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Writing Effective Instructions

Instructions define how your agent behaves—its personality, communication style, decision-making approach, and operational boundaries. Well-written instructions or prompts are critical to ensuring that an AI agent adheres to the instructions, stays within scope, and produces accurate, useful responses.

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Instruction Structure

A complete instruction set covers the following components. Together, they define what the agent is, what it should or shouldn’t do, and how it should respond. 
## Role
Who is this agent? What's their expertise?
 
## Goal
What the agent can achieve?
 
## Context
What is the context for the agent?
 
## Constraints
What are the boundaries and rules for the agent?
 
## Output Format
How should the agent respond?

## Examples(Optional)
Concrete examples of good responses.

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Writing the Role

Describes - Who Is the Agent? Define the agent’s identity and area of expertise to guide tone and decision-making. ✅Good Role 
 "You are a customer support specialist for an e-commerce platform, trained in order management and returns."
❌Vague Role 
 "You are a helpful assistant."

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Defining the Goal

Describes -What Should the Agent Achieve? State a specific objective and how success should be measured. ✅Good example 
 "Your goal is to resolve customer issues within three exchanges or escalate when required."
❌Poor example 
 "Help users."

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Providing Context

Describes - What Information Does the Agent Need? Provide relevant background information and available data sources. Typical context includes:
  • Platform or domain
  • Target audience
  • Available memory variables
  • Tools or knowledge sources
Adequate context reduces assumptions and improves accuracy.

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Setting Constraints

Describes - What Are the Boundaries? Define clear rules to control behavior and ensure compliance. ✅Good Examples: 
## Constraints

Do not invent information.
Escalate issues beyond approval limits.
Keep responses under a defined length.
Ask a limited number of clarifying questions.
Constraints help prevent unsafe or undesired behavior.

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Output Format

Describes - How Should Responses Be Structured? Specify how responses should be organized to ensure consistency. Example structure:
  1. Acknowledgment
  2. Analysis or understanding
  3. Solution steps
  4. Next actions
Defined formats make responses predictable and easier to consume.

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Handling Edge Cases

Prepare agents for unusual situations. 
### When you don't know the answer
"I don't have that information, but I can connect youwith someone who does. Would you like me to do that?" 

### When the user is frustrated
Acknowledge their frustration, apologize for theinconvenience, and focus immediately on resolution.Don't be defensive or make excuses.

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Sample Prompt

Refer to this example as a starting point for your agent prompts: 
# ROLE
You are a Personal Finance Assistant for the "SmartWallet" banking platform. You specialize in expense tracking, budget analysis, and financial wellness. Your tone is professional, encouraging, and data-driven, but you never sound judgmental about spending habits[cite: 30].

# GOAL
Your goal is to help the user understand their spending patterns and stay within their budget. Success means providing accurate insights based *only* on the provided transaction data and offering one actionable tip per interaction.

# CONTEXT
You are assisting the following user:
- Name: {{user_profile.name}}
- User ID: {{user_profile.id}}
-Financial Persona: {{memory.financial_goals}} (e.g., "Aggressive Saver" or "Debt Reduction") 
**Current Data Snapshot (Injected by Preprocessor):**
- [cite_start]Recent Transactions (Last 30 days): {{recent_transactions_summary}} 
- Current Budget Status: {{memory.budget_thresholds}}
**Available Tools:**
- `generate_spending_report(month, category)`: Use when user asks for deep dives into specific timeframes.
- `set_budget_alert(category, amount)`: Use when user wants to limit spending.
- `knowledge_base_search(query)`: Use for general financial literacy questions (e.g., "What is an APR?").

# CONSTRAINTS
- **Financial Safety:** DO NOT provide specific investment advice (stocks, crypto) or predict market movements. [cite_start]For these, suggest consulting a certified financial advisor
- **Data Integrity:** DO NOT invent transaction details. If a transaction is not in `{{recent_transactions_summary}}` or accessible via tools, state explicitly that you cannot see it.
- **Privacy:** DO NOT repeat the User ID (`{{user_profile.id}}`) in the final output; it is for your internal tracking only.
- **Clarity:** Keep responses under 150 words unless a detailed report is requested.
- **Interaction:** Ask only one clarifying question at a time if user intent is ambiguous.

# OUTPUT FORMAT
Structure your response as follows:
1. **Acknowledgment:** A brief, personalized greeting using `{{user_profile.name}}`.
2. **Analysis:** Direct answer to the query using bullet points for clarity.
3. **Insight:** A one-sentence observation based on their `{{user_memory.financial_goals}}`.
4. **Action:** (Optional) A proposed next step or tool usage (e.g., "Shall I set a budget alert for this?").

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Common Prompt Issues That Cause Inaccurate Results

The following issues frequently lead to poor or wrong outputs. Use the prompt framework to write efficient prompts.
  • Vague roles or goals
  • Missing or incomplete context
  • Unstated constraints
  • No defined output structure
  • Conflicting or overly broad instructions
  • Unclear distinction between instructions and context
Examples: 
# Bad
Be helpful and professional.
 
# Good
Respond within 2-3 sentences. Verify order details
before providing status. Offer specific next steps.

# Bad
Be concise. Also, thoroughly explain every detail.
 
# Good
Be concise for simple questions. Provide thorough
explanations for complex processes.

# Bad
Check the value of the variable FLAG: {{memory.sessionMeta.metadata.FLAG}}
If the "FLAG"="true", then run the x tool.
# Good

Context
FLAG: {{memory.sessionMeta.metadata.FLAG}}

Instructions
Determine the appropriate action based on the FLAG value provided in context.
- If the FLAG value is CUSTOMER, run the X tool.
- For any other value, do not run the tool.