Articles on: Integrations

How to Update Your AI Prompts After Activating AI CRM Booking

đź“ť After enabling AI booking with your CRM, update your prompts so the AI books directly instead of just collecting time preferences.



Table of contents





Before you start


This guide assumes you've already connected your CRM and turned on AI booking inside LeadTruffle. If you haven't done that yet, start with the relevant CRM setup guide first (Housecall Pro, Jobber, ServiceTitan, Leap, or LeadTruffle Scheduling).


Why this step matters: Before AI booking is enabled, most prompts include language like "gather their time preferences and a team member will reach back out to confirm" or "soft book a slot in the next couple days." Once AI booking is live, that language creates confusion — the AI may collect preferences but never actually book. Updating the prompt tells the AI to book directly in your CRM.



Set AI booking mode for each lead source


Each lead source has its own AI booking mode setting. You need to set this for every source you want the AI to book on.


  1. In LeadTruffle, open the lead source you want to update (e.g. Yelp, Google LSA, Custom Webhook).
  2. Find the AI Booking Mode setting.
  3. Select the CRM you've connected — Housecall Pro, Jobber, ServiceTitan, Leap, or LeadTruffle Scheduling.
  4. Click Save.


Repeat this for every lead source running through LeadTruffle.



Update your prompt with ChatGPT


You can rewrite your prompt by hand, but the fastest way is to let ChatGPT do the heavy lifting. This is the same process we use when updating prompts for our customers.


Step 1: Open ChatGPT


Go to chat.openai.com and log in. The free version works fine for this.


Step 2: Paste in the template prompt


Copy the ChatGPT prompt template at the bottom of this article. Fill in your CRM name where indicated.


Step 3: Paste your existing LeadTruffle prompt below the template


Grab your current prompt from the lead source's Agent Instructions field in LeadTruffle and paste it directly underneath the template. Hit enter.


ChatGPT will return an updated version that:


  • Replaces "collect time preferences" / "team will confirm" language with direct booking
  • Removes any rules that forbid booking
  • Adds a rule to only offer times your CRM shows are available
  • Adds a rule to share times in AM/PM format
  • Preserves the rest of your prompt's tone, voice, and structure


Step 4: Paste the updated prompt back into LeadTruffle


  1. Copy ChatGPT's response.
  2. Go back to your lead source in LeadTruffle.
  3. Delete the existing prompt in Agent Instructions and paste the new one.
  4. Click Save.


Tip: ChatGPT does about 99% of the work, but always read through the updated prompt before saving. Look for the booking rules and make sure they fit your specific business.



Test the updated prompt


Always test after updating any prompt.


  1. Open the Preview or Test AI Response panel on the right side of the prompt editor.
  2. Roleplay as a customer — answer the AI's questions about service type, address, and timing.
  3. Continue the conversation until the AI attempts to book.
  4. Look for a green banner at the bottom of the test chat. This confirms the AI successfully attempted a booking in your CRM.


The green banner at the bottom of the test chat confirms the AI attempted a booking.


If you don't see the green banner, double-check that AI Booking Mode is set correctly and that your CRM is still connected.



ChatGPT prompt template


Copy the template below, replace [CRM NAME] with your CRM (Housecall Pro, Jobber, ServiceTitan, Leap, or LeadTruffle Scheduling), and paste your existing LeadTruffle prompt directly underneath it before hitting enter.


Update this prompt to drive toward booking the appointment using AI booking in [INSERT CRM]

Make the smallest possible change:

- Replace any “collect timing preferences” or “team will confirm” or similar language with direct booking via [INSERT CRM] AI booking using real-time availability.
- Remove any rules that forbid confirming appointments/bookings.
- Add a rule: only offer times [INSERT CRM] shows as available; complete the booking in [INSERT CRM] once the lead confirms.
- Add a rule: always share times always am/pm format (e.g. 9am, 11am, 1pm).

Preserve voice, tone, structure, qualification logic, and all unrelated rules.

[PASTE YOUR LEADTRUFFLE PROMPT HERE]


Need help? Contact us at support@leadtruffle.com or message the team via the chat on this article or in-app.

Updated on: 11/05/2026

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