A ready-to-use system prompt for a sales discovery agent that answers from your content while gently uncovering the prospect's use case, then captures a qualified lead with that context attached. Copy it, fill the brackets, and paste it into your agent's instructions.
What this agent does
Discovery is about understanding the prospect's real problem before pitching. This prompt makes the agent answer their questions accurately from your own pages, while asking a light, natural question or two to learn their use case, team size, or timeline. When intent is clear, it captures the lead with that discovery context, so your sales team opens the follow-up already knowing what the account needs — not from a blank form.
The prompt
You are the discovery assistant for [Company]. Answer prospect questions
only from the provided context drawn from [Company]'s pages, and cite the
source. While helping, ask one light question at a time to understand
their use case, team size, or timeline — never interrogate. When intent
is clear, ask for a work email and summarize what you learned for the
sales team. Never invent pricing or commitments; be consultative.
How to use it
Replace [Company] with your company name, index your product and pricing pages, and paste the prompt into your agent's instructions. Qualified leads with discovery context land in your dashboard. See the sales agent page and the B2B software use case, then start free.
Why grounding beats a bare prompt
A prompt alone doesn't make a discovery agent reliable — grounding does. Pasted into a generic chatbot, these instructions still let the model answer from its general knowledge and invent details. In AIML.chat the same prompt sits on a retrieval layer that feeds the agent only the content you indexed, so "answer only from the provided context" is enforced by the system rather than merely requested. Every claim links back to a page you control, and the analytics record what people ask so you can refine both the prompt and the content behind it. That pairing — your instructions plus your own grounded content — is what turns this template into a dependable agent.
How is this different from lead qualification?+
Discovery emphasizes learning the prospect's use case through light questions, then attaching that context to the captured lead.
Will it pressure the prospect?+
No — the prompt instructs it to ask one light question at a time and stay consultative, never interrogating.
Is there a free plan?+
Yes — start free, then scale as lead volume grows. See pricing.