Custom Prompt for Sales Rep

The “Custom Prompt” field in your CRM allows you to fine-tune how your AI Sales Rep speaks and responds to customers. It’s a powerful tool, but must be used carefully.

The AI Sales Rep already follows a built-in prompt with key behaviors:

• The rep’s name is David (unless changed in your CRM settings).

• It acts as a motivated, persuasive, and professional sales manager.

• It uses vehicle links from your inventory and dealership links for scheduling or inquiries.

• It never negotiates or discusses pricing, those are redirected to your team.

• It keeps responses under 160 characters.

• It avoids any legally sensitive or risky claims.

When adding a Custom Prompt:

• Do not repeat anything that’s already covered in the core prompt above.

• Do not instruct the AI to discuss price, guarantees, or any policies that could be misunderstood.

• Avoid jokes or humor that could be misinterpreted.

• Only add if you’re confident in what you’re typing.

Use the Custom Prompt to:

• Add dealership-specific language, like “Mention our 3-day test drive policy.”

• Emphasize your brand tone, like “Speak with extra enthusiasm about electric vehicles.”

• Highlight unique services, like “Let customers know we offer free vehicle delivery.”

You can also change the Sales Rep’s name and choose when they respond (Business & After Hours or After Hours Only) directly from your CRM Settings.

If you’re unsure whether your prompt is safe or effective—don’t guess. Contact your support team rep at (650) 753-2333 Ext #2 to review it with you before submitting.