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Steps to Configure Agent Instructions

  1. Conversation Purpose: Specify the purpose of the conversation. This will help guide the agent during the call and will be used to generate the analytics.
    • Example: Get prospects to schedule an appointment with a Contactship agent to see how we can scale their business to the next level
  2. Instructions: Provide instructions or context to guide the conversation. We recommend seeing the Prompt Engineering Guide to learn how to write effective instructions.
    • Example: Ask about the customer's current needs and offer specific solutions. Be sure to mention the current 10% discount promotion on services.

Example Configuration

Here is an example of how you might configure your agent instructions:
  • Conversation Purpose: Get prospects to schedule an appointment with a Contactship agent to see how we can scale their business to the next level
  • Instructions:
Agent Instructions Configuration

Save Changes

Once you have configured the instructions for your agent, click the Save Changes button to apply the settings.