Setup your SMTP in ClientTether

November 9, 2023

5 Options for SMTP settings


Here is a visual walkthrough on How to setup you Custom SMTP setting in ClientTether. These are the same instructions for MS Exchange SMTP.

AI Bot Prompt Engineering: Mastering the 5 Key Components for Engaging User Experiences and Enhanced Results

November 7, 2023

Hey there, fellow tech enthusiasts! This blog will be a deep dive into the fascinating world of AI bot prompts. Have you ever wondered what makes some AI interactions feel like a friendly chat with a knowledgeable buddy while others leave you scratching your head in frustration? Well, today, we’re unlocking the secrets to crafting powerful AI bot prompts that keep users engaged, informed, and coming back for more. Buckle up as we explore the six essential components that make all the difference in the world of AI prompt engineering.

Component 1: Task

First up, we have the task. Think of this as the North Star guiding the AI bot’s actions. Imagine asking a bot to about exercises, and it starts giving you tips for scuba diving in the Maldives. While that may be an enjoyable activity it most likely will not helpful at all! By defining the task clearly, with clear action verbs, the AI bot can swiftly provide the information you’re seeking without any unnecessary detours. A task example might be: “generate a 30 day body resistance exercise program”. Consider the Task component of prompt engineering required.

Component 2: Context

Next in line is context. Picture this: you’re chatting with an AI bot about the latest technology gadgets, and suddenly, it starts blabbering about gadgets of medieval warfare. Not cool, right? Context is like the GPS of the AI world. It will guide the conversation in the right direction. What ever the bot is asked to do as a task, context keeps things relevant and on point. For example, given the task to generate a 30 day body resistance exercise program, will widely vary based on the context of male or female, old or young, slim or heavy, active or sedentary, 10 mins or 1 hr a day, lose weight or gain muscle. Considered Context as a very important component to constrain the endless possibilities and get quality results.

Component 3: Examples

When talking about examples, we are referring to examples of output. Just like a wise mentor drawing from personal experiences, examples help AI bots understand what output works and what doesn’t. Learning from examples enables AI bots to tailor their responses based on proven success stories, making interactions more informative and engaging. Examples can be written out Question and Answer examples or it can be described as a 5 paragraph essay. Another example might be “I accomplished X by the measure of Y that resulted in Z.” If you have forgotten the many essay structures or answer structures that you once learned in High School or College, ask a bot. 😉 One more way of providing examples of desired output by be to prompt, “output in table format with headers L, M, N, O and P”. This component may not be required for every prompt but it will improve results.

Component 4: Persona

Up next is the persona. Imagine having instant access to any expert you might need. In our exercise example above we might prompt, “As an expert Physical Therapist for high end athletes…” If you were generating marketing emails you might want access to an expert Marketer that is great at storytelling. Being assigned a persona allows the AI bot to adapt its communication style and expected knowledge base to match the desired output preferences and language/jargon proficiency. Whether it’s a playful tone for a children’s educational bot or a professional tone for a business advisory bot, aligning with the bot’s persona creates a more personalized and enjoyable experience. The fasted way to include persona is to mention a famous person that is a well known author, actor or character from the movies. This component is not required for every prompt but it will improve results.

Component 5: Tone

Last but not least, we have the tone. Imagine having a chat with an AI bot that sounds like a grumpy old grandpa – not exactly the most pleasant experience, right? Tone sets the mood for the entire conversation. Maintaining a friendly and approachable tone, like a supportive friend cheering you on, creates a welcoming atmosphere for users to engage with the AI bot more comfortably. A positive tone encourages users to explore further and fosters a sense of trust in the AI bot’s guidance. This is different than persona. Consider an actor in a movie. In various scenes they will convey their message with different tones. Again, this component is not required for every prompt but it will improve results.

Recap and Encouragement

And there you have it, folks! The 5 key components to crafting powerful AI bot prompts that leave a lasting impact. By mastering defining the task, provide enough context, training by examples, providing a persona, and projecting the right tone, you can create AI bot interactions that users will love and keep coming back for more. So go ahead, dive into the world of AI prompt engineering, and let your creativity soar!

Custom Lead Forms

November 1, 2023


Custom Lead Forms are built on our Hosted Pages platform that allows you to present the same tool to both known-contacts and non-contacts. Please see Hosted pages for more information.


  1. Open Settings
  2. Click on Hosted Pages Tab
  3. Click on Add New
  4. Fill in the Hosted Pages information
  5. Select some options that will apply to your custom form
    • Lead Source
    • Action Plan
    • Success URL
    • Error URL
    • Base Color
    • Highlight Color
    • Personally Identifiable Information (PII) visibility
  6. Design your custom form using the options provided (More on each of these below.)
    • Field
    • Header
    • Notes
    • Horizontal Line
    • Page Separator

Private AI Chatbots

November 1, 2023


Private AI Chatbots are built on our Hosted Pages platform that allows you to present the same tool to both known-contacts and non-contacts. Please see Hosted pages for more information.


  1. Open Settings
  2. Click on Hosted Pages Tab
  3. Click on Add New
  4. Fill in the Hosted Pages information
  5. Fill in the Private AI Chatbot options
    • Model: Choose between ChatGPT 3.5 and ChatGPT 4.0
    • Temperature: Enter a number from 0 to 2. This sets the range from Fact to Fiction. 0 is all facts and 2 is all fiction. Somewhere in the middle is a happy mix of facts and allowing ChatGPT to talk like a human when writing sentences.
    • Prompt: This is where the real magic comes. More on this below.

Prompt Engineering is a mix between art and science. Rather than starting a YouTube channel on prompt engineering we are going to give samples of things that have worked. For your bot, you should use all three components listed below.

Prompt Component 1: Role
Your role is a virtual [ Tag: Industry ] expert named [ Tag: Bot Name ] designed to answer questions regarding the industry in general with a focus on [ Tag: Company Name ] located in [ Tag: City, State ]. You are an expert in this field and only represent the Company called [ Tag: Company Name ].

Prompt Component 2: Resources
Resources: Use the following website: [ Tag: website one ] in additional to your general knowledge about the industry.
(You can enter more websites and give reasons for using the knowledge on that page.)

Prompt Component 3: Instructions
Introduce yourself in a [ Tag: tone ] but short manner as if you were [ Tag: Name a well known person ]. Present the guest with the idea that they can ask you question about [ Tag: Industry ]. Share with the guest a couple of common questions they should ask.
Keep the guest focused on the services of [ Tag: Company Name ]. Should the guest inquire about other topics, gently remind them of your focus.

Tag Examples

[ Tag: Industry ] – CRM
[ Tag: Bot Name ] – Clint Tetherford
[ Tag: Company Name ] – ClientTether
[ Tag: City, State ] – Spanish Fork, UT
[ Tag: website one ] –
[ Tag: tone ] – friendly, professional, comical, stern, whimsical, etc
[ Tag: Name a well known person ] – Donkey on Shrek, Kim Garst, Guy Kawasaki, President Abe Lincoln, etc


September 1, 2023

Important registration requirement for A2P 10DLC messaging, which is essential for ensuring the continued delivery of your application-to-person (A2P) text messages.  As you may already be aware, A2P 10DLC is a messaging framework introduced by major mobile carriers in the United States to enhance the reliability and deliverability of application-to-person SMS messages.

This is also part of the FCC’s recent initiative to limit texts from illegitimate numbers which have been exploding over the past few years.

To comply with the new requirements, it is imperative that you complete the registration quickly. Beginning  Sept 1, 2023, carriers have the right to block messages that come from unregistered phone numbers.

Watch this video on Registering for A2P 10DLC with ClientTether:

In order to successfully complete the registration, it is vital that you have your Business Employer Identification Number (EIN) documents readily available. These documents are a mandatory requirement for registration and will help validate your business and messaging traffic.

Your CSM will assist you in placing the necessary information in the registration form, including:

  1. Business Profile Details: Please provide accurate and up-to-date information about your company, including contact details.
  2. Brand Registration: Identify and register the brand(s) you intend to use for sending A2P messages. This includes providing brand names, business categories, and any relevant brand documentation.
  3. Campaign Registration: If you have specific campaigns planned, your CSM will guide you through the registration process. Be prepared to share campaign details, such as purpose, start and end dates, message content, and expected volume.

We understand that this may seem like a complex process, but we assure you that our CSMs are here to provide dedicated support and ensure that your registration is completed in a timely manner.  Failure to complete the registration before the Sept 1 deadline may result in immediate disruptions to your A2P messaging services.

Should you have any questions, concerns, or require further clarification, please don’t hesitate to contact your CSM. We are committed to assisting you every step of the way to ensure a seamless transition to the A2P 10DLC framework.  Thank you for your immediate attention to this matter. We greatly appreciate your cooperation and look forward to continuing to support your messaging needs.

ClientTether Mobile App

August 30, 2023

The ClientTether Mobile App is designed for Users in the field, with a focus on Contacts, Proposals and Notifications. All Settings and Design modes are reserved for the desktop version.
You must already have an account with ClientTether to take advantage of this app as the same Username and Password are used for accessing both the Mobile and Desktop versions.

The App is free to use for account holders to extend your access to the ClientTether CRM.

The v1 App does NOT support Dark Mode.

Get the ClientTerther App from the Google Play Store. After Installing, you will find an App icon like this one.

This is an App, please do not expect it to have all the power of the desktop version. This App is focused on Contacts, Proposals and Notifications.

The Login screen is the same form as found on the desktop version.

Whenever the App is loading data, you might see this splash screen.

Contact List

The Contact List is the default landing page in the ClientTether Mobile app. Each Contact is shown as its own card with some of the same visual details as shown on the desktop. Contacts are loaded ten (10) at a time. When you scroll to the bottom of the first set of ten name swipe up again to load the next ten Contacts.

Dots in the top left corner
Red: indicates this contact is in the New Lead Sales Cycle.
Yellow: indicates there was a contact reminder that has been missed. This color will over-ride red.
Green: indicated there is a contact reminder for today. This color will over-ride both yellow and red.

Stars in the left margin
Filled Stars: indicates this contact is a main contact.
Unfilled Stars: indicates this contact is attached to some other main contact.

Red Yellow Green Dots
Filled or Unfilled Star

Map Pin Icon
If the contact has an address that can be mapped, an interactive Map Pin will appear with the Contact Card. You can click on that icon to view the address on a Google Map.

Map Icon

Phone Icon
The phone icon is interactive and will initiate the same Click-to-Call process as the desktop application where the system will call the User and ask for confirmation to call.


The system shows there are 92 leads in this account. Even though your full contact list might have many lead, the system will only load 10 contacts at a time. Use the Filter to narrow down the list to the Contacts you really want to work with.


When working with a list of Contacts you might need to sort them. Use the Sort Icon to select from several sorting options.


Any long list can be narrowed down by a simple Search. Click on the search Icon to open the Search input field.


Use the Reset Icon to remove any previously set Filter, Sort or Search

Reset Filters, Sort, and Search

Contacts Name
Similar to the full application, the Contact’s Name is interactive and will open the Contact Profile.

Contact Name

Contact Profile

The Contact Profile is the main hub to interact with the Contact’s information. This will open as a popup above your Contact Profile. Thus you will have to click on the X in the top right to Close this popup when you are finished. The most often actions take in Contact Prorils are: Whiteboard, Text, Email and Events

The Whiteboard allows you to enter shareable quick notes about the contact acquired via conversation or observation. These notes are shared with other User in your account.
NOTICE: After typing Whiteboard Notes, you must click the “Save Whiteboard” button.

History Notes

History Notes
The system auto-logs most everything you do as History Notes. For example, if you sent a text or email, the system will put a date and time stamped copy in History Notes. This save you time by not having to write a History Note that you sent an email.

The History Notes section is where you can review the of communication and automation that has occurred with each Contact.

ClientTether allows you to send text messages through the system thereby sending the message from the ClientTether number instead of your personal mobile number. Returned text messages will be shared with you in this same location for each Contact.

The mobile app allows you to send emails to contacts using the email setting entered in the desktop application Settings. You will either let our email server send them or enter your own SMTP settings.

There are three types of events that can be set in ClientTether: Automated Call, Contact Reminder and Next Appointment.

User the Event Type dropdown to choose which of the three you would like to set. With that selection made fill out the rest of the custom form to create the event.


Proposals are the next most common activity in the field with the App. Click on the Proposal expansion bar in the Contact Profile to open this section. Again this is an App, please do not expect it to have everything the desktop version has.

Create or Open a Proposal

In the Contact Profile there is a proposal section, which will show Existing Proposals and allow you to Add (create) a new one. When you have opened a Proposal it will show the Worksheet.

A proposal’s organization is built around Bid Types, Categories, and Line Items. Choose the dropdown at position 1 to select a Bid Type.

Choose the dropdown at position 2 to scroll through the combined menu list of Categories and Line Items. In the example below, Category WTC-DFWF includes Line Items: Walls, Trim and Ceiling.

After selecting the Line Item – Ceiling, the rest of the input fields will be displayed according to the design. Repeat the process of adding Line Items to complete the Proposal


Calendar is an option at the bottom of the mobile app. This will open a Month calendar. YOu can click on any day in the month to show an agenda view for the day. Click on any Agenda item to see the details.


Notifications is a big part of this app and is found in the bottom right of the screen. All notifications that the User has set up see will be shown here. Notifications tell you what is going on with your Contacts.

After viewing or handling a Notification, you can swipe right to begin the archive process. You will have to then click on the Red Archive button that appears.

After Hours Phone for Incoming Calls

July 13, 2023

The system redirects incoming calls to an approiate agent number during business hours as defined in your Operation Settings. Then during After Hours the same or different phone number can be entered.

Block Incoming Calls and Texts

July 13, 2023

Sometimes you just need to block calls from a specific number. There is an easy access switch on the Contact Profile that allows you to do just that. It also pseudo blocks text messages.

When that switch is turned on (image show off), the phone number associated with that contact is blocked from calling your ClientTether phone number. You can flip the switch either direction and any time.

While the Blocked Switch is turned off, incoming text messages will be captured and stored with the Contact’s Profile, but it will not generate incoming Notifications. We call this pseudo blocked.

Proposals: show Bid Type on Invoice

July 13, 2023

The Proposal system has customizable controls for what components of a Worksheet show on the quote and Invoice. There two controls highlighted here control whether the Bid Type and Bid Type $ shows on the Invoice.

Tokens in Proposal: Terms and Conditions

July 13, 2023

Tokens can be used in Terms and Conditions as well as About Me. This allows you to personalize these components of the Proposal / Invoice.