Using Lead Data in Prompting
Default Lead Fields
Leads AI provides several default lead fields that you can directly use inside your AI agent’s prompts:first_namelast_namedobphone_numberemailstreet_addressstatecountryzip_codednc(Do Not Contact flag)tagsstage
Custom Fields
You can also define custom fields based on your business needs.For example, if you have added a new custom-field like
pay_by in your leads data, it will be available as a custom variable.
Utility Variables
now— The current date and time according to the timezone set in the account.
{{now}}.
The name of the lead according to their platform is: {{first_name}} {{last_name}}.
The prompt will be translated to
Tools in Prompting
Any tools that are custom-created, integrated, or activated will be automatically added to the end of the agent context in prompts. The information is fed to the Agent like this The type, identifier, provider changes according to the tool
Tools that are built-in to the bot
| Tool Name | Description | Parameters |
|---|---|---|
create_appointment_tool | Creates an appointment | platform (‘google’, ‘microsoft’), appointment_description, date_time, from_email, customer_email, notes |
send_email_tool | Sends an email | platform, subject, body, from_email, customer_email |
create_call_alert_tool | Creates a call alert | call_alert_purpose, call_back_time |
update_lead_data_tool | Updates lead data | to_update (dict of str, int, float, list, dict, bool) |
update_lead_stage_tool | Moves the lead to a different stage | to_stage (must exist in account settings) |
get_categories_tool | Retrieves product categories | — |
get_item_by_instagram_url_tool | Get item details from Instagram URL | instagram_url |
get_item_full_details_tool | Get full product details by item ID | item_id |
get_items | Retrieve items with pagination | page, limit, category_id |
create_order_tool | Creates an order | item_id, address, paid_amount, payment_through, payment_proof, payment_details, comments, quantity |
You can either prompt the agent to use specific tool or it chooses them automatically. But, we recommend you to prompt
Prompting Instruction Examples
1. Booking Appointments
If the user wants an appointment with the doctor, please book it using [email protected]. Calendar platform is Google.It is recommended to provide the platform also
2. Sending Emails
If the user needs the itinerary, please send from [email protected] cc-ing [email protected]. It is a Google EmailIt is recommended to provide the platform also
3. Moving Lead Stage
If the user is interested in booking a trip, please move the lead to “Interested” stage.4. Creating Call Alerts
If the user asks for a human agent or a callback, please create a call alert titledNEED HUMAN ASSISTANCE: subject
for 30 minutes from now.
Mentioning time is important because the Leads AI dashboard highlights overdue call alerts.
5. E-commerce Bot Flow
Greet the customer using their name. Your name is Mounika. Be friendly, keep messages short, share images as images (not links). If a user asks for product details, check the backend. If they want to buy, share the UPI handle + QR code (no payment link unless requested for security reasons). Collect: street, locality, city, state, 6-digit pincode. After receiving payment screenshot, address, and item details, create an order in the database. If unsure, create a call alert with prefixNEW ORDER URGENT - item ID/name to be addressed in 5 minutes.
Payments accepted: UPI, Razorpay payment link. Verify screenshot details.
DO NOT send order confirmation — just say the team will confirm within 1 business day.
The above prompt can be configured to your needs.
6. Knowledge Base Queries
For any information about Leads AI, check the training data with this toolquery_among_documents.
Best Practices:
- Always wrap variables inside
{{ }} - Match exact case of variable names
- Keep instructions clear and structured