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PermanenceAIAI Receptionist

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

  1. In the "Assistants" menu, open your agent (it must have been saved at least once).
  2. In the instructions section, "AI Prompt Editor" tab, click "Launch AI Prompt Editor".
  3. 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.

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