AI Agent that Screens Leasing Inquiries Automatically

What We Actually Tell the AI

This is the exact prompt we send to GPT-4o. It takes the raw form inputs and turns them into clear, natural messages your team would be comfortable sending.

Role Instructioning → Sets the assistant’s identity as a helpful voice assistant that gathers leasing information from prospective renters.

‍Procedural Prompt → Instructs the assistant to begin the interaction with a specific consent-gathering statement.

‍Few-shot Prompting → Lists a full sequence of follow-up questions to ask the caller, one at a time, confirming each answer before proceeding.

‍Tool Invocation Prompt → Directs the assistant to call the tool #n8n-sample after collecting all responses.

‍Parameter Mapping → Maps each caller response to specific fields required by the tool, like name, unit preference, budget, etc.

‍Fixed Output Prompt → Specifies a fixed closing statement the assistant must say after submitting the data.

Role Instructioning → Sets the assistant’s identity as a real estate assistant.

‍Instruction Prompting → Directs the assistant to extract specific details from the email content.

‍Fallback Handling → Instructs the assistant to return "N/A" for any missing information.

‍Data Injection → Includes system-provided values such as ID, name, email, and raw text from dynamic input variables.

‍Output Formatting → Defines a specific format and field structure the assistant must follow in the output.

‍Input Referencing → Provides the source email text using the dynamic variable {{ $json.snippet }}.

Role Instructioning → Sets the assistant’s identity as a real estate assistant.

‍Instruction Prompting → Directs the assistant to analyze the applicant's inquiry using structured data from a referenced file.

‍Zero-shot Prompting → Asks the assistant to evaluate and decide whether the applicant is Qualified or Not Qualified without examples.

‍Input Referencing → Provides the inquiry text, lead ID, name, and email via dynamic input fields.

‍Output Formatting → Requires the assistant to return a response using a strict format that includes qualification status, a short reason, and the input metadata (ID, name, email).