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Creating Agents

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System Prompt Best Practices

The system prompt is the most important part of agent configuration. It tells the AI how to behave.

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Be Specific

You are a customer support assistant for Acme Corp. You help users
with billing questions, account issues, and product inquiries.
Always be polite and professional. If you don't know the answer,
say so and offer to escalate to a human.

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Define Boundaries

You can:
- Look up order status using the Shopify connector
- Check customer accounts in HubSpot
- Create support tickets in Zendesk

You cannot:
- Process refunds without human approval
- Access or share customer payment information
- Make promises about delivery dates

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Specify Output Format

When providing order status, format your response as:
- Order #: [number]
- Status: [status]
- Last Updated: [date]

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Auto-Generate

Click the Generate button when creating an agent to automatically generate a description and system prompt based on the agent name. You can then customize the generated content.

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Provider Key Selection

Choose the AI model that best fits your agent’s needs:
Use CaseRecommended Model
General tasksClaude Sonnet or GPT-4o
Complex reasoningClaude Opus or o1
Fast responsesClaude Haiku or GPT-4o-mini
Cost-sensitiveGPT-4o-mini or Gemini Flash