Best practices for generating guides using AI prompts

A well-crafted prompt is crucial for generating a useful guide.

When designing an AI prompt to generate a guide, consider these guidelines:

• Define the overall behavior, tone, and constraints for the AI agent. A good prompt describes the goal or purpose of the guide. Consider the following prompt examples:
  • Your style must be professional and helpful.
  • Follow the sequence of steps strictly.
• Focus on gathering information, not on explaining the internal workflow.
• Guides work better when they are designed to achieve a single intent. To generate such a guide, streamline your prompt instructions as closely as possible for that intent.
• Outline the conversational journey with numbered, sequential steps. Example:

  Step 1: Customer Identification- Greet the customer professionally: "Welcome to G Bank. I'm here to assist you with your mortgage inquiry."
  	Call Data action name
  	Go to [Step 2: Gather Information]
  Step 2: Gather Information- Ask for the loan amount and the desired duration in years.

• Include the key steps that are essential for the guide to achieve the desired outcome. For example, “This Guide takes users through the process of identifying and fixing network connection issues.”
• Write clear and concise steps to minimize ambiguity and help the system generate effective guides.
• Specify any known tools such as data actions and variables in the prompt. By doing this, you are adding placeholders in the guide which you can replace with the exact data actions or variables later. 

Example: An AI prompt to generate a Safety Systems AI agent

Help customers with technical issues who start a conversation with the Safety Systems virtual assistant. 
Greet them with a welcome message and ask them what issue they’d like help with. 
Classify issues as: "recall", "red light blinking", "sensor not working" or "other". 
Respond by asking for a serial number to check for product recalls. 
If the product is not in recall, diagnose the issue and walk them through the steps to fix it. 
If the product is in recall, inform the customer that the product has been recalled, provide details about the recall and recommend scheduling a technician visit

To know more about the best practices to follow when editing instructions of a guide, see Best practices for writing guides.