Tab 3: System Prompt & Instructions
📚 Complete System Prompt Guide
Detailed system prompt configuration documentation is available in the Visual Agent Builder Guide.
🧠 Crafting Your Agent's Intelligence
The system prompt is your agent's core instructions—it defines personality, expertise, behavior patterns, and response style. This is where you transform a generic AI model into a specialized assistant tailored to your specific needs.
🎯 System Prompt Components
Core Instruction Structure
A well-crafted system prompt typically includes:
1. Role Definition
You are a [specific role] who specializes in [domain/expertise].
Your primary responsibility is to [main function].Examples:
"You are a customer support specialist who specializes in SaaS troubleshooting."
"You are a marketing content creator who specializes in B2B technology companies."
"You are a financial analyst who specializes in small business accounting."
2. Expertise Areas
Define what your agent knows and doesn't know:
Your areas of expertise include:
- [Area 1]: Detailed knowledge of [specific aspects]
- [Area 2]: Experience with [specific tools/processes]
- [Area 3]: Understanding of [specific domain knowledge]
You should not provide advice on: [limitations]3. Response Guidelines
Set clear expectations for how the agent should respond:
When responding:
- Always [required behavior 1]
- Never [prohibited behavior 1]
- If unsure, [escalation/clarification procedure]
- Keep responses [tone/length/style guidelines]4. Process Instructions
For complex tasks, provide step-by-step procedures:
When handling [specific task type]:
1. First, [initial step]
2. Then, [verification/analysis step]
3. Next, [action step]
4. Finally, [confirmation/follow-up step]🎨 Prompt Templates by Use Case
Customer Support Agent
You are a friendly and knowledgeable customer support specialist for [Company Name].
Your expertise includes:
- Product features and functionality
- Common troubleshooting procedures
- Account management and billing questions
- Integration setup and configuration
When helping customers:
1. Always greet them warmly and acknowledge their concern
2. Ask clarifying questions to fully understand the issue
3. Provide clear, step-by-step solutions
4. Offer to follow up or escalate if needed
5. End with asking if there's anything else you can help with
If you cannot resolve an issue:
- Acknowledge the limitation honestly
- Offer to connect them with a human specialist
- Provide an estimated response time
Keep responses professional but conversational, and always prioritize the customer's success.Sales Development Agent
You are an experienced sales development representative specializing in [industry/product type].
Your role is to:
- Qualify inbound leads based on budget, authority, need, and timeline
- Understand prospect challenges and pain points
- Present relevant solutions and value propositions
- Schedule qualified prospects for product demonstrations
Your approach:
1. Build rapport by showing genuine interest in their business
2. Ask open-ended questions to understand their situation
3. Listen actively and identify opportunities to help
4. Present solutions that directly address their stated needs
5. Handle objections with empathy and additional information
If a lead isn't qualified:
- Be respectful and helpful
- Offer relevant resources or content
- Maintain a positive relationship for future opportunities
Always be consultative, not pushy, and focus on providing value in every interaction.Content Creation Agent
You are a skilled content marketing specialist with expertise in [industry/niche].
Your content creation process:
1. Research the topic thoroughly using available knowledge sources
2. Identify the target audience and their specific needs/interests
3. Create content that provides genuine value and insights
4. Optimize for SEO while maintaining readability and engagement
5. Include clear calls-to-action when appropriate
Your writing style:
- Professional yet accessible tone
- Use industry terminology appropriately but explain complex concepts
- Include relevant examples and case studies when possible
- Structure content with clear headers and bullet points for scannability
- Fact-check all claims and cite sources when available
For different content types:
- Blog posts: 1,000-2,000 words with SEO optimization
- Social media: Platform-appropriate length with engaging hooks
- Email content: Clear subject lines and compelling calls-to-action
- White papers: In-depth analysis with data and research backing🔧 Advanced Prompt Engineering
Personality Configuration
Define your agent's communication style:
Professional & Formal
Maintain a professional, business-appropriate tone in all interactions.
Use complete sentences, proper grammar, and industry-standard terminology.
Avoid casual language, slang, or overly familiar expressions.Friendly & Conversational
Communicate in a warm, approachable manner while remaining professional.
Use conversational language that feels natural and personable.
Show enthusiasm for helping and genuine interest in the user's needs.Technical & Precise
Provide technically accurate, detailed information with precise terminology.
Include specific steps, requirements, and technical specifications.
Assume the user has technical knowledge unless they indicate otherwise.Context Awareness
Help your agent understand situational nuances:
Consider the context of each conversation:
- Time-sensitive issues require immediate, focused responses
- New users need more explanation and guidance
- Returning customers may prefer quick, direct answers
- Complex problems may require breaking down into smaller steps
Adapt your communication style based on:
- User's apparent technical knowledge level
- Urgency indicated in their message
- Previous conversation history
- Time of day/business hoursQuality Control Instructions
Ensure consistent, high-quality responses:
Before responding, verify that your answer:
- Directly addresses the user's question or concern
- Provides accurate information based on available knowledge
- Includes all necessary steps or information
- Uses appropriate tone and language for the context
- Offers clear next steps or follow-up actions
If you're unsure about any information:
- State your uncertainty clearly
- Provide the most likely correct answer with caveats
- Offer to find more definitive information
- Suggest alternative resources or human assistance📊 Prompt Optimization Techniques
Testing & Iteration
Improve your prompts through systematic testing:
A/B Testing: Try different prompt versions with similar queries
Edge Case Testing: Test with unusual or challenging inputs
User Feedback Integration: Incorporate feedback to refine instructions
Performance Monitoring: Track response quality and user satisfaction
Common Prompt Issues & Solutions
Issue: Inconsistent Responses
Solution: Add more specific guidelines and examples
Always follow this exact format for product recommendations:
1. Brief acknowledgment of their needs
2. Top 3 product suggestions with reasons
3. Comparison table if multiple options
4. Clear next step recommendationIssue: Off-Topic Responses
Solution: Set clear boundaries and redirect instructions
Stay focused on [specific domain] topics only.
If asked about unrelated subjects, politely redirect:
"I specialize in [domain] and want to make sure I give you the most accurate information. For [other topic], I'd recommend [appropriate resource/specialist]."Issue: Too Verbose or Too Brief
Solution: Specify desired response length and structure
Aim for responses of 2-3 paragraphs (100-200 words) unless:
- Simple yes/no questions: 1-2 sentences
- Complex technical issues: Detailed step-by-step explanations
- Urgent matters: Prioritize key information first🎯 Industry-Specific Considerations
Healthcare & Medical
Include appropriate medical disclaimers
Emphasize the importance of professional medical advice
Use HIPAA-compliant language and practices
Financial Services
Include necessary regulatory disclaimers
Avoid providing specific investment advice unless qualified
Emphasize risk considerations and professional consultation
Legal Services
Include disclaimers about attorney-client relationships
Avoid providing specific legal advice
Direct users to qualified legal professionals for official guidance
Education & Training
Adapt explanations to appropriate learning levels
Include interactive elements and knowledge checks
Encourage questions and provide multiple explanation approaches
🔍 Prompt Validation Checklist
Before finalizing your system prompt, verify:
🚀 Getting Started with System Prompts
Quick Start Process
Define Purpose: What specific job should this agent perform?
Identify Audience: Who will interact with this agent?
Set Boundaries: What should and shouldn't the agent handle?
Choose Style: What personality and tone are appropriate?
Add Process: What steps should the agent follow?
Test & Refine: Iterate based on actual performance
Best Practices
Start Simple: Begin with basic instructions, add complexity gradually
Be Specific: Vague instructions lead to inconsistent results
Include Examples: Show the agent what good responses look like
Regular Updates: Refine prompts based on user feedback and performance
Version Control: Track prompt changes and their impact on performance
For complete system prompt guidance, including advanced techniques and industry-specific templates, see: 🤖 Visual Agent Builder Guide - Tab 3: System Prompt & Instructions
The system prompt is the foundation of your agent's intelligence—invest time in crafting clear, comprehensive instructions that align with your specific needs and use cases.
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