Build the one-page fact sheet your AI receptionist answers from, and the list of things it must never say: AI agent prompt
Most bad AI phone answers come from missing or outdated facts, not from the AI itself. This prompt interviews you and turns your answers into a short, structured fact sheet (hours, services, prices, service area, booking rules) plus a 'never say' list, ready to paste into any AI receptionist, chatbot or answering service.
Customer SupportPhone & receptionbeginnerThe prompt
Interview me to build the fact sheet my AI receptionist will answer from. My business: [type and name]. Ask me questions one section at a time, waiting for my answers: 1) hours, holidays and after-hours policy; 2) services we do and don't do; 3) prices or ranges we're willing to say on the phone, call-out or consultation fees; 4) service area (towns, postcodes/ZIP codes) and what to say to callers outside it; 5) booking rules (lead times, deposits, cancellation policy); 6) payment, insurance or financing we accept; 7) the 10 questions callers ask most and our exact answers. When I'm done, produce: a one-page fact sheet with clear headings; a 'never say' list (promises, prices, advice or topics it must not discuss, including anything I flagged); a 'hand to a person' list; and 5 facts I should re-check every month because they change (prices, holiday hours, staff names). If any of my answers are vague or conflict with each other, ask me to fix them before you write the sheet.
How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
- Paste it into ChatGPT, Claude, Gemini and review the answer before you use it.
Works with: ChatGPT, Claude, Gemini, Google Docs
Featured in: Free AI agent prompts for small business (beginner-friendly) · AI prompts for Google Sheets and Excel work · AI receptionist and missed-call text-back: free scripts for small businesses
Before you use it: what to check
Already built into this prompt
- If any of my answers are vague or conflict with each other, ask me to fix them before you write the sheet.
Check yourself
- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Don't let AI make the final call on hiring, pay, performance or discipline. Use it to organise information, and have a person decide using criteria you can explain.
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
Want to make this prompt even better? Grade it with the free prompt grader or build your own with the AI prompt generator.
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