Writing a good prompt

How to build your greeting and prompt so your agent knows your business, answers briefly and uses tools at the right moment.

The prompt is the work instruction for your agent. It defines who the agent is, what it knows about your business and how it runs a conversation. The clearer the prompt, the more reliable the conversation.

You set both in the agent on the Personality tab: the Greeting is the first sentence of the call, the Prompt is everything that applies after that.

The greeting

Your agent speaks the greeting right after picking up, without a pause to think. Keep it short and name your business.

GoodLess good
"Dr. Sommer's practice, good morning. How can I help you?""Hello and a warm welcome to Dr. Sommer's practice, your family doctor in the heart of Hamburg. My name is …"
"Sommer Plumbing and Heating, you are speaking with the digital assistant. What can I do for you?""Hello, this is your agent."

On the phone, long greetings sound like a recorded announcement. Callers interrupt or hang up.

How a prompt is structured

A prompt that works on the phone usually has seven parts. Headings help the model keep the parts apart.

PartContentExample
RoleWho the agent is and on whose behalf it speaksYou are the phone assistant of Sommer Plumbing and Heating.
BusinessFacts that callers ask aboutAddress, opening hours, services, service area
GoalWhat should be achieved by the end of the callAn appointment is booked or a callback is arranged.
FlowThe steps in the right orderClarify the request, take the address, offer an appointment
ToolsWhen the calendar, knowledge or call transfer come into playFor questions about prices, search the knowledge base.
RulesTone, length, form of addressSpeak formally and answer in no more than two sentences.
LimitsWhat the agent does not doNo price commitments for custom work.

bhomy adds technical instructions to your prompt, for example about the language, the tools that are switched on and how to end the call. You don't need to take care of that.

An example

# Role
You are the phone assistant of Sommer Plumbing and Heating in Hamburg. You answer
calls while the team is out on job sites.

# Business
- Services: heating, plumbing, servicing of gas boilers. No electrical work.
- Service area: Hamburg and a 20 km radius.
- Office hours: Monday to Friday, 7 am to 4 pm.
- Emergency service: only for water damage or a heating failure in winter.

# Goal
By the end, every caller has an appointment or the promise of a callback.

# Flow
1. Ask what the call is about.
2. In an emergency: transfer to the emergency service.
3. Otherwise: take the name, address and the problem.
4. Offer a free slot from the calendar.
5. At the end, briefly summarise what has been agreed.

# Rules
- Speak formally and answer in no more than two sentences.
- Only ever ask one question at a time.
- Don't quote prices. Say that the team will send a quote.
- If you don't know something, say so openly and offer a callback.

Variables in the greeting and prompt

With double curly braces you insert values that are only known at call time, for example {{customer_name}} or {{appointment}}.

Where the value comes fromWhen
Incoming Webhookfor inbound calls, your system answers while the phone rings
context of the Outbound APIfor outbound calls
Contact list of a campaignevery column except the phone number becomes a variable

If no value arrives for a placeholder, bhomy removes it before the call. So the agent never reads out {{customer_name}}. Write your sentences so they also work without the value, or set a Fallback value in the Incoming Webhook.

Unfilled spots from templates

Templates contain spots in square brackets for you to fill in, such as your company name or opening hours. The dashboard counts them under Unfilled spots in the prompt. You can still activate the agent. On those points it then says openly that it does not have the information instead of making something up.

Referring to tools in the prompt

You switch on tools such as the calendar, knowledge base, web search or call transfer on the Tools tab. The prompt tells the agent when to use them:

  • "If the caller wants an appointment, check the free times in the calendar and offer two slots."
  • "Answer questions about services and prices from the knowledge base."
  • "Transfer to the office if the caller explicitly wants to speak to a person."

The agent cannot use a tool that is not switched on, even if the prompt mentions it. Check both if a tool does not kick in.

Call settings

Under Call Settings on the Personality tab you set how your agent speaks and how long a call can last at most.

SettingEffectRecommendation
Max. call duration (min)After this, the agent ends the call politely. 1 to 30 minutes20 minutes are enough for almost every request
Silence timeout (sec)How long the caller can stay silent before the agent hangs up. 15 to 300 seconds30 seconds
CreativityFrom Precise to Creativerather precise for appointments, support and information
Speech speedSlower to Fasternormal, slower for older audiences
Response timePatient waits longer before the agent answers, Fast answers soonerpatient if callers think a lot or dictate

If the caller is silent for 15 seconds, the agent asks whether they are still there.

Test and improve

  1. Save the prompt and start Test Agent.
  2. Play through three typical calls: a simple request, a difficult one and one the agent should decline.
  3. Read the transcript and the Main Logs in the Call History. There you can see which tool the agent used and when.
  4. Change only one thing at a time and test again.

Common mistakes