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A prompt is a written set of instructions that defines how an agent should act, respond, and communicate. The prompt is the foundation of every agent. It determines how the agent answers questions, applies knowledge bases, and interacts with users. Each prompt is given a name for clarity and organization and versioned automatically to help you track and manage changes over time. To create a prompt, navigate to the Prompt tab in your workspace. You can either build your own prompt or use one of our templates to get started. Prebuilt templates provide a strong foundation for common use cases and can be fully customized to fit your needs. Follow these steps to create a prompt:
1

Set a Name

Assign each prompt a clear, descriptive name that reflects the agent’s purpose or function.
2

Add the Prompt Body

Add the prompt body information, formatted in Markdown text. A prompt body should contain the following sections:
  • Role and persona definitions
  • Tone and style guidance
  • Guardrails or behavioral rules
  • Instructions for referencing knowledge bases and integrations
  • Example inputs and outputs for better clarity
3

Save and Version

  • Each time a prompt is saved, it automatically becomes a new version.
  • Agents can use the latest prompt version by default, but you can pin a specific version to use if needed.
4

Archive and Reuse

Archived prompts are removed from the active dashboard but remain accessible for restoration or reuse in future agents.

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Best Practices

  • Write clearly and directly — be explicit about the agent’s goals and boundaries.
  • Include guardrails to prevent unwanted behavior.
  • Reference how to use knowledge bases or tools (e.g. “Use the CRM integration for customer lookups”).
  • Start with a template, then refine based on your use case.