Example Prompts

Copy an agent for a new location

Copy the agent "[Acme Dental - Main]" for our new location.
Name the copy "[Acme Dental - Riverside]". In the copy, change the address,
opening hours and phone numbers in the instructions and greeting to:
[new details]. Keep everything else the same.
Show me the full create request before you send it.

• Get Agent on the original, then Create Agent with name, organizationId and the copied settings, renamed from snake_case to camelCase.
• It must leave out read-only values such as id and the google_place_* details. Set googlePlaceId to the new location’s listing, or leave it out. See Google Business.
• The copy has no phone number or SIP registration yet. Connect it the same way as any new agent, for example with SIP Registration.

Add a transfer rule

On the agent "[Acme Dental - Main]", add a transfer rule: if the caller asks
about billing, transfer them to [+15555550100]. Keep the existing rules.
Show me the old and new transfer rules before you save.

• Get Agent to read transfer_rules, then Update Agent with the full new text in transferRules. If transfers are off, it also sets transferEnabled: true.
• For a warm transfer, where the AI agent introduces the caller first, it uses warmTransferRules and warmTransferEnabled instead. See Call Transfer and Warm Transfer.

Send call summaries to your team

On the agent "[Acme Dental - Main]", send the call summary after every call to
[[email protected]] as well as the current recipients. If call recording
is on, include the recording link in the summary.

• Get Agent to read email (a comma-separated string), then Update Agent with email as an array of all the addresses.
• For the recording link, sendRecordingLinkWithSummary: true. This needs recording to be on (enableRecording), otherwise the API returns 400.

Text callers a confirmation

On the agent "[Acme Dental - Main]", add the Send SMS function so that when a
caller books an appointment, the agent texts them the date, time and address.
Use [Twilio / hosted SMS / NetSapiens]. For Twilio or hosted SMS, send from [+15555550100].
Keep all the agent's other functions. Show me the new extensions.tools entry
and the full list of tools before you save.

• Get Agent to read extensions. The assistant adds one entry to extensions.tools, using the exact format in SMS Functions in extensions.tools, and sends the whole extensions object back with Update Agent.
• With Twilio, the entry needs a From number, and the organization’s Twilio connection must already be set up. With hosted SMS, the number must be one of the organization’s hosted SMS numbers.
• The same function can text your team instead of the caller, for example “text +15555550100 when a caller reports an emergency”. Write that in the instructions.

Review calls and suggest instruction changes

Read the last [50] calls for the agent "[Acme Dental - Main]". Find calls where
the agent couldn't answer, transferred unnecessarily, or the caller was unhappy.
Summarize the patterns with a few short examples, then propose specific changes
to the agent's instructions. Don't change anything until I approve.
Don't include caller phone numbers or names in your summary.

• List Call Logs for summaries and transcripts, paging with page and limit.
• Get Agent to read system_prompt. After you approve, Update Agent with the new systemPrompt.
• If the new instructions don’t work as well, revert to the previous version.

Explain what an agent does

Explain in plain language what the agent "[Acme Dental - Main]" is set up to do:
its greeting, language, voice, transfer rules, functions and integrations.
Don't change anything.