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Agent Prompt Configuration

Overview​

The Instructions tab is where you define your AI agent's personality, behavior, and conversational style. The prompt builder organizes your agent's instructions into structured sections (such as greeting, style, company info, objectives, and tasks). Each section can be edited individually, and the system provides examples and recommendations to help you write effective prompts. You can also use AI-powered prompt review to automatically improve your instructions.

How to Access​

  • Navigate to Tools > Aurora AI > AI Agents, click on an agent
  • Select the Instructions tab (first tab)
  • Required role: Chatbot Admin

Interface Overview​

The Instructions tab has a vertical sidebar on the left with:

  • Recommendations tab - Writing tips and best practices
  • Section tabs - One tab per prompt group (e.g., Name & Greeting, Communication Style, Company Info, Main Objective, Tasks, Dos and Don'ts)
  • Improve Prompt tab - AI-powered prompt review (appears when prompt has not been reviewed yet)

The right panel shows the content of the selected section, with view and edit modes.

Features & Actions​

View Recommendations​

What it does: Shows best practices and tips for writing effective agent prompts.

Steps:

  1. Click the Recommendations tab in the left sidebar
  2. Browse through the Quick Tips and By Section tabs

Important notes:

  • Quick Tips covers: avoiding contradictions, staying within scope, and being concise
  • By Section provides guidance for each prompt section with examples
  • Good and bad examples are shown side by side for clarity

Edit a Prompt Section​

What it does: Modifies the text or tasks in a specific section of the agent's instructions.

Steps:

  1. Click on the desired section tab in the left sidebar
  2. View the current content
  3. Click Edit to enter edit mode
  4. For text sections: Edit the text in the textarea. A character counter shows remaining characters
  5. For task/list sections: Edit individual items, reorder them by dragging, add new items, or delete items
  6. Optionally, select a pre-built Example from the dropdown to auto-fill the section
  7. Click Submit to save, or Cancel to discard changes

Important notes:

  • Each section has a maximum character limit shown in the editor
  • Task/list sections support up to 8 items
  • Items in task lists can be reordered by dragging
  • Changes are saved per-section; you do not need to save all sections at once

Use a Pre-built Example​

What it does: Auto-fills a prompt section with a pre-written example to help you get started.

Steps:

  1. Enter edit mode on a section
  2. Click the Examples dropdown (appears in the top-right when editing)
  3. Select an example
  4. The section content is replaced with the example text
  5. Modify as needed, then click Submit

Improve Prompt with AI​

What it does: Uses AI to review your entire prompt and suggest improvements for each section.

Steps:

  1. Click the Improve Prompt tab in the left sidebar (only visible if the prompt has not been reviewed yet)
  2. Click the Review my prompt button
  3. Wait for the AI to analyze your instructions (an animation is shown during processing)
  4. Review the results: for each section, you see the original text, the improved version, and an explanation of changes
  5. Click Accept Changes to apply all improvements, or navigate away to discard them

Important notes:

  • The AI review compares your original text with a suggested improvement and explains what changed
  • Once accepted, the prompt is marked as "AI reviewed" and the Improve Prompt tab disappears
  • You can still manually edit any section after accepting AI improvements

Fields Reference​

FieldDescriptionRequiredNotes
Section TextThe instruction text for a prompt sectionVariesCharacter limit varies per section
Task ItemsList of tasks or rulesVariesMax 8 items per list section
ExamplesPre-built text templatesNoSelect to auto-fill

Important Notes​

  • The AI prompt review feature works best when all sections have content
  • Accepting the AI review applies changes to all sections at once and marks the prompt as reviewed
  • Character limits are enforced per section; exceeding the limit is visually indicated but text can still be entered

FAQ​

Q: What are the different prompt sections? A: Sections typically include: Name & Greeting, Communication Style, Company Information, Main Objective, Tasks/Steps, and Dos and Don'ts. The exact sections may vary based on configuration.

Q: Can I undo the AI prompt review after accepting it? A: No, once accepted, the changes replace the original. However, you can manually edit any section afterward.

Q: How detailed should my instructions be? A: Be concise but specific. Focus on what the agent should do, how it should sound, and what it should avoid. The Recommendations tab provides detailed guidance.

Q: What are task-type sections? A: Some sections allow you to create ordered lists of instructions (like conversation steps). Each item is an individual instruction that can be reordered by dragging.