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1. Clarify Your Agent’s Purpose

  • Identify the main tasks or questions your agent will handle (e.g., answering FAQs, guiding users through a process).
  • Keep the scope focused to ensure quick, accurate responses.

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2. Prepare Your Content

  • Gather all relevant resources (website pages, PDF manuals, FAQ lists) into one place.
  • Organize content by category or topic so your agent can find answers more easily.

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3. Write Clear Prompts

  • Give your agent a concise, friendly introduction

    e.g., “You are a helpful and friendly support agent for a fitness company. You help users understand our services, guide them through the platform, and answer questions politely and clearly.”

  • Use simple, direct language to set expectations

    e.g., “I’m sorry, I don’t have that information right now. Check our help center at help.example.com or email support@example.com.”

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4. Keep Knowledge Up-to-Date

  • Regularly review and update your source documents, especially FAQs or policy pages.
  • Schedule periodic checks (monthly or quarterly) to add new content or remove outdated information.

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5. Provide Fallback Guidance

  • Decide what your agent should say when it cannot find an answer

    e.g., “I’m not sure, please contact support at support@example.com.”

  • Include links to helpful pages or contact channels.

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6. Test with Real Users

  • Share a draft version with a small group of customers or team members.
  • Collect feedback on answer accuracy, tone, and clarity.
  • Use this feedback to refine prompts and update content.

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7. Monitor Performance Metrics

  • Track simple metrics like number of answered questions, common unanswered topics, and user ratings.
  • Use ‘conversations history’ in dashboard to spot trends and improve your agent over time.

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8. Keep It User-Friendly

  • Maintain a polite, helpful tone in all responses.
  • Avoid jargon, write in the same style you’d use in customer emails.

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9. Plan for Growth

  • As new features or products launch, update your agent’s content and prompts accordingly.
  • Consider gradually adding automation (e.g., form submissions or basic transactions) once your conversational foundation is solid.

By following these steps, you’ll create a clear, reliable AI agent that helps your customers find the information they need with confidence and ease.