Build a billing and account help agent that answers only from your own price lists and policies, stays inside the topics you approve and has a spending cap: AI agent prompt
Telecom Gazette reported on Nov 4, 2026 that Orange has deployed AI agents built on Algolia's Agent Studio to handle billing and account questions across consumer and business operations in more than 26 countries. The agents answer from Orange's own billing records, tariffs, product data and internal policies rather than a model's general knowledge, each one is limited to approved subjects, and each has a cost limit. No results for the new agents had been published yet. A small business can copy the same three controls: answer only from your own documents, a written list of allowed topics, and a usage cap.
The prompt
1. Gather your current price list, plans, billing and refund policy, payment methods and the 20 billing questions customers ask most, with your real answers. 2. Put them in a support tool or assistant that answers only from your documents (a custom GPT, Claude Project, Intercom Fin, Tidio or similar) and set a monthly usage or spending limit in that tool. 3. Give it these instructions: "Answer billing and account questions only from the attached documents. Allowed topics: prices, plans, invoices, payment methods, refunds under the written policy. For anything else, or if the documents don't answer it, say you'll pass it to a person and collect the customer's name, email and question. Never promise credits, discounts or refunds outside the policy, and never ask for full card numbers or passwords." 4. Test it with 15 real past questions plus 5 off-topic or tricky ones, and fix the documents where it got something wrong. 5. Review a sample of conversations every week and add new answers to the documents.
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 custom GPT, Claude Projects, Intercom Fin or Tidio and review the answer before you use it.
Works with: ChatGPT custom GPT, Claude Projects, Intercom Fin or Tidio
Real-world example: telecomgazette.com/articles/orange-rolls-out-algolia-built-ai-agents-a
Featured in: AI prompts for writing SOPs, reports, policies and checklists
Before you use it: what to check
Already built into this prompt
- For anything else, or if the documents don't answer it, say you'll pass it to a person and collect the customer's name, email and question.
- Never promise credits, discounts or refunds outside the policy, and never ask for full card numbers or passwords." 4.
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.
- 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.
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