About prompting

Prompting is the process of giving your agent clear instructions on how to interact. Think of it as writing an improv script—instead of fixed lines, you’re providing guidelines and context that help the agent generate natural, helpful responses.

Good prompting ensures your agent:

• Understands the business and user needs.
• Responds in a clear, engaging, and helpful way.
• Guides conversations toward the desired outcomes.

At its core, prompting is just providing directions. Like any set of directions, the quality of the outcome depends on how well they’re written.

About prompting

• Tip 1: Every new agent comes with a base prompt to get you started.
• Tip 2: You can also use Co-Pilot to generate the first version of your prompt automatically.
• Tip 3: Refine auto-generated prompts to better suit your needs.

Best practices for writing effective prompts

1. Be clear and specific.

Ambiguous instructions lead to unpredictable results. Define the agent’s role, tone, and objective explicitly.

✅ Good prompt: “Greet customers warmly, introduce yourself as a real estate agent, and ask if they’re looking to buy or rent.”

❌ Vague prompt: “Talk to the customer about real estate.”

2. Provide context.

Your agent performs better when it understands who it’s speaking for and who it’s speaking to.

✅ Include details like:

• Company background (What does the business do?)
• Target audience (Who is the agent helping?)
• Goals (What should this conversation achieve?)

3. Guide the conversation flow.

While AI-generated conversations should feel natural, they also need structure to ensure a useful exchange. A strong prompt outlines:

✅ Include:

• Key questions to ask (e.g., “What’s your budget range?”)
• Information to collect (e.g., location, preferences, contact details)
• How to respond in common scenarios (e.g., if a customer isn’t ready to buy)

4. Anticipate common objections.

Customers may have concerns like budget limits or a hesitation to switch providers. A good prompt prepares the agent to handle these smoothly.

✅ Example: “If the customer mentions price concerns, explain available financing options.”

5. Keep It concise.

Overloading the agent with excessive details can lead to confusion. Instead of long paragraphs, use short, clear instructions.

❌ Too complex: “In cases where a customer is hesitant about scheduling a consultation due to uncertainty about the process, offer reassurance by explaining the steps and emphasizing how easy and beneficial the experience will be.”

✅ Better: “If the customer is hesitant about booking, briefly explain the process and its benefits.”

6. Test and iterate.

AI doesn’t always get it right on the first try. After launching your agent:

• Review interactions and identify areas for improvement.
• Adjust the prompt to refine responses.
• Keep prompts updated as your needs evolve.

A well-crafted prompt will make your Synthflow AI agent more effective.

By following the best practices of being clear, providing context, then testing and iterating, you can create a productive agent that excels in helping your customers.

**Tip 1: With every new Synthflow agent we give you a base prompt to work from. **

**Tip 2: Use Co-Pilot to generate the 1st iteration of your prompt. **

How to Create Effective Prompts

💡 Prompting is only providing directions. The quality of the outcome is depended on the quality of the direction.

Our prompts follow a specific structure that ensures the highest quality of our conversations:

1. Background Information Components

   1. Company Overview: Helps potential clients understand the company’s mission, approach, and market standing, reassuring them of its capability to meet their needs.
   2. Target Audience: Guides the customization of the dialogue to fit the intended audience’s specific characteristics, expectations, and preferences.
   3. Value Proposition: Acts as a key selling point that compels the target audience to engage further by illustrating the direct benefits they will receive.

2. Agent profile

   1. Name: Personalizes the AI agent, making interactions feel more engaging and less automated.
   2. Role: Clarifies the agent’s function in the customer journey, emphasizing support and guidance.
   3. Goal: Directs the conversation toward achieving specific outcomes, such as gathering leads, providing information, or scheduling meetings that align with the company’s business objectives.

   Example

   text

   BACKGROUND INFO
   Company Overview: Majestic Estates, a modern real estate firm, excels in delivering unique and effective home selling solutions. By integrating AI technology and substantive market analysis, we ensure our clients’ listings garner notable attention and competitive offers.
   Target Audience: Homeowners poised to place their properties on the market, encompassing a spectrum from quaint dwellings to grand estates.
   Value Proposition: We provide a holistic service package inclusive of expert home valuations, customized marketing plans, and an expansive network of eager buyers, aiming for a rapid and lucrative property sale.
   Agent Details:
   Name: Jessica
   Role: AI Real Estate agent
   Goal: To initiate a dialogue with potential sellers about the prospects of selling their home and to arrange a valuation and strategy meeting with our skilled agents.

3. Objection Handling

4. This part involves strategies and responses to potential objections or concerns that the client might raise during the conversation.

5. Objection handling prepares the AI agents for potential hurdles in the conversation, ensuring they can respond effectively and keep the interaction on track toward its goal. It’s crucial for addressing client concerns and maintaining a positive and solution-focused dialogue.

1. A structured guide that outlines the specific conversation flow, including questions to ask, key points to cover, and responses to common scenarios. Remember give instructions in the best scenario possible.
2. The conversation is adaptable, but this serves as a foundation to ensure consistency and completeness in information exchange.

Example

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SCRIPT INSTRUCTIONS:
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1. Initial Outreach:
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Instruction: Introduce yourself and inquire if the prospect has contemplated selling their property or needs guidance in the current real estate market scenario.
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2. Discuss Valuation Interest:
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Instruction: Explore whether the homeowner has pursued a recent professional evaluation or expresses interest in discerning their property’s current market value.
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3. Valuation Scheduling:
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Instruction: Propose arranging a valuation meeting with an expert agent to offer a comprehensive market analysis and develop a customized sales plan, soliciting a preferred time for the meeting.
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4. Meeting Confirmation:
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Instruction: Confirm the appointment details, introducing the assigned agent and highlighting their market acumen and success in aiding homeowners through the sale process.
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5. Closing Remarks:
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Instruction: Express gratitude for the opportunity to assist in their home selling endeavor, reassuring ongoing support throughout their journey.