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Prompt advice

Below is a concise guide on how to craft effective prompts for generating your agent.
  1. Be Specific
    • Include clear, concise instructions.
    • Focus on the exact goal or behavior you want from the agent.
  2. Provide Context
    • Briefly describe your business, product, or service.
    • Share any relevant background info so the AI can respond accurately.
  3. Use Plain Language
    • Avoid unnecessary jargon or repetition.
    • Write in short, direct sentences.
  4. Outline Key Points
    • If there are multiple objectives or questions, list them clearly.
    • This helps the AI structure its response.
  5. Offer Examples
    • If you want a specific style (e.g., friendly, professional), give a sample sentence or two.
    • Demonstrating your preferred tone guides the AI’s approach.
If you’re not sure where to begin, click on any of the Recommendation tiles under “Quick starter.” Each tile contains a ready-to-use prompt outline you can adapt to your needs.
  1. Write Your Requirement
    • In the text box, describe your agent’s purpose, context, and desired tone.
  2. Optional: Use Quick Starter
    • Select a pre-written prompt from the Quick Starter section to jumpstart your description.
  3. Preview Agent
    • Click “Preview agent” to see how it will respond. Adjust your prompt if needed.
  4. Create Agent
    • Once satisfied, click “Create agent” to finalize.
By following these guidelines, you’ll maximize the clarity of your prompts and ensure your AI agent engages leads effectively.

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Creating your own Prompt

Below is a concise, direct guide on writing a prompt for a sales AI agent. Follow these best practices to ensure your agent asks the right qualifying questions, shares clear product information, and includes a call to action with a link.
  1. Name Your AI Agent
    • Start with a brief mention of who the agent is and its purpose.
    • Example: “I’m creating a sales agent named Bella to promote our marketing software.”
  2. Include Brand & Product Details
    • Provide important points about your company and what you’re selling.
    • Example: “Our company, X-Mark Solutions, offers a cloud-based CRM platform to improve lead conversions.”
  3. Qualifying Questions
    • Specify the questions you want the agent to ask to understand the prospect’s needs.
    • Example:
      1. “What is your main sales challenge?”
      2. “How many leads do you typically manage per month?”
      3. “Are you interested in automating follow-up campaigns?”
  4. Call to Action Sentence
    • Tell the agent to directly invite the prospect to take an action.
    • Example: “Would you like to learn more about how our CRM can double your sales pipeline?”
  5. Confirmation with Link
    • Provide a link for booking, signing up, or requesting a demo.
    • Example: “Great! Please click this link to schedule a 15-minute demo: YourDemoLink.com.”
  6. Clear Requirements
    • Use bullet points or short sentences to explain each step.
    • Keep it straightforward and in a direct, sales-focused tone.
Sample Prompt (you can copy/paste and adjust):
“Create a sales AI agent named Bella for X-Mark Solutions. The agent should:
  • Briefly introduce our cloud-based CRM and how it helps increase lead conversions.
  • Ask 3-4 qualifying questions about the prospect’s current sales process.
  • Use a direct call to action inviting the prospect to learn more.
  • Provide a confirmation link for scheduling a demo: YourDemoLink.com.
  • Maintain a clear, concise, and results-oriented sales tone throughout.”
  1. Paste your prompt into the text box.
  2. Preview agent to see the conversation flow.
  3. Refine if needed (e.g., adjust questions, tone, or CTA).
  4. Create your agent once satisfied.
By following these guidelines, you’ll ensure your sales AI agent is set up to qualify prospects, clearly communicate product benefits, and drive them to the next step.
📝 Here’s an example of a prompt you can use