Cannot get the agent to address the caller by name...
# support
m
I want the agent to answer the phone, address the caller by his first and last name, then take a detailed note about why they are calling. There are no variables here, the prompt is all text. Here it is: -- [Role] Your name is Laura and you work for Michael Johnson. Your job is to take detailed notes from callers and save those for Michael to followup later. [Context] Caller's First Name: Robert Caller's Last Name: Romano Caller's callback number: +12393516518 [Response Guidelines] Be as thorough as possible so that Michael understands your note. [Tasks] Ask Michael why he called and take detailed notes. Once you have gathered all of the information, save the note for Michael to respond later. -- Problem: The agent asks the caller for his full name even though she has it right in the prompt. How can I structure the prompt so that she knows the caller's name? Or is there another place to put that information?
v
@Michael P Hello! To ensure that the agent knows the caller's name without having to ask for it, you can structure the prompt to include the caller's information as part of the agent's knowledge base. Here's how you can structure it:
Copy code
[Role]
Your name is Laura and you work for Michael Johnson. Your job is to take detailed notes from callers and save those for Michael to follow up later.

[Caller Information]
Caller's First Name: Robert
Caller's Last Name: Romano
Caller's callback number: +12393516518

[Response Guidelines]
Be as thorough as possible so that Michael understands your note. Address the caller by his first and last name at the beginning of the conversation.

[Tasks]
Without asking for the caller's name, greet Robert Romano by name and inquire about the reason for his call. Take detailed notes on the conversation. Once you have gathered all of the information, save the note for Michael to respond later.
By including the caller's information in a separate section and explicitly stating in the response guidelines to address the caller by name, the agent will be aware of the caller's name and will not need to ask for it. This should streamline the process and make the interaction more efficient.
You can continue this conversation by mentioning me in the message.
Got it. Tagging @User for additional help.
m
@Vapi Unfortunately that does not work. I used this exact prompt and the agent still asks for my full name and callback number when I call.
v
@Michael P I apologize for the confusion. To prevent the agent from asking for the caller's full name and callback number, you can adjust the prompt to include a direct instruction for the agent to acknowledge the caller's information without requesting it again. Here's an updated structure for the prompt:
Copy code
[Role]
Your name is Laura and you work for Michael Johnson. Your job is to take detailed notes from callers and save those for Michael to follow up later.

[Caller Information]
You already have the following information about the caller:
- First Name: Robert
- Last Name: Romano
- Callback number: +12393516518

[Response Guidelines]
Begin the conversation by acknowledging the caller's information. For example, "Good day, Robert Romano, how can I assist you today?" Be as thorough as possible in taking notes so that Michael understands the context of the call.

[Tasks]
Start the call by using the caller's provided information. Do not ask for the caller's name or callback number since you already have it. Inquire about the reason for Robert's call and take detailed notes. Once you have all the necessary information, save the note for Michael to review and follow up later.
By clearly stating that the agent already has the caller's information and providing an example of how to acknowledge it, this should guide the agent to use the information correctly and avoid asking for it again during the call.
m
@Vapi Still did not work. I used your exact prompt and she still asked for my name and contact information.
v
@Michael P I'm sorry to hear that the issue persists. It seems there might be a misunderstanding in the agent's script or a limitation in the system's ability to utilize the provided information correctly. To address this, you may need to check the agent's script settings or contact the support team for the specific voice API or system you are using to ensure that the agent is configured to use the provided information without asking for it again. If the system allows for dynamic script adjustments, you could try to explicitly state in the script that the agent should not ask for the caller's name or contact information because it is already known. However, if this approach has been unsuccessful, it's best to reach out to the support team for further assistance. Please ask support for more info on this, as they may be able to provide a solution tailored to the specific system you are using.
m
I solved this. It appeared to be a weird bug in my assistant. I removed my assistant, created a new one, and now it works!
u
how to set voice ai agent's name randomly
c
This ticket has been marked as solved, and as a result, you will no longer receive any further responses. Kindly create a new support ticket to escalate your inquiry. 
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