Best Practices for Building Effective AI Agents

Creating an AI agent that effectively represents your expertise requires more than just uploading documents. Here are our top recommendations for building agents that clients will love.

1. Define Your Niche Clearly

The most successful agents are those with a well-defined scope. Instead of trying to be an expert in everything, focus on what you do best.

Good examples:

"Tax planning for small business owners"
"React performance optimization"
"Personal injury law consultation"

Less effective:

"General business advice"
"All programming questions"
"Legal help"

2. Train with Quality Content

Your agent is only as good as the knowledge it's trained on. Focus on:

Primary Sources

Your own written content (blogs, articles, books)
Case studies from your work
Frequently asked questions you've answered

Secondary Sources

Industry standards and guidelines
Relevant academic research
Professional certifications materials

3. Set Clear Boundaries

Let your agent know what it should and shouldn't do:

Your agent should:
- Answer questions within your expertise
- Ask clarifying questions when needed
- Recommend human consultation for complex issues

Your agent should NOT:
- Provide advice outside your domain
- Make definitive diagnoses or legal rulings
- Share client confidential information

4. Test Extensively

Before going live, test your agent with:

Common questions - The basics that most clients ask
Edge cases - Unusual scenarios that test limits
Out-of-scope questions - Ensure it handles them gracefully

5. Iterate Based on Feedback

Monitor how clients interact with your agent and continuously improve:

Review conversation logs
Track satisfaction ratings
Update training data regularly

Getting Started

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