The Prompt Editor

View as MarkdownOpen in Claude

The center of the Single Prompt editor is where you tell your agent who to be and how to behave. It’s a markdown editor, so you can use headings, lists, bold text, and other formatting to organize your instructions clearly.


Section Navigation

Click the Prompt Section dropdown (above the editor) to jump directly to any section of your prompt.

Prompt editor
The Prompt Editor with section dropdown

The dropdown reads your markdown headings and creates a navigation menu. This is especially useful for longer prompts — instead of scrolling, you can jump straight to:

  • Role & Objective
  • Personality & Tone
  • Conversational Flow
  • Common Questions
  • End Conditions
  • Or any custom sections you create

Templates are structured this way. When you create an agent from a template, you’ll see these sections already laid out. Even starting from scratch, using clear markdown headings keeps your prompt organized and easy to navigate.


Writing in Markdown

Use standard markdown formatting:

FormatSyntaxUse For
Headings## Section NameOrganize major sections (shows in dropdown)
Bullet lists- itemPersonality traits, guidelines, rules
Numbered lists1. stepConversational flows, procedures
Bold**text**Emphasis on key points

Example Structure

1## Role & Objective
2
3You are Sarah, a claims support specialist for Acme Insurance.
4Your goal is to help policyholders check claim status and understand next steps.
5
6## Personality & Tone
7
8- Warm and empathetic — claims are stressful
9- Clear and jargon-free
10- Patient and never rushed
11
12## Conversational Flow
13
141. Greet and verify identity
152. Ask how you can help
163. Look up their claim
174. Provide status update
185. Answer follow-up questions
196. Confirm next steps and close
20
21## End Conditions
22
23End the call when:
24- Caller confirms they have what they need
25- They say goodbye
26- No response after 3 attempts

Using Variables

Make your prompts dynamic with variables:

1Hello {{customer_name}}! I see you're calling about order #{{order_id}}.

Variables get replaced at runtime with actual values from your data or API responses.

Learn more about Variables


Best Practices