Conversation AI Edit & Manage Prompts

Conversation AI Edit & Manage Prompts

June 25, 20242 min read

A real estate agent can customize bot prompts for appointment scheduling, tailoring the bot's responses to match the brand's tone and including specific property details within the conversation to provide a more personalized experience for clients.

Conversation AI Edit & Manage Prompts: This feature empowers businesses to tailor the bot's personality, instructions, and responses for a personalized conversational experience.

⭐️ Why Does It Matter To Your Business?

  • Tailored conversational experience: Businesses can customize prompts for each intent, ensuring that the bot's responses align with the context of the conversation and reflect the brand's personality.

  • Enhanced communication effectiveness: Add instructions or guidance within each intent, including important business information, to improve clarity and relevance during interactions with clients, customers, and leads.

  • Dynamic context support: Utilize custom values and field support to incorporate dynamic context into conversations, enhancing the bot's ability to provide personalized and relevant responses.

⭐️ How To Use Conversation AI Edit & Manage Prompts:

1. Access the settings in your account.

2. Access the Conversation AI tab from the left navigation menu. Go to Configure Intents > Edit Prompt

3. You can edit who the bot is and anything else the bot should know. 

4. You can add the custom values If needed, click on the “+Add Custom Values” button.

5. You can select a template if you like and also reset the changes to default, by clicking on the respective buttons.

6. To edit the prompt for the Appointment Booking bot. Turn on the toggle and click the Edit prompt.

7. All the settings are the same as in the “Support and general question and answer” bot, but you can add conversation flow in the booking bot by clicking on the “+ Add button.”

8. Select the required calendar and check the box if you want the bot not to book the appointment and only send the booking link.

Elevate communication efficiency and personalization within the CRM with the ability to customize bot prompts, empowering businesses to create engaging and relevant conversational experiences for clients, customers, and leads.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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