Prompt & tools

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Zipchat allows you to fully control how your AI behaves by combining global prompts, additional instructions, and tool-specific prompting.

This layered approach lets you fine-tune tone, goals, escalation behavior, and how actions are performed.

This page explains how each part works and how they interact.


Overview: How Zipchat AI Is Configured

Zipchat AI behavior is defined through four main layers:

  1. Core Prompt – global personality, tone, and rules

  2. Contact Info – what to do when human support is needed

  3. Additional Instructions – sales flows, positioning, and advanced logic

  4. Tools & Tool-Specific Instructions – how and when actions are performed

Each layer builds on top of the previous one.


Core Prompt (Base Behavior)

The Core Prompt defines Zipchat’s overall behavior and applies to all Zipchat bots. This is the base behaviour of a good e-commerce agent and and it handles most things out of the box.


Contact Info

The Contact Info field defines what Zipchat should do when a customer wants to talk to a human.

Zipchat uses this information when:

  • A visitor explicitly asks for human support

  • A conversation is escalated via the Escalation tool

This typically includes:

  • A support email address

  • Instructions on how to proceed if live help is required

Inside it, you can write down instructions on how to be contacted in free-form text.


Additional Instructions (Behavior & Sales Logic)

Additional Instructions are layered on top of the Core Prompt and are ideal for defining how Zipchat should operate in practice.

Use this section to:

  • Set tone of voice ( use of emojies, specific words, etc )

  • Define pre-sales questions

  • Tell Zipchat how to handle sepcific cases

Example use cases

  • "Before suggestinng a product, ask X, Y & Z"

  • "Be cringey and sneak as many dad jokes as possible when replying"

  • "Whenever a customer asks about X, do Y"

Think of Additional Instructions as your business playbook


Tools & Tool-Specific Prompting

Zipchat can perform actions using Tools (for example: Knowledge Search, Escalation, Order Lookup, etc.).

Each tool can be:

  • Enabled or disabled

  • Activated per channel

  • Configured with its own prompting

Tool Core Prompt

Every tool has a Tool Core Prompt that defines:

  • When the tool should be used

  • The basic conditions for triggering it

Tool Additional Instructions

Each tool also supports Additional Instructions, allowing you to customize:

  • How the AI explains the action to the customer

  • Extra guardrails or conditions

  • Tool-specific behavior without affecting other tools

Why this matters

Tool instructions allow fine-grained control.

Examples:

  • Ask clarifying questions before escalating to human support

  • Escalate only if the user is asking about this topic

  • Create discounts if the customer says the product is too expensive


List of available tools


Best Practices

  • Keep Core Prompts clear and high-level

  • Use Additional Instructions for business logic

  • Use Tool Instructions for precise control

  • Avoid overly long prompts—clarity beats verbosity

  • Test changes using Test Chat after updates

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