Section 04
Prompts
Define what your agent says and how it should behave during a call.
What is a Prompt?
A prompt is the foundation of your AI agent. It defines:
- What the agent says first — the opening message when the call connects
- How the agent should behave — instructions on tone, goal, and conversation flow
- Context about your company — so the agent speaks knowledgeably about your business
Prompts are reusable. You can create one prompt and use it across multiple agents or campaigns.
Creating a Prompt
- Navigate to Prompts in the sidebar.
- Click New Prompt.
- Fill in the fields:
- Title — a name for your own reference (e.g., “Q2 Sales Outreach”)
- Company — your company name, so the agent identifies itself correctly
- Purpose — a brief description of the call’s goal (e.g., “Book a discovery call”)
- System Prompt — detailed instructions for how the agent should conduct the conversation. Be specific about tone, objection handling, and what to do when the lead is interested or not.
- First Message — the exact words the agent says when the call connects.
- Click Save.
Tip:Be as specific as possible in your System Prompt. Tell the agent what to do in different scenarios: if the person is busy, asks an unexpected question, or wants to be removed from your list.
Using Prompt Templates
Not sure where to start? WiseRep includes industry-specific prompt templates to give you a head start.
- When creating a new prompt, click Browse Templates.
- Filter by industry (e.g., Real Estate, Insurance, SaaS, Healthcare).
- Select a template — it will pre-fill the system prompt and first message.
- Customize it to match your business and save.
Managing your Prompt Library
All your saved prompts appear in the Prompts section. You can:
- Edit any prompt at any time
- Duplicate a prompt to create a variation
- Delete prompts you no longer need
Note:Editing a prompt does not retroactively change calls that have already been made.