---
title: "Prompting"
description: "Building an AI Assistant Prompt Using Blank Canvas"
url: https://support.agentsuite.ai/en/articles/17-prompting
collection: "Learning the Software -Beginner"
updated: 2026-09-10
language: en
---

# Prompting

Building an AI Assistant Prompt Using Blank Canvas

## **Introduction**

This SOP walks you through setting up a custom AI assistant using the **Blank Canvas** option inside the AI Workspace platform. You'll learn how to define the AI's identity, structure tasks, and ensure it responds in a clear, casual, and brand-aligned way—perfect for sales demos or live interactions.

## **Steps to Build the Assistant Prompt**

### **1\. Open the Assistant Builder**

-   Go to the **Assistants** tab in the platform.
    
-   Click **Create New Assistant** in the top right.
    
    ![](https://staticfiles.gleap.io/ghelparticle/1IUIS4fEwTxfrisnUTXUquc1Eiy69g7CfgQO9hygOCu3cvwzB81SB0xsupG69JmdjlKAoYowRSE.png)
    
-   Select **Blank Canvas**.
    

![](https://staticfiles.gleap.io/ghelparticle/Dm3fR2HEIPhED6604DgFnz7V4NTXn3I8XwZWo5onQzNXDG0Soe9Jl6Xn4GjTo94ysKkhjeHaKCQ.png)

### **2\. Define the AI’s Identity**

-   Name your assistant (e.g., "Emma").
    
-   Add a clear description of who the assistant is and what it does.
    
-   Example: "Emma is an AI sales rep that role-plays sales calls for a user's business."
    
-   Include tone and style preferences:
    
    -   Concise responses (no long paragraphs).
        
    -   Casual but professional language.
        
    -   No emojis or interjections like “got it” or “thanks for that.”
        
    -   Affirmations used sparingly.
        

### **3\. Add Company Context**

-   Write a short company overview (e.g., "We build AI agents that follow up with leads and book appointments.").
    
-   Add general pricing info or a statement like: "Custom pricing based on your business needs."
    
-   List core services (e.g., AI appointment setting, follow-up, lead qualification).
    

### **4\. Style Guardrails**

-   Add a section to reinforce how the assistant should talk:
    
    -   Be concise.
        
    -   Use everyday language (avoid jargon).
        
    -   Ask one question at a time.
        
    -   Stay on topic and redirect off-topic chats.
        
    -   Be proactive—guide the conversation.
        

### **5\. Response Guidelines**

-   Use the auto-generated ones from the platform if available.
    
-   If building manually, follow the same voice and behavior patterns as in the guardrails.
    

### **6\. Build the Task Flow**

This is the heart of the assistant. Use numbered steps and conditionals where needed.

#### **Example Task List**

-   **1.** Greet the user and introduce as a sales rep.
    
-   **2.** Ask if they want to join a role-play demo.
    
-   **3.** If yes, ask questions to collect:
    
    -   Business name
        
    -   Business description
        
    -   Best-selling service
        
-   **4.** Start the role-play, acting as the business’s sales rep.
    
-   **5.** Ask up to 3 qualifying questions based on the business info.
    
-   **6.** Present benefits of the top service and address objections.
    
-   **7.** Try to "close" or schedule a mock appointment (don't actually book).
    
-   **8.** Exit character and ask for feedback.
    
-   **9.** Qualify the lead further by asking about their sales process, call volume, and interest in automation.
    
-   **10.** Ask if they want to speak with an AI specialist. If yes, go to booking. If no, end the conversation politely.
    

## **Tips**

-   Use headers like \## Identity, \## Tasks in your prompt for clarity.
    
-   Stick with concise, casual responses. It feels more human.
    
-   Don’t overload the assistant—one question or action per step.
    

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