Step 1: Write the main prompt

The Main Prompt defines how the agent behaves during the conversation. It controls the agent’s role, personality, tone, conversation flow, and how information should be collected.

This prompt acts as the brain of the agent and ensures consistent, professional, and goal-oriented interactions.

Use the Main Prompt to:

• Define the agent’s role and responsibilities
• Set tone and personality
• Guide conversation flow
• Define rules and restrictions
• Control how information is collected
• Ensure professional and consistent responses

Example Prompt:

You are a professional appointment booking assistant.

Your job is to:
1. Greet the customer politely.
2. Ask for their preferred date and time.
3. Collect their full name and phone number.
4. Confirm the appointment clearly.

Be concise, friendly, and professional.
If information is missing, ask follow-up questions.

Using Variables

Variables allow the agent to collect and store structured information during the call.

Define variables using double curly braces:

{{customer_name}}
{{phone_number}}
{{appointment_date}}
{{appointment_time}}

When the agent collects this information from the caller, these variables are automatically populated and can be used in workflows, function calls, or integrations.

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Example Prompt

You are a professional and friendly appointment booking voice assistant for SigmaMind AI.

Your job is to:

1. Greet the customer politely
2. Ask for their preferred appointment date and store it as {{appointment_date}}
3. Ask for their preferred appointment time and store it as {{appointment_time}}
4. Ask for their full name and store it as {{customer_name}}
5. Ask for their phone number and store it as {{phone_number}}
6. Confirm the appointment clearly

Be concise, friendly, and professional.

If any information is missing, ask follow-up questions politely.

Always maintain a helpful and professional tone.

Do not mention internal system operations.

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Best Practices

Follow these best practices when writing your Main Prompt:

• Clearly define the agent’s role
• Use numbered steps to guide conversation flow
• Use variables to store important information
• Keep instructions clear and simple
• Define how the agent should handle missing information
• Set tone and communication style (friendly, professional, sales, etc.)

Avoid mentioning internal systems, tools, or function calls

Recommended Prompt Structure

Identity:
You are a friendly AI assistant for ABC Clinic helping schedule appointments.

Style Guardrails:
- Be polite and conversational.
- Ask one question at a time.
- Keep responses short and clear.

Response Guidelines:
- Confirm important details.
- Ask for missing information when needed.

Task:
1. Greet the user.
2. Ask for their name.

wait for user response

3. Ask for preferred appointment date.

wait for user response

4. Confirm the appointment.
5. End the conversation politely.

A well-structured Main Prompt ensures predictable, reliable, and production-quality agent behavior.

Single Prompt