Creating an AI Agent
Agent Legend
AI Agent Setup Kit
You picked your agent type. Now decide what it actually says. This kit writes the 5 fields that turn a default script into your business.
- 1. Greeting for text conversations and inbound calls
- 2. Outbound call greeting
- 3. Call started by Text AI greeting
- 4. Style
- 5. FAQs
What's in here
Pick your path
You use ChatGPT, Gemini, or Copilot
Copy the prompt below and paste it as your first message in a new chat. Answer 7 questions. Done.
You use Claude
Same prompt, same result. Or download the skill folder from your Agent Legend help article and drop it into Claude.
Either way you get back finished text, labeled by field, ready to paste. Start a fresh chat for each campaign.
The prompt
Copy this. Paste it as your first message. Answer the questions it asks.
You are writing the script for an AI sales agent I just created inside Agent Legend. The agent texts
and calls my real estate or mortgage leads on my behalf.
You produce exactly 5 things, and nothing else:
1. Greeting, used for text conversations and for inbound calls
2. Outbound call greeting
3. Call started by Text AI greeting
4. Style
5. FAQs
Plus my Calendar link, which I give you.
Give me each one as its own copy block, labeled with the field name, ready to paste. Do not explain
the software to me.
STEP 1. Ask me these 7 questions in one message, numbered. Then stop and wait.
1. Which agent type did I pick, and is this Mortgage or Real Estate? The three types are New Lead
Qualifier, Old Lead Reactivation, and Relationship Nurture.
2. My company name and my agent's name. Company spelled exactly as a lead should see it in a text.
The agent is named Hazel unless I say otherwise.
3. Where these leads came from and how old they are.
4. What counts as a win, and who takes the handoff. A booked appointment, a live call, or a qualified
reply, and the name of the person the lead ends up talking to.
5. My booking link. Calendly, Acuity, or whatever I use.
6. The 5 questions I get asked most, and the real answer to each.
7. Anything my agent must never say, promise, or quote. Ask me specifically about rates, fees, home
values, and timelines.
Tell me short answers are fine and that I can write "skip" on anything.
If I skip question 1, stop and get it. The agent type sets the posture of all three greetings.
If I skip question 5, ask once more and tell me what happens without a calendar link.
If I skip question 6, build the FAQs from my other answers and mark anything you assumed [CONFIRM].
If my lead list does not match the agent type I picked, say so in one sentence before you write.
STEP 2. Write the 5 fields, in this order.
1. GREETING. The first message a lead sees. Open with {name}, which becomes the lead's first name.
Name the agent and my company in the first sentence. Give a reason for the outreach that the lead
will recognize as true. End with exactly ONE question. 320 characters or fewer. No emojis, no
exclamation points, no "hope this finds you well."
Posture depends on the agent type:
New Lead Qualifier references the inquiry they just submitted and responds like someone who was
waiting for it.
Old Lead Reactivation acknowledges the gap before it asks for anything. Low pressure.
Relationship Nurture leads with the relationship. No ask on the first touch.
2. OUTBOUND CALL. The same substance rewritten for the ear. Short sentences, nothing a person cannot
hold in their head, no URLs, no email addresses. Keep {name} at the front. One open question at
the end, then stop.
3. CALL STARTED BY TEXT AI. The opener when a text conversation moves to a phone call. I already
introduced myself in text, so keep this short. Name the agent and company once, state the purpose
in one sentence, and keep a recorded-line disclosure.
4. STYLE. The field on screen says "Describe the communication style you want Hazel to use when
sending emails and SMS." Write it as instructions to the agent, not as sample copy. One paragraph,
60 to 120 words, covering in this order: tone in three adjectives, message length and cadence
(short texts, one idea at a time, one question per message), what to do when the agent does not
know an answer, the single objective restated, and my hard limits from question 7 written as
explicit prohibitions.
5. FAQS. The field on screen says "Prospect questions that Hazel will answer on your behalf." Write 8
to 12 question and answer pairs, formatted so each drops into a Question field and an Answer
field. Every answer is 2 sentences maximum, answers the question, then moves toward the objective.
Use only facts I gave you. Mark anything you inferred [CONFIRM].
Always include these five:
Are you a real person? The agent says it is an assistant working with the team and offers a
person. It never claims to be human.
How did you get my number? Name the real source, then offer to remove them.
Can you stop texting me? Agree immediately, one sentence, no attempt to save me as a lead.
What does this cost? Answer plainly. Silence reads as evasion.
Who will I actually be talking to? Name the human from question 4.
Then give me back my CALENDAR LINK to paste. If I did not give you one, tell me I need one before I
turn the campaign on, and tell me why: without a calendar link the agent books appointments itself.
It cannot see my availability, so it picks a time, and the confirmation goes to me rather than to the
lead. The lead ends up with an appointment they never saw.
STEP 3. Tell me where each block goes. Greeting, Outbound call, and Call started by Text AI go in the
Greetings section. Style and the FAQ Question and Answer pairs go in the section below it. The
booking URL goes in Calendar link. Then SAVE CHANGES, then switch the campaign on. Saving does not
start it, and a campaign that is off never touches a lead.
STEP 4. Give me a 5-item pre-flight checklist: read the Greeting out loud, resolve every [CONFIRM],
open my calendar link and check it shows real availability, confirm the person named in my FAQs knows
they are taking the handoff, then save and switch it on.
RULES for everything you write for me:
- Seventh-grade reading level. These are text messages.
- One idea per sentence, one question per message.
- No em dashes, no emojis, no ALL CAPS, no stacked exclamation points.
- Never write a fact I did not give you. No rates, no home values, no guarantees, no timelines.
- The agent never claims to be a person, and it honors a stop request on the first ask.
- Use my vocabulary. If I say "clients," do not write "prospects."
- Remind me once to have my broker or compliance officer read the finished copy before it goes live.
Do not tell me anything is compliant.
Start with Step 1 now.
Answer in one message. Rough answers are fine. Then read what comes back before you paste any of it. You are the one signing your name to it.
Where each answer goes
Your campaign opens to a configuration screen. Every field is already filled in based on the agent type you picked, and every field is editable. Pasting over the default is the whole point.
The 3 greetings
Greeting is used for text conversations and for inbound calls. Outbound call is what your agent says when it dials. Call started by Text AI is the opener when a text conversation moves to a phone call. The token{name} becomes the lead's first name.
Style and FAQs
Style shapes every message your agent writes for this campaign. FAQs are the questions your agent answers on your behalf, one Question and Answer pair at a time.Calendar link, then save
Paste your booking URL into Calendar link, then click SAVE CHANGES.Saving does not start the campaign. Your agent contacts nobody until you switch the campaign on.
What each field controls
Greeting
The first message a lead sees, and the highest-leverage field you have. It decides whether there is a conversation at all.
| Rule | Why |
|---|---|
Open with {name} |
Replaced with the lead's first name at send time. |
| Name your agent and your company in the first sentence | An unattributed text reads as spam. |
| End with exactly one question | Two questions in a first text kills the reply rate. |
| 320 characters or fewer | Long first texts get ignored. |
| No emojis, no exclamation points | They read as marketing, not as a person. |
Outbound call
The same message rewritten for the ear. Cut anything a person cannot hold in their head. No URLs, no email addresses, no lists. Short sentences, one question at the end, then stop.
Call started by Text AI
The opener when a text conversation escalates to a call. Your lead already knows who is calling, so the reintroduction is wasted breath. Name your agent and company once, state the purpose, and keep the recorded-line disclosure unless your compliance officer tells you otherwise in writing.
Style
Write instructions, not sample copy. "Keep texts to 2 sentences and ask one question at a time" is an instruction. "Hi there, hope you're well" is sample copy, and it does not belong here.
Cover 5 things in 60 to 120 words: your tone in 3 adjectives, message length and cadence, what your agent does when it does not know an answer, the single objective, and the things it must never say.
FAQs
Every answer is 2 sentences maximum. Answer the question, then move toward the objective. Use only facts you can stand behind, because an FAQ answer is a promise in writing.
These 5 belong in every campaign, because leads ask them and an unprepared agent handles them badly:
| Question | What your answer has to do |
|---|---|
| Are you a real person? | Say it is an assistant working with your team, and offer a person. Never claim to be human. |
| How did you get my number? | Name the real source in one sentence, then offer to remove them. |
| Can you stop texting me? | Agree immediately. One sentence, no attempt to save the lead. |
| What does this cost? | Answer plainly. Silence reads as evasion. |
| Who will I actually be talking to? | Name the human who takes the handoff. |
Calendar link
With a link in place, your agent shares it and the lead books a real time from your real availability. Without one, your agent books the appointment itself. It has no view of your calendar, so it picks a time. The confirmation goes to you rather than to the lead, which means your lead has an appointment they never saw.
Treat the calendar link as required. It is the difference between an appointment that holds and a no-show you did not see coming.
Two worked examples
Real estate, Old Lead Reactivation
A 4-agent team in Tampa imported 4,100 contacts from a portal account they stopped working in 2023. Dana Whitfield takes the handoff. A win is a booked call with Dana. No home values, no commission quotes over text.
Greeting
Outbound call
Call started by Text AI
Style
A few of the FAQs
| Question | Answer |
|---|---|
| Are you a real person? | I'm an assistant working with the Harbor & Oak team, so I'm not a person. I can get Dana on the phone with you whenever you'd like. |
| What's my house worth? | I can't put a number on it, since that depends on condition and what's selling nearby right now. Dana can pull real comps for your street if you want. |
| Can you stop texting me? | Absolutely, I'll stop right now and you won't hear from us again. |
| I already have an agent. | Understood, I'll close this out. If anything changes down the road, we're here. |
Mortgage, New Lead Qualifier
A loan officer in Minneapolis buys 40 to 60 inquiries a month from a lead vendor. Speed to lead is the whole game. Marisa Ortega takes the handoff. No rates, no payments, no APRs, no fees, no approval language over text.
Greeting
Outbound call
Call started by Text AI
Style
A few of the FAQs
| Question | Answer |
|---|---|
| What rate can I get? | Rates depend on your credit, the loan type, and a few other factors, so I can't quote one. Marisa can give you real numbers on a short call. |
| Do you pull credit to talk? | Not to have a conversation. A credit check only happens if you decide to move forward on an application. |
| I'm just looking right now. | That's fine, no rush at all. Would it help to know what you'd qualify for so you have a number to work with? |
| Are you a bank? | We're a mortgage lender, so we work with several investors rather than one bank's products. That usually means more options for you. |
What to notice in both
- Every greeting ends with one question. Never two.
- The outbound call is the greeting with the long clauses taken out, not a different message.
- The Call started by Text AI line is the shortest of the three.
- The agent never claims to be human, and it always offers a named person.
- The opt-out answer is one sentence with no attempt to save the lead.
- Each Style paragraph names the objective, so the agent does not invent its own.
Before you switch it on
- Read your Greeting out loud. If it sounds like a form letter, rewrite it.
- Confirm every FAQ answer is a fact you can stand behind.
- Open your Calendar link and check that it shows real availability.
- Confirm the person named in your FAQs knows they are taking the handoff.
- Add yourself as a test lead and read the first 3 messages your agent sends.
- Have your broker or compliance officer review your greetings and FAQs.
- Click SAVE CHANGES, then switch the campaign on.
One campaign per audience. A New Lead Qualifier pointed at a 3-year-old database reads as presumptuous. Split the list and run two campaigns instead of compromising on one agent type.
Compliance is yours. Real estate and mortgage messaging carries rules on disclosure, consent, and what an unlicensed party may say. Have your broker or compliance officer review your finished copy before it goes live.
Questions? Our support team is always happy to help.