Overview
The AI Prompt Editor offers:- Conversational editing – Describe changes in simple language
- Intelligent suggestions – The AI understands context and applies relevant modifications
- Review before applying – Accept or reject each change individually
- Variable management – Easily manage pre-call and post-call data
- Template library – Get started with proven prompt templates
Getting Started
Open the assistant
Navigate to Assistants in the side menu and click on the assistant you want to edit.
Find the AI Prompt Editor
Scroll down in the edit form to the System Prompt section and locate the AI Prompt Editor tab.
You must save your assistant at least once before you can use the AI Prompt Editor.
Interface Overview
The AI Prompt Editor consists of three main areas:Chat Panel (Left Side)
This is where you interact with the AI:- Enter your requests in the input box at the bottom
- View the conversation history above
- Use quick-action chips for common tasks:
- Make more concise – Shorten the prompt
- Add more details – Expand with specifications
- Improve clarity – Make instructions easier to understand
- Add instructions – Include new behavioral guidelines
Editor Panel (Right Side)
Displays your current prompt with two tabs:- System Prompt – The main instructions for your assistant
- First Message – The greeting at the beginning of the call
Side Tabs
- Variables – Manage variables for pre-call data
- Post-Call – Define data to be collected after the call
Using the Chat
Making requests
Simply describe what you want to change:Example: Make tone friendlier
Example: Make tone friendlier
You: “Make the tone friendlier and more relaxed.”AI: The AI will suggest changes to make greetings warmer, use more conversational language, and soften formal phrases.
Example: Add information
Example: Add information
You: “Add information about our return policy – 30 days no questions asked.”AI: The AI will find the appropriate place in your prompt and add details about the return policy.
Example: Handle scenario
Example: Handle scenario
You: “Add instructions for dealing with angry customers.”AI: The AI will add behavioral guidelines for de-escalation and specify when to escalate to a human agent.
Tips for better results
- Be specific – “Mention a 10% discount” works better than “Add discount info.”
- Provide context – “If asked about pricing, mention…” helps the AI understand better.
- One change at a time – Break complex changes into multiple requests.
Reviewing changes
When the AI suggests changes, they appear in the diff view:- Green highlight – New text to be added
- Red highlight – Text to be removed
- Blue highlight – Text that has been modified
Accepting or rejecting changes
Each change has two buttons:- ✓ Accept – Apply this specific change
- ✗ Reject – Discard this change
- Accept all – Apply all pending changes
- Reject all – Discard all pending changes
Variables
Variables allow you to personalize calls with dynamic data.Adding variables
- Click the Variables tab
- Click Add variable
- Enter a name (e.g.,
customer_name,appointment_time) - Set a default value
Using variables in prompts
Include variables directly in your prompt using curly braces:{variable_name}
Example prompt:
Post-Call Schema
Define structured data you want to collect during or after the call.Adding post-call fields
- Click the Post-Call tab
- Click Add field
- Configure:
- Name – Field identifier (e.g.,
meeting_scheduled) - Type –
string,number, orboolean - Description – What this field captures
- Name – Field identifier (e.g.,
Example fields
| Name | Type | Description |
|---|---|---|
meeting_scheduled | boolean | Whether an appointment was booked |
interest_level | string | Customer interest: hot, warm, cold |
callback_time | string | Preferred date/time for callback |
objection_reason | string | Main reason for rejection if interest is low |
Templates
When you open the AI Prompt Editor for the first time, you can start with a template:- Continue with existing – Keep your current prompt
- Start from scratch – Begin with an empty prompt
- Start with a template – Choose from prebuilt prompt templates
- Sales calls
- Customer support
- Appointment scheduling
- Surveys and feedback
- Lead qualification
Saving your work
Click the Save button in the top right to save all changes to your assistant.The editor automatically detects unsaved changes. If you try to close without saving, you’ll be prompted to save or discard.
Best Practices
Start with templates
Templates provide proven starting points. Customize them instead of starting from scratch.
Iterate gradually
Make small changes, test them, and refine. Avoid overhauling everything at once.
Review every change
The AI is helpful but not perfect. Always check suggestions before accepting.
Test after editing
Conduct test calls after changes to ensure the assistant behaves as expected.
Related resources
- System Prompt Guide – Deep dive into writing prompts
- Flow Builder – Visual alternative for conversation design
- Testing Assistants – How to test your changes