Quick Answer
How do you edit Conversation AI prompts in BizStackPro?
Go to Settings → Conversation AI, open your bot, select Bot Goals, choose the intent you want to adjust, edit the prompt with the rules, business details, tone, and guidance you need, then save and test the changes.
Why Prompts Matter
You may be using Conversation AI, but it is not always clear how to control what the bot says or how it responds.
Prompts give you direct control over tone, rules, behavior, and the information the bot should use for a particular intent.
Without clear prompts, responses can become inconsistent or miss important details.
A well-written prompt helps the bot stay consistent, follow your rules, and answer questions in a way that fits your business.
Prompts control each intent
Edit the prompt for the specific Bot Goal or intent you want to improve rather than treating every Conversation AI response as one global instruction.
Prompt Management at a Glance
Before You Begin
Decide what the bot should accomplish and how it should sound before rewriting the prompt.
- Open the correct Conversation AI bot.
- Identify the Bot Goal or intent you want to improve.
- Write down any rules the bot must follow.
- Identify the business details the bot needs for that intent.
- Choose the tone you want, such as friendly, concise, or professional.
- Decide which changing details should use custom values instead of hard-coded text.
Step 1: Edit a Conversation AI Prompt
Open the Bot Goal you want to improve and update the instructions that control its responses.
Open Conversation AI
Go to Settings → Conversation AI and open the bot you want to manage.
Open Bot Goals
Select Bot Goals.
Select the Intent
Choose the intent or goal whose prompt you want to improve.
Edit the Prompt
Add the business details, rules, response instructions, and style guidance the bot should follow.
Save and Test
Save the changes, then test the bot in a real conversation or available test channel to confirm the response behaves as expected.
Step 2: Build a Strong Prompt
Give the bot enough context to understand both what it should do and what it should avoid.
Add Business Context
Include useful business details such as services, hours, location, policies, or offers when they are relevant to the intent.
Define the Rules
State what the bot should and should not do.
For example, a rule could tell the bot not to promise a refund.
Add Step-by-Step Guidance
If the bot should guide someone through a process, describe the steps and the order in which they should happen.
Define Fallback Behavior
Explain what the bot should do when it does not know the answer, such as asking a clarifying question or offering an escalation path.
Use Custom Values
Use custom values for information that may change, such as links, business hours, addresses, or other reusable details.
Put important rules near the top
The original guide recommends placing the most important rules early in the prompt so the instructions are clear from the beginning.
Step 3: Make Responses More Personalized
Use tone instructions and dynamic values to make responses more consistent with your business.
Define the Tone
Tell the bot whether responses should be friendly, concise, professional, upbeat, or another style appropriate for your audience.
Use Dynamic Values
Use custom values for changing details such as links, hours, and addresses instead of repeatedly hard-coding them into prompts.
Provide Good Response Examples
Give examples of the kind of response you want when examples will help the bot match your preferred style.
Custom values simplify future updates
When a value changes later, updating the custom value can keep dependent prompts more consistent without manually rewriting the same information in several places.
Where to Learn More About Prompting
Use the Prompt Guidelines link inside the Conversation AI interface to review prompting examples and best practices.
This gives you an in-product reference when you need additional guidance while refining an intent prompt.
Prompt Management Best Practices
Frequently Asked Questions
How can I customize the bot’s responses?
What can I include when editing a prompt?
Can I make the bot’s responses more personalized?
Where can I find more information on AI prompting?
Continue Learning
Continue learning how prompts, knowledge, goals, and performance work together inside Conversation AI.
