Aissist Build Checklist
Last updated: May 15, 2026
Use this checklist before you test or deploy a new Aissist workflow.
Instructions and context
Make sure you:
keep global instructions short and direct
put workflow-specific rules in sub agents
put shared business facts in workspace context
avoid mixing facts, tone, and workflow logic in one long instruction
See Tune Aissist Behavior for the instruction model.
Assets
Make sure you:
add the sources Aissist needs for the workflow
remove outdated or conflicting information
include the exact details users need to complete the task
verify retrieval with Asset Debugger
See Turn Assets into AI for asset setup.
Actions
Make sure you:
name each action clearly
describe what it does and when it should run
define parameters with clear names and guidance
test action inputs and outputs with Action Debugger
Use actions when the workflow needs live data or system changes.
Sub agents
Make sure you:
define one clear scenario for each sub agent
link only the assets and actions needed for that workflow
set the right reply, handoff, no response, or close behavior
add summary or acknowledgement only when the workflow needs it
See Create Sub Agents for setup details.
Test before deployment
Make sure you:
test thoroughly in Simulator
use realistic input context, such as email or order number, when needed
review output context, triggered sub agents, and action calls
fix issues at the source, then test the same scenario again
Deploy safely
Make sure you:
start with one narrow managing point
enable the right operating mode for the workflow
run Auto-Pilot for a short period first
review live results before expanding coverage
See Deploy Gateway for deployment setup.
Best practice
Build one repeatable workflow first.
Test it, monitor it, then expand to the next workflow.
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