Define the Agent’s Role and Purpose:
Clearly state what you want the agent to do. For example, “You are a helpful HR assistant that answers questions using our employee handbook.”
Be Specific and Direct:
Use clear, unambiguous instructions. Specify exactly what you want, such as “Summarize this document in three bullet points.”
Provide Context and Data Sources:
Tell the agent which documents, knowledge bases, or integrations to use for its answers.
Set Guardrails and Limitations:
Include any rules or restrictions, like “Do not answer questions outside of the uploaded documents” or “Never share confidential information.”
Use Examples and Step-by-Step Reasoning:
Show the agent sample questions or desired outputs, or instruct it to “think step by step” for complex tasks.Specify Output Format:
Indicate if you want the answer in a specific format (e.g., list, table, JSON).
Additional Support
If you need any assistance, email support@rolai.com or use the Intercom chat feature in the app for direct help from our support team.