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The AI Prompt Editor is an intelligent tool that allows you to edit and improve your AI assistant’s prompts using natural language. Instead of manually editing text, you can chat with an AI assistant that understands your requests and suggests intelligent modifications.

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Overview

The AI Prompt Editor provides:
  • Conversational editing - Describe changes in plain language
  • Smart suggestions - AI understands context and makes relevant changes
  • Review before apply - Accept or reject each change individually
  • Variable management - Easily manage pre-call and post-call data
  • Template library - Start with proven prompt templates
AI Prompt Editor Interface

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Getting Started

1

Open your assistant

Navigate to Assistants in the sidebar and click on the assistant you want to edit.
2

Find the AI Prompt Editor

In the edit form, scroll to the System Prompt section and find the AI Prompt Editor tab.
3

Launch the editor

Click the Launch AI Prompt Editor button. A modal window will open with the editor interface.
You must save your assistant at least once before you can use the AI Prompt Editor.

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Interface Overview

The AI Prompt Editor has three main areas:

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Chat Panel (Left Side)

This is where you interact with the AI:
  • Type your requests in the input box at the bottom
  • View conversation history above
  • Use quick suggestion chips for common actions:
    • Make it more concise - Shorten the prompt
    • Add more detail - Expand with specifics
    • Improve clarity - Make instructions clearer
    • Add instructions - Add new behavioral guidelines

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Editor Panel (Right Side)

This shows your current prompt with two tabs:
  • System Prompt - The main instructions for your assistant
  • Initial Message - The greeting message when calls start
Toggle between Edit mode (textarea) and Preview mode (formatted view with diff highlights).

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Side Tabs

  • Variables - Manage pre-call data variables
  • Post-Call - Define data to collect after calls

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Using the Chat

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Making Requests

Simply describe what you want to change:
You: “Make the tone more friendly and casual”AI: The AI will suggest changes to make greetings warmer, use more conversational language, and soften formal phrases.
You: “Add information about our return policy - 30 days no questions asked”AI: The AI will find the appropriate place in your prompt and add the return policy details.
You: “Add instructions for handling angry customers”AI: The AI will add behavioral guidelines for de-escalation and when to transfer to a human.

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Tips for Better Results

  • Be specific - “Add a 10% discount mention” is better than “add discount info”
  • Provide context - “When asked about pricing, mention…” gives AI better understanding
  • One change at a time - Break complex changes into multiple requests

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Reviewing Changes

When the AI suggests changes, they appear in the diff view:
  • Green highlighting - New text being added
  • Red highlighting - Text being removed
  • Blue highlighting - Text being modified

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Accept or Reject Changes

Each change has two buttons:
  • ✓ Accept - Apply this specific change
  • ✗ Reject - Discard this change
You can also use bulk actions:
  • Accept All - Apply all pending changes
  • Reject All - Discard all pending changes
Always review changes before accepting. The AI makes intelligent suggestions, but you know your business best.
Reviewing Changes with Diff View

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Variables

Variables allow you to personalize calls with dynamic data.

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Adding Variables

  1. Click the Variables tab
  2. Click Add Variable
  3. Enter a name (e.g., customer_name, appointment_time)
  4. Set a default value

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Using Variables in Prompts

Type variables directly in your prompt using curly braces: {variable_name} Example prompt: 
Hello {customer_name}, I'm calling from {company_name} about your appointment on {appointment_date}.

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Post-Call Schema

Define structured data you want to collect during or after calls.

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Adding Post-Call Fields

  1. Click the Post-Call tab
  2. Click Add Field
  3. Configure:
    • Name - Field identifier (e.g., meeting_scheduled)
    • Type - string, number, or boolean
    • Description - What this field captures

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Example Fields

NameTypeDescription
meeting_scheduledbooleanWhether a meeting was booked
interest_levelstringCustomer’s interest: hot, warm, cold
callback_timestringPreferred callback date/time
objection_reasonstringMain objection if not interested
The AI can suggest post-call fields based on your prompt. Just ask: “What data should I collect from these calls?”
Post-Call Fields Configuration

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Templates

When you first open the AI Prompt Editor, you can choose to start with a template:
  • Continue with existing - Keep your current prompt
  • Start from scratch - Begin with a blank prompt
  • Start with template - Choose from pre-built templates
Templates are organized by use case:
  • Sales calls
  • Customer support
  • Appointment scheduling
  • Surveys and feedback
  • Lead qualification
Template Selection Screen

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Saving Your Work

Click the Save button in the top-right to save all changes to your assistant.
The editor auto-detects unsaved changes. If you try to close with unsaved work, you’ll be prompted to save or discard.

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Best Practices

Start with Templates

Templates provide proven starting points. Customize rather than starting from zero.

Iterate Gradually

Make small changes, test, and refine. Don’t overhaul everything at once.

Review Every Change

The AI is helpful but not perfect. Always review suggestions before accepting.

Test After Editing

Make test calls after changes to verify the assistant behaves as expected.