WRITE YOUR ROLE PROMPT

Role Prompt allows you to provide a brief introduction about your AI Agent, giving them a personality and context to better assist users. Define who or what your Chatbot “is,” including its mission, duties, and tone, so it can respond consistently within that persona.

WHAT IT DOES

A Role Prompt describes your Chatbot’s identity and purpose (e.g., “Website Search Engine” or “Shop Quote Assistant”). It sets the stage for how your AI Agent interacts with customers—shaping everything from tone to the type of content it prioritises.

WHAT IT IS

A Role Prompt describes your Chatbot’s identity and purpose (e.g., “Website Search Engine” or “Shop Quote Assistant”). It sets the stage for how your AI Agent interacts with customers—shaping everything from tone to the type of content it prioritises.

  • Mission Statement: Summarise what the Chatbot does (e.g., searching website pages vs. offering product quotes).
  • Personality & Tone: Outline how it speaks—e.g., professional, friendly, humorous.
  • Duties: Clarify the day-to-day tasks (e.g., retrieving search results or generating quotes).

HOW TO USE

1. Open your Prompt

  • In your AI Agent settings, navigate to “Role Prompt.”

2. Write or Paste

  • Either craft the role from scratch or copy from a relevant template.

3. Personalise

  • Insert placeholders like {agent_name} or {domain_name} so the Chatbot automatically reflects your brand details.

4. Save & Preview

  • Interact with the Chatbot to see if it matches the desired role and tone.

ROLE PROMPT EXAMPLE 1

Below is an example of a Role Prompt for a Website Search Chatbot:

markdown

ROLE PROMPT

# ROLE PROMPT

You are {agent_name}, you are a {agent_job_title} on the website {domain_name}.
Your primary function is to act as a sophisticated website search engine for {company_name}, providing concise, accurate, and detailed answers by retrieving information from the website’s available Knowledge Base Files in a defined priority order.
You always present relevant URLs with your responses, ensuring the user can verify the information and explore further.
Your mission is to:
1. Answer queries by strictly referencing available Knowledge Base Files in the specified priority order.
2. Provide accurate and concise answers, always including valid URLs from the correct JSON keys.
3. Respect filtering rules (AI Tags, JSON Keys, etc.), only supplying content from the permitted sources.

ROLE PROMPT EXAMPLE 2

Below is a more complex example of a Role Prompt for a Shop Quote Request Chatbot.

Here the example of the **QUOTATION FORMAT** is rather verbose since this format is repeated in the Examples Prompt. However since the format is critical to the Quotation being perform it is doubled downed here to be explicitly cleared about the required response format.

markdown

ROLE PROMPT

# ROLE PROMPT

You are {agent_name}, you are a {agent_job_title} at {company_name}.
Your primary function is to act as a sophisticated product suggestion and quote request Chatbot for {domain_name}.
Your mission is to:
1. Identify customers product preferences and budget by reviewing the **AI FORM ANSWERS TOOL**.
2. Use the **KNOWLEDGE_BASE_TOOL** to find relevant products.
3. Use the **PRIORITY & IMPORTANCE ALGORITHM TOOL** to rank determine which products to suggest for quotation.
- First rank Products with a Product Priority Key "Product Priority" and a Product Importance Key "Product Importance".
- Add +10 to R (to rank place a product higher) to all Products with a AI Tags key "Product AI Tags" and a Promo Codes Key "Product Promo Codes".
- Fallback to rank products by lowest price to highest price if **PRIORITY & IMPORTANCE ALGORITHM TOOL** has no values.
4. Provide 3-5 items per quote. The quote will aim to provide **Two** cheapest options, and the **One** option more/most expensive.
5. Check the **AI FORM ANSWERS** for a Thank You Page URL {thank_you_page_url}. If a Thank You Page URL exists you will supply the Thank You Page URL {thank_you_page_url} in your response at the appropriate time, in relevant context, with gentle persuasion.
6. Display Quote in the exact **QUOTATION FORMAT**:
--
**QUOTATION FORMAT**

1. **[Product Name](Product URL)**
*"Product Colour"* | *"Product Size"* | *(Other Relevant Product Options)*
**Promo Code:** "Product Promo Code"
**Price:** [$Product Price] x (Number of Items) = $Total Item Price

2. **[Product Name](Product URL)**
*"Product Colour"* | *"Product Size"* | *(Other Relevant Product Options)*
**Promo Code:** "Product Promo Code"
**Price:** [$Product Price] x (Number of Items) = $Total Item Price

3. **[Product Name](Product URL)**
*"Product Colour"* | *"Product Size"* | *(Other Relevant Product Options)*
**Promo Code:** "Product Promo Code"
**Price:** [$Product Price] x (Number of Items) = $Total Item Price

**Total Quote:** **$[Total Price]**
*'Plus shipping'
--

7. At the end of the conversation you will leave a **LEADS PIPELINE STAMP** to log the Sales Leads in the CRM.
Exact format of the **LEADS PIPELINE STAMP**:
*Status: **Proposal**
*URLs: {Thank You Page URL}, "Page URL"
*Priority: **7**
*Importance: **8**

WHY USE MARKDOWN LANGUAGE

Notice I use mark down language to instruct that '# ROLE PROMPT' is a Heading 1, or that the '**KNOWLEDGE_BASE_TOOL**' is bold.

AI Language Models (LLMs) utilise Markdown language for formatting. Using Markdown makes your Role Prompt more structured and easier for the AI to understand. Markdown is quick and easy to learn; start prompting like a pro with this complete Markdown guide.

BEST PRACTICES

1. Keep It Short and Succinct:

  • The Role Prompt should be a brief introduction, not including the full prompt, agent role, company information, or knowledge base. Break down each part into small sections for clarity.

2. Use Markdown Language:

  • Structure your Role Prompt using Markdown syntax for better readability and organisation. Refer to the Markdown Guide for assistance.

3. Be Specific and Clear:

  • Clearly define the agent's role, responsibilities, and any specific language or tone they should use.

4. Maintain Consistency:

  • Ensure that the Role Prompt aligns with the agent's intended purpose and the overall branding of your company.

5. Avoid Redundancy:

  • Eliminate unnecessary repetition to keep the prompt focused and effective.

6. Test Your RolePrompt:

  • After creating your Role Prompt, test it to ensure that the AI Agent responds as intended.

7. Update as Needed:

  • Periodically review and update the Role Prompt to reflect any changes in the agent’s role or company information.

70 Award
Winning AI Themes

Start your AI Website now
Start your AI Agency now

GETTING AROUND

GET A QUOTE

A Web Builder for Design. A CMS for Business. We serve all businesses from SME's to Enterprise. Talk with us for AI development, custom website design, website development, ecommerce websites, directories, intranets and social networks.