> ## Documentation Index
> Fetch the complete documentation index at: https://docs.retellai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Agent Handbook

> Enable pre-built best-practice prompts that improve agent personality, accuracy, and safety with a single toggle.

The Agent Handbook is a collection of ready-to-use prompt presets that improve how your agent communicates. Each preset encodes a specific best practice — toggle it on and the behavior is added automatically, no prompt writing needed.

<Note>New agents are created with **Default Personality** and **AI Disclosure When Asked** enabled by default.</Note>

## How It Works

The Agent Handbook organizes presets into three categories:

* **Personality & Tone** — Shape how the agent sounds and feels in conversation
* **Accuracy & Format** — Improve how the agent handles names, numbers, and data (voice agents only)
* **Trust & Safety** — Control transparency and scope of responses

Toggle any preset on or off from the Agent Handbook panel. Each preset adds a small number of tokens to every interaction — estimated token counts are shown on hover.

<Frame>
  <img src="https://mintcdn.com/retellai/g8lJ9lRJyMqfuCCn/images/agent-handbook/handbook-button.png?fit=max&auto=format&n=g8lJ9lRJyMqfuCCn&q=85&s=8836c2deb797ee4b2ac5f6a960c4e1df" alt="Agent Handbook button in agent settings" width="361" height="841" data-path="images/agent-handbook/handbook-button.png" />
</Frame>

To open the Agent Handbook, click the **Agent Handbook** button in the prompt section of your agent settings.

<Frame>
  <img src="https://mintcdn.com/retellai/g8lJ9lRJyMqfuCCn/images/agent-handbook/handbook-panel.png?fit=max&auto=format&n=g8lJ9lRJyMqfuCCn&q=85&s=c5d251f33468a1b897817bcdf9b9b4c2" alt="Agent Handbook panel with preset toggles" width="454" height="672" data-path="images/agent-handbook/handbook-panel.png" />
</Frame>

## Presets

### Personality & Tone

<AccordionGroup>
  <Accordion title="Default Personality (~480 tokens)">
    **Available for:** Voice and Chat agents | **Default:** Enabled

    Makes your agent sound like a professional representative. It follows an **Acknowledge → Statement → Next Step** response structure, limits filler acknowledgments, avoids robotic phrases like "Certainly!" or "Absolutely!", and keeps responses concise and conversational.

    **When to use:** Leave enabled unless you have a highly custom personality defined in your own prompt.

    **Example:** *"I understand this is frustrating — let me look into that for you."*
  </Accordion>

  <Accordion title="Natural Filler Words (~100 tokens)">
    **Available for:** Voice agents only | **Default:** Disabled

    Adds occasional filler words like "um", "uh", and "you know" to make the agent sound more human and conversational. Fillers are used sparingly — roughly once every 2–3 sentences.

    **When to use:** Great for sales, customer success, or casual conversations. Avoid for formal or regulated contexts (medical, legal).

    **Example:** *"So yeah, let me just pull that up for you real quick."*
  </Accordion>

  <Accordion title="High Empathy (~70 tokens)">
    **Available for:** Voice and Chat agents | **Default:** Disabled

    Guides the agent to use empathetic language when the situation calls for it — acknowledging concerns, making callers feel heard, and reassuring them before moving to a solution.

    **When to use:** Useful for support agents, complaint handling, or any scenario where callers may be frustrated or emotional.

    **Example:** *"I'm sorry you're dealing with this. Let's get it sorted."*
  </Accordion>
</AccordionGroup>

### Accuracy & Format

<Note>All presets in this category are available for voice agents only. They are automatically disabled for chat agents.</Note>

<AccordionGroup>
  <Accordion title="Echo Verification (~190 tokens)">
    **Default:** Disabled

    The agent repeats back names, phone numbers, and other critical details for confirmation. For uncommon names, it spells them out letter by letter.

    **When to use:** Enable for appointment booking, data collection, or any workflow where accurate information capture is critical.

    **Example:** *"Just to confirm, your first name is Ryan, last name is James — is that correct?"*
  </Accordion>

  <Accordion title="NATO Phonetic Alphabet (~190 tokens)">
    **Default:** Disabled

    When spelling is needed, the agent uses the NATO phonetic alphabet (A as in Alfa, B as in Bravo, etc.) with natural pauses for clarity.

    **When to use:** Useful for confirming email addresses, reference numbers, account IDs, or names over the phone.

    **Example:** *"That's B as in Bravo, 7, K as in Kilo, 2 — correct?"*
  </Accordion>

  <Accordion title="Speech Normalization (~910 tokens)">
    **Default:** Disabled

    Formats numbers, dates, money, phone numbers, addresses, and emails into natural spoken form. For example, "\$758.08" becomes "seven fifty-eight dollars and eight cents" and phone numbers are read digit by digit with pauses.

    **When to use:** Enable when your agent frequently reads back structured data like prices, dates, or contact information. Note the higher token cost (\~910 tokens).

    <Tip>This preset tells the LLM how to format its text output for natural speech. For converting text to spoken form at the audio level, enable the `speech_normalization` option in `handbook_config`. Both can be used together.</Tip>

    **Example:** *"Your total is seventy dollars and eighty-four cents."*
  </Accordion>

  <Accordion title="Smart Matching (~110 tokens)">
    **Default:** Disabled

    Handles common speech recognition variations of names gracefully. If a caller confirms their name but the transcription is slightly different (e.g., "Brandon" vs. "Brendon"), the agent treats it as a match and continues naturally.

    **When to use:** Enable when your agent looks up names in a database or CRM and needs tolerance for transcription variations.

    **Example:** Agent asks "Are you Brandon?" and the caller says "Yes, this is Brendon" — the agent continues without flagging the difference.
  </Accordion>
</AccordionGroup>

### Trust & Safety

<AccordionGroup>
  <Accordion title="AI Disclosure When Asked (~30 tokens)">
    **Available for:** Voice and Chat agents | **Default:** Enabled

    When someone asks if they're speaking to a human or an AI, the agent clearly acknowledges that it's a virtual assistant.

    **When to use:** Recommended for transparency and compliance. Only disable if your use case has specific reasons not to disclose.

    **Example:** *"Yes — I'm an AI assistant here to help."*
  </Accordion>

  <Accordion title="Scope Boundaries (~60 tokens)">
    **Available for:** Voice and Chat agents | **Default:** Disabled

    Restricts the agent to only answer questions based on information available in its prompt and knowledge base. If it doesn't know, it says so instead of guessing.

    **When to use:** Enable for any agent where factual accuracy is critical, such as healthcare, finance, or legal use cases.

    **Example:** *"I don't have that information, but I can connect you to someone who can help."*
  </Accordion>
</AccordionGroup>

## Token Cost Summary

| Preset                   | Est. Tokens | Voice | Chat | Default |
| ------------------------ | ----------- | ----- | ---- | ------- |
| Default Personality      | \~480       | ✓     | ✓    | On      |
| Natural Filler Words     | \~100       | ✓     | —    | Off     |
| High Empathy             | \~70        | ✓     | ✓    | Off     |
| Echo Verification        | \~190       | ✓     | —    | Off     |
| NATO Phonetic Alphabet   | \~190       | ✓     | —    | Off     |
| Speech Normalization     | \~910       | ✓     | —    | Off     |
| Smart Matching           | \~110       | ✓     | —    | Off     |
| AI Disclosure When Asked | \~30        | ✓     | ✓    | On      |
| Scope Boundaries         | \~60        | ✓     | ✓    | Off     |

<Note>Token counts are approximate. The token cost of all enabled presets is added to every interaction.</Note>

## FAQ

<AccordionGroup>
  <Accordion title="Can I customize the content of a preset?">
    No — presets are fixed best-practice prompts. For custom instructions, write them directly in your agent's prompt. See the [Prompt Engineering Guide](/build/prompt-engineering-guide) for tips.
  </Accordion>

  <Accordion title="Do handbook presets conflict with my custom prompt?">
    Handbook presets work alongside your custom prompt. If your prompt gives instructions that overlap with a preset (e.g., you wrote your own empathy guidelines), you may want to disable the overlapping preset to avoid inconsistent behavior.
  </Accordion>

  <Accordion title="Why are some presets grayed out for my chat agent?">
    Five presets — Natural Filler Words, Echo Verification, NATO Phonetic Alphabet, Speech Normalization, and Smart Matching — are designed specifically for voice interactions and are not applicable to chat agents.
  </Accordion>
</AccordionGroup>
