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Task-Based Framework

The most effective way to prompt your AI assistant is using a task-based framework. Instead of writing a single paragraph, break the assistant’s job into sequential steps:

Structure

  1. Identity — Who the AI is, its name, role, and company
  2. Response Guidelines — Tone, length, and style rules
  3. Style Guardrails — What the AI should and shouldn’t do
  4. Tasks — Sequential objectives the AI should accomplish

Example: Receptionist AI

Tips to Improve Performance

  • Be specific — Vague instructions produce vague responses
  • Use examples — Show the AI exactly how you want it to respond
  • Set boundaries — Tell the AI what it should NOT discuss
  • Test iteratively — Make small changes and test after each one
  • Use variables — Reference {{contact.first_name}} and other dynamic data
  • Add fallbacks — Tell the AI what to do when it doesn’t know the answer