How to Edit & Manage Prompts in HighLevel

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saas4agency.com

Customizing AI bot prompts is an essential feature that can significantly enhance the interaction quality between your AI bots and users. By fine-tuning the personality and instructions of your AI bot, you can provide a more tailored and effective user experience. In this guide, we’ll walk you through the steps to edit and personalize your AI bot prompts to better suit your business needs.

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Step-by-Step Guide to Customizing AI Bot Prompts

1. Accessing AI Bot Settings

To begin, navigate to the settings menu located at the bottom left of your screen. From there, select “Conversation AI” on the left side. This will bring you to the conversation AI settings and training area, where you can configure various aspects of your bot.

2. Configuring Intents

In the settings area, you will find a new option labeled “Configure Intents.” This is where you can edit your prompts. Your bot can perform two primary tasks:

  • Support and General Q&A: Ideal for handling common queries.
  • Appointment Booking: Allows the bot to engage with customers and book appointments.

3. Editing Support Prompts

For support and general question handling:

  • Edit Prompt Section: Here, you can define three main aspects:
    • Who is the Bot: Specify the bot’s role (e.g., a human assistant), its tone (formal or sarcastic), and sentence length preferences.
    • Goal: Although not editable at the moment, this section will soon allow for further customization of the bot’s objectives.
    • Additional Information: Provide key business details and context to guide the bot’s responses. This includes the nature of the conversation, contact information, and business rules.
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4. Providing Clear Instructions

To make the bot’s interactions seamless:

  • Use a clear and friendly tone.
  • Avoid using too many exclamation points or emojis to maintain professionalism.
  • Ensure the bot waits for user responses before continuing the conversation.

5. Personalizing Responses

Your bot can pull data like the user’s name or email to personalize responses. Ensure you instruct the bot to use the user’s name sparingly to avoid sounding repetitive or artificial.

6. Defining Bot Capabilities and Limitations

Clarify what the bot can and cannot do. For instance, while it can book appointments, it should not handle cancellations or rescheduling. This prevents confusion and sets clear expectations for users.

7. Using Templates

If you’re not satisfied with the default prompts, you can select from various templates:

  • Informal Template: Adds a more relaxed tone.
  • Persuasive and Empathetic Template: Enhances the bot’s ability to connect with users and encourage actions like booking appointments.
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8. Setting Up Appointment Booking

To enable appointment booking:

  • Select a calendar from the dropdown menu.
  • Decide whether the bot should book the appointment directly or share a booking link.
  • Edit the prompt to ensure clarity and user-friendliness.

9. Enhancing the Bot’s Responses

For better engagement, specify:

  • The bot’s primary goal (e.g., booking appointments).
  • The tone (e.g., humorous but professional).
  • Engagement strategies, like beginning with relevant questions and avoiding direct sales pitches.

10. Testing and Activating the Bot

After configuring your prompts:

  • Go to “Sites” on the left and select “Chat Widget” at the top.
  • Ensure the chat type is set to live chat.
  • Enable the chat widget in the site settings and save your changes.

11. Example Interaction

Here’s a sample conversation to illustrate:

  • User: “Does this work with Instagram?”
  • Bot: “Our platform boosts your SEO by integrating accurate business info across digital platforms, including Instagram.”
  • User: “Cool.”
  • Bot: “Awesome! Is there anything specific you’d like to get started with, like booking an appointment?”
  • User: “Yes.”
  • Bot: “Perfect! Please use this link to book an appointment.”
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Conclusion

Customizing your AI bot prompts can greatly improve user interactions and satisfaction. By following these steps, you can ensure that your AI bot is well-tuned to meet your business objectives and provide valuable support to your users.

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