Configure the agent's conversation experience
An agent's details and opening experience help users understand what the agent does before they start a conversation with the agent. Aligning these elements with the same purpose and scope used in the instructions is the best way to create an effective agent.
Configure the agent details
Use a name that describes the agent's job and distinguishes it from other agents. The description should identify the audience and supported outcome in one or two sentences. You can also choose an icon and colors that help users recognize the agent.
The name and description aren't substitutes for instructions. They help people discover and understand the agent, while instructions control how the agent behaves during an interaction.
Set expectations with the greeting
A greeting should state what the agent can help with and make an appropriate limitation visible. For example:
Hello, I'm the Contoso Benefits Assistant. I can explain company benefit programs from approved information. For personal eligibility or enrollment decisions, I can direct you to Human Resources.
Keep the greeting brief. Put detailed operating rules in the instructions so the agent can apply them throughout the conversation.
Design suggested prompts
Suggested prompts give users concrete ways to start. Each prompt should represent a common user goal and demonstrate the type of detail that produces a useful response. For a benefits agent, examples include:
- Compare the available medical plan types.
- When can I change my benefit elections?
- What information should I gather before contacting Human Resources?
Avoid prompts that imply unsupported capabilities. For example, don't suggest Enroll me in a medical plan if the agent can only explain information. Review suggested prompts whenever the agent's scope changes.