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The Process

Follow a structured approach to prompt engineering:

1. Design

Start by crafting your initial prompt. Consider the business goal, tone, and context. Be clear about what the agent should and should not do.

2. Test

Deploy your prompt and analyze how the AI responds during actual calls or test runs. See if it meets your expectations.

3. Refine

Tweak wording, tone, or task instructions based on how the AI performs. Clarity and context make all the difference.

4. Repeat

Keep iterating. Each version helps you discover the ideal phrasing and structure for your agent's responses.


Best Practices for Each Step

During Design

  • Start with a clear objective
  • Consider your target audience
  • Define success criteria
  • Document your assumptions

During Testing

  • Test with real scenarios
  • Record edge cases
  • Gather user feedback
  • Monitor response quality

During Refinement

  • Make incremental changes
  • Test one change at a time
  • Document what works
  • Keep previous versions

During Iteration

  • Set regular review cycles
  • Measure improvements
  • Stay focused on goals
  • Learn from failures