Prompts
Define what your agent says, how it behaves, and what data it collects.
What is a Prompt?
A prompt is the foundation of every AI agent on WiseRep. It defines:
- What the agent says first — the opening message when the call or chat session 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
- What data to collect — structured fields the agent captures during every conversation
Prompts are reusable. You can create one prompt and assign it to multiple agents, or duplicate and tweak a prompt to test variations.
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
- First Message — the exact words the agent says when the call or chat session starts
- Optionally add Custom Data Collection fields (see below).
- Click Save.
Variables
You can personalise conversations using variables in your prompt. The agent substitutes these with real values from your lead list or chat session:
| Variable | What it inserts |
|---|---|
{firstName} | The lead’s first name |
{company} | The lead’s company name |
{custom_field} | Any custom column you mapped in your lead list CSV |
Example first message:
Hi {firstName}, this is Alex calling from Acme Corp — is now a good time to chat?Custom Data Collection
Custom Data Collection lets you define structured fields that the AI agent actively captures during every call or chat. When the conversation ends, these values are stored on the call log — ready for export, CRM sync, or analysis.
Use cases:
- Collect a prospect’s budget range during a sales call
- Record whether a contact confirmed attendance for an event
- Capture a lead’s preferred callback time
- Store the number of employees at a prospect’s company
Adding custom fields:
- When creating or editing a prompt, scroll to the Custom Data Collection section.
- Click Add Properties.
- For each field, fill in Key, Type, and Description (see table below).
- Add as many fields as needed and click Save on the prompt.
| Setting | Description | Format |
|---|---|---|
| Key | The field identifier — used in exports and API responses | Alphanumeric and underscores only (e.g., budget_range, confirmed_attendance) |
| Type | The data type of the value the agent will collect | string, boolean, or integer |
| Description | What the agent should collect and why — used as guidance | Plain text (e.g., “Ask for the prospect’s annual software budget”) |
Validation rules:
- Keys must be unique — no two fields in the same prompt can share a key
- Keys cannot match any default system field names
- All three settings (key, type, description) are required for each custom field
- Spaces in keys are automatically converted to underscores
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 / Technology, Healthcare).
- Select a template — it will pre-fill the system prompt and first message.
- Customise it to match your business and save.
Templates are starting points, not final scripts. Always review and personalise them before running a campaign.
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