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Integrations

35
  • Integrate WhatsApp with Google Sheets
  • Integrating Spoki with Facebook forms.
  • Integrating Spoki with Brevo (formerly sendinblue)
  • Integrating WhatsApp with Zapier
  • Integrating WhatsApp with Hubspot
  • Integrating WhatsApp with Qapla’
  • Integrating WhatsApp with ActiveCampaign
  • Klaviyo and Spoki Integration.
  • Integrating WhatsApp with IFTTT
  • Integrate WhatsApp with Zoho
  • Integrate WhatsApp to WPNotif
  • Integrate WhatsApp with Semplisio
  • Integrating Spoki with Webhooks
  • Integrate Spoki with any management system via API
  • Integrating Calendly with Spoki
  • How to send a Webhook out of Spoki vs. a management system
  • Integrating WhatsApp with Paypal
  • Zadarma
  • Spoki WhatsApp Chat Chrome Extension
  • Integrate Prestashop to WhatsApp
  • WhatsApp and WooCommerce Integration
  • Integrate WhatsApp with Google Calendar
  • Embed Spoki on your Software
  • Spoki Integration with Connectif: Automating WhatsApp Messages
  • Integrate WhatsApp with Shopify
  • Insert Chat Button on Shopify
  • Get Started with Spoki MCP
  • Sync Klaviyo Lists and Segments with Spoki
  • Gorgias
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Platform

16
  • Lists
  • Dynamic fields
  • Import CSV from Lists
  • Apply for OBA (Official Business Account) WhatsApp
  • Ticket
  • How to verify the authenticity of Spoki emails
  • Deals – User Guide
  • Contact
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  • Template messages
  • Chat buttons
  • Tags
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How to

88
  • “Transform Contact Field” step: when and how to use it
  • Practical guide: how to write a prompt that works
  • How to create a simple automation from the Campaigns section
  • Spoki on your Smartphone – Web App and Notifications
  • “Delay” Step: When and How to Use It
  • Quick Action “If/Else”
  • How to Filter Chats by One or More Tags/Agents/Lists/Tickets
  • Marketing Consent on Spoki: Operational Guide
  • Guide to the Branching Option in Automations
  • Introduction to Using the OTP Code
  • Guida allo step “Attendi risposta”
  • How to Upload a Contact List on Spoki: A Step-by-Step Guide
  • Crafting AI Prompts
  • How to send the content of a message to an external webhook
  • Multiple steps in automation
  • HOW TO TRACK CLICKS ON TEMPLATE MESSAGE LINKS: UTM
  • How to write documents for AI
  • Template suggested by Artificial Intelligence (AI)
  • How to create a marketing funnel on Shopify
  • Integrating Spoki with Meta Listings
  • How to build your own AI Agent
  • Restore all blocked contacts
  • Translate messages and replies if the contact has a different language
  • Transcription and translation of audio in chat
  • Permanently delete a contact on Spoki
  • How to export all messages from a chat as CSV
  • How to change media in the Template before sending it in chat
  • How to create a list for contacts in a specific automation step
  • New features of Active Campaign
  • How to populate a dynamic field
  • How to activate catalog display on WhatsApp
  • How to add Tag in automation before inserting it
  • How to generate a list from Campaign Statistics
  • How to segment clients within Automations.
  • How not to let your recharge expire
  • How to automatically manage who replies/does not reply to a message
  • How to terminate automation manually for specific contacts
  • How to terminate automation manually for specific contacts
  • HOW TO CREATE A LIST FOR CONTACTS IN A SPECIFIC AUTOMATION STEP
  • HOW TO GENERATE A LIST FROM CAMPAIGN STATISTICS
  • HOW TO ADD TAG IN AUTOMATION BEFORE INSERTING IT
  • New features of Active Campaign
  • How to change media in Template before sending it to chat
  • How to export all chat messages as CSV
  • Audio transcription and translation in chat
  • Delete contact permanently on Spoki
  • Train artificial intelligence (AI) on Spoki
  • Integrating Spoki with Meta Listings
  • How to set up a CTA with dynamic field
  • How to send the content of a message to an external webhook
  • How to automatically manage who replies/doesn’t reply to a message
  • Free messages with buttons
  • How to get a single contact out of all automations
  • Spoki – first steps
  • How to transfer contacts from your Whatsapp app to Spoki
  • How to handle cases when I have to send a chat reply to a customer after 24 hours?
  • How to withdraw from Spoki service
  • HOW TO LINK SPOKI TO FACEBOOK INTERACTION CAMPAIGNS
  • How to manage booking Calendly + Active Campaign + Spoki
  • How to consult automation reporting
  • How to send multi-language messages
  • How can I identify which user has replied in chat to a message?
  • How to populate a dynamic field via CSV upload and submit a campaign
  • How to enable automation for birthday greeting message
  • How to automatically handle those who do not respond
  • How to activate the Woocommerce plugin associated with Spoki Pro
  • How to enable automation for non-working hours
  • How to link Spoki to Facebook campaigns
  • How to activate an automatic message to run on holidays
  • How to link a Chat Button on the website to an automated response
  • How to insert WhatsApp chat button on WordPress site
  • How to update Spoki’s WhatsApp profile
  • Recommended proportions for images in Whatsapp messages
  • How to create template button response automation
  • How to start an automation with API
  • How to enable notifications on Spoki
  • How to lock/unlock contacts automatically
  • How to create new users and assign different roles
  • How to integrate Spoki for your customers into your software
  • How to recover abandoned shopping carts on Woocommerce
  • How to Automatically Send a Reminder Message Using Spoki
  • How to duplicate automations/ templates
  • Managing Free Messages in the Automation Flow
  • How to attribute or remove tags to contacts in a list
  • How to delete multiple contacts
  • Migration from old Twilio provider
  • View only unread chats
  • How to Use the Return Webhook from Spoki to Zapier

Strategies

13
  • Tips for mass mailings over 10,000 contacts
  • WhatsApp Strategies for Christmas: The Complete Guide to Maximizing Sales and Customer Satisfaction
  • WhatsApp That Sells – Mini Strategic Guide by Sector
  • WhatsApp for E-commerce: How to Turn Conversations into Sales with Spoki
  • Why Spoki AI is Essential in Every Communication and Sales Strategy
  • Reach All Your Contacts Without Exceptions: SMS Integrated into Spoki Automations
  • Practical Guide to Creating, Optimizing, and Approving WhatsApp Templates with Spoki and ChatGPT
  • Practical Guide to Creating, Optimizing, and Approving WhatsApp Templates with Spoki and ChatGPT
  • The 6 Most Effective Automations to Use with Spoki
  • Tips for mass mailings over 10,000 contacts

WhatsApp rules

8
  • “Daily” contact limits
  • Authorization for use
  • Quality of messages sent
  • Types of messages
  • What to do if your account is in low quality
  • What to do if you have been banned from WhatsApp
  • Conversations: Costs and Usage
  • Rules to avoid ban from WhatsApp

Onboarding

6
  • 2a. Accepting notification from Tyntec
  • Attivazione Spoki – Autorizzazione da Meta BM (numero WhatsApp Business)
  • 2. Verify Meta Business Manager
  • Before activating Spoki: What you need to know about your existing WhatsApp number
  • Plans and prices | Spoki
  • 3. Spoki Training Course

Release Notes

4
  • Carousel Template
  • Report Tickets
  • Commerce Triggers
  • Automation step “Start automation”
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  • Practical guide: how to write a prompt that works
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Practical guide: how to write a prompt that works

SPOKI

AI Agents — Operational Manual for Spoki Clients #

1. What is the system prompt #

The system prompt is the “script” of your AI agent: the set of instructions that tells it who it is, what it does, and how it behaves. You don’t need technical skills to write it — natural language is enough.

Think of a new employee on their first day of work, with two important things to keep in mind:

  • it knows nothing about you, your company, or your customers until you explain it
  • it remembers nothing from one conversation to another — every new customer contacting it is “day one”

Everything you want it to do consistently must be included in the system prompt. For every conversation, it is the agent’s only reference point.

Golden rule: instruct the agent the same way you would instruct a real person on their first day of work. Be explicit, clear, and give concrete examples.

2. The structure of a good prompt #

A production-ready prompt typically includes these 5 elements. The more complete they are, the more reliable the agent will be.

01 — Identity #

Name, role, context. A specific persona works better than a generic “assistant.”

Example:
“Sofia, consultant at [Company] with experience in [X sector]”
works better than
“Virtual assistant of [Company].”

02 — Skills and objectives #

What the agent can do and its main goal.

Always write in positive form (what to do), not negative form (what not to do).

Example:
“Help the customer find the right product”
works better than
“Do not suggest irrelevant products.”

03 — Tone and style #

Formal, warm, direct? Typical response length? How should dynamic fields ({{name}}, {{email}}) be used?

Also define whether the agent should ask questions, rephrase, or summarize.

04 — Guardrails (hard limits) #

Things the agent must never do, grouped in a dedicated section and separated from the skills section.

Typical examples:

  • do not quote unauthorized prices
  • do not promise refunds
  • do not provide professional advice
  • do not reveal internal information

Always explain why the restriction exists.

05 — Examples and edge-case handling #

Show the agent 2–3 concrete examples of how to respond in key situations.

Also include:

  • what to do if it does not know the answer
  • when to escalate to a human operator

Positive > Negative.
LLMs follow positive instructions (“do X”) better than negative ones (“don’t do Y”). Use negative instructions only when necessary, and collect them in the Guardrails section.

3. Temperature presets #

In Spoki you can choose between three presets that control how variable and unpredictable the agent’s responses are.

These settings affect generation randomness, not conversational style.

Deterministic — Maximum consistency #

Best for: technical FAQs, bookings, standardized processes, customer support with a strong KB.

What to expect:
same question → very similar answer every time.

Minimal risk of inconsistent or off-topic outputs.

Normal — Recommended starting point #

Best for: most agents, including sales and lead generation.

If unsure, start here.

What to expect:
balance between consistency and wording variety.

Natural responses without unpredictability.

Creative — Maximum variety #

Best for: brainstorming, copywriting variations, situations where you want the agent to “find new words.”

What to expect:
more varied phrasing, but also greater risk of off-topic or KB-inaccurate responses.

Not recommended for support or booking workflows.

Important:
The preset does not control tone.
A “warm and proactive” agent is created through the prompt, not by increasing temperature.

For sales and lead generation, “Normal + a well-written prompt” is usually better than “Creative + generic prompt.”

4. What works and what doesn’t #

Do #

  • Write in natural language, like speaking to a coworker
  • Define how to use dynamic fields: %%FIRST_NAME%%, %%EMAIL%%
  • Include 2–3 real response examples
  • Define clear escalation criteria
  • Separate guardrails from preferences
  • Test in the Playground before going live
  • Iterate based on real conversations

Avoid #

  • Contradictory KB documents
  • Vague prompts like “Respond helpfully”
  • One huge KB document
  • Forgetting a default error message
  • Asking the agent to do things tools cannot do
  • Confusing temperature with tone
  • Treating go-live as the end of the work

5. Ready-made prompts by industry #

Generic template — suitable for everyone #

Recommended preset: Normal

You are [Agent Name], virtual assistant of [Company Name].

WHAT YOU DO #

  • Answer customer FAQs
  • Provide product/service information
  • Collect contact details when escalation is needed

HOW YOU BEHAVE #

  • Greet customers by name:
    “Hi %%FIRST_NAME%%, how can I help you?”
  • Keep responses concise (max 3–4 sentences)
  • If you don’t know the answer, say you’ll verify and arrange follow-up

RESPONSE EXAMPLES #

[Insert 2–3 real examples]

GUARDRAILS #

  • Do not discuss topics outside your scope
  • Do not promise prices, timelines, or conditions not present in the KB

E-commerce and online sales template #

Recommended preset: Normal

Connect Shopify or PrestaShop. Upload product catalog and return policies to the KB.

You are [Agent Name], sales assistant for [Shop Name].

GOAL #

Help customers find the right product and guide them to purchase.

WHAT YOU CAN DO #

  • Suggest products based on customer needs
  • Answer questions about availability, sizes, variants, delivery times
  • Explain return and exchange policies
  • Retrieve order status (order number required)

HOW YOU SELL #

  • Ask questions to understand needs:
    “Is it a gift or for yourself? Do you have a preferred size?”
  • Suggest related products only if truly relevant
  • Enthusiastic but never pushy tone

GUARDRAILS #

  • Do not apply unauthorized discounts
  • Do not promise delivery outside standard timelines
  • For refunds: collect details and escalate to an operator

Beauty and wellness center template #

Recommended preset: Normal

Connect Google Calendar. Upload real services and schedules to the KB.

You are [Agent Name], assistant at [Center Name], a beauty center.

SERVICES AND HOURS #

[Insert real services and schedules or refer to KB document]

BOOKING FLOW #

  1. Ask which treatment the customer wants
  2. Suggest available times from the calendar
  3. Collect full name + phone + email
  4. Confirm booking and send recap

TONE #

Warm, reassuring, professional.

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Updated on May 27, 2026
“Transform Contact Field” step: when and how to use it

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Table of Contents
  • AI Agents — Operational Manual for Spoki Clients
  • 1. What is the system prompt
  • 2. The structure of a good prompt
    • 01 — Identity
    • 02 — Skills and objectives
    • 03 — Tone and style
    • 04 — Guardrails (hard limits)
    • 05 — Examples and edge-case handling
  • 3. Temperature presets
    • Deterministic — Maximum consistency
    • Normal — Recommended starting point
    • Creative — Maximum variety
  • 4. What works and what doesn’t
    • Do
    • Avoid
  • 5. Ready-made prompts by industry
    • Generic template — suitable for everyone
      • WHAT YOU DO
      • HOW YOU BEHAVE
      • RESPONSE EXAMPLES
      • GUARDRAILS
    • E-commerce and online sales template
      • GOAL
      • WHAT YOU CAN DO
      • HOW YOU SELL
      • GUARDRAILS
    • Beauty and wellness center template
      • SERVICES AND HOURS
      • BOOKING FLOW
      • TONE
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