Team Playbook: Your AI teammate

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Directions

1. Provide you with concepts for brokers (15-Half-hour)

On the finish of this week, spend 5 minutes reflecting on workflows the place brokers might have been helpful. Give attention to duties which might be repetitive, time-consuming, and contain text-based outputs, as these are prime candidates for automation. Ask your self:

1. What duties did you not take pleasure in that you just’d relatively outsource to a teammate?
2. What duties took approach longer than you thought that you just would possibly be capable to pace up?
3. Taking a look at your calendar, are there any duties which might be repeated every day/week/month?

Listed below are some examples of when to construct an agent vs. use basic AI instruments:

• Repetitive duties (you could automate): Should you’re performing the identical process again and again, an AI agent can automate it for you.
  Instance: Automating knowledge entry into spreadsheets or producing weekly gross sales stories.
• Prompts that you just feed AI again and again: When you end up repeatedly utilizing related prompts for particular duties, an AI agent can deal with these with much less effort in your half.
  Instance: Persistently producing advertising and marketing content material based mostly on particular themes or product classes.
• Issues you face each week: For recurring points, a customized AI agent can deal with routine problem-solving or flag challenges that want consideration.
  Instance: Managing buyer help tickets or routinely scheduling conferences based mostly on availability.
• Nuanced duties the place you need to retailer specialised data: If a process requires data that must be refined or particular experience, an AI agent can retailer and apply that data to make higher selections.
  Instance: An inside data base for authorized or monetary compliance, the place the AI pulls up related data based mostly on the present process or query.

After you have a number of issues in your listing, block off 15 – 90 minutes in your calendar subsequent week to construct an agent to deal with considered one of these duties.

Optionally available: Discover an accountability buddy and plan to make an inventory of use instances collectively. Message your buddy along with your concept for an agent and if you plan to attempt to construct it. Research reveals we’re likelier to observe by means of on intentions if we make an if-then plan for the way we’ll accomplish that.

2. Construct your agent (15-90 minutes)

Now that you just’ve recognized a process that’s a main candidate for turning into an AI agent, it’s time to start out constructing your agent.

• Define the agent’s function: Outline the issue you need your agent to resolve Subsequent, decide whether or not the agent will perform as an assistant, a decision-maker, or an information processor. Listed below are some examples:
  • Assistant agent: The agent is supposed to speak with customers.
    Instance: A buyer help agent that may perceive and reply to consumer inquiries in pure language, similar to “What’s the standing of my order?” and “Are you able to assist me with a refund?” by processing textual content and producing human-like replies.
  • Choice-making agent: The agent is supposed to take motion based mostly on inputs.
    Instance: A gross sales agent that makes use of resolution bushes to qualify leads. If a lead responds with “I’m concerned about a subscription plan,” the agent would possibly ask follow-up questions like “Which plan are you curious about?” or “What’s your organization dimension?” to find out the suitable subsequent steps.
  • Activity automation agent: The agent is supposed to automate an outlined process.
    Instance: An electronic mail response agent that routinely replies to frequent inquiries, similar to “Thanks to your message, we’ll get again to you quickly,” or schedules conferences by pulling out there time slots from a calendar and confirming with the consumer.
• Select an AI platform: Select your most well-liked AI device like Rovo or OpenAI’s GPT.
• Select your method for constructing the agent: Determine if you’ll duplicate an present agent or construct one from scratch. Many AI instruments, like Rovo, embody instructions for the way to construct new brokers or use premade brokers you could tailor to your particular wants.
• Write directions to your agent: Whether or not you’re making a brand new agent or making a duplicate of an present one, you’ll want to offer your agent directions on what to do. Directions assist outline the agent’s duties and information its habits, making certain it responds precisely and effectively to consumer requests. Take into account the next questions when drafting these directions:
  • What is going to the agent do? (function)
  • What particular targets or data will your agent give attention to? (context))
  • What particular duties or jobs will your agent be capable to carry out? (process)
  • What tone and response type ought to your agent have? (tone/format)
  • What constraints ought to be emphasised or averted?

• Create dialog starters: Embrace prompt prompts or questions that assist you start a chat with an agent and information them on the way to work together. Attempt to use examples that exhibit the most typical belongings you plan to ask the agent to do as shortcuts. Should you depart the sector clean, your agent will use generic dialog starters.
  • Instance: An agent that writes social media content material to your model might need the next dialog starters: “Write a brief Instagram put up,” “Create 15 hashtags I can use for this put up,” “What’s a tagline I can use to get individuals’s consideration on this put up?”
  • Instance: An agent that helps you discover subject material specialists might need the next dialog starters: “Who ought to I discuss to about this work?,” “What crew is liable for this work?,” “Has anybody been engaged on related subject material to this web page?”
• Present data to your agent: This refers back to the data and assets you give your agent to enhance its accuracy and responses. Whereas all brokers have generic data, including particular sources, like Confluence pages, templates, examples of tone, particular experience, and even Google Drive hyperlinks, assist optimize efficiency.

3. Positive-tune your agent

As soon as your agent has been created, testing and tweaking are essential to establish and proper any inconsistencies or errors in its responses. Listed below are some methods to check and edit your agent:

• Placed on a special “hat” and attempt to “break” your agent. Ask uncommon/unusual questions and problem its assumptions.
• Ask a colleague to “break” your agent. Professional tip: Have them make a video, like a Loom recording, of them attempting to interrupt the agent so you possibly can see the immediate and response.
• Revise your immediate based mostly on any unusual or surprising responses it provides to you or your colleague.

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