The system prompt
The system prompt is the core instruction set your agent follows. It tells the agent who it is, how it should communicate, what it should prioritise, and what it should avoid. You can edit the system prompt at any time from Configuration → Voice → System Prompt. When writing your system prompt, keep the following in mind:- Tone and language — Be explicit about how you want the agent to sound. Words like “warm,” “direct,” “concise,” or “approachable” carry meaning. If your brand uses British English, informal contractions, or specific terminology, say so.
- What to prioritise — Tell the agent which topics it should handle confidently and which it should escalate immediately.
- Things to avoid — List any phrases, claims, or commitments the agent should never make. For example, avoid making promises about delivery timescales that your logistics team hasn’t confirmed.
Brand voice presets
If you are starting from scratch or want a consistent baseline, MerchantAI offers a set of pre-built brand voice presets you can apply with one click. Each preset sets an initial tone and style in your system prompt, which you can then edit further.Friendly
Warm, conversational, and approachable. Well suited for lifestyle brands, pet products, and consumer retail where a personal touch matters.
Professional
Confident, clear, and formal. Well suited for B2B, financial services, or any brand where authority and precision are important.
Concise
Short answers, minimal padding, fast to the point. Well suited for high-traffic stores where shoppers want quick, actionable information.
Per-topic routing rules
You can configure the agent to respond differently depending on the topic of a conversation. Per-topic routing rules let you define specific behaviours for categories of questions, separate from your general system prompt.Example routing rule configurations
Example routing rule configurations
- Billing and payments — Escalate immediately to a human; do not attempt to answer billing disputes or payment failures.
- Product questions — Answer directly from the knowledge base; no escalation needed unless confidence falls below threshold.
- Complaints and frustration — Trigger a handover to the human team whenever the agent detects negative sentiment or explicit dissatisfaction.
- Competitor mentions — Decline to engage; acknowledge the question politely and redirect to your product’s strengths.
Previewing your voice
Before deploying any voice changes to live visitors, use the Preview chat in the dashboard to test your system prompt and routing rules. The preview chat runs against your live knowledge base and simulates the full agent behaviour, including guardrails and routing logic.- Testing tone
- Testing routing rules
- Testing edge cases
Send a variety of greetings, casual questions, and complex queries to check that the agent’s tone stays consistent across different types of interaction. Compare responses against your brand guidelines.
Voice customisation — including the system prompt, brand voice presets, and per-topic routing rules — is available on all paid plans. Free plan users have access to a default voice configuration only.

