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How to Create Custom Instructions for a Landbot AI Agent

Jonathan Goodfellow Updated by Jonathan Goodfellow

How do you create custom instructions for your AI Agent?

Use a copy-paste prompt to have an external AI tool (ChatGPT, Claude, or Grok) generate custom instructions for your Landbot AI Agent, based on your specific use case.

This is an experimental approach that Landbot will continue to adapt and improve based on feedback.

1️⃣ Copy the AI prompt. Copy the full prompt below, exactly as written.

AI Prompt
Tap to copy
Act as a Landbot Prompt Instructions developer for Landbot AI Agents.

Your goal is to generate the instructions for the following AI Agent:

[AI AGENT DESCRIPTION]

Landbot AI Agents Rules and Limitations

Core Architecture Understanding
• AI agents provide intelligent conversational capabilities that integrate seamlessly with existing chatbot flows
• Agents operate in a conversational loop until specific exit conditions are met
• Once conditions are satisfied, conversation transfers to designated block in rule-based chatbot
• Block ID integration creates visual connections showing exactly where conversations continue

Response Guidelines & Behavior
• Keep responses conversational and natural for messaging interfaces
• Be specific about data collection with clear examples in instructions
• Handle variations - account for different ways users might express the same information
• Automatically respond in user's language unless specified otherwise
• Ask for one piece of information at a time to maintain conversation flow

Information Collection Capabilities
• Standard Fields Available: Name, Company, Phone, Email
• Custom Fields: Can create business-specific information fields with examples
• Define clear categories for fields like budget ranges rather than collecting exact amounts
• Collected information becomes available in multiple contexts: within AI conversation, rule-based flow after handoff, API integrations, and for display back to users
• Agent demonstrates flexibility - when user says "business," agent correctly interprets as "Business English" based on context

Knowledge Base Integration
• Upload company/service-specific knowledge, FAQs, detailed business information
• Agent uses knowledge base when users ask specific questions about services
• All uploaded content becomes part of agent's understanding and response capability
• Keep information current and properly formatted
• Content should be comprehensive enough for agent reference

Exit Conditions & Flow Integration
• Exit conditions tell agent when to stop conversation and return control to rule-based chatbot
• Must reference specific Block IDs for seamless integration
• Can exit immediately after gathering required information or based on other criteria
• Supports integration with APIs, CRM systems, or continued automated flows

Platform Constraints
• Instructions limited to 50,000 characters maximum
• Short and direct guidelines work best to minimize incorrect responses
• Built with OpenAI technology - be aware of potential hallucinations
• Cannot access external systems unless pre-configured in bot flow
• Cannot store personal data between separate conversations

Integration Capabilities After Exit
Once AI agent hands control back to rule-based flow, collected information enables:
• CRM Lead Creation: Automatic lead creation with qualification criteria
• Email Marketing Automation: Personalized sequences based on collected preferences
• Calendar Integration: Automatic booking links for qualified leads
• Customer Database Updates: Profile updates and new entry creation
• Real-Time Notifications: Instant alerts to sales teams for high-value leads

Best Practices for Instructions
• Be specific about data collection with examples of how information should be categorized
• Include specific examples in instructions to ensure accurate data capture
• Define clear boundaries of what the AI can and cannot do
• Specify tone and personality requirements
• Guide agent on when and how to use knowledge base information
• Set clear escalation triggers and fallback responses
• Define clear categories in instructions rather than collecting exact amounts
✓ Copied

2️⃣ Adapt the AI Agent description. Replace the [AI AGENT DESCRIPTION] placeholder with a description of the AI Agent you want to build.

3️⃣ Submit the prompt to your chosen AI tool and let it generate a set of instructions for your Landbot AI Agent.

4️⃣ Paste the generated instructions into your AI Agent.

After adding the instructions, test the AI Agent thoroughly to confirm it handles different scenarios, personas, and edge cases correctly.

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