How to configure Agents
BETA
An Introduction to Agent Configuration
The Agent's configuration shapes how it behaves and interacts with users. This finely-tuned setup remains constant throughout user engagement, where even small changes in tone or language can significantly affect performance and user perception.
Due to its sensitivity, any modifications to the configuration must be approached with care, ensuring they are carefully evaluated for their impact. Monitoring these changes is essential for maintaining a balance between user satisfaction and the Agent's effectiveness, allowing for ongoing improvement in the interaction experience.
This dynamic configuration covers various aspects, from defining the Agent's purpose and personality to establishing operational rules and using specialised tools, all aimed at improving the quality and efficiency of user interactions.
Purpose
The "Purpose" field outlines the main role or function of the Agent. This could range from customer support, providing information, facilitating transactions, to entertaining users.
Defining the purpose is critical because it guides the overall design of the Agent, including its interactions, responses, and the specific needs it addresses for its users.
Best Practices
Clarity and Specificity: Clearly define what the Agent is designed to do. A specific purpose enables targeted interactions that meet user expectations.
User-Centric: The purpose should focus on addressing the needs or solving the problems of its users. Understanding your target audience can help tailor the Agent’s purpose to their requirements.
Feasibility: Ensure the purpose aligns with what is technologically possible and practical within your resources and constraints.
Examples
Customer Support Agent
Policy Explanation Agent
Life Coach Agent
Personality
The "Personality" field sets the tone and style of interaction for the Agent. It's crucial for determining how users perceive the Agent's friendliness, professionalism, and approachability. A clearly defined personality ensures a cohesive user experience that matches the brand's voice and meets the audience's expectations.
Best Practices
Consistency: Ensure the personality is consistent across all configuration fields to build a coherent identity for the Agent.
Alignment with Purpose: The personality should complement the Agent's purpose. For example, a Coaching Agent might have a motivational and empathetic personality, while a Policy Explanation Agent might adopt a more formal and precise tone.
Audience Awareness: Tailor the personality to suit the preferences and expectations of the target audience. Consider cultural nuances and language preferences.
Examples
1. Customer Support Agent
2. Policy Explanation Agent
3. Coaching Agent
Policy Rules
The "Policy Rules" field is vital for establishing operational guidelines that outline the boundaries of the Agent's actions. It covers restrictions on the Agent's responses and behaviors, safeguards against overstepping its designated role, and measures to prevent unauthorized actions. These rules ensure the Agent stays on track, adheres to ethical standards, and delivers a secure, dependable experience for users.
Best Practices
Specific Limitations: Clearly define the scope of tasks and topics the Agent can address, including explicit mentions of actions or query types it should not attempt to handle.
Jailbreak Prevention: Incorporate specific rules or phrases that the Agent recognises as cues to avoid engaging in behaviours that could lead to bypassing its operational constraints.
User Guidance: Inform users about the limitations of the Agent’s capabilities and suggest alternative actions or referrals when requests fall outside the Agent's scope.
Examples
1. Customer Support Agent
2. Policy Explanation Agent
3. Coaching Agent
Output Formatting
The "Output Formatting" field determines how the Agent's responses appear to users. It covers language use, formatting (such as bullet points or paragraphs), and including visuals or links when needed. Good output formatting improves readability, clarity, and the user experience.
Best Practices
Clarity and Consistency: Maintain a clear and consistent formatting style throughout the Agent's interactions to help users easily understand and follow the information provided.
User-Friendly Layout: Use bullet points, numbered lists, and short paragraphs to break down complex information into manageable pieces.
Adaptive Formatting: Tailor the formatting to the type of information being delivered and the platform through which the Agent is accessed, considering the limitations and advantages of each platform.
Examples
1. Customer Support Agent
2. Policy Explanation Agent
3. Coaching Agent
Icebreaker Message
The Icebreaker Message is the initial prompt sent to the Agent, instructing it on how to begin interactions with users. This message is crucial for setting the interaction's tone, providing the Agent with guidance on introducing itself, stating its purpose, and inviting user engagement in a concise manner. The goal is to create a welcoming environment that encourages users to start their inquiry or discussion.
Best Practices
Clear Instructions: Provide the Agent with straightforward instructions on greeting the user, introducing itself, and stating its purpose.
Conciseness: Ensure the message is brief yet informative enough to guide the Agent without overwhelming the user.
Engagement: Include a prompt that invites the user to engage, such as asking how the Agent can assist.
Examples
1. Customer Support Agent Instruction
2. Policy Explanation Agent Instruction
3. Coaching Agent Instruction
Process Steps
The "Process Steps" field lays out the series of actions the Agent takes to achieve its goal during an interaction. This methodical approach helps the Agent respond to user queries in an organised and cohesive manner, meeting both the Agent's objectives and user expectations.
Best Practices
Sequential Clarity: Define each step in the process clearly, ensuring that the Agent follows a logical sequence from understanding the user's request to providing a solution or response.
Adaptability: Incorporate flexibility into the process steps, allowing the Agent to adapt its approach based on the complexity or nature of the user's query.
User Engagement: Ensure that the steps include checkpoints for user feedback or confirmation, maintaining an interactive and responsive dialogue.
Examples
1. Customer Support Agent
2. Policy Explanation Agent
3. Coaching Agent
Completion Step
The "Completion Step" field guides the Agent on recognizing and concluding interactions. It involves acknowledging the user's accomplishment, summarising assistance, and ending with a positive message. This step is crucial for ensuring user satisfaction and leaving a positive impression.
Best Practices
Recognition of Conclusion: Include signals or keywords that help the Agent identify when the user's objectives have been met.
Positive Reinforcement: Ensure the Agent reinforces the positive outcome of the interaction, acknowledging the user's achievement.
Closure Confirmation: The Agent should confirm with the user that their needs have been fully addressed and that they feel the interaction is complete.
Gratitude Expression: The Agent should always express gratitude to the user for the interaction, enhancing the user's overall experience.
Examples
1. Customer Support Agent
2. Policy Explanation Agent
3. Coaching Agent
Additional Information
The "Additional Information" field provides crucial background or context for the Agent's interactions. This might include guidance on tone, references to external knowledge, or instructions for handling sensitive topics. It ensures the Agent's responses are well-informed by factors beyond its usual knowledge.
Best Practices
Specificity: Clearly define the additional parameters or considerations the Agent must account for in its interactions.
Relevance: Ensure all provided information is relevant to the Agent's purpose and the types of interactions it will have.
Conciseness: Offer this information in a concise manner to avoid overloading the Agent, ensuring it remains focused and effective.
Examples
1. Customer Support Agent
3. Coaching Agent
2. Policy Explanation Agent
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