Branding and tone
The assistant can be given specific instructions to incorporate your business’ brand and tone, and tailor responses to a users and/or the agent using it. Here is a simple, generic version:
Augmenting with specific instructions
You will soon want to customize the prompt further, for the AI to behave in a richer an more personalized way. You can start with providing specific instructions, for instance with information around your company and brand.
Your company may have a comprehensive style guide. You can incorporate it here, as part of the prompt.
Keep instructions as concise and precise as possible. Bullet points work well.
Tailoring responses to a user
When dealing with authenticated users, you may want to customize the answers by taking into account specific user information, such as name, subscription plan, region, SLA, and more. All this can be included in the prompt. For instance:
Tailoring agent responses
When used within a support team, for instance to draft responses in Zendesk or Salesforce Case, you can customize the assistant by giving it instructions specific to each agent: