Best prompts to train your AI receptionist

Discover the best AI prompts to train your AI receptionist for optimal performance. Learn how to craft effective prompts that improve customer experience.

Your business deserves a receptionist who’s always ready to make a great first impression.  An AI receptionist can deliver around the clock support, personalize everyday interactions, and handle calls while you’re away or too busy to answer. But like any powerful tool, it needs the right guidance to perform at its best. 

Think of prompts as the instructions that guide your AI’s every move. They shape how your AI understands caller requests, provides information, and even reflects your brand’s personality. Here’s where we’ll guide you through the art and science behind prompt engineering, best practices, and prompt examples to get you started – one step at a time.

What are AI receptionists?

AI receptionists are the friendly, efficient voices that greet your callers, even when you can’t. Powered by artificial intelligence and natural language processing, these virtual receptionists go beyond basic automated systems – actually understanding and responding to human language, providing a personalized and engaging experience for every caller.  

Think of them as your always-on, always-ready team members, capable of:

  • Greeting callers with a warm welcome: Just like a friendly face at the front desk, your AI receptionist can greet callers with a personalized welcome, setting the tone for a positive interaction. For example, a law firm might use a calm and professional voice, while a restaurant might opt for a more energetic and upbeat tone.
  • Answering common questions: Tired of answering the same questions repeatedly? Your AI receptionist can handle those FAQs with ease, providing instant answers about your business hours, location, services, or pricing. This frees up your team to focus on more complex inquiries and tasks.
  • Collecting information: No more scrambling for a pen and paper. Your AI receptionist can gather essential details from callers, such as their name, contact information, and reason for calling, ensuring you have all the information you need to follow up effectively.
  • Routing calls: Your AI receptionist can intelligently direct calls to the right department or team member, minimizing wait times and connecting callers with the right person the first time.

Understanding AI prompts

Just like clear directions lead to a smooth journey, well-crafted prompts are essential for optimal AI performance. A vague or ambiguous prompt can lead to irrelevant responses, misinterpretations, and even frustrating interactions for your callers. 

On the other hand, a clear, concise, and well-structured prompt empowers your AI to:

  • Understand your intent: Accurately interpret the caller’s request and identify the appropriate action to take.
  • Provide relevant responses: Deliver information that is accurate, helpful, and aligned with your business goals.  
  • Engage in natural conversations: Interact with callers in a way that feels human and engaging.  
  • Adapt to different situations: Handle a variety of scenarios with confidence and flexibility.

Key principles for crafting effective AI prompts

1. Clarity and specificity:
Just like you wouldn’t give vague instructions to a new employee, it’s important to be clear and specific with your AI. Instead of generalizing, use precise language and avoid technical jargon that might confuse your AI. The more you refine your prompt, the better your AI will understand what you want it to do.

2. Context is key:
The more background information you provide, the better your AI can understand the situation and respond in a way that makes sense. This might include details about your business, the caller’s potential needs, or even the overall tone you want to convey.

3. Define the desired output:
Do you want a short and sweet answer, a detailed explanation, or perhaps a specific action like routing the call to the appropriate team member? By guiding the AI toward the desired output, you’ll get responses that are not only accurate but also perfectly suited to your needs.

4. Iteration is essential:
Don’t expect perfection on the first try. Experiment with different prompts, see how your AI responds, and use those responses to refine your instructions. The more you interact with your AI and observe its responses, the better you’ll understand how to craft prompts that truly hit the mark.

5. Tone and style:
Set the desired tone and style for the AI’s responses. Do you want it to be formal or informal, friendly or professional? Aligning the AI’s communication style with your brand voice creates a consistent and positive experience for your callers.

Best AI prompts for your AI receptionist

Creating effective AI prompts is about communicating your needs clearly and concisely so the machine can deliver exceptional results. Before you start typing, keep these best AI voice receptionist prompt principles in mind:

Greeting callers

Your AI receptionist’s voicemail greeting sets the tone for the entire conversation. Here are some examples to inspire you:

  • Basic greeting: “Thank you for calling [Your Company Name]. How can I help you today?” (Simple, friendly, and versatile.)
  • Hotel greeting: “Welcome to [Hotel Name]. We’re delighted to have you. How may I assist you?” (Warm, welcoming, and service-oriented.)
  • Hair salon greeting: “Thank you for calling [Salon Name]. Are you looking to book an appointment, or would you like to know more about our services?” (Direct, helpful, and anticipates needs.)

Try this prompt:

“When a caller dials in, greet them with a warm and enthusiastic tone, using the following script: ‘Hello, and thank you for calling [Your Company Name]! We’re so glad you’ve reached us. How can we make your day better?'”

Scheduling appointments

Many AI receptionists can handle bookings effortlessly – but they still need detailed prompts to deliver a seamless experience.

Try these prompts:

Basic scheduling: “If the caller asks to book a cleaning, guide them through the available appointment slots and confirm their preferred date and time.”

Specific scheduling: “When a caller requests a carpet cleaning for a two-bedroom apartment, offer them appointment options on Tuesdays and Thursdays between 9:00 AM and 12:00 PM.”

Routing to a scheduling specialist: “If the caller asks to schedule an appointment, politely inform them that you’ll connect them with our scheduling specialist, who can assist them further. Ensure your tone is friendly and professional. Then transfer the call to the following phone number [insert scheduling team extension].”

Responding to common inquiries

By anticipating common questions, you can support your AI with the knowledge needed to provide instant and accurate answers.

Potential prompts:

Business hours: “When a caller asks about our business hours, respond with: ‘Our regular business hours are [Days of the week] from [Start time] to [End time]. We also offer emergency services 24/7. If you have an urgent request, please say ’emergency’ or press [number on keypad].'”

Services: “If a caller asks what services we offer, list and briefly describe each service, including carpet cleaning, upholstery cleaning, stain removal, and water damage restoration.”

Pricing: “When a caller inquires about pricing, provide them with the starting prices for our basic, standard, and premium cleaning packages. Then, offer to schedule a free consultation for a personalized quote.”

Policies: “If a caller asks about our cancellation policy, inform them that appointments can be rescheduled or canceled with at least 24 hours notice. For cancellations within 24 hours, a [amount] fee may apply.”

Special offers: “When a caller inquires about discounts or promotions, inform them about our current offers, such as a 10% discount for first-time customers or a free carpet protector with every deep cleaning.”

Collecting customer information

Your AI receptionist isn’t just a friendly voice; it’s also a valuable tool for gathering essential customer information. With the right prompts, data collection is both efficient and respectful.

Try using this prompt:

“Before ending the call, politely ask the caller if they would like to be added to your mailing list for future promotions and updates. If they agree, collect their name and email address. Be sure to thank them for their time and reiterate the value of joining your mailing list (e.g., exclusive discounts, early access to new services).”

Getting started with AI voice receptionists

Remember, the key is crafting effective prompts. By providing clear instructions, context, and desired outcomes, you can guide your AI to deliver exceptional service and a customer experience that they’ll remember (and recommend to others).

Here’s how to get started:

  1. Define your needs: What tasks do you want your AI receptionist to handle? Start by identifying the most common inquiries, requests, and scenarios your business encounters.
  2. Craft your prompts: Use the principles and examples we’ve discussed to create clear, concise, and informative prompts for each task.
  3. Test and refine: Experiment with different prompts, analyze the AI’s responses, and make adjustments as needed. Remember, iteration is key to achieving optimal performance.
  4. Monitor and improve: Continuously monitor your AI receptionist’s performance, gather feedback, and refine your prompts to ensure they’re always meeting your evolving needs.

Upfirst goes beyond basic call handling. Our advanced AI-powered technology understands natural language, engages in dynamic conversations, and provides personalized experiences that can delight your callers. 

Our prompt to you: If you’re a business owner who wants to learn more about Upfirst or if you’re interested in signing up for our services, join the waitlist. Make sure to include your name, company information, and the best email address so we can follow up with you.