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Creating and Testing Prompts

This article provides step-by-step instructions for creating, configuring, and testing prompts in Kakiyo.

Ilan Asseo avatar
Written by Ilan Asseo
Updated over a month ago

Creating a New Prompt

Step 1: Navigate to the Prompts Section

  1. Log into your Kakiyo dashboard

  2. Click on the Prompts tab in the left navigation menu

  3. Click the Add Prompt button in the top right corner

Step 2: Configure Basic Prompt Settings

  1. Enter a Name for your prompt (e.g., "Job Offers," "Demo Request")

  2. Select an AI Model from the dropdown menu (e.g., GPT-4.1, Claude 3.7 Sonnet)

  3. For Type, select "Messages" (currently the only available type)

  4. Click Continue to proceed to the prompt editor

Step 3: Write Your Prompt Content

The prompt editor is divided into two main tabs:

Context Tab

This is where you provide instructions for the entire conversation:

  1. Start with a Role section:

    # Role
    [Describe who the AI is representing and in what context]

  2. Define the Mission:
    ​

    # Mission
    [Explain what the AI should try to achieve through the conversation]

  3. Add Instructions for the AI:
    ​

    # Instructions
    [List specific guidelines for message style, length, tone, language, etc.]

  4. Include Special Cases handling:
    ​

    # Special Cases
    [Provide instructions for handling objections, questions, or situations]

First Message Tab

Here you specifically instruct the AI on crafting the initial outreach message:

# Task
[Briefly describe what the first message should accomplish]

# Constraints
[List important limitations or requirements for the first message]

Make sure to include the required variables {{productDescription}} and {{prospectDescription}} somewhere in your either the first message prompt or the context prompt.

DO NOT FILL THOSE VARIABLES — the system will handle it for each prospect.

Step 4: Configure Variables

On the right side of the prompt editor, you'll see the Variables panel with three sections:

  1. Required Variables:

    • prospectDescription and productDescription are pre-defined and mandatory

    • Ensure these are used somewhere in your prompt content

    • Note: These are automatically filled by the system - you don't need to provide values for them

  2. Optional Variables:

    • These include agentName, prospectName, companyName

    • Also automatically filled by the system

    • You can use them in your prompt, but they're not required

  3. Custom Variables:

    • You can add custom variables like goal, goalLink, fallback

    • These make your prompt more flexible and reusable

    • Important: Unlike required and optional variables, you will need to manually fill in values for these custom variables when setting up your campaign

  4. To add a new custom variable:

    • Type its name in the "New variable name" field

    • Click the "+" button to add it

    • Use it in your prompt with double curly braces: {{variableName}}

Testing Your Prompt

Step 1: Access the Test Interface

  1. Click the Test Prompt button in the top right corner of the prompt editor

  2. This opens the test conversation interface

Step 2: Configure Test Settings

  1. Select a Product from the dropdown menu

  2. Fill in values for all variables in your prompt

  3. Click Start Test to begin the conversation simulation

Step 3: Simulate a Conversation

  1. The AI will generate the first message based on your prompt

  2. You can respond as if you were the prospect

  3. The AI will reply according to your prompt instructions

  4. Continue the conversation to test different scenarios:

    • Test positive responses to see how the AI guides toward your goal

    • Test objections to see how the AI handles resistance

    • Test irrelevant questions to assess how the AI redirects the conversation

Step 4: Refine Your Prompt

  1. Based on the test results, return to the prompt editor to make improvements

  2. Adjust instructions, wording, or variables as needed

  3. Test again until you're satisfied with the AI's performance

  4. Click Save Changes to save your refined prompt

Using Premade Prompts

Kakiyo offers a library of pre-configured prompts that you can use as starting points:

  1. When creating a new prompt, look for template options

  2. Select a template that matches your campaign goals

  3. Customize the template to fit your specific needs

  4. Test and refine as needed

Best Practices for Effective Prompts

  • Be Specific: Vague instructions lead to inconsistent performance

  • Test Thoroughly: Simulate various prospect responses

  • Iterate: Continuously improve your prompts based on test results

  • Keep it Natural: Avoid overly sales-focused language that sounds robotic

  • Focus on Value: Guide the AI to highlight benefits rather than features

  • Include Fallbacks: Always provide alternative paths for uninterested prospects

Troubleshooting

  • If the AI generates inappropriate responses, check your constraints section

  • If messages are too long, specify word count limits more clearly

  • If conversations feel unnatural, add more guidance on conversational tone

  • If the AI isn't following your instructions, ensure they're clearly structured with numbered points

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