What the agent knows
Where the agent's knowledge comes from, and how to give it what it needs.
It only knows what it is given
- Starting out
- This chat, from the start.
- Instructions: the organisation's, your team's, yours and this chat's.
- Skills that match the request.
- Files you attach or point it to, and anything it looks up.
- Starting out
A new chat starts from instructions and skills, not from your other chats. To use another chat, name it: the agent can read any chat you are in.
- EverydayTry saying
Use the price list in the Sales team folder and last month's report in my files.
Say it once, not every time
- Everyday
Anything you keep repeating ("Australian spelling", "short answers", "our clients are law firms") belongs in your private instructions. Team know-how belongs in the team's.
- Everyday
A way of doing one kind of job (a report format, a review checklist, a writing voice) belongs in a skill. The agent uses it whenever a request matches.
Long chats
- Everyday
One chat per topic. A chat that covers everything gets slower and muddier; a new topic deserves a new chat.
- Often missedTry saying
Write a handover note: the goal, decisions so far, open questions and where the files are. I'll start a new chat with it.
- Often missed
For work that spans many chats, use a project. Its chats share one folder, so a file saved in one is there for the next.