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Formatting in Prompts

While Callgency AI prompts are primarily read by the AI (not rendered visually), using Markdown formatting makes your prompts much easier to edit, debug, and maintain over time.

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Why Use Markdown?

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Better Organization

Clear headers and lists help you quickly scan and update sections of complex prompts.

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Team Collaboration

When multiple people work on prompts, Markdown structure ensures everyone can understand the flow.

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Easier Debugging

When reviewing transcripts, formatted prompts make it obvious which section the agent was following.

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Headers for Major Sections

## Sales Script
### Opening
### Discovery Questions
### Close

## FAQs
### Pricing Questions
### Service Questions

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Lists for Options

**Class Schedule:**
- Monday: 6am, 12pm, 6pm
- Tuesday: 7am, 5pm
- Wednesday: 6am, 12pm, 6pm

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Bold for Emphasis

**Important**: Never mention pricing until after qualification.

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Code Blocks for Examples

Use backticks for phone numbers, addresses, or exact phrases: 
Our address is `123 Main Street, Dallas, TX 75201`

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Structuring a Complete Prompt

Here’s how to use Markdown for a well-organized prompt: 
# Role & Objective
You are an AI receptionist for [COMPANY_NAME].
Your goal: book qualified leads into a discovery call.

## Sales Script

### 1. Opening
"Hi {{first_name}}, this is Sarah from [COMPANY]..."

### 2. Qualification
Ask one question at a time:
- "Are you the business owner or decision-maker?"
- "How many leads do you currently receive per week?"

### 3. Booking
Run the book_appointment tool with...

## FAQs

**Q: What's your pricing?**
A: Our packages start at $X/month...

**Q: How quickly can we start?**
A: Most clients are up and running within 48 hours...

## Objection Handling

**"I need to think about it"**
→ "I understand. Would it help if I sent over some case studies?"

## Response Style
- Friendly, conversational tone
- One question at a time
- Keep responses under 2-3 sentences

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Best Practices

  1. Use consistent heading levels - Don’t skip from # to ###
  2. Keep lists parallel - Start each item the same way
  3. Add blank lines - Space out sections for readability
  4. Use bold sparingly - Only for truly important items
  5. Indent nested content - Makes hierarchy clear

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What to Avoid

  • Over-formatting - Don’t bold everything
  • Complex tables - Keep it simple; lists work better
  • Excessive nesting - 2-3 levels max
  • Emoji overload - Use sparingly if at all
With well-formatted prompts, you’ll spend less time hunting for the right section to edit and more time optimizing your agent’s performance.