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Best Practices & Patterns

These guides cover writing instructions, preparing Knowledge, testing, and security.





  • Be specific - Clear instructions get better results
  • Test thoroughly - Try edge cases before deploying
  • Start simple - Add complexity gradually
  • Monitor actively - Review conversations regularly
  • Iterate often - Improve based on real usage
  • Document everything - Keep track of what works
  • Don’t be vague - “Be helpful” isn’t enough guidance
  • Don’t skip testing - Production isn’t the place to debug
  • Don’t over-complicate - Simple agents are more reliable
  • Don’t set and forget - Agents need ongoing refinement
  • Don’t ignore feedback - Users tell you what needs fixing
  • Don’t expose secrets - Never put API keys in instructions

When to use: Support agents that need human backup

1. Agent attempts to answer
2. If the answer isn't in Knowledge, ask clarifying questions
3. If still uncertain, escalate to human
4. Human reviews context and takes over

When to use: Agents that perform actions (not just chat)

1. Agent proposes action
2. Show user what will happen
3. Get explicit confirmation
4. Execute action
5. Confirm completion

When to use: Agents with multiple information sources

1. Check primary knowledge
2. If no answer, check secondary sources
3. If still no answer, search web (if enabled)
4. If nothing found, admit uncertainty

Guidelines for evaluating agent quality in your environment:

Metric Starting target Notes
Response time Under a few seconds (Fast mode) Deep mode takes longer by design
Accuracy Validate against your Knowledge Depends on instructions and Knowledge quality
Escalation rate Tune per use case Support agents should escalate when uncertain
Resolution rate Measure in your pilot Track before scaling to production

Week 1: Foundations

  1. Read Agent Instructions Guide
  2. Complete Interactive Quickstart
  3. Build your first agent

Week 2: Optimization

  1. Read Knowledge Optimization
  2. Read Testing Guide
  3. Refine your agent based on testing

Week 3: Production

  1. Read Security Best Practices
  2. Monitor your agent’s performance
  3. Deploy to production with monitoring

Week 4: Scale

  1. Optimize based on usage patterns
  2. Implement error handling strategies
  3. Scale to handle more traffic


Have a best practice to share? Email support@auteryn.ai.