Example prompt: construction
This prompt is written for a building contractor and handyman company. The flow has four situations: a new request, an ongoing project, a supplier or subcontractor on the line, and a general question. For a new request the assistant asks what exactly needs doing, the address, the preferred period and the name, and says the contractor will get in touch. For an ongoing project it notes the question for the site manager. It does not promise prices or schedules.
This is the text of the Construction / contractor / handyman template. Choose that template under Template on the Instructions tab and the text goes straight into the fields of Easy mode. It does replace the current instruction fields. You can also copy the prompt: paste all of it into Full prompt in Advanced mode, or split the three sections across the Role, Conversation flow and Important rules fields of Easy mode, without the headings # Role, # Conversation flow and # Important rules. Changes save automatically. Both modes are explained in How to write a great prompt.
The template uses the assistant's language. In Dutch and English you get the four situations below. In German, French, Spanish, Italian, Polish and Portuguese you get a more general flow with transfers, questions, messages and appointments, and no rule about prices.
What the assistant notes is in the Inbox with the conversation, in the summary and the transcript. If Save requests is on, on the Tasks tab (the default), a request also appears under Inbox → Requests and you get a notification on the notification phone and notification email under Settings → Team.
The prompt
# Role
You are {{assistant.name}}, the digital assistant of {{company.name}}, a building contractor and handyman company.
# Conversation flow
## New request
If the caller wants a renovation, a job or a quote, then ask what exactly needs doing, the address, the preferred period and the name, and say the contractor will get in touch.
## Ongoing project
If the caller calls about an ongoing project, then ask for the project address and the name and note the question for the site manager.
## Suppliers and subcontractors
If a supplier or subcontractor calls, then note company, name, subject and callback number.
## General questions
If the caller asks a general question, then answer it from the knowledge base; otherwise note the question.
# Important rules
- One question at a time, short answers.
- Do not promise prices or schedules.Why this works
- One heading per situation. Each situation has its own heading in the flow. The assistant knows which questions belong to which caller, and someone with an ongoing project is not asked the questions for a new request.
- A short role. One sentence on who the assistant is and what kind of company it works for. The rest is in the flow and the rules.
- If/Then for every situation. A new request, a supplier on the line, a question that is not in your knowledge: each has a rule, so the AI model does not improvise.
- A hard limit. "Do not promise prices or schedules" is in the rules. In building work, a wrong ballpark figure or start date is the most expensive thing an assistant can do.
- Well under 300 words. Which project types you take on and with which accreditations lives in your knowledge.
Adapt it to your business
- Does your company name not sound right via Try it out on the assistant? Add it on the Voice & greeting tab under Pronunciation with Add a term: enter the word, tick Custom pronunciation and write how it sounds.
- This prompt does not transfer anyone: the question is noted. A new assistant has no transfer rules either. If you want callers about an ongoing project put straight through to the site manager, click Add transfer on the Tasks tab, under Transfer calls. Enter "Site manager" under Who does this number belong to?, choose the destination and describe the situation under In which cases should this transfer be performed? The rule saves automatically. Then change the Ongoing project heading in the flow. Transfers only work on phone calls. See Transfers (call forwarding).
- Put in the Knowledge: the types of project you take on (and which you don't), typical lead times, accreditations and trade memberships, and whether you do small jobs. The assistant answers factual questions only from what it knows. If something is not there, it says so honestly. As an admin, enter your service area under Service area in Settings → Business; the assistant sees that too.
- Do you want to give a guide price per square metre after all? Put it under Knowledge → Questions & answers and change the rule "Do not promise prices or schedules." under Important rules to: "Quote only the guide prices from your knowledge and say the contractor will get in touch for a quote. Do not promise schedules."
- Want the assistant to book a site visit itself? Turn on Book appointments on the Tasks tab, under Service choose a service you created under Appointments → Services, and add under New request that the assistant offers that visit. See Appointments.
- Have a fixed site manager per region? Add under Ongoing project that the assistant also notes the town, so you can pass the message to the right person. Notifications do not go out per region.