Guidelines
Last updated
Last updated
Guidelines define the objectives and goals of your agent. When the AI Manager evaluates your agent's and sends alerts based on its performance, it takes these guidelines into consideration. By adding unique guidelines for each agent, you can customize how it is managed according to its particular role.
To add more guidelines, click the + Add Guideline button below the list of current guidelines. You may add the following kinds:
You can update existing guidelines by clicking on their respective text field in the Guidelines page.
Wayfound allows you to set the importance of each guideline, giving you control over how often the AI Manager alerts you about the issues it identifies. Guidelines have two possible alert levels:
Guidelines are most effective when they:
Focus on Specifics: They focus on specific, measurable behaviors.
Differentiate Severity: They clearly differentiate between critical (needs attention) and important (needs review) issues.
Provide Context: They provide context about when exceptions are acceptable.
Align with Priorities: They align with your business priorities and user needs.
Prohibited Actions: Specify actions the agent must never take, such as sharing sensitive information, making unauthorized promises, or accessing restricted systems.
Prohibited Words: Define specific terms or phrases the agent should not use. This includes inappropriate vocabulary, competitor names, or terminology that could cause confusion.
Preferred Voice and Tone: Establish the desired communication style through specific criteria like formality level, technical depth, and emotional resonance.
Other Evaluation criteria: Create custom metrics to assess agent performance based on the agent's particular role and goal.
Needs Review: These are guidelines that, while important to follow, do not require urgent remediation if breached. The AI Manager will collect all potential "Needs Review" guidelines violations and alert uses about them once per day.
Needs Attention: These are guidelines that may require an immediate response if breached. The AI Manager will alert users about "Needs Attention" guidelines as soon as it identifies a violation.
