how it should handle common situations.
4. It generates a structured prompt covering the agent's role, voice, behavior, and guardrails.
5. Review the result, edit anything you'd like, and Save.

What makes a good input

The more specific you are, the better the result. Helpful things to mention:

• Who you are — business name and what you offer.
• Tone — friendly, formal, energetic, calm.
• Top tasks — book appointments, answer pricing questions, qualify leads.
• Boundaries — what the agent should not do or say.
• Escalation — when to transfer to a human.

After generating

Treat the output as a strong first draft:

• Read it aloud — it's meant to be spoken, so it should sound natural.
• Add any specifics the builder couldn't know (exact policies, special offers).
• Pair it with your knowledge base so the agent has the facts to answer from.
• Run a test call and adjust.

Tip: the prompt sets behavior; your knowledge base supplies facts. Use both together for the best results.

Next step

Prefer a ready-made starting point? Browse the agent templates.