DealerAI
Portal GuideAI Agents

How to edit an agent prompt

Modify the system prompt that controls how a specific AI agent behaves and responds.

Every agent already knows how to do its job. What you can change is the extra instruction layered on top of it — the dealership's own wording, rules, and exceptions. Editing the prompt lets you fine-tune how the agent communicates with customers.

Edit an agent's prompt

Open Agents from the sidebar and select the agent.
Scroll to Additional Info Override.
Turn on Agent Specific Prompt Override. A rich-text editor appears.
Write your instructions. Use the toolbar's plain-text toggle if you'd rather edit the Markdown directly.
Click Save.

The Additional Info Override section with the Common Agent Override Prompt and the Agent Specific Prompt Override toggle

Turning the toggle off again leaves the text in place but stops it being applied.

The portal warns that overwriting the prompt may affect how the agent responds. Change one thing at a time and check the result in Preview. Review conversation logs after making changes to verify the agent behaves as expected.

The Common Agent Override Prompt

Directly above the toggle, Common Agent Override Prompt shows the instruction shared by every agent at this dealership. It is read-only here; edit it from Add → Edit Common Agent Prompt. See How to use the common agent prompt.

Both prompts apply together — the common prompt to every agent, the specific override to this one.

Tips

  • Keep prompts focused — an agent with too many instructions may become inconsistent.
  • Use bullet points for rules — the AI follows structured instructions more reliably.
  • Put dealership-wide rules in the common prompt and only what's genuinely specific to this agent here.
  • If something belongs to every conversation rather than one agent, it may belong in the Knowledge Base instead.

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