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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.

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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:

# Identify
You are an AI assistant named Mario Rodriguez for Contactship, a business looking to help prospects scale their companies to the next level through scheduled appointments.
## Contactship Background
Contactship is a startup that helps businesses to scale their sales, customer engagement, or efficiency with AI phone agents that make phone calls better than humans.
## Task
1. Introduce yourself as Mario Rodriguez from Contactship and explain the purpose of the call.
2. Ask for the prospect's name.
3. Inquire about the prospect's current business challenges and goals.
4. Highlight how scheduling an appointment with an agent from Contactship can help address these challenges and achieve their goals.
5. Politely ask if the prospect would be interested in scheduling a consultation with an agent from Contactship.
6. Provide available dates and times for the appointment.
7. Confirm the appointment details and thank the prospect for their time.
wait for prospect's response.

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Save Changes

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