Guide · Setting up your agent
Use the writing assistant (AI Prompt Editor)
Change your agent’s instructions simply by asking for what you want.
AvailabilityAll plans.
Open the editor
- In the "Assistants" menu, open your agent (it must have been saved at least once).
- In the instructions section, "AI Prompt Editor" tab, click "Launch AI Prompt Editor".
- Choose whether to continue with your current instructions, start from scratch or start from a template.
Ask for a change
Type your request in the chat on the left, in plain language. For example:
- "Make the tone warmer."
- "Add our returns policy: 30 days, no questions asked."
- "Add instructions for handling an unhappy customer."
- The "Make it more concise", "Improve clarity"… shortcuts handle common tweaks.
Review and approve
- Proposed changes are highlighted: green for additions, red for deletions.
- Accept or reject each change ("Accept" / "Reject"), or all of them at once ("Accept All" / "Reject All").
- Click "Save" to keep them.
Tip
One change at a time gives better results. Always read before accepting: you know your business better than the AI does.
Variables and post-call data
- "Variables" tab: add fields such as {customer_name} to personalise each call.
- "Post-Call" tab: define what to extract from each call (appointment booked, level of interest…). You can ask the AI: "What data should I collect?"
Need help? In your account, the help assistant (bubble at the bottom right) answers in your language. You can also email contact@permanenceia.com.
Related guides
- Write your agent’s instructions (system prompt)Structure the instructions that set your agent’s role, tone and rules.
- Extract the key details from every callDefine the data the AI extracts after each call and send it to your tools.
- Test your agent (chat, browser, phone)The three ways to test an agent before it goes live, and when to use each.
