Best Practices for Writing AI Extraction Instructions
Write effective AI extraction instructions in Local Business Pro that capture accurate data from customer conversations.
Quick Answer: Write extraction instructions that are specific about what to capture, include examples of what the AI should listen for, and specify the expected format. Vague instructions lead to missed or incorrect extractions.
Instruction Writing Best Practices
- Be specific about what information to capture
- Include examples of how customers might phrase it
- Specify format for numbers, dates, etc.
- Keep it focused - one piece of information per field
Good vs Bad Instructions
❌ Bad: 'Get the vehicle year'
✅ Good: 'Extract the 4-digit year when customer mentions their vehicle model year (e.g., "2019 Honda", "my 2021 truck") → extract just the year number'
❌ Bad: 'Capture pool size'
✅ Good: 'When customer mentions pool size in gallons, extract the number without commas (e.g., "15,000 gallon pool" → 15000)'
Format Specifications
- Numbers: 'Extract as digits only, no commas'
- Dates: 'Extract in MM/DD/YYYY format'
- Dropdowns: 'Match to one of: Option A, Option B, Option C'
- Text: 'Capture the full response as stated'
Frequently Asked Questions
Q: How long should instructions be?
A: 1-3 sentences is usually enough. Be clear and concise.
Q: Can I update instructions after setting them?
A: Yes, edit anytime. Changes affect future extractions, not past data.
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Last updated: February 1, 2025