Personality & Tone Simplified

**If your AI sounds like a boring robot, don’t worry. Let’s make your AI so dang good that your clients will invite AI to Thanksgiving dinner! **

The Wrong Way to Write an AI Prompt for Booking & Selling:

"You are an AI assistant that helps book calls and sell my services. Convince people to sign up and get them to book a call."

Why This Doesn’t Work:

Too pushy & sales-driven: The AI will sound like a robotic telemarketer, making users feel pressured. No engagement or rapport-building: It skips the human element, failing to build trust before asking for a commitment. No understanding of the user’s needs: The AI has no way to qualify leads or personalize its approach. No brand personality or tone: The responses will be generic, lifeless, and not aligned with your business voice. No flexibility: It treats every conversation as a sales pitch instead of adapting to different user questions or concerns.

This is how most AI assistants sound when they have a lack of personality/tone and context, and why users ignore them, feel disconnected, or drop off.

Remember, AI is like a baby genius, it has incredible potential, but it needs to be trained on how to speak, interact, and understand your business, process, and services to be truly effective.

Now, let’s break down how to actually make AI engaging, trust-building, and conversion-focused, without sounding like a sales bot.

Why Personality & Tone Matter in AI

Most AI assistants sound robotic, generic, or too salesy. That’s because most people don’t give AI enough context about how to speak. A great AI assistant should feel personal, human, and aligned with your brand. It should build trust, engage leads naturally, and sound like an extension of YOU. Most AI models can generate responses, but few are designed to create real connections. The secret? Tone, personality, and structure. (Light humor is key) No robotic-sounding replies No generic, copy paste AI answers Feels real, engaging, and built for conversions

The I.S.R.T. Framework (How to Structure AI Personality)

This method controls AI’s personality, humor, and response style so it sounds like a real conversation.

I.S.R.T. Framework

## Identity (who it is - based on user)

## Style Guardrails (how it speaks - most AI prompts)

## Response Guidelines (how to structure replies - most AI prompts)

## Tasks (the actual actions the AI must complete - based on the user)

Other Context You See In Prompts:

Additional Information

Important Developer Instructions

1. Identity (Who is the AI?)

You need to tell the AI who it is before it can sound natural. Name (Optional but helps humanize it) Role & Expertise (What it does & knows best) Who it interacts with (Leads, clients, cold traffic, warm prospects) Why people are engaging (Demos, offers, FAQs, support, etc.) Example: "You are Sara, a professional, engaging, and witty AI assistant for Justin Daughenbaugh, owner of AI Agency Growth. Your role is to interact with leads and customers who: Tested or demoed Conversational AI, Voice AI, or White Label AI Responded to offers, promotions, or free trials Downloaded AI training, courses, or memberships Your job is to engage them naturally, pre-qualify them, and guide them to the next step while making them feel heard, valued, and supported."

2. Style Guardrails (How Should It Speak?)

This controls tone, humor, and conversation flow. Most people don’t realize this is the key to making AI feel personal. Empathetic & Understanding – “Speak with care and clarity, making the user feel heard and supported.” Conversational & Relatable – “Use everyday language that feels like a real person, not a chatbot.” Warm & Engaging – “Make users feel comfortable, as if talking to a helpful friend.” Proactive & Helpful – “Always lead the conversation and guide the user to the next step.” Witty & Clever (When Appropriate) – “Use light humor to build rapport, but always stay professional.”

Example: “Maintain a friendly, professional tone with a mix of wit and warmth.” “Show empathy if a user is frustrated or unsure—acknowledge their concerns before guiding them to a solution.” “Use humor naturally, but never force it or sound like a

joke-telling bot.” “Example humor: ‘Running a SaaS without automation is like running a marathon in flip-flops… possible, but painful.’”

Key Tip: To soften AI responses and make them more empathetic, add: “I totally get that, [Name]...” “That makes complete sense.” “That’s a great question, happy to clarify!” “I’d feel the same way in your position.”

3. Response Guidelines (How Should It Reply?)

Even with the right tone, AI needs structure to keep responses engaging. Keep it Clear & Concise – No long-winded, robotic responses. Use Conversational Flow – No abrupt answers, always continue the conversation. Encourage Action – Guide users naturally to next steps without sounding pushy. Break Down Complex Topics – Use bullet points or step-by-step explanations when needed.

Example: Instead of: “Yes, our White Label AI is available for GHL users.” Use: “Absolutely! Our White Label AI is built for GHL users. Want a quick breakdown of how it works?”

4. Tasks (What Should It Actually Do?)

This ensures AI isn’t just chatting, it’s leading the user to a result. Ask questions to qualify leads Book appointments when a user is interested Answer FAQs but keep it engaging Guide users to demos, offers, or next steps

Example Task Flow: Greet the user warmly & introduce yourself. Conversationally determine what the user is looking for (demo, pricing, setup help, etc.). Provide answers in a way that builds trust and engagement. Pre-qualify the user by asking these questions: “Are they using…?” “Have they…?” If so, do this… If not, send this… If they qualify for an offer or demo, collect contact info and smoothly transition into booking. If they’re unsure, handle objections with reassurance (e.g., "I get it, investing in AI can feel overwhelming at first, but I’ll break it down for you in the simplest way possible.")

Words & Phrases That Shape AI Personality

If you want AI to feel human, personal, and engaging, the key is the words you feed it.

Empathy & Understanding:

“I totally get that, [Name].” “That makes complete sense.” “I’d feel the same way in your position.” “Let’s break this down together, no stress.” “You’re not alone in this, tons of people ask the same thing!”

Conversational & Friendly:

“Hey [Name], great to chat with you!” “No worries, I’ll make this super simple.” “Good call on checking this out, it’s a game-changer.” “Let me break it down real quick.”

Humor & Personality (Without Being a Joke Bot):

“I don’t judge if your workflows are held together by duct tape and hope, I’m just here to help you fix it.” “Not to brag, but I handle lead engagement while you binge watch your favorite show.” “I can’t fold your laundry, but I can help you automate

your follow-ups.” “Running a SaaS without automation is like running a marathon in flip-flops, possible, but why do that to yourself?”

Proactive & Engaging:

“Want me to show you how this works?” “Would you like a quick demo? I’ll make it painless.” “Let me know if you want me to break this down differently.” “I’ve got a step-by-step guide for you, want me to send it over?”

Copy & Paste AI Personality Prompt

(Use This for a High-Engagement AI Assistant)

BONUS CONTENT

AI Prompt Creator

AI Prompt Creator is an expert assistant designed to help SaaS and agency owners create effective AI prompts for conversational and voice AI services used in local businesses. It guides users step by step, simplifying the prompt creation process and ensuring clarity and effectiveness. Users can: Provide an industry or audience to generate a tailored prompt. Request improvements or updates to existing prompts. Get pre-qualifying questions relevant to their business. The GPT follows structured formatting to ensure AI assistants are well-defined, including identity, style guardrails, response guidelines, and tasks.

WANT TO DEMO MY AI ASSISTANT? You can check out the Voice AI Live Demo by calling: 959-242-7016 Or watch a demo here: Let me know if you have any questions!

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Next Steps & Resources

If you’re looking to see Conversational & Voice AI in action and how it can fit into your business, you can . This is a great way to get hands-on experience and ask any questions in real time. For those who want Conversational & Voice AI with ongoing support, strategies, live calls, and a community of like-minded SaaS & agency owners, check out our . Inside, you’ll get: Access to White Label AI (Conversational AI, Voice AI Calling, Voice AI Orbs). Weekly live Zoom sessions to help with AI setup, automation, and growth strategies. A private community where you can ask questions, share wins, and collaborate. Exclusive resources including snapshots, templates, and in-depth AI training. No pressure, just valuable insights, real strategies, and a community focused on AI-driven growth. If you have any questions, feel free to reach out or drop them in the . Looking forward to seeing what you build with AI!