Best Practices & Patterns
These guides cover writing instructions, preparing Knowledge, testing, and security.
Getting Started
Section titled “Getting Started”Writing Effective Agent InstructionsHow to write clear, actionable instructions that get the results you want.
Knowledge OptimizationStructure your data for maximum agent performance and accuracy.
Testing & Quality AssuranceTest your agents thoroughly before deploying to production.
By Use Case
Section titled “By Use Case”Customer Support AgentsSupport agents that answer from Knowledge and hand off the hard cases.
Code Review AgentsPR reviews and issue triage on GitHub Loops.
Data Analysis AgentsScheduled agents that query your data and report back.
Deep Topics
Section titled “Deep Topics”Security & ComplianceKeep your agents secure and compliant with regulations.
Quick Tips
Section titled “Quick Tips”Do’s ✅
Section titled “Do’s ✅”- 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’ts ❌
Section titled “Don’ts ❌”- 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
Common Patterns
Section titled “Common Patterns”Pattern 1: Escalation Workflow
Section titled “Pattern 1: Escalation Workflow”When to use: Support agents that need human backup
1. Agent attempts to answer2. If the answer isn't in Knowledge, ask clarifying questions3. If still uncertain, escalate to human4. Human reviews context and takes overPattern 2: Multi-Step Validation
Section titled “Pattern 2: Multi-Step Validation”When to use: Agents that perform actions (not just chat)
1. Agent proposes action2. Show user what will happen3. Get explicit confirmation4. Execute action5. Confirm completionPattern 3: Knowledge Fallback
Section titled “Pattern 3: Knowledge Fallback”When to use: Agents with multiple information sources
1. Check primary knowledge2. If no answer, check secondary sources3. If still no answer, search web (if enabled)4. If nothing found, admit uncertaintyPerformance tips
Section titled “Performance tips”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 |
Learning Path
Section titled “Learning Path”Week 1: Foundations
- Read Agent Instructions Guide
- Complete Interactive Quickstart
- Build your first agent
Week 2: Optimization
- Read Knowledge Optimization
- Read Testing Guide
- Refine your agent based on testing
Week 3: Production
- Read Security Best Practices
- Monitor your agent’s performance
- Deploy to production with monitoring
Week 4: Scale
- Optimize based on usage patterns
- Implement error handling strategies
- Scale to handle more traffic
Get Help
Section titled “Get Help”- Contact Support - Get expert help
Contributing
Section titled “Contributing”Have a best practice to share? Email support@auteryn.ai.

