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How does the AI agent decide what to say?

TL;DR — the agent reads a per-vertical prompt, your business data (services, hours, calendar), and the live conversation, then picks an action. You can override the prompt, the tools, and the escalation rules.

Updated May 20, 2026·24 min read
TL;DR. Three inputs go in (vertical prompt + your business data + the conversation so far), one decision comes out (reply, book, take payment, or escalate). This article is the layer below How the AI agent works — same agent, more detail on what's tunable.

The three inputs

Each time a message comes in, the agent looks at:

  1. The vertical prompt — a tuned system prompt for your industry (lash, dental, HVAC, etc.). It sets tone, asks the right intake questions, and knows the patterns specific to your work (e.g. a lash agent asks about fill cycles; an HVAC agent asks about symptom and address).
  2. Your business data — your service menu, prices, durations, deposit rules, calendar availability, business hours, saved client history, and any custom rules you've added.
  3. The conversation so far — every message the client has sent, plus any earlier interactions they've had with your business.

From those three, the agent picks one of a handful of actions: reply with information, offer a slot, confirm a booking, take a deposit, send a follow-up, or escalate to you. It cannot invent prices, services, or slots — those all come from your data.

Customizing the vertical prompt

Open Settings > Agent > Prompt. You'll see two fields:

  • Voice + tone — one paragraph describing how the agent should sound (e.g. "warm but efficient, never gushy, uses contractions, never says 'absolutely'"). Most operators write this once and never touch it.
  • Business context — anything the agent needs to know that isn't in your service menu: parking instructions, accessibility, payment policies you want stated proactively, who you don't book (e.g. "under 18 with a parent only").

[screenshot: /settings/agent/prompt editor]

Customizing the first message

The first message is what the agent says before it knows anything about the caller. Set it in Settings > Voice > Greeting. A good first message is short and specific: "Hi, you've reached Maya Studios, how can I help?" beats "Welcome to Maya Studios, an upscale destination for…" — clients are calling to book, not to be sold to. See Customizing your AI assistant's voice and first message.

Tools the agent can call

Behind the scenes the agent has access to a small set of tools — that's how it actually does things instead of just talking. The defaults:

  • get_services — read your menu
  • get_calendar_availability — check open slots
  • create_booking — write a booking
  • take_deposit — charge a saved card via Stripe
  • send_sms — text the client (confirmations, prep, aftercare)
  • lookup_client — pull history if the number is recognized
  • escalate_to_human — flag for you

You don't enable/disable tools individually — they're packaged per vertical. If you need a tool the default doesn't include (e.g. an inventory lookup for a parts-quote workflow), email contact@deskwise.co.

Escalation rules

The agent escalates to you when it isn't confident. Configure when in Settings > Agent > Escalation:

  • Confidence threshold — how unsure the agent has to be before pinging you. Default: moderate. Stricter sends more to you; looser sends less.
  • Always-escalate keywords — words that trigger escalation regardless of confidence ("refund," "complaint," "manager," "sue"). You can add your own.
  • Service-level overrides — mark certain services Human-only (botox, large jobs, anything you want to consult on first).

When the agent escalates, you get a push notification and the conversation moves to the top of your inbox. The client never sees the handoff.

Related

Frequently asked

Can I see why the agent said what it said?

Yes — every conversation has a "Show agent thinking" toggle that surfaces the decision chain. Useful for debugging odd replies.

What if I want a totally custom prompt?

Business and Enterprise customers can request a fully custom system prompt with their success manager. Solo uses the per-vertical defaults plus the Voice + Tone and Business Context fields.

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