Live Prompts work alongside Live Transcription to provide real-time, contextual guidance to agents during calls. This guide explains the setup process, including prerequisites, creating and assigning prompts, and tips for effective prompt content.
Prerequisites
Before using Live Prompts, make sure the following requirements are met:
An Admin user with an AI Assist Pro license is available to configure Live Transcription and prompts.
Live Transcription is enabled on the phone numbers where Live Prompts will be used.
Agents using the feature are assigned Pro licenses.
Creating Live Prompts
Access the Live Prompts manager
Click on a number from the list.
Navigate to the Settings tab.
In the Live Assist section, find the Live prompts dropdown.
Click Configure Live Prompts to open the Live Prompts manager.
Choose a prompt category and create
Steps:
Click on a category button: Objection, Competitor, FAQ, or Other.
Alternatively, click the Create Prompt dropdown and choose a category.
The prompt creation form will open.
Configure prompt details
The required fields vary based on the selected category.
For Objection prompts:
Title: A clear name for the prompt.
Objection field: Enter a trigger phrase (for example, "We don't have the right budget"). This helps AI recognize related language in real time.
Prompt message: The message agents will see.
Link more information (optional): Add supporting resources if needed.
Keywords (optional): List related words, separated by commas.
Language: Choose the prompt language.
For Competitor, FAQ, or Other prompts:
Each follows a similar structure, adapted to the type of guidance:
Competitor: Triggers based on competitor mentions.
FAQ: Designed for common questions and prewritten answers.
Other: Flexible use for general call assistance.
Click Save to create your prompt.
Assigning prompts to phone numbers
Important: Creating a prompt does not automatically activate it. You must assign prompts to each phone number individually.
Steps:
Select the desired number
Go to the Settings tab.
In the Live Assist section, confirm Real time transcription is enabled.
Under Assign prompts, choose the prompts you want to activate for this number.
Repeat this process for each phone number that requires prompts.
Note: You can assign different prompt sets to different numbers depending on their function (for example, sales vs support).
Prompt content best practices
Effective trigger keywords
Use real terms customers are likely to say.
Include synonyms and phrasing variations.
Add competitor names for relevant prompts.
Good prompt messaging
Keep responses concise: 2–3 sentences max.
Focus on talking points, not word-for-word scripts.
Include relevant data or proof points.
Suggest next steps or follow-up questions.
Example: Objection prompt
Category: Objections
Keywords: expensive, costly, budget, too much
Prompt message:
"Emphasize ROI: Our customers typically see 3x return within 6 months. Ask about their current costs for comparison. Offer to schedule a ROI analysis call."
This setup provides agents with quick, contextual guidance to respond effectively in the moment.