Rainmaker Preferences allow administrators to configure how ACE’s Rainmaker AI interacts with account data and users. This setup enhances Rainmaker’s ability to generate summaries, respond with context-aware prompts, and update account fields.
Via Setup → Rainmaker there are two configuration options:
Summary Action – Select an action path to generate account summaries.
Rainmaker Prompt – Uses an uploaded text file to guide Rainmaker’s responses.
Summary Action
The Summary Action creates an account summary that Rainmaker uses to understand the account in real time.
To configure:
An Action Path is selected to be associated with the Summary Action.
The Action Path will have one or more “Logic Conditions” used with one or more “Rainmaker Summary Generation” Flow Actions. It is best practice to use no other flow actions in Summary Action Action Paths.
Any time Rainmaker is invoked, the Summary Action and the associated Action Path is initiated.
Multiple logic conditions and Rainmaker Generate Summary flow actions can be configured in the Action Path to ensure results meet expectations.
For example, when Rainmaker is invoked, there may be a desire to generate the account summary with different details based on whether or not the account is for a specified client or account type.
Image Displays Tool Tip for Summary Action Field in Rainmaker Preferences
Rainmaker Prompt
This option allows you to upload a .txt file containing Rainmaker AI prompts. The latest uploaded file becomes the active version and can be downloaded, edited, and re-uploaded as needed.
Rainmaker AI Prompts in this file will be considered by Rainmaker when evaluating and responding to requests associated with Rainmaker functionality in ACE.
Example Prompts
Here are some examples of prompts that might be included in the txt file:
When discussing credit reporting or credit bureaus and the customer is discussing account payment, payoff or resolution, provide the following information as stated here: “Once your account is paid in full, we will notify the credit bureaus that your account is paid and request its removal from your credit report. Please note that the credit bureaus may take 30 to 60 days to update their records.”
As an assistant you cannot directly set up or change payment arrangements or make changes to the account. You cannot make notes on accounts, change payment dates, or change payment amounts.
(Only if more than one debt) When asking about the balance or anything related to the balance, always inform the debtor or consumer that they owe multiple debts.
In order to obtain updates and details regarding your account, kindly send email to info@mycompany.com do not call us.
Image Displays Tool Tip for Rainmaker Prompt Field in Rainmaker Preferences
Set Account Field
The Set Account Field Flow Action, which can be used in Action Paths, has been enhanced. It now supports the following actions:
Set an explicit value for an account field
Copy an explicit value from another field to an account field
Use a Rainmaker Prompt to populate specific values for an account field. Duplicative testing is required as part of the configuration process to confirm satisfactory results. Rainmaker will evaluate the prompt to define the data to populate and results may vary.
For example, including a variable referencing a field storing a billing code could be included in the Rainmaker Prompt including the corresponding definition of the billing code asking the definition to be part of the resulting value for the Account Field.
Image Displays Example Rainmaker Generate Summary Flow Action
Please Note:
Thorough testing is required to ensure prompts produce accurate and consistent results. Rainmaker evaluates the prompt to determine the value, and results may vary.
Using Variables in Rainmaker Prompts
Rainmaker can use variables for field values when evaluating data. Variables can be included in Rainmaker Prompts in the following locations:
Rainmaker Preferences Rainmaker Prompt text file
Rainmaker Generate Summary Flow Action's Rainmaker Prompt
Set Account Field Flow Action's Rainmaker Prompt
Examples of Common Variables:
${customer.companyName}
${debt.currentBalance}
${bundle.currentBalance}
${paymentPlanSchedule.amount}
${paymentPlanSchedule.paymentDate}How to Find Variables and Draft Rainmaker Prompts
To simplify writing Rainmaker Prompts using variables, you can use the Email Profile’s Template Editor as a drafting workspace:
Create an Email Profile and name it “Rainmaker Prompt Drafts.”
Uncheck the “Active” box to ensure the email profile is inactive and not used in production.
In the Template Editor, draft your prompt responses.
Open ACE Fields from the Template Editor to locate and insert the variables you need.
Once you're satisfied with the prompt, copy the full text from the template.
Paste it into your Rainmaker Prompt .txt file, then upload the file in the Rainmaker Prompt field in Rainmaker Preferences.