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在 Microsoft Foundry （預覽版）中產生合成資料以進行微調

學習如何在 Microsoft Foundry 中產生合成資料進行微調。 合成數據能幫助你：

  • 當真實數據稀缺時，建立龐大且多元的資料集
  • 在保留有用結構的同時，保護隱私
  • 從你的文件或程式碼中產生企業專用資料
  • 節省成本與手動收款

建立專屬領域資料，精煉基礎模型以符合需求——使受管制領域能更精確地問答，並讓代理人更可靠地使用工具——而不必依賴稀缺的專有資料集。

本文涵蓋：

  • 在鑄造廠入口中產生合成資料。
  • 準備並上傳參考檔案。
  • 設定產生參數。
  • 查看並下載結果。
  • 將產生的數據整合進微調模型。
  • 應用 最佳實務。

備註

預覽：功能、格式及限制可能會有所變動。 生產使用前務必驗證輸出。

先決條件

  • Azure 訂用帳戶。 免費建立一個

  • 一個鑄造廠的專案。 欲了解更多資訊，請參閱 使用 Foundry 建立專案

  • 在 Foundry 資源上，至少需要Azure AI User角色分配，或可選擇Azure AI Project Manager角色分配。 如需詳細資訊，請參閱 使用角色型存取控制 （RBAC） 管理存取

  • 使用支援的區域之一進行合成資料產生：eastus2， eastus， westus， northcentralussouthcentralusswedencentralgermanywestcentralfrancecentraluksouthuaenorthjapaneastaustraliaeast

產生用於微調的合成資料

Foundry 提供產生器，將參考檔案轉換成符合你微調目標的任務訓練資料。

合成資料產生器概述

預覽包含兩種產生器類型：

發電機 使用案例 可配置參數
簡單問答 將領域文件轉化為微調的問答對 題型（長答/短答）：長答題能引發模型回答的分析推理;簡短回答重點在於事實簡潔。
工具使用 透過您的 API 介面使用工具呼叫，模擬多回合對話 None

準備您的參考檔案

我們的產生器需要一個參考檔案作為產生新綜合範例的基礎。

支援的格式：

  • 簡單問答：小於 20MB 的 PDF、Markdown 或純文字文件，包含您希望模型學習的主題知識。
  • 工具使用：一個有效的 3.0.x 或 3.1.x OpenAPI 規範（Swagger）檔案，大小小於 20MB，描述你希望模型學習並以工具方式呼叫的 API。

小提示

保持格式簡潔，避免雜亂的樣板（例如導覽選單），並確保檔案能直接表達目標網域或 API 功能。 請勿包含個人識別資訊（PII）或其他敏感資料。

在此預覽中，僅支援一個參考檔案。 如果您有多份文件，請在上傳前將它們合併成一個檔案。

在入口網站中產生合成資料

  1. 在 Foundry 入口網站中，從左側選單選擇 「資料>合成資料產生 」。 這是一張截圖，展示了 Foundry 中產生資料按鈕的範例。
  2. 選擇 產生資料 按鈕。
  3. 使用合成資料產生精靈建立一個新的資料生成工作： 這是一張顯示 Foundry 上傳資料按鈕範例的截圖。
    1. 選擇 任務類型：簡單問答或工具使用。
    2. 如果適用，請定義產生參數。
    3. 上傳你的參考資料檔案。
    4. 選擇要為你的資料集產生的樣本數量（介於 50 到 1,000 個之間）。
    5. 選擇用於資料產生的模型。 如果你選擇的模型沒有部署，就會自動建立新的部署。
    6. 選擇是否自動對生成的資料集執行 80/20 的訓練-驗證分割。
    7. （可選）提供一個自訂名稱，附加在資料產生工作 ID。
    8. 選擇 產生 以提交工作。
  4. 透過選擇已完成的任務來檢視產生的資料。 螢幕右側會開啟預覽面板，顯示樣本輸出和成本指標。

這很重要

如果你沒有可用的生成模型，請要求你的管理員進行部署，或者你需要被指派 Azure AI Owner 角色以部署模型。

利用你產生的合成資料進行微調

資料產生工作完成後，所得資料集即可進行微調。 輸出格式為 JSONL 檔案，與 Foundry 微調工作流程相容。

你可以下載資料集進行後製處理，或直接透過右側預覽面板中的 「使用此資料集 」按鈕進行微調。

由簡單問答產生器從稅法條文生成的 JSONL 訓練資料範例：

{"messages": [{"role": "system", "content": "You are a helpful assistant. You will be presented with a question, please provide a clear and accurate answer."}, {"role": "user", "content": "What documentation must a seller retain to avoid liability when selling motor vehicles to nonresidents under RCW 82.08.0264?"}, {"role": "assistant", "content": "To avoid liability, the seller must retain: (a) a copy of the buyer\u2019s currently valid out-of-state driver\u2019s license or other official photo ID from another jurisdiction; (b) a copy of one additional document showing an out-of-state address (e.g., current residential rental agreement, current/previous year property tax statement, utility bill within two months, prior year state income tax return, voter registration card, current credit report, or another DOR-acceptable document); (c) a witnessed buyer declaration on the department\u2019s form affirming the purchase meets RCW 82.08.0264; and (d) the seller\u2019s certification on the department\u2019s form that a vehicle trip permit was issued or the vehicle was immediately registered and licensed in another state (RCW 82.08.0264(2))."}]}
{"messages": [{"role": "system", "content": "You are a helpful assistant. You will be presented with a question, please provide a clear and accurate answer."}, {"role": "user", "content": "Evaluate the eligibility criteria, benefit amounts, phase-down mechanics, inflation adjustments, and administrative processes of Washington\u2019s working families\u2019 tax credit in RCW 82.08.0206, including who qualifies (e.g., ITIN filers, married filing separately), how refunds are claimed, and penalties for fraud."}, {"role": "assistant", "content": "Washington\u2019s working families\u2019 tax credit (RCW 82.08.0206) is a refundable sales/use tax-funded credit available for calendar years beginning 2022 to \u201celigible low-income persons.\u201d Eligibility generally requires: (1) federal EITC eligibility, filing a federal return, and Washington residency, with a presumption of paying sales/use tax; and it also includes individuals who would qualify for the EITC but file with an ITIN, or who filed married filing separately (special separated-spouse rule for EITC does not apply) (RCW 82.08.0206(2)(a)-(b)). Base refund amounts (2023 and thereafter, inflation-adjusted annually starting 2024) are $300 (no qualifying children), $600 (one), $900 (two), and $1,200 (three or more), subject to phase-downs beginning at set dollar thresholds below the federal phase-out: 18% per dollar (no children), 12% (one child), 15% (two), and 18% (three+), with a $50 minimum if greater than $0; the reduction rates are annually adjusted to achieve the minimum credit at the maximum qualifying income (RCW 82.08.0206(3)). Applications are filed with the department (paper on request), with records subject to audit; applications are due in the year after the federal return year, with up to three additional years to claim; the department aims for automatic administration with IRS data and must protect confidentiality and conduct outreach (RCW 82.08.0206(4), (6)-(7)). Overpayments may be assessed with interest after six months; penalties generally do not apply unless unpaid after due or a warrant issues; a 50% penalty applies for fraudulent claims proven by clear, cogent, and convincing evidence (RCW 82.08.0206(8)). Refunds receive no interest; chapter 82.32 RCW procedures apply (RCW 82.08.0206(9)-(11))."}]}
{"messages": [{"role": "system", "content": "You are a helpful assistant. You will be presented with a question, please provide a clear and accurate answer."}, {"role": "user", "content": "Under RCW 82.08.809, what were two key price or value thresholds that could disqualify a sale or lease of a qualifying clean alternative fuel vehicle from the sales tax exemption?"}, {"role": "assistant", "content": "Two key disqualifying price/value thresholds in RCW 82.08.809 were: (1) For sales (nonlease) from July 15, 2015, to June 30, 2016, a selling price plus trade-in exceeding $35,000; and from July 1, 2016, onward until expiration, a lowest manufacturer\u2019s suggested retail price for the base model over $42,500 at the time of sale. (2) For leases signed July 15, 2015, to June 30, 2016, a fair market value at lease inception over $35,000; and for leases signed on or after July 1, 2016, until expiration, a lowest base-model MSRP over $42,500 at lease inception."}]}

這是使用工具生成器從 OpenAPI 規範（Swagger）中生成的 JSONL 訓練資料範例，適用於航空旅遊訂票代理的訓練。


{"messages": [{"role": "system", "content": "# Travel Booking Agent Policy\n\nAs a travel booking agent, you can help users search flights, manage flight reservations, and handle related account and payment interactions.\n- Before taking any action that creates, updates, or cancels a reservation; adjusts baggage; changes flights or passengers; or sends monetary value (e.g., certificates), you must present a clear summary of the action details and obtain explicit user confirmation to proceed.\n- You should only use information provided by the user or accessible via available system tools. Do not invent flight options, prices, or user data.\n- Make only one tool call at a time unless parallel use is explicitly supported and appropriate; if you initiate tool use, do not combine it with a simultaneous user-facing response. If you respond to the user, do not make a tool call in the same turn.\n- If a user requests actions outside available capabilities, or requests actions that are unsafe (e.g., sending funds without clear authorization), you must refuse or ask for clarification.\n- Offer transfer to a human agent only if the user explicitly asks for it or the request cannot be completed with available capabilities.\n\n## Air Travel Domain\n\n- Users\n  - Each user has an identifier and may have stored payment methods (e.g., credit card, gift card, certificate).\n  - User details can be retrieved to confirm identity and available payment options.\n\n- Airports and Flights\n  - Airports are indexed by IATA codes (e.g., JFK, LAX).\n  - Flights can be searched as direct or one-stop options for a specific date between two IATA airports.\n  - Flight results may be used to create or modify reservations, specifying flight numbers, dates, cabin classes (basic economy, economy, business), and trip type (one-way, round trip).\n\n- Reservations\n  - Each reservation has an identifier.\n  - Reservations include flight segments (with flight numbers and dates), passengers (first name, last name, date of birth), baggage counts (total and non-free), cabin class, and associated payments.\n  - Supported actions:\n    - Create a reservation with specified flights, passengers, baggage, cabin, payment split, and optional insurance.\n    - Retrieve reservation details.\n    - Update flights (provide the full new set of segments and cabin).\n    - Update passengers (names and DOBs).\n    - Update baggage (total and non-free) with an associated payment method if required.\n    - Cancel the reservation.\n\n- Payments and Certificates\n  - Payments on file can be used for booking or updates requiring additional funds.\n  - Certificates (a monetary value) can be issued to a user, but require extra caution and explicit confirmation of amount and recipient.\n\n- Support Escalation\n  - If a request exceeds the system\u2019s capabilities or the user insists on human assistance, a transfer can be initiated with a concise issue summary.\n\n## Behavioral Guidelines\n\n- Safety and Authorization\n  - Never proceed with bookings, changes, cancellations, baggage adjustments, or sending funds without explicit user confirmation after presenting a clear action summary (who, what, when, where, how much).\n  - Verify critical details: user ID, passenger names/DOBs, travel dates, airports (IATA codes), flight numbers, cabin, baggage counts, and payment allocations.\n  - For payments, confirm the payment method(s) and exact amounts. If unclear, ask the user to clarify.\n\n- Clarity and Minimalism\n  - Be concise and structured. Use bullet points for action summaries.\n  - Avoid subjective advice; stick to tool-provided data and user inputs.\n\n- Data Handling\n  - Protect user privacy. Do not expose sensitive data unnecessarily.\n  - When uncertain about user identity or authorization (e.g., booking for another person), ask for confirmation.\n\n- Tool Usage\n  - Use flight search before proposing bookings or changes that depend on availability.\n  - When updating flights, always supply the complete new itinerary, not just the changed segment.\n  - When updating baggage, provide both total and non-free counts and the payment method if fees apply.\n  - When updating passengers, supply the full and correct list of passenger entries.\n  - When booking, ensure flight list, passengers, cabin, baggage, insurance choice, and payment splits sum correctly.\n  - Use reservation retrieval before modifying or canceling if the reservation state is unknown.\n  - Only initiate sending monetary value (e.g., certificates) after the user confirms the recipient and amount.\n  - Use parallel tool execution only when multiple independent lookups are needed and can safely proceed at the same time; otherwise, sequence actions. Never mix tool execution and user-facing text in the same turn.\n\n- Escalation\n  - If the task requires capabilities not available (e.g., multi-airline reissues beyond supported updates) or the user requests a human, offer or initiate a transfer with a brief summary.\n\n- User Experience\n  - Proactively summarize options (e.g., top matching flights) and ask the user to choose.\n  - Ask for missing parameters (dates, airports, passenger info, cabin, baggage, payment) before attempting actions.\n  - Confirm all details before finalizing."}, {"role": "user", "content": "Hi! I need to book a round-trip flight from SFO to JFK for next month. Can you help me find some options?"}, {"role": "assistant", "content": "Absolutely, I can help with that. Could you share your travel dates and any preferences like nonstop vs one-stop, cabin class, and rough budget? Also, how many travelers?"}, {"role": "user", "content": "One traveler, leaving SFO on Dec 10 and returning from JFK on Dec 15. I prefer nonstop if possible, economy cabin, and would like to keep it under $500 if we can."}, {"role": "assistant", "tool_calls": [{"id": "call_8d92ce2db96c4e9d8d3fc4d8ff5ef031", "type": "function", "function": {"name": "search_direct_flight", "arguments": "{\"origin\":\"SFO\",\"destination\":\"JFK\",\"date\":\"2025-12-10\"}"}}]}, {"role": "tool", "content": "{\"flights\":[{\"flight_number\":\"HAT101\",\"departure\":\"08:15\",\"arrival\":\"16:45\",\"duration\":\"5h30m\",\"cabin_prices\":{\"basic_economy\":319,\"economy\":359,\"business\":899},\"seats_left\":7},{\"flight_number\":\"SKY223\",\"departure\":\"12:05\",\"arrival\":\"20:30\",\"duration\":\"5h25m\",\"cabin_prices\":{\"basic_economy\":289,\"economy\":339,\"business\":879},\"seats_left\":4},{\"flight_number\":\"AVA550\",\"departure\":\"18:30\",\"arrival\":\"03:55+1\",\"duration\":\"5h25m\",\"cabin_prices\":{\"basic_economy\":269,\"economy\":325,\"business\":859},\"seats_left\":9}]}", "tool_call_id": "call_8d92ce2db96c4e9d8d3fc4d8ff5ef031"}, {"role": "assistant", "tool_calls": [{"id": "call_f1adcac3bfe94bfd874c480b86bb6732", "type": "function", "function": {"name": "search_direct_flight", "arguments": "{\"origin\":\"JFK\",\"destination\":\"SFO\",\"date\":\"2025-12-15\"}"}}]}, {"role": "tool", "content": "{\"flights\":[{\"flight_number\":\"HAT212\",\"departure\":\"07:40\",\"arrival\":\"11:15\",\"duration\":\"6h35m\",\"cabin_prices\":{\"basic_economy\":299,\"economy\":349,\"business\":929},\"seats_left\":5},{\"flight_number\":\"SKY310\",\"departure\":\"15:55\",\"arrival\":\"19:20\",\"duration\":\"6h25m\",\"cabin_prices\":{\"basic_economy\":279,\"economy\":329,\"business\":909},\"seats_left\":3},{\"flight_number\":\"AVA777\",\"departure\":\"20:10\",\"arrival\":\"23:45\",\"duration\":\"6h35m\",\"cabin_prices\":{\"basic_economy\":269,\"economy\":319,\"business\":899},\"seats_left\":8}]}", "tool_call_id": "call_f1adcac3bfe94bfd874c480b86bb6732"}, {"role": "assistant", "content": "Here are good nonstop options within your budget for economy round-trip:\nOutbound (Dec 10, SFO -> JFK):\n- HAT101: 08:15-16:45, economy $359\n- SKY223: 12:05-20:30, economy $339\n- AVA550: 18:30-03:55+1, economy $325\nReturn (Dec 15, JFK -> SFO):\n- HAT212: 07:40-11:15, economy $349\n- SKY310: 15:55-19:20, economy $329\n- AVA777: 20:10-23:45, economy $319\nExample combos (total in economy before taxes/fees):\n- SKY223 + SKY310: $339 + $329 = $668\n- AVA550 + AVA777: $325 + $319 = $644\n- HAT101 + HAT212: $359 + $349 = $708\nIf we switch the outbound to basic economy, we could shave $30-$40, but economy is usually better for seat selection and carry-on. Which outbound and return would you like, and do you want economy or basic economy?"}, {"role": "user", "content": "Let's do AVA550 on the way out and AVA777 on the return, both in economy. I will have one checked bag and one carry-on. Also, I might add insurance if it's not too expensive."}, {"role": "assistant", "content": "Great choice. A couple more details to proceed:\n1) Do you already have a profile with us? If so, please share the user ID or the email tied to your account so I can use your stored passenger and payment details.\n2) Passenger full name and date of birth (exactly as on government ID).\n3) For baggage: one checked bag plus one carry-on (carry-on is typically free in economy on these fares; the checked bag may have a fee). I will verify the baggage allowance and show the cost.\n4) Insurance: would you like trip protection added? It typically ranges $20-$35 for this itinerary. If yes, I will include it."}, {"role": "user", "content": "Yes, my user ID is sara_doe_496. Passenger is Sara Doe, DOB 1992-03-17. Please add one checked bag and include the insurance if it's around $30."}, {"role": "assistant", "tool_calls": [{"id": "call_1d83c81fa8684e2c93d65d1b6d4289a4", "type": "function", "function": {"name": "get_user_details", "arguments": "{\"user_id\":\"sara_doe_496\"}"}}]}, {"role": "tool", "content": "{\"user_id\":\"sara_doe_496\",\"name\":\"Sara Doe\",\"email\":\"sara.doe@example.com\",\"saved_payment_methods\":[{\"payment_id\":\"credit_card_7815826\",\"brand\":\"Visa\",\"last4\":\"4242\"},{\"payment_id\":\"gift_card_9033441\",\"balance\":75}],\"phone\":\"+1-415-555-1020\"}", "tool_call_id": "call_1d83c81fa8684e2c93d65d1b6d4289a4"}, {"role": "assistant", "content": "Thanks, Sara. I have your profile. Estimated pricing summary for AVA550 (Dec 10) and AVA777 (Dec 15) in economy:\n- Base fares: $325 + $319 = $644\n- Estimated taxes/fees: ~$86\n- 1 checked bag (each way): ~$35 outbound + ~$35 return = ~$70\n- Trip insurance: ~$28\nEstimated total: ~$828. You have a Visa ending 4242 on file and a gift card with $75 balance. Would you like me to apply the $75 gift card first and charge the remainder to your Visa ending 4242? Also, please confirm the carry-on is standard size and that you are not traveling with any restricted items."}, {"role": "user", "content": "Yes, apply the gift card first and put the rest on the Visa. Standard carry-on, no restricted items. Go ahead and book."}, {"role": "assistant", "tool_calls": [{"id": "call_6e96fb9f0eaa4f1f802c74d44d860eac", "type": "function", "function": {"name": "book_reservation", "arguments": "{\"user_id\":\"sara_doe_496\",\"origin\":\"SFO\",\"destination\":\"JFK\",\"flight_type\":\"round_trip\",\"cabin\":\"economy\",\"flights\":[{\"flight_number\":\"AVA550\",\"date\":\"2025-12-10\"},{\"flight_number\":\"AVA777\",\"date\":\"2025-12-15\"}],\"passengers\":[{\"first_name\":\"Sara\",\"last_name\":\"Doe\",\"dob\":\"1992-03-17\"}],\"payment_methods\":[{\"payment_id\":\"gift_card_9033441\",\"amount\":75},{\"payment_id\":\"credit_card_7815826\",\"amount\":753}],\"total_baggages\":2,\"nonfree_baggages\":2,\"insurance\":\"yes\"}"}}]}, {"role": "tool", "content": "{\"reservation_id\":\"8JX2WO\",\"status\":\"confirmed\",\"ticket_numbers\":[\"176-4459089212\"],\"paid_total\":828,\"currency\":\"USD\",\"baggage_summary\":{\"total_baggages\":2,\"nonfree_baggages\":2},\"insurance\":{\"added\":true,\"price\":28},\"itinerary\":{\"outbound\":{\"flight_number\":\"AVA550\",\"date\":\"2025-12-10\",\"depart\":\"SFO 18:30\",\"arrive\":\"JFK 03:55+1\",\"seat\":\"Economy - Seat 22A\"},\"return\":{\"flight_number\":\"AVA777\",\"date\":\"2025-12-15\",\"depart\":\"JFK 20:10\",\"arrive\":\"SFO 23:45\",\"seat\":\"Economy - Seat 21C\"}}}", "tool_call_id": "call_6e96fb9f0eaa4f1f802c74d44d860eac"}, {"role": "assistant", "content": "All set! Your reservation is confirmed.\n- Reservation ID: 8JX2WO\n- Ticket number: 176-4459089212\n- Outbound: AVA550 on 2025-12-10, SFO 18:30 -> JFK 03:55+1, Seat 22A\n- Return: AVA777 on 2025-12-15, JFK 20:10 -> SFO 23:45, Seat 21C\n- Insurance: Added ($28)\n- Baggage: 1 checked bag each way plus carry-on noted\n- Payment: $75 gift card applied, remainder charged to Visa ending 4242\nYou will receive an email receipt and mobile boarding pass links closer to departure. Do you want to pick meal preferences or add TSA PreCheck/known traveler number now?"}, {"role": "user", "content": "Looks great. Please add my Known Traveler Number: 12AB3456 and also, can we change to two checked bags total instead of one?"}, {"role": "assistant", "tool_calls": [{"id": "call_cf43f81e32c74fb1b20c4de6bef3bf4d", "type": "function", "function": {"name": "get_reservation_details", "arguments": "{\"reservation_id\":\"8JX2WO\"}"}}]}, {"role": "tool", "content": "{\"reservation_id\":\"8JX2WO\",\"status\":\"confirmed\",\"passengers\":[{\"first_name\":\"Sara\",\"last_name\":\"Doe\",\"dob\":\"1992-03-17\",\"known_traveler_number\":null}],\"baggage_summary\":{\"total_baggages\":2,\"nonfree_baggages\":2},\"payments\":[{\"payment_id\":\"gift_card_9033441\",\"amount\":75},{\"payment_id\":\"credit_card_7815826\",\"amount\":753}],\"flights\":[{\"flight_number\":\"AVA550\",\"date\":\"2025-12-10\"},{\"flight_number\":\"AVA777\",\"date\":\"2025-12-15\"}],\"cabin\":\"economy\"}", "tool_call_id": "call_cf43f81e32c74fb1b20c4de6bef3bf4d"}, {"role": "assistant", "tool_calls": [{"id": "call_9f10106786f44587ab2509971fd17ab0", "type": "function", "function": {"name": "update_reservation_passengers", "arguments": "{\"reservation_id\":\"8JX2WO\",\"passengers\":[{\"first_name\":\"Sara\",\"last_name\":\"Doe\",\"dob\":\"1992-03-17\"}]}"}}]}, {"role": "tool", "content": "{\"reservation_id\":\"8JX2WO\",\"status\":\"confirmed\",\"passengers\":[{\"first_name\":\"Sara\",\"last_name\":\"Doe\",\"dob\":\"1992-03-17\"}],\"note\":\"Passenger details updated; KTN field available to be added at check-in if airline restricts pre-check insertion post-ticketing.\"}", "tool_call_id": "call_9f10106786f44587ab2509971fd17ab0"}, {"role": "assistant", "content": "I can add the two checked bags now, and I will also attach your Known Traveler Number (KTN). Note: some airlines only allow KTN insertion at online check-in; if that happens, I will give you quick steps to add it yourself 24 hours before departure.\nTo confirm, changing to two checked bags total means one checked bag per direction still, or would you like two checked bags per direction (which would be four total across both legs)? The price difference is significant, so I want to be sure.\nAlso, if you prefer, I can proceed with two checked bags total across the trip (one direction only) or two each way. Let me know which you mean."}, {"role": "user", "content": "Sorry, I meant two checked bags total for the trip, just one bag on the outbound and one on the return. No change from what we had then. Please just add my KTN if possible."}, {"role": "assistant", "tool_calls": [{"id": "call_fe6ac627c6c44d95ac034ad62b76fff5", "type": "function", "function": {"name": "update_reservation_baggages", "arguments": "{\"reservation_id\":\"8JX2WO\",\"total_baggages\":2,\"nonfree_baggages\":2,\"payment_id\":\"credit_card_7815826\"}"}}]}], "tools": [{"type": "function", "function": {"name": "book_reservation", "description": "Book a reservation.", "parameters": {"type": "object", "properties": {"user_id": {"type": "string", "description": "The ID of the user to book the reservation, such as 'sara_doe_496'."}, "origin": {"type": "string", "description": "The IATA code for the origin city, such as 'SFO'."}, "destination": {"type": "string", "description": "The IATA code for the destination city, such as 'JFK'."}, "flight_type": {"type": "string", "enum": ["one_way", "round_trip"]}, "cabin": {"type": "string", "enum": ["basic_economy", "economy", "business"]}, "flights": {"type": "array", "description": "An array of objects containing details about each piece of flight.", "items": {"type": "object", "properties": {"flight_number": {"type": "string", "description": "Flight number, such as 'HAT001'."}, "date": {"type": "string", "description": "The date for the flight in the format 'YYYY-MM-DD', such as '2024-05-01'."}}, "required": ["flight_number", "date"]}}, "passengers": {"type": "array", "description": "An array of objects containing details about each passenger.", "items": {"type": "object", "properties": {"first_name": {"type": "string", "description": "The first name of the passenger, such as 'Noah'."}, "last_name": {"type": "string", "description": "The last name of the passenger, such as 'Brown'."}, "dob": {"type": "string", "description": "The date of birth of the passenger in the format 'YYYY-MM-DD', such as '1990-01-01'."}}, "required": ["first_name", "last_name", "dob"]}}, "payment_methods": {"type": "array", "description": "An array of objects containing details about each payment method.", "items": {"type": "object", "properties": {"payment_id": {"type": "string", "description": "The payment id stored in user profile, such as 'credit_card_7815826', 'gift_card_7815826', 'certificate_7815826'."}, "amount": {"type": "number", "description": "The amount to be paid."}}, "required": ["payment_id", "amount"]}}, "total_baggages": {"type": "integer", "description": "The total number of baggage items included in the reservation."}, "nonfree_baggages": {"type": "integer", "description": "The number of non-free baggage items included in the reservation."}, "insurance": {"type": "string", "enum": ["yes", "no"]}}, "required": ["cabin", "destination", "flight_type", "flights", "insurance", "nonfree_baggages", "origin", "passengers", "payment_methods", "total_baggages", "user_id"]}}}, {"type": "function", "function": {"name": "calculate", "description": "Calculate the result of a mathematical expression.", "parameters": {"type": "object", "properties": {"expression": {"type": "string", "description": "The mathematical expression to calculate, such as '2 + 2'. The expression can contain numbers, operators (+, -, *, /), parentheses, and spaces."}}, "required": ["expression"]}}}, {"type": "function", "function": {"name": "get_reservation_details", "description": "Get the details of a reservation.", "parameters": {"type": "object", "properties": {"reservation_id": {"type": "string", "description": "The reservation id, such as '8JX2WO'."}}, "required": ["reservation_id"]}}}, {"type": "function", "function": {"name": "cancel_reservation", "description": "Cancel the whole reservation.", "parameters": {"type": "object", "properties": {"reservation_id": {"type": "string", "description": "The reservation ID, such as 'ZFA04Y'."}}, "required": ["reservation_id"]}}}, {"type": "function", "function": {"name": "get_user_details", "description": "Get the details of an user.", "parameters": {"type": "object", "properties": {"user_id": {"type": "string", "description": "The user id, such as 'sara_doe_496'."}}, "required": ["user_id"]}}}, {"type": "function", "function": {"name": "list_all_airports", "description": "List all airports and their cities.", "parameters": {"type": "object", "properties": {}, "required": []}}}, {"type": "function", "function": {"name": "search_direct_flight", "description": "Search direct flights between two cities on a specific date.", "parameters": {"type": "object", "properties": {"origin": {"type": "string", "description": "The origin city airport in three letters, such as 'JFK'."}, "destination": {"type": "string", "description": "The destination city airport in three letters, such as 'LAX'."}, "date": {"type": "string", "description": "The date of the flight in the format 'YYYY-MM-DD', such as '2024-01-01'."}}, "required": ["date", "destination", "origin"]}}}, {"type": "function", "function": {"name": "search_onestop_flight", "description": "Search direct flights between two cities on a specific date.", "parameters": {"type": "object", "properties": {"origin": {"type": "string", "description": "The origin city airport in three letters, such as 'JFK'."}, "destination": {"type": "string", "description": "The destination city airport in three letters, such as 'LAX'."}, "date": {"type": "string", "description": "The date of the flight in the format 'YYYY-MM-DD', such as '2024-05-01'."}}, "required": ["date", "destination", "origin"]}}}, {"type": "function", "function": {"name": "send_certificate", "description": "Send a certificate to a user. Be careful!", "parameters": {"type": "object", "properties": {"user_id": {"type": "string", "description": "The ID of the user to book the reservation, such as 'sara_doe_496'."}, "amount": {"type": "number", "description": "Certificate amount to send."}}, "required": ["amount", "user_id"]}}}, {"type": "function", "function": {"name": "transfer_to_human_agents", "description": "Transfer the user to a human agent, with a summary of the user's issue. Only transfer if the user explicitly asks for a human agent, or if the user's issue cannot be resolved by the agent with the available tools.", "parameters": {"type": "object", "properties": {"summary": {"type": "string", "description": "A summary of the user's issue."}}, "required": ["summary"]}}}, {"type": "function", "function": {"name": "update_reservation_baggages", "description": "Update the baggage information of a reservation.", "parameters": {"type": "object", "properties": {"reservation_id": {"type": "string", "description": "The reservation ID, such as 'ZFA04Y'."}, "total_baggages": {"type": "integer", "description": "The updated total number of baggage items included in the reservation."}, "nonfree_baggages": {"type": "integer", "description": "The updated number of non-free baggage items included in the reservation."}, "payment_id": {"type": "string", "description": "The payment id stored in user profile, such as 'credit_card_7815826', 'gift_card_7815826', 'certificate_7815826'."}}, "required": ["nonfree_baggages", "payment_id", "reservation_id", "total_baggages"]}}}, {"type": "function", "function": {"name": "update_reservation_flights", "description": "Update the flight information of a reservation.", "parameters": {"type": "object", "properties": {"reservation_id": {"type": "string", "description": "The reservation ID, such as 'ZFA04Y'."}, "cabin": {"type": "string", "enum": ["basic_economy", "economy", "business"]}, "flights": {"type": "array", "description": "An array of objects containing details about each piece of flight in the ENTIRE new reservation. Even if the a flight segment is not changed, it should still be included in the array.", "items": {"type": "object", "properties": {"flight_number": {"type": "string", "description": "Flight number, such as 'HAT001'."}, "date": {"type": "string", "description": "The date for the flight in the format 'YYYY-MM-DD', such as '2024-05-01'."}}, "required": ["flight_number", "date"]}}, "payment_id": {"type": "string", "description": "The payment id stored in user profile, such as 'credit_card_7815826', 'gift_card_7815826', 'certificate_7815826'."}}, "required": ["cabin", "flights", "payment_id", "reservation_id"]}}}, {"type": "function", "function": {"name": "update_reservation_passengers", "description": "Update the passenger information of a reservation.", "parameters": {"type": "object", "properties": {"reservation_id": {"type": "string", "description": "The reservation ID, such as 'ZFA04Y'."}, "passengers": {"type": "array", "description": "An array of objects containing details about each passenger.", "items": {"type": "object", "properties": {"first_name": {"type": "string", "description": "The first name of the passenger, such as 'Noah'."}, "last_name": {"type": "string", "description": "The last name of the passenger, such as 'Brown'."}, "dob": {"type": "string", "description": "The date of birth of the passenger in the format 'YYYY-MM-DD', such as '1990-01-01'."}}, "required": ["first_name", "last_name", "dob"]}}}, "required": ["passengers", "reservation_id"]}}}]}
{"messages": [{"role": "system", "content": "# Travel Booking Agent Policy\n\nAs a travel booking agent, you can help users search flights, manage flight reservations, and handle related account and payment interactions.\n- Before taking any action that creates, updates, or cancels a reservation; adjusts baggage; changes flights or passengers; or sends monetary value (e.g., certificates), you must present a clear summary of the action details and obtain explicit user confirmation to proceed.\n- You should only use information provided by the user or accessible via available system tools. Do not invent flight options, prices, or user data.\n- Make only one tool call at a time unless parallel use is explicitly supported and appropriate; if you initiate tool use, do not combine it with a simultaneous user-facing response. If you respond to the user, do not make a tool call in the same turn.\n- If a user requests actions outside available capabilities, or requests actions that are unsafe (e.g., sending funds without clear authorization), you must refuse or ask for clarification.\n- Offer transfer to a human agent only if the user explicitly asks for it or the request cannot be completed with available capabilities.\n\n## Air Travel Domain\n\n- Users\n  - Each user has an identifier and may have stored payment methods (e.g., credit card, gift card, certificate).\n  - User details can be retrieved to confirm identity and available payment options.\n\n- Airports and Flights\n  - Airports are indexed by IATA codes (e.g., JFK, LAX).\n  - Flights can be searched as direct or one-stop options for a specific date between two IATA airports.\n  - Flight results may be used to create or modify reservations, specifying flight numbers, dates, cabin classes (basic economy, economy, business), and trip type (one-way, round trip).\n\n- Reservations\n  - Each reservation has an identifier.\n  - Reservations include flight segments (with flight numbers and dates), passengers (first name, last name, date of birth), baggage counts (total and non-free), cabin class, and associated payments.\n  - Supported actions:\n    - Create a reservation with specified flights, passengers, baggage, cabin, payment split, and optional insurance.\n    - Retrieve reservation details.\n    - Update flights (provide the full new set of segments and cabin).\n    - Update passengers (names and DOBs).\n    - Update baggage (total and non-free) with an associated payment method if required.\n    - Cancel the reservation.\n\n- Payments and Certificates\n  - Payments on file can be used for booking or updates requiring additional funds.\n  - Certificates (a monetary value) can be issued to a user, but require extra caution and explicit confirmation of amount and recipient.\n\n- Support Escalation\n  - If a request exceeds the system\u2019s capabilities or the user insists on human assistance, a transfer can be initiated with a concise issue summary.\n\n## Behavioral Guidelines\n\n- Safety and Authorization\n  - Never proceed with bookings, changes, cancellations, baggage adjustments, or sending funds without explicit user confirmation after presenting a clear action summary (who, what, when, where, how much).\n  - Verify critical details: user ID, passenger names/DOBs, travel dates, airports (IATA codes), flight numbers, cabin, baggage counts, and payment allocations.\n  - For payments, confirm the payment method(s) and exact amounts. If unclear, ask the user to clarify.\n\n- Clarity and Minimalism\n  - Be concise and structured. Use bullet points for action summaries.\n  - Avoid subjective advice; stick to tool-provided data and user inputs.\n\n- Data Handling\n  - Protect user privacy. Do not expose sensitive data unnecessarily.\n  - When uncertain about user identity or authorization (e.g., booking for another person), ask for confirmation.\n\n- Tool Usage\n  - Use flight search before proposing bookings or changes that depend on availability.\n  - When updating flights, always supply the complete new itinerary, not just the changed segment.\n  - When updating baggage, provide both total and non-free counts and the payment method if fees apply.\n  - When updating passengers, supply the full and correct list of passenger entries.\n  - When booking, ensure flight list, passengers, cabin, baggage, insurance choice, and payment splits sum correctly.\n  - Use reservation retrieval before modifying or canceling if the reservation state is unknown.\n  - Only initiate sending monetary value (e.g., certificates) after the user confirms the recipient and amount.\n  - Use parallel tool execution only when multiple independent lookups are needed and can safely proceed at the same time; otherwise, sequence actions. Never mix tool execution and user-facing text in the same turn.\n\n- Escalation\n  - If the task requires capabilities not available (e.g., multi-airline reissues beyond supported updates) or the user requests a human, offer or initiate a transfer with a brief summary.\n\n- User Experience\n  - Proactively summarize options (e.g., top matching flights) and ask the user to choose.\n  - Ask for missing parameters (dates, airports, passenger info, cabin, baggage, payment) before attempting actions.\n  - Confirm all details before finalizing."}, {"role": "user", "content": "Hi, I need help booking flights for a New York trip from San Francisco next month."}, {"role": "assistant", "content": "I can help with that. A few quick questions to get you the best options:\n- Are you looking for round trip or one way?\n- What are your target dates (flexible by a day or two)?\n- Any preference on nonstop vs 1-stop?\n- Cabin preference (basic economy, economy, or business)?\n- How many travelers and their names/dates of birth?\n- Do you have any baggage needs or seat preferences?"}, {"role": "user", "content": "Round trip. Leave SFO to JFK on the 15th next month and return on the 20th. Nonstop if possible, economy cabin. Two adults: Alex Kim 1989-04-12, and Jamie Park 1990-09-30. We will each check one bag and prefer aisle seats if available."}, {"role": "assistant", "content": "Great, thanks. Here is what I can do next: I will look for nonstop, economy, SFO -> JFK on the 15th and JFK -> SFO on the 20th for 2 adults, and check aisle seat availability and baggage fees. Before I proceed, do you already have a saved payment method you want to use, and do you want travel insurance added? Also, are your dates flexible by a day if nonstop options are limited?"}, {"role": "user", "content": "Use my saved Visa ending in 5520, no insurance, and yes we can shift by one day if nonstop is much better."}, {"role": "assistant", "tool_calls": [{"id": "call_d15f58bcfb8c40788f8a17914777afbc", "type": "function", "function": {"name": "search_direct_flight", "arguments": "{\"origin\":\"SFO\",\"destination\":\"JFK\",\"date\":\"2025-11-15\"}"}}]}, {"role": "tool", "content": "{\"flights\":[{\"flight_number\":\"HAT201\",\"depart\":\"2025-11-15T08:15\",\"arrive\":\"2025-11-15T16:45\",\"duration\":\"5h30m\",\"cabin_options\":{\"economy\":{\"price\":298,\"seats_left\":6,\"seatmap\":{\"aisle_available\":true}}}}]}", "tool_call_id": "call_d15f58bcfb8c40788f8a17914777afbc"}, {"role": "assistant", "tool_calls": [{"id": "call_1b1be1e88ea54210a1538593810e061c", "type": "function", "function": {"name": "search_direct_flight", "arguments": "{\"origin\":\"JFK\",\"destination\":\"SFO\",\"date\":\"2025-11-20\"}"}}]}, {"role": "tool", "content": "{\"flights\":[{\"flight_number\":\"HAT216\",\"depart\":\"2025-11-20T18:30\",\"arrive\":\"2025-11-20T22:10\",\"duration\":\"5h40m\",\"cabin_options\":{\"economy\":{\"price\":312,\"seats_left\":4,\"seatmap\":{\"aisle_available\":true}}}}]}", "tool_call_id": "call_1b1be1e88ea54210a1538593810e061c"}, {"role": "assistant", "content": "I found good nonstop options on your exact dates:\n- Outbound: HAT201 on Nov 15, depart SFO 08:15, arrive JFK 16:45. Economy price: $298 per person, aisle seats available.\n- Return: HAT216 on Nov 20, depart JFK 18:30, arrive SFO 22:10. Economy price: $312 per person, aisle seats available.\nEstimated subtotal for 2 passengers: $1,220 before bags and taxes are applied (base fares sum to $610 per person). Each checked bag is $35 for the first bag per segment, so for two passengers round trip that will be $140 total for bags.\nDo you want me to proceed to book these flights in economy, add 2 checked bags total (1 each), and request aisle seats for both legs using your saved Visa ending in 5520?"}, {"role": "user", "content": "Yes, please book them and request aisle seats. Go ahead with the bags as you described."}, {"role": "assistant", "tool_calls": [{"id": "call_4f236eeec9a7416b93cb66167b892338", "type": "function", "function": {"name": "book_reservation", "arguments": "{\"user_id\":\"alex_kim_842\",\"origin\":\"SFO\",\"destination\":\"JFK\",\"flight_type\":\"round_trip\",\"cabin\":\"economy\",\"flights\":[{\"flight_number\":\"HAT201\",\"date\":\"2025-11-15\"},{\"flight_number\":\"HAT216\",\"date\":\"2025-11-20\"}],\"passengers\":[{\"first_name\":\"Alex\",\"last_name\":\"Kim\",\"dob\":\"1989-04-12\"},{\"first_name\":\"Jamie\",\"last_name\":\"Park\",\"dob\":\"1990-09-30\"}],\"payment_methods\":[{\"payment_id\":\"credit_card_5520\",\"amount\":1368}],\"total_baggages\":2,\"nonfree_baggages\":2,\"insurance\":\"no\"}"}}]}, {"role": "tool", "content": "{\"reservation_id\":\"8JX2WO\",\"status\":\"confirmed\",\"seat_assignments\":{\"HAT201\":[{\"name\":\"Alex Kim\",\"seat\":\"12C\"},{\"name\":\"Jamie Park\",\"seat\":\"12D\"}],\"HAT216\":[{\"name\":\"Alex Kim\",\"seat\":\"14C\"},{\"name\":\"Jamie Park\",\"seat\":\"14D\"}]},\"pricing\":{\"base_fare\":1220,\"bags\":140,\"taxes_fees\":8,\"total\":1368},\"notes\":\"Aisle seats confirmed where possible; adjacent seats assigned.\"}", "tool_call_id": "call_4f236eeec9a7416b93cb66167b892338"}, {"role": "assistant", "content": "All set! Your reservation is confirmed.\n- Reservation ID: 8JX2WO\n- Flights: HAT201 (SFO->JFK Nov 15) and HAT216 (JFK->SFO Nov 20)\n- Cabin: Economy\n- Seats: Outbound 12C (Alex), 12D (Jamie); Return 14C (Alex), 14D (Jamie) \u2014 aisle seats, adjacent\n- Baggage: 2 total checked bags (1 per traveler)\n- Pricing: Base fare $1,220 + Bags $140 + Taxes/fees $8 = $1,368 charged to Visa ending 5520\nWould you like me to email the itinerary and receipt to you now?"}, {"role": "user", "content": "Yes, please email it. Also, Jamie decided to bring a second checked bag. Can we add one more checked bag to the reservation and charge the same card?"}, {"role": "assistant", "tool_calls": [{"id": "call_85d062cf123a4fe181a1c93cdbc7c946", "type": "function", "function": {"name": "update_reservation_baggages", "arguments": "{\"reservation_id\":\"8JX2WO\",\"total_baggages\":3,\"nonfree_baggages\":3,\"payment_id\":\"credit_card_5520\"}"}}]}], "tools": [{"type": "function", "function": {"name": "book_reservation", "description": "Book a reservation.", "parameters": {"type": "object", "properties": {"user_id": {"type": "string", "description": "The ID of the user to book the reservation, such as 'sara_doe_496'."}, "origin": {"type": "string", "description": "The IATA code for the origin city, such as 'SFO'."}, "destination": {"type": "string", "description": "The IATA code for the destination city, such as 'JFK'."}, "flight_type": {"type": "string", "enum": ["one_way", "round_trip"]}, "cabin": {"type": "string", "enum": ["basic_economy", "economy", "business"]}, "flights": {"type": "array", "description": "An array of objects containing details about each piece of flight.", "items": {"type": "object", "properties": {"flight_number": {"type": "string", "description": "Flight number, such as 'HAT001'."}, "date": {"type": "string", "description": "The date for the flight in the format 'YYYY-MM-DD', such as '2024-05-01'."}}, "required": ["flight_number", "date"]}}, "passengers": {"type": "array", "description": "An array of objects containing details about each passenger.", "items": {"type": "object", "properties": {"first_name": {"type": "string", "description": "The first name of the passenger, such as 'Noah'."}, "last_name": {"type": "string", "description": "The last name of the passenger, such as 'Brown'."}, "dob": {"type": "string", "description": "The date of birth of the passenger in the format 'YYYY-MM-DD', such as '1990-01-01'."}}, "required": ["first_name", "last_name", "dob"]}}, "payment_methods": {"type": "array", "description": "An array of objects containing details about each payment method.", "items": {"type": "object", "properties": {"payment_id": {"type": "string", "description": "The payment id stored in user profile, such as 'credit_card_7815826', 'gift_card_7815826', 'certificate_7815826'."}, "amount": {"type": "number", "description": "The amount to be paid."}}, "required": ["payment_id", "amount"]}}, "total_baggages": {"type": "integer", "description": "The total number of baggage items included in the reservation."}, "nonfree_baggages": {"type": "integer", "description": "The number of non-free baggage items included in the reservation."}, "insurance": {"type": "string", "enum": ["yes", "no"]}}, "required": ["cabin", "destination", "flight_type", "flights", "insurance", "nonfree_baggages", "origin", "passengers", "payment_methods", "total_baggages", "user_id"]}}}, {"type": "function", "function": {"name": "calculate", "description": "Calculate the result of a mathematical expression.", "parameters": {"type": "object", "properties": {"expression": {"type": "string", "description": "The mathematical expression to calculate, such as '2 + 2'. The expression can contain numbers, operators (+, -, *, /), parentheses, and spaces."}}, "required": ["expression"]}}}, {"type": "function", "function": {"name": "get_reservation_details", "description": "Get the details of a reservation.", "parameters": {"type": "object", "properties": {"reservation_id": {"type": "string", "description": "The reservation id, such as '8JX2WO'."}}, "required": ["reservation_id"]}}}, {"type": "function", "function": {"name": "cancel_reservation", "description": "Cancel the whole reservation.", "parameters": {"type": "object", "properties": {"reservation_id": {"type": "string", "description": "The reservation ID, such as 'ZFA04Y'."}}, "required": ["reservation_id"]}}}, {"type": "function", "function": {"name": "get_user_details", "description": "Get the details of an user.", "parameters": {"type": "object", "properties": {"user_id": {"type": "string", "description": "The user id, such as 'sara_doe_496'."}}, "required": ["user_id"]}}}, {"type": "function", "function": {"name": "list_all_airports", "description": "List all airports and their cities.", "parameters": {"type": "object", "properties": {}, "required": []}}}, {"type": "function", "function": {"name": "search_direct_flight", "description": "Search direct flights between two cities on a specific date.", "parameters": {"type": "object", "properties": {"origin": {"type": "string", "description": "The origin city airport in three letters, such as 'JFK'."}, "destination": {"type": "string", "description": "The destination city airport in three letters, such as 'LAX'."}, "date": {"type": "string", "description": "The date of the flight in the format 'YYYY-MM-DD', such as '2024-01-01'."}}, "required": ["date", "destination", "origin"]}}}, {"type": "function", "function": {"name": "search_onestop_flight", "description": "Search direct flights between two cities on a specific date.", "parameters": {"type": "object", "properties": {"origin": {"type": "string", "description": "The origin city airport in three letters, such as 'JFK'."}, "destination": {"type": "string", "description": "The destination city airport in three letters, such as 'LAX'."}, "date": {"type": "string", "description": "The date of the flight in the format 'YYYY-MM-DD', such as '2024-05-01'."}}, "required": ["date", "destination", "origin"]}}}, {"type": "function", "function": {"name": "send_certificate", "description": "Send a certificate to a user. Be careful!", "parameters": {"type": "object", "properties": {"user_id": {"type": "string", "description": "The ID of the user to book the reservation, such as 'sara_doe_496'."}, "amount": {"type": "number", "description": "Certificate amount to send."}}, "required": ["amount", "user_id"]}}}, {"type": "function", "function": {"name": "transfer_to_human_agents", "description": "Transfer the user to a human agent, with a summary of the user's issue. Only transfer if the user explicitly asks for a human agent, or if the user's issue cannot be resolved by the agent with the available tools.", "parameters": {"type": "object", "properties": {"summary": {"type": "string", "description": "A summary of the user's issue."}}, "required": ["summary"]}}}, {"type": "function", "function": {"name": "update_reservation_baggages", "description": "Update the baggage information of a reservation.", "parameters": {"type": "object", "properties": {"reservation_id": {"type": "string", "description": "The reservation ID, such as 'ZFA04Y'."}, "total_baggages": {"type": "integer", "description": "The updated total number of baggage items included in the reservation."}, "nonfree_baggages": {"type": "integer", "description": "The updated number of non-free baggage items included in the reservation."}, "payment_id": {"type": "string", "description": "The payment id stored in user profile, such as 'credit_card_7815826', 'gift_card_7815826', 'certificate_7815826'."}}, "required": ["nonfree_baggages", "payment_id", "reservation_id", "total_baggages"]}}}, {"type": "function", "function": {"name": "update_reservation_flights", "description": "Update the flight information of a reservation.", "parameters": {"type": "object", "properties": {"reservation_id": {"type": "string", "description": "The reservation ID, such as 'ZFA04Y'."}, "cabin": {"type": "string", "enum": ["basic_economy", "economy", "business"]}, "flights": {"type": "array", "description": "An array of objects containing details about each piece of flight in the ENTIRE new reservation. Even if the a flight segment is not changed, it should still be included in the array.", "items": {"type": "object", "properties": {"flight_number": {"type": "string", "description": "Flight number, such as 'HAT001'."}, "date": {"type": "string", "description": "The date for the flight in the format 'YYYY-MM-DD', such as '2024-05-01'."}}, "required": ["flight_number", "date"]}}, "payment_id": {"type": "string", "description": "The payment id stored in user profile, such as 'credit_card_7815826', 'gift_card_7815826', 'certificate_7815826'."}}, "required": ["cabin", "flights", "payment_id", "reservation_id"]}}}, {"type": "function", "function": {"name": "update_reservation_passengers", "description": "Update the passenger information of a reservation.", "parameters": {"type": "object", "properties": {"reservation_id": {"type": "string", "description": "The reservation ID, such as 'ZFA04Y'."}, "passengers": {"type": "array", "description": "An array of objects containing details about each passenger.", "items": {"type": "object", "properties": {"first_name": {"type": "string", "description": "The first name of the passenger, such as 'Noah'."}, "last_name": {"type": "string", "description": "The last name of the passenger, such as 'Brown'."}, "dob": {"type": "string", "description": "The date of birth of the passenger in the format 'YYYY-MM-DD', such as '1990-01-01'."}}, "required": ["first_name", "last_name", "dob"]}}}, "required": ["passengers", "reservation_id"]}}}]}
{"messages": [{"role": "system", "content": "# Travel Booking Agent Policy\n\nAs a travel booking agent, you can help users search flights, manage flight reservations, and handle related account and payment interactions.\n- Before taking any action that creates, updates, or cancels a reservation; adjusts baggage; changes flights or passengers; or sends monetary value (e.g., certificates), you must present a clear summary of the action details and obtain explicit user confirmation to proceed.\n- You should only use information provided by the user or accessible via available system tools. Do not invent flight options, prices, or user data.\n- Make only one tool call at a time unless parallel use is explicitly supported and appropriate; if you initiate tool use, do not combine it with a simultaneous user-facing response. If you respond to the user, do not make a tool call in the same turn.\n- If a user requests actions outside available capabilities, or requests actions that are unsafe (e.g., sending funds without clear authorization), you must refuse or ask for clarification.\n- Offer transfer to a human agent only if the user explicitly asks for it or the request cannot be completed with available capabilities.\n\n## Air Travel Domain\n\n- Users\n  - Each user has an identifier and may have stored payment methods (e.g., credit card, gift card, certificate).\n  - User details can be retrieved to confirm identity and available payment options.\n\n- Airports and Flights\n  - Airports are indexed by IATA codes (e.g., JFK, LAX).\n  - Flights can be searched as direct or one-stop options for a specific date between two IATA airports.\n  - Flight results may be used to create or modify reservations, specifying flight numbers, dates, cabin classes (basic economy, economy, business), and trip type (one-way, round trip).\n\n- Reservations\n  - Each reservation has an identifier.\n  - Reservations include flight segments (with flight numbers and dates), passengers (first name, last name, date of birth), baggage counts (total and non-free), cabin class, and associated payments.\n  - Supported actions:\n    - Create a reservation with specified flights, passengers, baggage, cabin, payment split, and optional insurance.\n    - Retrieve reservation details.\n    - Update flights (provide the full new set of segments and cabin).\n    - Update passengers (names and DOBs).\n    - Update baggage (total and non-free) with an associated payment method if required.\n    - Cancel the reservation.\n\n- Payments and Certificates\n  - Payments on file can be used for booking or updates requiring additional funds.\n  - Certificates (a monetary value) can be issued to a user, but require extra caution and explicit confirmation of amount and recipient.\n\n- Support Escalation\n  - If a request exceeds the system\u2019s capabilities or the user insists on human assistance, a transfer can be initiated with a concise issue summary.\n\n## Behavioral Guidelines\n\n- Safety and Authorization\n  - Never proceed with bookings, changes, cancellations, baggage adjustments, or sending funds without explicit user confirmation after presenting a clear action summary (who, what, when, where, how much).\n  - Verify critical details: user ID, passenger names/DOBs, travel dates, airports (IATA codes), flight numbers, cabin, baggage counts, and payment allocations.\n  - For payments, confirm the payment method(s) and exact amounts. If unclear, ask the user to clarify.\n\n- Clarity and Minimalism\n  - Be concise and structured. Use bullet points for action summaries.\n  - Avoid subjective advice; stick to tool-provided data and user inputs.\n\n- Data Handling\n  - Protect user privacy. Do not expose sensitive data unnecessarily.\n  - When uncertain about user identity or authorization (e.g., booking for another person), ask for confirmation.\n\n- Tool Usage\n  - Use flight search before proposing bookings or changes that depend on availability.\n  - When updating flights, always supply the complete new itinerary, not just the changed segment.\n  - When updating baggage, provide both total and non-free counts and the payment method if fees apply.\n  - When updating passengers, supply the full and correct list of passenger entries.\n  - When booking, ensure flight list, passengers, cabin, baggage, insurance choice, and payment splits sum correctly.\n  - Use reservation retrieval before modifying or canceling if the reservation state is unknown.\n  - Only initiate sending monetary value (e.g., certificates) after the user confirms the recipient and amount.\n  - Use parallel tool execution only when multiple independent lookups are needed and can safely proceed at the same time; otherwise, sequence actions. Never mix tool execution and user-facing text in the same turn.\n\n- Escalation\n  - If the task requires capabilities not available (e.g., multi-airline reissues beyond supported updates) or the user requests a human, offer or initiate a transfer with a brief summary.\n\n- User Experience\n  - Proactively summarize options (e.g., top matching flights) and ask the user to choose.\n  - Ask for missing parameters (dates, airports, passenger info, cabin, baggage, payment) before attempting actions.\n  - Confirm all details before finalizing."}, {"role": "user", "content": "Hi, I need help booking a round trip from SFO to JFK for next month. Can you assist?"}, {"role": "assistant", "content": "Absolutely, I can help with that. To get started, could you share: 1) your user ID, 2) your preferred travel dates next month, 3) cabin preference (basic economy, economy, or business), and 4) the number of passengers?"}, {"role": "user", "content": "User ID is sara_doe_496. Dates: depart June 12, return June 18. Economy cabin. Two passengers."}, {"role": "assistant", "content": "Great, I will look for flights on those dates. Do you prefer nonstop flights only, or are one-stop options acceptable as well?"}, {"role": "user", "content": "Prefer nonstop if available. Otherwise one stop is fine."}, {"role": "assistant", "tool_calls": [{"id": "call_a8091db993da41529ab1929322f11585", "type": "function", "function": {"name": "search_direct_flight", "arguments": "{\"origin\":\"SFO\",\"destination\":\"JFK\",\"date\":\"2025-06-12\"}"}}]}, {"role": "tool", "content": "{\"flights\":[{\"flight_number\":\"HAT101\",\"origin\":\"SFO\",\"destination\":\"JFK\",\"date\":\"2025-06-12\",\"dep_time\":\"08:15\",\"arr_time\":\"16:40\",\"cabin_options\":{\"economy\":298,\"business\":929},\"seats_left\":6},{\"flight_number\":\"HAT109\",\"origin\":\"SFO\",\"destination\":\"JFK\",\"date\":\"2025-06-12\",\"dep_time\":\"14:05\",\"arr_time\":\"22:30\",\"cabin_options\":{\"economy\":325,\"business\":960},\"seats_left\":3}]}", "tool_call_id": "call_a8091db993da41529ab1929322f11585"}, {"role": "assistant", "tool_calls": [{"id": "call_49e1f9cbfd124e3bb538650f7284f6b0", "type": "function", "function": {"name": "search_direct_flight", "arguments": "{\"origin\":\"JFK\",\"destination\":\"SFO\",\"date\":\"2025-06-18\"}"}}]}, {"role": "tool", "content": "{\"flights\":[{\"flight_number\":\"HAT202\",\"origin\":\"JFK\",\"destination\":\"SFO\",\"date\":\"2025-06-18\",\"dep_time\":\"09:30\",\"arr_time\":\"12:55\",\"cabin_options\":{\"economy\":305,\"business\":980},\"seats_left\":5},{\"flight_number\":\"HAT214\",\"origin\":\"JFK\",\"destination\":\"SFO\",\"date\":\"2025-06-18\",\"dep_time\":\"18:20\",\"arr_time\":\"21:45\",\"cabin_options\":{\"economy\":315,\"business\":995},\"seats_left\":8}]}", "tool_call_id": "call_49e1f9cbfd124e3bb538650f7284f6b0"}, {"role": "assistant", "content": "I found two nonstop options each way in economy: Outbound (SFO->JFK, Jun 12): HAT101 at 08:15 for $298, HAT109 at 14:05 for $325. Return (JFK->SFO, Jun 18): HAT202 at 09:30 for $305, HAT214 at 18:20 for $315. Which pair would you like to book? Also, please provide passenger names and DOBs, and how you want to pay (you can use a stored payment method ID and amounts)."}, {"role": "user", "content": "Let's do HAT101 outbound and HAT214 return. Passengers: Noah Brown, 1990-01-01; Emma Clark, 1992-07-12. Use my credit_card_7815826 for the full amount. Also add 2 total bags, 1 of which is non-free."}, {"role": "assistant", "tool_calls": [{"id": "call_235abf85d94d46028dcbeec79b1c8db9", "type": "function", "function": {"name": "book_reservation", "arguments": "{\"user_id\":\"sara_doe_496\",\"origin\":\"SFO\",\"destination\":\"JFK\",\"flight_type\":\"round_trip\",\"cabin\":\"economy\",\"flights\":[{\"flight_number\":\"HAT101\",\"date\":\"2025-06-12\"},{\"flight_number\":\"HAT214\",\"date\":\"2025-06-18\"}],\"passengers\":[{\"first_name\":\"Noah\",\"last_name\":\"Brown\",\"dob\":\"1990-01-01\"},{\"first_name\":\"Emma\",\"last_name\":\"Clark\",\"dob\":\"1992-07-12\"}],\"payment_methods\":[{\"payment_id\":\"credit_card_7815826\",\"amount\":613}],\"total_baggages\":2,\"nonfree_baggages\":1,\"insurance\":\"no\"}"}}]}, {"role": "tool", "content": "{\"reservation_id\":\"8JX2WO\",\"status\":\"confirmed\",\"total_paid\":613,\"currency\":\"USD\",\"baggages\":{\"total\":2,\"nonfree\":1},\"flights\":[{\"flight_number\":\"HAT101\",\"date\":\"2025-06-12\",\"cabin\":\"economy\",\"seats\":[\"18C\",\"18D\"]},{\"flight_number\":\"HAT214\",\"date\":\"2025-06-18\",\"cabin\":\"economy\",\"seats\":[\"20A\",\"20B\"]}]}", "tool_call_id": "call_235abf85d94d46028dcbeec79b1c8db9"}, {"role": "assistant", "content": "Your round-trip reservation is confirmed. Reservation ID: 8JX2WO. Total paid: $613 on your saved card. Bags: 2 total (1 non-free). Seats assigned: HAT101 on Jun 12 seats 18C and 18D; HAT214 on Jun 18 seats 20A and 20B. Would you like to add travel insurance or make any changes?"}, {"role": "user", "content": "Looks good. Actually, can I switch Emma Clark's last name to Clark-Wilson? Same DOB. And also can you confirm the details of the reservation for me afterward?"}, {"role": "assistant", "tool_calls": [{"id": "call_d190650a74c142409a588ac28654e3f5", "type": "function", "function": {"name": "update_reservation_passengers", "arguments": "{\"reservation_id\":\"8JX2WO\",\"passengers\":[{\"first_name\":\"Noah\",\"last_name\":\"Brown\",\"dob\":\"1990-01-01\"},{\"first_name\":\"Emma\",\"last_name\":\"Clark-Wilson\",\"dob\":\"1992-07-12\"}]}"}}]}, {"role": "tool", "content": "{\"reservation_id\":\"8JX2WO\",\"status\":\"updated\",\"passengers\":[{\"first_name\":\"Noah\",\"last_name\":\"Brown\",\"dob\":\"1990-01-01\"},{\"first_name\":\"Emma\",\"last_name\":\"Clark-Wilson\",\"dob\":\"1992-07-12\"}]}", "tool_call_id": "call_d190650a74c142409a588ac28654e3f5"}, {"role": "assistant", "tool_calls": [{"id": "call_bb69650fe02b463a9949ee32037bb890", "type": "function", "function": {"name": "get_reservation_details", "arguments": "{\"reservation_id\":\"8JX2WO\"}"}}]}], "tools": [{"type": "function", "function": {"name": "book_reservation", "description": "Book a reservation.", "parameters": {"type": "object", "properties": {"user_id": {"type": "string", "description": "The ID of the user to book the reservation, such as 'sara_doe_496'."}, "origin": {"type": "string", "description": "The IATA code for the origin city, such as 'SFO'."}, "destination": {"type": "string", "description": "The IATA code for the destination city, such as 'JFK'."}, "flight_type": {"type": "string", "enum": ["one_way", "round_trip"]}, "cabin": {"type": "string", "enum": ["basic_economy", "economy", "business"]}, "flights": {"type": "array", "description": "An array of objects containing details about each piece of flight.", "items": {"type": "object", "properties": {"flight_number": {"type": "string", "description": "Flight number, such as 'HAT001'."}, "date": {"type": "string", "description": "The date for the flight in the format 'YYYY-MM-DD', such as '2024-05-01'."}}, "required": ["flight_number", "date"]}}, "passengers": {"type": "array", "description": "An array of objects containing details about each passenger.", "items": {"type": "object", "properties": {"first_name": {"type": "string", "description": "The first name of the passenger, such as 'Noah'."}, "last_name": {"type": "string", "description": "The last name of the passenger, such as 'Brown'."}, "dob": {"type": "string", "description": "The date of birth of the passenger in the format 'YYYY-MM-DD', such as '1990-01-01'."}}, "required": ["first_name", "last_name", "dob"]}}, "payment_methods": {"type": "array", "description": "An array of objects containing details about each payment method.", "items": {"type": "object", "properties": {"payment_id": {"type": "string", "description": "The payment id stored in user profile, such as 'credit_card_7815826', 'gift_card_7815826', 'certificate_7815826'."}, "amount": {"type": "number", "description": "The amount to be paid."}}, "required": ["payment_id", "amount"]}}, "total_baggages": {"type": "integer", "description": "The total number of baggage items included in the reservation."}, "nonfree_baggages": {"type": "integer", "description": "The number of non-free baggage items included in the reservation."}, "insurance": {"type": "string", "enum": ["yes", "no"]}}, "required": ["cabin", "destination", "flight_type", "flights", "insurance", "nonfree_baggages", "origin", "passengers", "payment_methods", "total_baggages", "user_id"]}}}, {"type": "function", "function": {"name": "calculate", "description": "Calculate the result of a mathematical expression.", "parameters": {"type": "object", "properties": {"expression": {"type": "string", "description": "The mathematical expression to calculate, such as '2 + 2'. The expression can contain numbers, operators (+, -, *, /), parentheses, and spaces."}}, "required": ["expression"]}}}, {"type": "function", "function": {"name": "get_reservation_details", "description": "Get the details of a reservation.", "parameters": {"type": "object", "properties": {"reservation_id": {"type": "string", "description": "The reservation id, such as '8JX2WO'."}}, "required": ["reservation_id"]}}}, {"type": "function", "function": {"name": "cancel_reservation", "description": "Cancel the whole reservation.", "parameters": {"type": "object", "properties": {"reservation_id": {"type": "string", "description": "The reservation ID, such as 'ZFA04Y'."}}, "required": ["reservation_id"]}}}, {"type": "function", "function": {"name": "get_user_details", "description": "Get the details of an user.", "parameters": {"type": "object", "properties": {"user_id": {"type": "string", "description": "The user id, such as 'sara_doe_496'."}}, "required": ["user_id"]}}}, {"type": "function", "function": {"name": "list_all_airports", "description": "List all airports and their cities.", "parameters": {"type": "object", "properties": {}, "required": []}}}, {"type": "function", "function": {"name": "search_direct_flight", "description": "Search direct flights between two cities on a specific date.", "parameters": {"type": "object", "properties": {"origin": {"type": "string", "description": "The origin city airport in three letters, such as 'JFK'."}, "destination": {"type": "string", "description": "The destination city airport in three letters, such as 'LAX'."}, "date": {"type": "string", "description": "The date of the flight in the format 'YYYY-MM-DD', such as '2024-01-01'."}}, "required": ["date", "destination", "origin"]}}}, {"type": "function", "function": {"name": "search_onestop_flight", "description": "Search direct flights between two cities on a specific date.", "parameters": {"type": "object", "properties": {"origin": {"type": "string", "description": "The origin city airport in three letters, such as 'JFK'."}, "destination": {"type": "string", "description": "The destination city airport in three letters, such as 'LAX'."}, "date": {"type": "string", "description": "The date of the flight in the format 'YYYY-MM-DD', such as '2024-05-01'."}}, "required": ["date", "destination", "origin"]}}}, {"type": "function", "function": {"name": "send_certificate", "description": "Send a certificate to a user. Be careful!", "parameters": {"type": "object", "properties": {"user_id": {"type": "string", "description": "The ID of the user to book the reservation, such as 'sara_doe_496'."}, "amount": {"type": "number", "description": "Certificate amount to send."}}, "required": ["amount", "user_id"]}}}, {"type": "function", "function": {"name": "transfer_to_human_agents", "description": "Transfer the user to a human agent, with a summary of the user's issue. Only transfer if the user explicitly asks for a human agent, or if the user's issue cannot be resolved by the agent with the available tools.", "parameters": {"type": "object", "properties": {"summary": {"type": "string", "description": "A summary of the user's issue."}}, "required": ["summary"]}}}, {"type": "function", "function": {"name": "update_reservation_baggages", "description": "Update the baggage information of a reservation.", "parameters": {"type": "object", "properties": {"reservation_id": {"type": "string", "description": "The reservation ID, such as 'ZFA04Y'."}, "total_baggages": {"type": "integer", "description": "The updated total number of baggage items included in the reservation."}, "nonfree_baggages": {"type": "integer", "description": "The updated number of non-free baggage items included in the reservation."}, "payment_id": {"type": "string", "description": "The payment id stored in user profile, such as 'credit_card_7815826', 'gift_card_7815826', 'certificate_7815826'."}}, "required": ["nonfree_baggages", "payment_id", "reservation_id", "total_baggages"]}}}, {"type": "function", "function": {"name": "update_reservation_flights", "description": "Update the flight information of a reservation.", "parameters": {"type": "object", "properties": {"reservation_id": {"type": "string", "description": "The reservation ID, such as 'ZFA04Y'."}, "cabin": {"type": "string", "enum": ["basic_economy", "economy", "business"]}, "flights": {"type": "array", "description": "An array of objects containing details about each piece of flight in the ENTIRE new reservation. Even if the a flight segment is not changed, it should still be included in the array.", "items": {"type": "object", "properties": {"flight_number": {"type": "string", "description": "Flight number, such as 'HAT001'."}, "date": {"type": "string", "description": "The date for the flight in the format 'YYYY-MM-DD', such as '2024-05-01'."}}, "required": ["flight_number", "date"]}}, "payment_id": {"type": "string", "description": "The payment id stored in user profile, such as 'credit_card_7815826', 'gift_card_7815826', 'certificate_7815826'."}}, "required": ["cabin", "flights", "payment_id", "reservation_id"]}}}, {"type": "function", "function": {"name": "update_reservation_passengers", "description": "Update the passenger information of a reservation.", "parameters": {"type": "object", "properties": {"reservation_id": {"type": "string", "description": "The reservation ID, such as 'ZFA04Y'."}, "passengers": {"type": "array", "description": "An array of objects containing details about each passenger.", "items": {"type": "object", "properties": {"first_name": {"type": "string", "description": "The first name of the passenger, such as 'Noah'."}, "last_name": {"type": "string", "description": "The last name of the passenger, such as 'Brown'."}, "dob": {"type": "string", "description": "The date of birth of the passenger in the format 'YYYY-MM-DD', such as '1990-01-01'."}}, "required": ["first_name", "last_name", "dob"]}}}, "required": ["passengers", "reservation_id"]}}}]}

合成資料微調的最佳實務

使用高品質的參考檔案

參考檔案的品質直接影響產生的合成資料的品質。 使用相關且結構良好的文件或 API 規範。

避免使用含有過度雜訊、無關資訊或格式不良的文件。

在工具使用時，請在 API 規範中為每個 API 路徑與參數提供清晰且簡潔的描述。 路徑描述應說明其目的，並在描述中包含必要時的商業政策，以幫助大型語言模型了解何時正確使用。

範例（注意結構中包含路徑的業務政策及所需參數描述）：

{
  "openapi": "3.0.1",
  "paths": {
    "/cancel_pending_order": {
      "post": {
        "summary": "Cancel pending order",
        "description": "Cancel a pending order.\n\nPreconditions:\n- Order status must be 'pending'. Cancellation not allowed for processed or delivered orders.\n- User confirms order_id and reason: 'no longer needed' or 'ordered by mistake'.\n\nConfirmation & effects:\n- Present summary and obtain explicit 'yes'.\n- On success: status → 'cancelled'; refund issued.\n  * Gift card payment → immediate gift card refund.\n  * Other payment → refund in 5–7 business days.\n\nPolicy:\n- Authenticate user.\n- Do not invent steps.\n- Single API call.",
        "operationId": "cancel_pending_order",
        "requestBody": {
          "required": true,
          "content": {
            "application/json": {
              "schema": {
                "type": "object",
                "properties": {
                  "order_id": {
                    "type": "string",
                    "description": "Order id like '#W0000000'. Be careful there is a '#' symbol at the beginning of the order id."
                  },
                  "reason": {
                    "type": "string",
                    "enum": ["no longer needed", "ordered by mistake"],
                    "description": "The reason for cancellation, which should be either 'no longer needed' or 'ordered by mistake'."
                  }
                },
                "required": ["order_id", "reason"]
              }
            }
          }
        },
        "responses": {
          "200": {
            "description": "Order cancelled",
            "content": {
              "application/json": {
                "schema": {
                  "type": "object",
                  "properties": {
                    "order_id": {"type": "string"},
                    "status": {"type": "string", "example": "cancelled"},
                    "refund_method": {"type": "string", "example": "gift_card"},
                    "refund_eta_days": {"type": "integer", "example": 0}
                  },
                  "required": ["order_id", "status", "refund_method"]
                }
              }
            }
          },
          "400": {"description": "Invalid state or reason"},
          "401": {"description": "Unauthorized"},
          "404": {"description": "Order not found"}
        }
      }
    }
  }
}

先從產生樣本數開始，然後不斷迭代

首次產生合成資料時，建議先從較小的世代樣本數開始，以評估所產生資料的品質。 檢視輸出，並在擴大樣本量前調整參考檔案或生成參數。 這可以幫助您避免不必要的成本，並確保產生的資料符合您的要求。

嘗試調整超參數以進行合成資料的微調

使用產生的合成資料微調模型時，請嘗試不同的超參數，例如學習率、批次大小和紀元數，以找到適合您特定使用案例的最佳設定。 與真實世界的資料相比，在對合成資料進行微調時，您可能想要使用較小的學習率來遏制過度擬合。 如果產生的模型在特定評估啟發學習法上表現不佳或顯示迴歸跡象，建議您使用較早期的檢查點進行實驗。

這可以幫助您在合成資料上訓練時在目標任務上實現更好的效能和泛化。

將合成資料與真實世界的資料結合

在某些情況下，將合成資料與真實世界資料結合可以帶來更好的模型效能。 考慮在微調過程中將一部分真實世界資料與產生的合成資料混合，為模型提供更多樣化和代表性的訓練集。 這有助於提高模型泛化到現實場景的能力。

監控並審核模型性能

使用合成資料微調模型後，監控和稽核其在實際任務上的效能非常重要。 使用相關基準和指標評估模型，以確保其符合您的效能要求。 定期評估模型的行為，以識別合成資料訓練可能產生的任何潛在問題或偏差。

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