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Crafting a system prompt for an AI sales coach

Crafting a system prompt for an AI sales coach

Role

Product Designer

UX Designer

UX Researcher

Prompt Designer

Tools

Figma

Figjam

Timeline

3 weeks

Team

Rocket Pro

CONTEXT

Rocket Pro Navigate

Released on October 1st, 2025, Rocket Pro Navigate is a custom large language model designed to assist 25,000+ mortgage brokers. This technology is meant to help brokers with general day-to-day tasks, answer common questions while also providing specific custom apps that are tailored to key business functions. 

PROBLEM

Mortgage brokers lack the tools to actively practice speaking to clients.

Outside of direct interactions with clients, it's hard for mortgage brokers to practice different scenarios.

SOLUTION

Designing AI-driven sales roleplay scenarios to automate broker coaching.

I designed an AI-powered roleplay tool that lets brokers practice real sales scenarios on demand, without needing a real client.

BENEFITS

How will this help mortgage brokers?

This custom app will provide many benefits to mortgage brokers:

Transforms passive learning into active practice.

Transforms passive learning into active practice.

Turns a new loan officer from a processor of information into a confident communicator.

Turns a new loan officer from a processor of information into a confident communicator.

Gives loan officers the opportunity to workshop, test, and perfect their language in a safe environment

Gives loan officers the opportunity to workshop, test, and perfect their language in a safe environment

Home

About

Photography

Contact

Menu

While I can't show the app in action, I can provide some context on the content design!

TONE & LANGUAGE

Ensuring positivity

To ensure a productive learning environment, the LLM's persona was carefully designed. These are some of the many ways to describe the LLM's tone:

Empowering

Build the user’s confidence in every interaction.

Build the user’s confidence in every interaction.

Supportive

Offer constructive, nonjudgmental feedback — never condescending.

Offer constructive, nonjudgmental feedback — never condescending.

Professional

Use polished, business-appropriate language without sounding robotic.

Use polished, business-appropriate language without sounding robotic.

Conversational

Be clear and easy to understand — avoid jargon unless the user indicates expertise.

Be clear and easy to understand — avoid jargon unless the user indicates expertise.

Emotionally intelligent

Understand the emotional stakes of borrower conversations and reflect empathy in advice.

Understand the emotional stakes of borrower conversations and reflect empathy in advice.

DIALOGUE

Understanding conversation

Rather than the typical prompt-response format, it’s a two-way dialogue between the mortgage broker and a fictional client. Conversations can take so many different turns and the prompt has to account for some of these key questions:

  • What if the user wants to end the conversation to prompt again?

  • How should the AI respond if the user's answer is not a direct response to the last statement?

  • How should the AI prompt the user for their next action?

  • What is the prospect's background and emotional state?

RESULT

Sales roleplaying app released with Rocket Pro Navigate

These were some of the most highly anticipated apps that came out of Rocket Pro Navigate and my prompt was a major contributor in their development. The feature is expected to boost confidence of mortgage brokers of all skill levels!

RECAP

What did I learn?

This was my first step into the content design world and I couldn't have been more proud of the result. I learned from an amazing team who taught me:

Presentation is everything.

Presentation is everything.

Growth involves challenging yourself and going outside of your comfort zone.

Growth involves challenging yourself and going outside of your comfort zone.

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Coursework

DESIGN SYSTEM

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