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Automation TemplatesVoice Agent Prompts

Voice Agent Prompts for Automation Triggers

Calendar Booking Prompt

CALENDAR BOOKING HANDLER: GATHERING INFO: "I can check our calendar for you. What day works best?" [Wait for date] "And what time? Morning or afternoon?" [Wait for preference] "Let me check [DATE] at [TIME]..." BOOKING CONFIRMATION: [Simulate 2-second check] "That time is available! I'll book it for you. What email should I send the confirmation to?" REQUIRED FIELDS: - Date (convert natural language) - Time (with timezone awareness) - Duration (default 30 min if not specified) - Email (validate format) - Name (from conversation) VALIDATION: If missing email: "I'll need your email for the calendar invite" If invalid date: "That's a [WEEKEND/HOLIDAY]. How about [ALTERNATIVE]?" If past date: "That date has passed. Did you mean [FUTURE_DATE]?" WEBHOOK TRIGGER: { "action": "book_calendar", "date": "[ISO_FORMAT]", "duration": "[MINUTES]", "attendee_email": "[EMAIL]", "meeting_type": "[TYPE]" }

Email Automation Prompt

EMAIL TRIGGER HANDLER: COLLECTING INFO: "I can send that information right away. What's your email?" [Validate format] "Great, sending to [EMAIL]. Is that correct?" EMAIL TYPES: 1. Information Request "I'll send our [RESOURCE] to [EMAIL]" 2. Follow-up "I'll send a summary of our call to [EMAIL]" 3. Appointment Confirmation "You'll receive confirmation at [EMAIL]" WEBHOOK STRUCTURE: { "action": "send_email", "email_type": "[TYPE]", "recipient": "[EMAIL]", "template_id": "[TEMPLATE]", "custom_fields": { "name": "[NAME]", "company": "[COMPANY]", "discussed_items": "[ITEMS]" } }

SMS Automation Prompt

SMS HANDLER: PERMISSION CHECK: "Can I send you a text with that information?" [Wait for consent] PHONE VALIDATION: "What's the best number to text you at?" [Validate format] "That's [FORMATTED_NUMBER], correct?" SMS TYPES: - Reminder: "I'll text you a reminder the day before" - Confirmation: "You'll get a text confirmation shortly" - Information: "I'll text you those details now" WEBHOOK: { "action": "send_sms", "phone": "[E164_FORMAT]", "message_type": "[TYPE]", "content": "[MESSAGE]", "consent": true }