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Building your agent

Add your business knowledge

Give the Builder the materials and rules the agent needs to do its job. These can include accessible web pages, uploaded files, examples, and connected sources. Tell it which information is authoritative and how the agent should behave when information is missing or conflicts.

Agentplace product documentation Updated

Choose materials that explain the work

MaterialWhat it helps establish
Website or service catalogWhat you offer and how you describe it.
Policies and decision rulesEligibility, constraints, prices, and exceptions.
Completed examplesThe expected structure and quality of a useful result.
Connected business sourceInformation that needs to be retrieved or updated through an authorized account.

Explain how each source should be used

The Builder can inspect an accessible website and work with supplied materials. Private pages and accounts require access through the appropriate flow. A supplied URL is not permission to reach information behind someone else’s login.

Separate facts from examples. A sample quote shows the desired format, but its customer details and prices should not become the defaults for every new customer. Identify which source wins when two files disagree.

Knowledge for a catering agent

Provide the current menu, portion guidance, dietary information, pricing rules, and one sample proposal. Explain which dishes are unavailable and whether the agent may estimate a total or must request a quote from the team.

Keep changing information current

An uploaded copy is not necessarily a live feed. For changing prices or availability, define whether the agent should read a connected source or use a reference that you update.

Ask the agent to acknowledge missing information rather than invent a policy or claim real-time availability. Retest relevant tasks after changing key materials.