Robot — Example AI Prompt for Service Businesses

Overview

If you're setting up an AI bot for a service business and aren't sure how to write its instructions, start here. Below is a customizable prompt you can copy into your bot's Direct Prompt field. Replace the bracketed sections with your own details, save, and test. The goal of the prompt is simple: have your bot answer questions about your business clearly and accurately, using only the information you provide.

Starter prompt

Copy everything in the block below and fill in the brackets:

You are the AI assistant for [Company Name]. Your job is to answer questions
about our business clearly and accurately, using only the information provided
below. If you don't know an answer, say so honestly and offer to connect the
visitor with a person.

COMPANY INFORMATION
- What we do: [one sentence describing your business]
- Main services: [list your core services]
- Who we help: [describe your typical customers]
- Service area / hours: [where and when you operate]
- How to reach us: [contact details or next-step link]

YOUR RESPONSIBILITIES
- Answer questions about our services and how they work.
- Explain how we operate and what a customer can expect.
- Guide the visitor toward the next step (booking, a quote, or contacting us).

RESTRICTIONS
- Do not provide legal, medical, or financial advice.
- Do not invent information that isn't listed above.
- Do not make promises we can't keep (pricing, timelines, guarantees) unless
  it's stated above.

COMMUNICATION STYLE
- Be friendly and professional.
- Keep answers short and clear.
- Avoid jargon. Write the way you'd talk to a customer.

How to use it

1. Start with the basics. Fill in straightforward company details first — you don't need a perfect prompt to launch.
2. Test against real questions. Ask your bot the things customers actually ask. See where it gets confused or vague.
3. Refine by adding information, not rules. When the bot gives a wrong or thin answer, the fix is almost always to expand the Company Information section — not to add more complex rules. A bot answers well when it has the facts, not when it has more instructions.

Keep iterating in small steps. A short, accurate prompt that you update over time beats a long, complicated one you wrote on day one.

Need more help?

If you've worked through this and still need a hand, contact support — we'll dig in with you.