How to Use Prompts to Generate Data in Swyft AI
Swyft AI offers several types of fields to prompt, each designed to capture specific kinds of data from your customer conversations. This guide will walk you through how to effectively prompt Swyft AI for each field type, including Text Fields, Picklists, Dates, Numbers, and Checkboxes.
1. Text Fields
Text fields in Swyft AI are designed to capture open-ended responses. To ensure you get the most relevant and useful data, it’s important to be specific in your prompts. Here’s how you can optimize your prompts for text fields:
Be Specific
When prompting for a text field, the more specific you are, the better Swyft AI can capture the data you need. For example, instead of saying, “What did the customer say?”, you might prompt, “Summarize the customer’s feedback on the product’s user interface.”
Use Natural Language
Swyft AI is designed to understand and respond to natural language. Feel free to phrase your prompts as if you’re talking to a person. This helps in capturing more accurate and contextually relevant information.
Example Prompt:
“Provide a brief summary of the customer’s concerns regarding the pricing model.”
Ask for Formatting
You can ask Swyft AI to format the data in a specific way directly in your prompt. Whether you need a bulleted list, a paragraph, or a succinct summary, Swyft AI can handle the formatting based on your instructions.
Example Prompt:
“List the main points from the customer’s feedback as bullet points.”
“Provide a detailed paragraph explaining the customer’s experience with our product.”
Set the Tone
You can instruct Swyft AI to be succinct or detailed depending on your needs. This helps in capturing the right amount of information without overloading your CRM.
Example Prompt:
“Give a concise summary of the customer’s inquiry.”
“Write a detailed explanation of the customer’s request for additional features.”
Example in Action:
Prompt: “Provide a detailed summary of what the customer thinks about the new dashboard layout. Include both positive and negative feedback, and list them as bullet points.”
2. Picklists
Picklists are useful for capturing predefined options from a conversation. Swyft AI can recognize and match phrases to the options you’ve defined, ensuring consistency in your data.
Be Clear on Options
When prompting for a picklist, clearly indicate the choices. This can be done by listing the options directly in your prompt.
Example Prompt:
“Identify the customer’s role: Sales, Marketing, Product Management, or Engineering.”
Match Conversations to Options
If the customer’s response doesn’t directly match one of the options, Swyft AI will use context to pick the closest match. Ensure your options are comprehensive to capture the full range of possible responses.
Example in Action:
Prompt: “Determine the primary department the customer works in: Sales, Marketing, Product Management, or Engineering.”
3. Dates
Date fields require specific formatting to ensure accuracy. Swyft AI is flexible in recognizing different date formats.
Example Prompt:
“Capture the date of the customer’s next renewal.”
Example in Action:
Prompt: “Identify the next meeting date mentioned by the customer.”
4. Numbers
When capturing numerical data, clarity is key. Whether you’re asking for quantities, percentages, or monetary amounts, Swyft AI can handle various types of numerical data.
Define the Type of Number
Specify the kind of number you’re looking for, whether it’s a quantity, a percentage, or a monetary value. This helps Swyft AI understand the context and format the data correctly.
Example Prompt:
“Record the discount percentage the customer mentioned.”
Example in Action:
Prompt: “Capture the total budget the customer has allocated for this project.”
5. Checkboxes
Checkbox fields are ideal for capturing yes/no or true/false responses. Swyft AI can quickly interpret these responses based on how you frame the prompt.
Phrase as Yes/No Statements
When prompting for checkboxes, phrase your statements to elicit a clear yes or no response. This makes it easier for Swyft AI to determine whether the checkbox should be checked or unchecked.
Example Prompt:
“Indicate whether the customer agreed to the proposed delivery date.”
Example in Action:
Prompt: “Indicate whether the customer agreed to the following: delivery date, payment terms, contract duration.”
Conclusion
Using the right prompts for each field type in Swyft AI ensures that you capture accurate, relevant, and standardized data from your customer conversations. By being specific, using natural language, and guiding Swyft AI with clear instructions, you can make the most of the platform’s data generation capabilities.