How Callers reads what you write
Your agent combines several sources each time it speaks. Knowing which source does what helps you put each piece of content in the right place.Write for the ear
Keep turns short
Aim for one to three short sentences per step. On a call, a contact cannot skim or scroll back. A long turn invites interruptions and makes the agent sound like a recording.Ask one question at a time
End most steps with a single, specific question. Two questions in one turn usually get one answer, and the agent then has to guess which one was answered.End steps with a question
A step that ends on a statement leaves dead air. The contact waits for the agent, the agent waits for the contact, and after a while the agent breaks the silence. Close with a short check such as “Does that work for you?” unless the step ends the call.Prefer specific choices over open questions
“Would Tuesday morning or Thursday afternoon work better?” is easier to answer on the phone than “When would you like to meet?” and gives the agent a clean answer to act on.Bad and better phrasing
- Long turns
- Two questions
- Open-ended
- Links
Before
Hi {{first_name}}, I’m calling from Acme Insurance because we noticed that your policy is coming up for renewal next month, and we wanted to let you know about some new coverage options and discounts we’re offering this year, which could save you money. Do you have a few minutes, and would you also like to hear about our home bundle?
After
Hi {{first_name}}, this is Sam from Acme Insurance. Your policy renews next month. Do you have two minutes to go over your options?
Numbers, dates, emails, and links
Spoken formats differ from written ones. Write content the way you want it heard, then confirm on a test call.Use variables to personalize
Insert variables such as{{first_name}} or {{renewal_date}} into steps, instructions, and scenarios with the Variables tag. Values come from your contact upload, the API data field, or a pre-conversation action.
- Map every variable to a column or field. A variable with no value is spoken as nothing, which can leave a sentence broken.
- Write sentences that still make sense if an optional variable is empty, or mark the variable as required.
- Format values in your data the way you want them spoken. A date stored as
2026-11-03is harder to say naturally thanNovember 3rd. If you can’t change the data, add an instruction such as “Say the renewal date as a month and day.”
Script steps or instructions?
Each step can contain spoken text, inline instructions, or both. Decide who writes the words for each step.Scripted step
You write the exact words. Use it for disclosures, legal lines, prices, and anything approved word for word.
Instruction-driven step
You describe what to say and the agent composes it. Use it when the line depends on data or on what the contact just said.
- Conflicting
- Instruction-driven
- Scripted with a behavioral rule
Great, I can see your balance now. Instruction: Tell the customer their balance and due date, then ask if they want it by SMS.
Use instructions for nuance, not for branching. If the conversation should go in clearly different directions depending on the answer, create a subflow for each answer in the script editor instead of an “if… otherwise…” instruction.
Scenarios versus script steps
Script steps cover the path you expect. Scenarios cover what can come up at any time: questions, objections, and edge cases. When a scenario fires, the agent handles it and then returns to where it was in the script.
Tips for scenarios:
- Title each scenario by the trigger (what the contact says), not by the response. “Contact asks about pricing” works better than “Explain pricing.”
- Start with a direct answer, then hand back with a short question.
- Keep each scenario self-contained, because the script resumes afterward.
- For long or changing facts, connect a knowledge base and keep the scenario short.
Knowledge base or instructions?
Keep knowledge bases focused. Several small, topical knowledge bases retrieve more precisely than one large document. Use clear headings and avoid repeating the same fact in several files. See Knowledge base.
Agent Instructions and guardrails
Agent Instructions apply to every step and scenario. A good block covers:- Persona: name, company, role, and tone.
- Response style: short answers, one question per turn, lead with the answer.
- Prohibited behavior: for example, never read URLs aloud, never promise outcomes, never quote prices that aren’t in the knowledge base.
- Escalation: when to transfer to a person.
Control pacing and interruptions
Writing is half of it; timing is the other half. These settings let you tune how the agent delivers what you wrote.
See Conversation dynamics for patience, interruptions, and no-response settings.
Test and iterate
Prompting is iterative. Plan several rounds of test calls before you launch.1
Test the happy path
Place a Test Call or Web Call from the agent header and follow the main path. Listen for long turns, awkward phrasing, and moments where the agent waits too long or too little.
2
Test the edges
Interrupt the agent, ask off-script questions, give unclear answers, stay silent, and say “not interested.” Check that the right scenarios fire.
3
Test in the target language
If the agent speaks another language or dialect, test in that language. Pronunciation and phrasing problems rarely show up in translation.
4
Read the transcript and listen to the recording
Transcripts show what was said. Recordings show pacing, interruptions, and pronunciation. Use both.
5
Change one thing at a time
Edit one step or setting, test again, and compare. Changing many things at once makes it hard to see what helped.
6
Review real calls after launch
Use Insights mode to find steps where contacts hang up or interrupt, then rewrite those steps first.
Checklist
Each step is one to three short sentences and ends with one question (unless it ends the call).
No URLs, long email addresses, or ambiguous numeric dates are spoken.
Every variable has a value source, and sentences still work if optional values are empty.
Each step has one source for its words: scripted text or an instruction, not both.
Scenarios are titled by trigger and cover your most common questions and objections.
Facts live in the knowledge base; behavior lives in instructions; hard limits live in guardrails.
Disclosures use Speak with no interruptions and are kept short.
You’ve tested interruptions, silence, off-script questions, and the target language.
Related
Steps
Step types and per-step settings.
Instructions and guardrails
Agent-wide rules and hard limits.
Latency and conversation quality
Make the agent feel responsive.
Testing your agent
Test calls, chats, and emails.