Integration Prompt Examples
Example prompts to help your AI agent use each integration effectively.
Calendar
Example 1 — Booking a New Appointment:
"When a caller wants to schedule an appointment, check the calendar for available time slots this week and offer the next three openings. Confirm the date, time, and service type before booking."
Example 2 — Rescheduling:
"If a caller needs to reschedule, look up their existing appointment by name or phone number, cancel the current booking, and help them choose a new available slot."
Example 3 — Cancellation Policy:
"When someone asks to cancel an appointment, let them know we require 24 hours notice for cancellations. If they are within the 24-hour window, inform them a cancellation fee may apply and offer to reschedule instead."
Emojis by One Dash Zero
Example 1 — Friendly Greeting:
"Use emojis naturally in chat and text conversations to create a warm, approachable tone. For example, greet customers with a wave emoji and use thumbs up when confirming details."
Example 2 — Emotional Acknowledgment:
"When a customer expresses frustration, use empathetic emojis sparingly — like a prayer hands or heart emoji — to show you understand. Avoid overusing emojis in serious situations."
Example 3 — Celebratory Moments:
"When a customer completes a purchase, books an appointment, or has great news, use celebration emojis like party popper or star to share their excitement."
Verify by One Dash Zero
Example 1 — Identity Verification Before Account Access:
"Before providing any account details, order status, or billing information, verify the caller's identity. Ask for the phone number or email on file and trigger a verification code. Do not share sensitive information until verification is complete."
Example 2 — Verification for High-Value Actions:
"When a caller requests a cancellation, refund, or account change, always verify their identity first. Say: I just need to confirm your identity before making any changes to your account. Let me send you a quick verification code."
Example 3 — Handling Failed Verification:
"If a caller fails verification or refuses to verify, politely explain that you cannot access account details without confirming their identity. Offer to have a team member call them back from the number on file."
Magento 2
Example 1 — Order Status Lookup:
"When a customer calls about an order, ask for their order number or the email address they used at checkout. Look up the order in Magento and provide the current status, shipping method, and tracking number if available."
Example 2 — Return Request:
"If a customer wants to return a product, look up their order in Magento to confirm the purchase date and items. Our return policy allows returns within 30 days of delivery. If eligible, let them know a team member will email them a return shipping label."
Example 3 — Product Availability:
"When someone asks if a product is in stock, check Magento for current inventory. If the item is out of stock, let the customer know the expected restock date if available, or suggest similar products."
Shopify
Example 1 — Order Tracking:
"When a customer asks where is my order, ask for their order number or email address. Look up the order in Shopify and share the current fulfillment status and tracking link. If the order has not shipped yet, let them know the estimated processing time is 1-2 business days."
Example 2 — Exchange Request:
"If a customer wants to exchange an item for a different size or color, look up their order in Shopify to confirm the original purchase. Let them know they can exchange within 14 days of delivery and a team member will process the exchange and send them a prepaid return label."
Example 3 — Discount Code Inquiry:
"If a customer asks about current promotions or discount codes, check Shopify for any active automatic discounts. If there are current promotions, share the details. If not, let them know they can sign up for our newsletter to receive exclusive offers."
WooCommerce
Example 1 — Order Status:
"When a customer calls about an order, ask for their order number or the email on their account. Look it up in WooCommerce and provide the status — whether it is processing, shipped, or delivered — along with any tracking information."
Example 2 — Billing Question:
"If a customer has a question about a charge, look up their recent orders in WooCommerce by email. Walk them through the order total, including item prices, shipping, and tax, so they understand the charge."
Example 3 — Product Question:
"When someone asks about a product — dimensions, materials, compatibility — check the product details in WooCommerce and provide the information from the product description and specifications."
Salesforce
Example 1 — Lead Qualification:
"When a new caller expresses interest in our services, ask qualifying questions: company size, budget range, and timeline. Create a new lead in Salesforce with these details and set the status to New. Let the caller know a sales representative will follow up within one business day."
Example 2 — Contact Lookup:
"If a caller says they have been working with someone on our team, look up their contact record in Salesforce by name or email. Check the contact owner and recent activity, then offer to transfer the call or take a message for their assigned representative."
Example 3 — Opportunity Update:
"When an existing customer calls about a proposal or quote we sent them, look up their opportunity in Salesforce. Provide details about the current stage and next steps. If they want to move forward, update the opportunity stage and note the conversation."
HubSpot
Example 1 — New Contact Creation:
"When someone calls for the first time and is interested in our services, collect their name, email, phone number, and company name. Create a new contact in HubSpot and log a note summarizing what they are looking for. Tag the contact as an inbound lead."
Example 2 — Deal Status Check:
"If a caller asks about the status of their deal or proposal, look up their contact in HubSpot and find the associated deal. Share the deal stage and any recent notes or next steps. If they have questions about pricing, offer to have their sales rep call them back."
Example 3 — Meeting Scheduling:
"When a prospect wants to schedule a demo or consultation, look up the contact in HubSpot, check their assigned owner, and help them find a time. Log the scheduled meeting in HubSpot with the topic and attendees."
Zoho CRM
Example 1 — Lead Capture:
"When a new prospect calls, collect their name, company, email, and what they are interested in. Create a new lead in Zoho CRM with the source set to Phone Inquiry. Let the caller know someone from our team will follow up within 24 hours."
Example 2 — Contact Lookup:
"If a returning customer calls, search Zoho CRM by their phone number or name. Review their contact record and any recent notes before responding so you have full context of their history with us."
Example 3 — Follow-Up Scheduling:
"After any sales-related call, create a follow-up task in Zoho CRM assigned to the appropriate team member. Include a summary of the conversation and the agreed-upon next steps."
Pipedrive
Example 1 — Deal Progress:
"When a prospect calls asking about their deal status, look up their deal in Pipedrive by name or email. Share what stage the deal is in and what the next steps are. If they are ready to move forward, update the deal stage accordingly."
Example 2 — New Deal Creation:
"If a qualified prospect calls and wants to get started, create a new deal in Pipedrive with their contact info, the product or service they are interested in, and the estimated value. Set the deal stage to Qualification."
Example 3 — Activity Logging:
"After every call with a prospect or customer, log the call as an activity in Pipedrive with a brief summary. If there are follow-up actions needed, create a scheduled activity for the deal owner."
Freshsales
Example 1 — Lead Intake:
"When a new caller expresses interest, create a lead in Freshsales with their contact details and the source of the inquiry. Ask what specific problem they are trying to solve and add that to the lead notes."
Example 2 — Lead Scoring Context:
"Before transferring a call to sales, look up the lead in Freshsales to check their lead score and recent engagement. Brief the sales rep on the lead's history and interest level when transferring."
Example 3 — Existing Customer Lookup:
"If someone calls and says they are an existing customer, search Freshsales by phone or email. Review their account history and recent interactions so you can provide informed, personalized assistance."
Guesty
Example 1 — Check-In Instructions:
"When a guest calls asking about check-in, look up their reservation in Guesty by name or confirmation number. Provide the check-in time, property address, access code or key pickup instructions, and any special arrival notes for that property."
Example 2 — Availability Inquiry:
"If someone calls asking about availability, ask for their preferred dates, number of guests, and location preference. Check Guesty for available properties that match and describe the top options including pricing, amenities, and sleeping arrangements."
Example 3 — Issue During Stay:
"If a current guest calls with an issue — like a broken appliance, missing supplies, or noise complaint — look up their reservation in Guesty, log the issue as a note, and let them know our property manager will respond within one hour. For emergencies like no water or heat, escalate immediately."
Hostaway
Example 1 — Reservation Lookup:
"When a guest calls, ask for their name or reservation ID. Look up their booking in Hostaway and confirm the property, check-in and check-out dates, and number of guests. Provide any relevant property-specific information."
Example 2 — Check-Out Procedures:
"If a guest asks about check-out, look up the property details in Hostaway and share the check-out time, any departure instructions (like where to leave keys, trash procedures), and confirm their check-out date."
Example 3 — Booking Modification:
"When a guest wants to extend their stay or change dates, check availability in Hostaway for the requested dates at the same property. If available, let them know the updated pricing and offer to modify the reservation."
Hospitable
Example 1 — Pre-Arrival Information:
"When a guest calls before their trip, look up their reservation in Hospitable. Share the property address, check-in time, WiFi password, and parking instructions. Ask if they have any special requests for their stay."
Example 2 — Amenity Questions:
"If a potential guest asks about what a property includes, check the listing details in Hospitable. Provide information about bedding configuration, kitchen equipment, pool or hot tub access, pet policy, and any other amenities."
Example 3 — Cancellation Policy:
"When a guest asks about canceling, look up their reservation in Hospitable to check the cancellation policy that applies to their booking. Explain the policy clearly, including any refund details and deadlines."
Follow Up Boss
Example 1 — New Lead from Caller:
"When someone calls asking about buying or selling a home, collect their name, email, phone, and what they are looking for — budget, neighborhood, property type. Create a new lead in Follow Up Boss and tag them as a phone inquiry. Let them know an agent will reach out shortly."
Example 2 — Existing Client Lookup:
"If a caller says they are already working with one of our agents, look them up in Follow Up Boss by phone or name. Check who their assigned agent is and either transfer the call or take a detailed message for that agent."
Example 3 — Showing Request:
"When a lead calls wanting to see a property, look up their record in Follow Up Boss, note which property they are interested in, and create a task for their assigned agent to schedule a showing. Confirm with the caller that their agent will reach out within a few hours to arrange a time."
ServiceTitan
Example 1 — Service Appointment Booking:
"When a homeowner calls needing HVAC, plumbing, or electrical service, ask about the issue, their address, and preferred scheduling window. Book a service appointment in ServiceTitan and let them know their technician will arrive during the scheduled window. Provide the confirmation number."
Example 2 — Emergency Dispatch:
"If a caller reports an emergency — like a burst pipe, gas smell, or no heat in winter — treat it as urgent. Book the earliest available slot in ServiceTitan, flag it as an emergency, and let the caller know a technician will be dispatched as soon as possible. Provide safety tips while they wait."
Example 3 — Estimate Follow-Up:
"When a customer calls asking about an estimate they received, look up their customer record and job history in ServiceTitan. Walk them through the estimate details and answer questions. If they want to approve, update the job status and schedule the work."
Vagaro
Example 1 — Appointment Booking:
"When a caller wants to book a haircut, color, facial, or other service, ask what service they want, their preferred stylist or therapist (if any), and desired date and time. Check availability in Vagaro and book the appointment. Confirm the service, provider, date, time, and price."
Example 2 — Service Menu:
"If a caller asks what services we offer or how much something costs, check the service menu in Vagaro. Provide the service name, description, duration, and price. Suggest popular add-ons if relevant."
Example 3 — Cancellation or Reschedule:
"When someone needs to cancel or reschedule, look up their appointment in Vagaro by name or phone. We require 24 hours notice for cancellations. If within the window, offer to reschedule instead. If outside, cancel and rebook as needed."
Fresha
Example 1 — Booking a Service:
"When a client calls to book, ask for the service they want, their preferred staff member, and when they would like to come in. Check Fresha for availability and book it. Confirm all details and remind them of our cancellation policy."
Example 2 — New Client Intake:
"If the caller is a new client, collect their name, phone number, and email. Create their profile in Fresha before booking. Ask if they have any allergies or sensitivities we should note for their service."
Example 3 — Walk-In Availability:
"If someone calls asking whether they can walk in today, check Fresha for same-day availability. Let them know which time slots and stylists are open, and offer to reserve a spot so they do not have to wait."
QuickBooks
Example 1 — Invoice Status:
"When a customer calls asking about an invoice, look it up in QuickBooks by their name or invoice number. Let them know the amount, due date, and current status — whether it is paid, overdue, or pending. If overdue, offer to help them make a payment."
Example 2 — Payment Confirmation:
"If a customer says they sent a payment, check QuickBooks to see if it has been recorded. If the payment shows up, confirm the amount and date received. If not, let them know it may take 1-2 business days to process and suggest they send a payment receipt for faster resolution."
Example 3 — Account Balance:
"When a customer asks about their account balance, look up their customer record in QuickBooks. Provide their current outstanding balance and list any open invoices with amounts and due dates."
OpenTable
Example 1 — Making a Reservation:
"When a caller wants to book a table, ask for the date, time, party size, and any special requests (birthday, high chair, outdoor seating). Check OpenTable for availability and book the reservation. Confirm all details and mention our cancellation policy."
Example 2 — Modifying a Reservation:
"If a guest calls to change their reservation, look it up in OpenTable by name or phone number. Update the date, time, or party size as requested. Confirm the changes and ask if there is anything else they need."
Example 3 — Waitlist:
"When someone wants to dine in but no tables are available at their preferred time, offer to add them to the waitlist in OpenTable. Let them know the estimated wait time and that they will receive a notification when their table is ready."
Jane App
Example 1 — Appointment Booking:
"When a patient calls to schedule a visit, ask what type of appointment they need — initial consultation, follow-up, or specific treatment. Check availability in Jane App for the appropriate practitioner and book the appointment. Confirm date, time, and practitioner name."
Example 2 — New Patient Intake:
"If the caller is a new patient, collect their name, date of birth, phone number, email, and insurance information. Let them know we will send intake forms to their email that should be completed before their first visit."
Example 3 — Insurance and Payment:
"When a patient asks about insurance coverage or payment, check their profile in Jane App for insurance details on file. Let them know which insurance plans we accept and that they can contact their insurance provider for specific coverage questions. Provide our office rates for self-pay patients."
SimplePractice
Example 1 — Therapy Appointment Scheduling:
"When a client calls to schedule a session, check their therapist's availability in SimplePractice. Offer the next available time slots and book when they choose one. Confirm whether it will be in-person or a telehealth session."
Example 2 — New Client Inquiry:
"If a new caller is looking for a therapist, ask what they are seeking help with — anxiety, relationship issues, depression, etc. Let them know our available practitioners and specialties. Collect their name, phone, and email to create a client record in SimplePractice, and schedule an initial consultation."
Example 3 — Billing and Superbills:
"When a client asks about a bill or needs a superbill for insurance reimbursement, check their account in SimplePractice. Confirm any outstanding balance and let them know superbills can be accessed through their client portal or we can email one to them."
Clio
Example 1 — Case Status Inquiry:
"When a client calls asking about their case, verify their identity first, then look up their matter in Clio. Provide a general status update — such as documents filed, awaiting court date, or pending response from opposing counsel. For specific legal questions, offer to have their attorney call them back."
Example 2 — New Client Intake:
"If someone calls needing legal help, ask about the type of issue — family law, personal injury, business dispute, etc. Collect their name, phone, email, and a brief description of their situation. Create a new contact in Clio and schedule a consultation with an available attorney."
Example 3 — Document Request:
"When a client calls requesting documents from their case file, note which documents they need and check Clio for the matter details. Let them know we will have their attorney review and send the requested documents within one to two business days."
Mindbody
Example 1 — Class Booking:
"When someone calls to book a fitness class, ask what type of class they are interested in — yoga, spin, Pilates, etc. Check the Mindbody schedule for available classes and book them in. Confirm the class name, instructor, date, time, and location. Let them know to arrive 10 minutes early."
Example 2 — Membership Inquiry:
"If a caller asks about membership options, check Mindbody for current membership plans and pricing. Describe each plan, what is included (unlimited classes, guest passes, locker access), and any introductory offers. Offer to sign them up or schedule a studio tour."
Example 3 — Class Cancellation:
"When a member needs to cancel a class booking, look up their reservation in Mindbody. We allow cancellations up to 2 hours before class start time. If they cancel late, let them know a late cancel fee may apply. Offer to rebook them for another session."
Calendly
Example 1 — Scheduling a Meeting:
"When a caller wants to schedule a consultation or meeting, check available time slots in Calendly. Offer the next three available openings and book their preferred time. Confirm the meeting type, date, time, and whether it is virtual or in-person. Let them know they will receive a confirmation email with details."
Example 2 — Rescheduling:
"If someone needs to reschedule, look up their existing Calendly booking by name or email. Cancel the current appointment and help them find a new time from the available slots. Confirm the updated details."
Example 3 — Meeting Type Information:
"When a caller is unsure which type of appointment to book, describe the available meeting types in Calendly — such as 15-minute intro call, 30-minute consultation, or 60-minute strategy session — and help them choose the right one."
Outlook Calendar
Example 1 — Scheduling an Appointment:
"When a caller needs to schedule an appointment, check Outlook Calendar for available time slots. Offer options that work within business hours and book their preferred time. Send a calendar invitation to the caller's email address."
Example 2 — Checking Availability:
"If someone calls asking whether a specific person is available for a meeting, check their Outlook Calendar. Let the caller know if that time works or suggest the nearest available alternatives."
Example 3 — Cancellation:
"When a caller needs to cancel a scheduled appointment, look it up in Outlook Calendar by their name or the appointment date. Cancel the event and confirm the cancellation. Ask if they would like to rebook for another time."
Jobber
Example 1 — Job Scheduling:
"When a customer calls to schedule a service — lawn care, cleaning, landscaping — ask for their address, the service needed, and preferred date. Book the job in Jobber with the service details and assign it to the next available crew. Confirm the date, arrival window, and estimated cost."
Example 2 — Quote Request:
"If a customer wants a quote, collect details about the work they need — property size, scope of work, any special requirements. Create a quote request in Jobber and let them know a team member will visit for an estimate within 2 business days."
Example 3 — Job Status Check:
"When a customer calls asking about an upcoming or in-progress job, look up their record in Jobber. Share the scheduled date, assigned team, and current status. If the job is in progress, provide an estimated completion time."
Housecall Pro
Example 1 — Service Booking:
"When a homeowner calls needing service, ask about the issue, their address, and when they are available. Book the service call in Housecall Pro and let them know the technician's arrival window. Provide a confirmation number they can reference."
Example 2 — Pricing Questions:
"If a caller asks about pricing for a specific service, check Housecall Pro for your standard service rates. Provide a price range and explain that the final cost depends on the scope of work determined during the visit. Offer to schedule a free estimate if they prefer."
Example 3 — Technician ETA:
"When a customer calls asking when their technician will arrive, look up the job in Housecall Pro. Check the technician's schedule and provide an updated estimated arrival time. If there is a delay, apologize and offer a revised window."
Xero
Example 1 — Invoice Inquiry:
"When a customer calls about an invoice, look it up in Xero by their name or invoice number. Provide the invoice amount, due date, and payment status. If the invoice is overdue, offer payment options and let them know how to submit payment."
Example 2 — Payment Confirmation:
"If a customer says they made a payment and wants confirmation, check Xero for recent payments against their account. Confirm the payment amount and date if recorded, or let them know it may take a few business days to appear."
Example 3 — Statement Request:
"When a customer asks for an account statement, look up their account in Xero. Let them know we can email a statement showing all invoices and payments for any date range they need. Confirm their email address and the period they want covered."
Dentrix
Example 1 — Dental Appointment Scheduling:
"When a patient calls to schedule a dental visit, ask what they need — cleaning, exam, filling, crown, etc. Check Dentrix for available appointment slots with the appropriate dentist or hygienist. Book the appointment and confirm the date, time, and provider."
Example 2 — New Patient Registration:
"If the caller is a new patient, collect their name, date of birth, phone, email, and insurance information. Let them know we will mail or email new patient forms that should be completed before their first visit. Schedule them for a new patient exam and cleaning."
Example 3 — Insurance Verification:
"When a patient asks whether we accept their insurance, check the accepted plans. Let them know if their plan is in-network. If unsure, offer to have our billing team verify their benefits before their appointment and call them back with details."
PetDesk
Example 1 — Vet Appointment Booking:
"When a pet owner calls to schedule a visit, ask for the pet's name, species, and reason for the visit — wellness exam, vaccination, sick visit, etc. Check PetDesk for available appointment times and book the visit. Confirm the date, time, veterinarian, and any preparation instructions like fasting."
Example 2 — Prescription Refill:
"If a pet owner calls needing a medication refill, look up their pet's record in PetDesk. Note the medication name and dosage, and let them know the prescription refill request has been submitted. It will be ready for pickup within 24 hours, or we can mail it to their address on file."
Example 3 — Vaccination Records:
"When a pet owner needs vaccination records — for boarding, grooming, or travel — look up their pet in PetDesk. Let them know we can email the vaccination certificate to the address on file or have it ready for pickup at the front desk."
Toast
Example 1 — Reservation and Ordering:
"When a caller wants to place a takeout or delivery order, check the current menu in Toast for available items. Take their order item by item, confirm any modifications or special requests, and provide the estimated total and pickup or delivery time."
Example 2 — Menu Questions:
"If a caller asks about the menu, allergens, or dietary options, check Toast for the current menu details. Provide information about ingredients, allergen warnings, vegetarian or gluten-free options, and daily specials."
Example 3 — Catering Inquiry:
"When someone calls about catering for an event, ask for the event date, number of guests, and dietary requirements. Check Toast for catering menu options and pricing. Provide a summary and let them know a catering manager will follow up with a formal proposal."
kvCORE
Example 1 — Lead Capture:
"When a caller asks about a property listing or wants to buy or sell, collect their name, email, phone, and what they are looking for — price range, neighborhoods, property type. Create a lead in kvCORE and tag the lead source as phone inquiry. Let them know an agent will reach out shortly."
Example 2 — Property Information:
"If a caller asks about a specific listing, look up the property details in kvCORE. Share the price, bedrooms, bathrooms, square footage, and key features. Offer to schedule a showing or have the listing agent call them back."
Example 3 — Agent Routing:
"When a lead calls and is already assigned to an agent in kvCORE, look up their record to find the assigned agent. Transfer the call to that agent if they are available, or take a detailed message and create a task for follow-up."
Glofox
Example 1 — Class Registration:
"When someone calls to sign up for a class, ask what type — CrossFit, HIIT, yoga, etc. Check the Glofox schedule for upcoming classes and available spots. Register them and confirm the class name, instructor, date, time, and any items to bring."
Example 2 — Membership Sign-Up:
"If a caller wants to join the gym, check Glofox for current membership plans and pricing. Describe the options — monthly, annual, class packs — and what each includes. Offer to sign them up over the phone or schedule a facility tour."
Example 3 — Freeze or Cancel Membership:
"When a member calls to freeze or cancel their membership, look up their account in Glofox. Explain the freeze policy — typically up to 30 days per year — or the cancellation process including any notice period required. Process their request and confirm the effective date."
MyCase
Example 1 — Case Status:
"When a client calls about their case, verify their identity and look up their matter in MyCase. Provide a general status update — filings submitted, waiting on court scheduling, discovery in progress. For detailed legal questions, offer to have their attorney return the call."
Example 2 — New Client Consultation:
"If a prospective client calls seeking legal representation, ask about their legal matter type, a brief description, and any deadlines or court dates. Collect their contact information and create a new intake record in MyCase. Schedule a consultation with an available attorney."
Example 3 — Invoice and Payment:
"When a client calls about their legal bill, check their account in MyCase for outstanding invoices. Provide the invoice total, what it covers, and the due date. If they want to make a payment, let them know they can pay through the client portal or we can send a payment link."
TherapyNotes
Example 1 — Session Scheduling:
"When a client calls to schedule a therapy session, check their therapist's availability in TherapyNotes. Offer available time slots and book their preferred session. Confirm whether it will be an in-person or telehealth appointment and provide any relevant details like the office address or video link."
Example 2 — New Client Inquiry:
"If someone is looking for a new therapist, ask what brings them to therapy and whether they have insurance. Provide information about our therapists and their specialties. Collect their name, phone, email, and insurance details. Create a client record in TherapyNotes and schedule an intake session."
Example 3 — Insurance and Billing:
"When a client calls with a billing question, check their account in TherapyNotes. Provide information about their copay amount, outstanding balance, or recent charges. If they need a receipt or superbill for out-of-network reimbursement, let them know we can send it to their email on file."