Build a Multi-Prompt Agent

Structure complex agents using multiple states, each with its own focused prompt and behavior.

Overview

A multi-prompt agent breaks your conversation into states. Each state has its own prompt, available functions, and transition logic. This gives you precise control over what the agent can do and say at each point in the conversation.

---

Structuring Conversation Flow

Design your agent as a sequence of states. Each state should have a single, focused purpose.

State 1: Lead Qualification
- Gather customer information
- No booking functions available

State 2: Appointment Scheduling
- Booking functions enabled
- Context from qualification available

Keep each state’s prompt short and specific. Avoid putting all instructions in one state.

---

State Transitions

Use conditional logic to move between states based on what the caller says.

## Task

1. Ask if the caller is interested in scheduling a tour.

- if yes, transition to schedule_tour state.
- if no or hesitant, call function end_call to hang up politely.

Transitions happen when the agent detects a condition is met. Define these explicitly so the agent doesn’t guess.

---

Function Integration

Each state can have its own set of functions. Only expose functions relevant to that state.

## Task

1. Confirm the appointment details with the caller (date, time, name, purpose).
2. Once confirmed, call function book_appointment to book the appointment.

Do not expose booking or sensitive functions in early states (e.g. qualification). Only enable them in the state where they are needed.

---

Example — Lead Qualification Agent

1. State 1: Qualify the Lead

   Gather basic information. No booking tools available.

   ## Identity
   You are a friendly assistant for UponAI helping qualify leads.
   
   ## Task
   1. Ask for the caller's name.
   2. Ask what product or service they are interested in.
   3. Ask if they would like to schedule a demo.
   
   - if yes, transition to schedule_demo state.
   - if no, call end_call and thank them for their time.
   
2. State 2: Schedule the Demo

   Booking tools are now available. Context from State 1 is carried over.

   ## Identity
   You are a scheduling assistant for UponAI.
   
   ## Task
   1. Confirm the caller's name (carried from previous state).
   2. Ask for preferred date and time.
   3. Invoke check_available_slots and return options.
   4. Ask for their email address.
   5. Confirm all details, then invoke book_demo.
   

Start from the Lead Qualification template in your UponAI Dashboard to see this pattern pre-built and ready to customize.