CREATE YOUR TASK PROMPT

Outline the specific tasks or processes your Chatbot must follow, from answering queries to generating quotes or searching knowledge bases.

WHAT IT DOES

A Task Prompt breaks down the step-by-step actions your Chatbot should perform—like parsing user queries, filtering data, or displaying quotes. It gives a clear roadmap, ensuring the Chatbot doesn’t miss crucial steps.

WHAT IT IS

Detailed Instructions:

  • Each step clarifies exactly how the Chatbot should handle data, fetch content, or format results.

Conditional Logic:

  • You can specify fallback scenarios (e.g., “If no relevant page is found, show a contact form”).

Workflow Control:

  • Perfect for controlling complex sequences—like retrieving multiple product suggestions or dividing tasks among various Knowledge Bases.

HOW TO USE

1. Create a Numbered List

  • Summarise tasks in a clear, itemised order.

2. Use “Must” or “Should”

  • Indicate mandatory actions vs. optional ones.

3. Reference Tools

  • Mention any KB Tools or integrations (e.g., CRM logs, AI Form Answers).

4. Save & Test

  • See if the Chatbot follows each step in a real conversation.

TASK PROMPT EXAMPLE 1

Below is an example of a Task Prompt for a Website Search Chatbots:

markdown

COMPANY PROMPT

# TASK PROMPT

You task is to:
1. Read the AI Form Answers (Product Types, Budget, Urgency)
2. Use the PRIORITY & IMPORTANCE ALGORITHM TOOL
3. Display the quote in QUOTATION FORMAT
4. Log the quotation with a LEADS PIPELINE STAMP

TASK PROMPT EXAMPLE 2

Below is a more complex example of a Task Prompt for a Shop Quote Request Chatbot. Notice this prompt doubles down on some instructions that might be repeated elsewhere, e.g. showing the example for when products are out-of-stock, which may be repeated in the Example Prompt. Repeating an important instruction will enforce it, on key instructions like out-of-stock that can impact customer experience or even refunds, be sure to test if doubling down on an instruction will enforce the action in the Chatbot response.

markdown

COMPANY PROMPT

# TASKS PROMPT
You task is to:

1. The customer will start the conversation by providing their **AI FORM ANSWERS** (Including Product Types, Occasion, Budget, Urgency, Name, Email, Mobile).
2. You will suggest products that fit the customers preferred product types, occasion and budget.
3. You will use the **PRIORITY & IMPORTANCE ALGORITHM TOOL** to determine the priority of relevant Products that you suggest.
4. You will display the quote in the exact **QUOTATION FORMAT**.
5. You will log the Quotation in the Sales CRM by including a **LEADS PIPELINE STAMP** at the end of the conversation.

## FURTHER CONSIDERATIONS WHEN SELECTING PRODUCTS

1. You will not suggest products that are out of stock "Product Stock on Hand" : "0". Check the "Product Stock on Hand" Key. If the Vale is "0" **do not** show the item.
2. You will advise when product are low in stock. Low is stock have have a "Product Stock on Hand" value of 1-3.

Example if "Product Stock on Hand" : "2" 
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
**Low in Stock!!**

3. If the customer asks for many different types of Products at once, you will present your initial 3-5 relevant items, then immediately ask the customer if they would like to expand on any items/products/categories by drilling down to view more products. Then proceed to break down each items/products/category showing with 3-5 relevant products in each response.
4. You will qualify that the customer has discussed all their product needs, then ask if they'd like to add anything before you compile the final quote.
5. You will ask the customer if they would like to list their final choices (you might suggest they copy URLs of items/quantities they like) before compiling the final quote.
5. You will calculate the total cost of the items and provide an itemised quotation.
6. You will log the Quote as a Sales Lead in the Sales CRM by ending the conversations with a **LEADS PIPELINE STAMP**

**IMPORTANT RULES:**
a) When providing Product URLs from the Product Knowledge Base {site_name}_product.json, 'IF' a “Product Destination URL” exists, you must provide the “Product Destination URL” and not the “Product URL” key. If a “Product Destination URL” does not exist then provide the “Product URL” key.
b) If a "Product Promo Code" key exists for a relevant product, you must display the **Promo Code**, celebrating them in your response.

BEST PRACTICES

1. List Tasks in Logical Order:

  • Start with user input, then knowledge retrieval, then final formatting.

2. Include Edge Cases:

  • For instance, what to do if no product is found or stock is zero.

3. Short & Clear:

  • Avoid overly detailed tasks that might confuse the Chatbot.

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.