Tune Instructions
Aissistant's behavior is driven by the instructions and contexts provided. There are three levels of instructions and contexts, Global, Session, and Interaction, that can be used to efficiently fine-tune the behavior of Aissistant.
Instruction Levels
Below is a summary of three levels of contexts & instructions
Global
Workspace
Always
Throughout entire session
High level, global, and important guidance that applies to all circumstance.
Session (Contextual)
Smart Taggers
Triggered with Sub Agents
Once triggered, throughout entire session
Related to specific topic, and important to be sticky to the session once the topic is identified. For example, some workflow, procedure, or guidance to handle a specific topic.
Interaction (Transient)
Assets
Triggered with current user input
Only the current interaction
e.g., FAQ (Frequently Asked Questions). It can also be used to provide information on workflow, procedures, or guidance, especially when they are hard to describe in a simple format, for example, diagnosis.
What can Instructions do and can not do?
In general, instruction can be used to change the response, however, can not be used to retrieve information (this can be done through smart action) or output tag / comment / action (this is done through sub agents or smart actions)
Dictate the format, length or tone of the response
Create tag (this can be done via Sub Agent)
Direct specific response under provided circumstances
Retrieve information from API or Database (this can be done via Smart Action)
Demand AI to pay attention to specific information when compose response
Create summary or comment in the Agent Platform (this can be done via Sub Agent)
Ask AI to follow described logic or sequence in diagnosis
Keep the conversation / ticket open
Provide guidelines for AI response (specific ones work better)
Outbound actions like send email / notification or change the database (this can be done via Smart Action)
What can Context Do?
Context, whether in Global, Tag or Asset, is usually used to provide contextual information for AI to generate the best informed response.
Global Instructions & Contexts
Global instructions and contexts are defined in the Workspace Configuration, which take effect in all interactions throughout the session. Those instructions and contexts are supposed to be abstract, high-level, and/or important information for AI, e.g., instructions like "be succinct and no more than 160 characters in response", "never confirm the appointment in the conversation, instead tell users that you will let the team know and someone will reach out for confirmation.", etc.
Session (Contextual) Instructions & Contexts
Session instructions and contexts are defined in Sub Agents which often represents specific topics or contexts. Therefore the instructions and contexts are also called "contextual instruction" and "contextual context" respectively, which are only triggered when the conversation match the Sub Agent scenarios.
Comparing with Global ones, session instructions and contexts are often more effective because it reduces chance of confusion to AI instead of providing a massive amount of information, some of which might be conflicting, to AI as Global instructions do. For context specific instruction or information, we highly recommend to organize them in the sub agents.
Interaction Instructions & Contexts
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