{"id":1139,"date":"2025-07-18T19:11:07","date_gmt":"2025-07-18T19:11:07","guid":{"rendered":"https:\/\/www.gosearch.ai\/help\/?p=1139"},"modified":"2025-08-08T19:00:55","modified_gmt":"2025-08-08T19:00:55","slug":"agents-best-practice-guide","status":"publish","type":"post","link":"https:\/\/www.gosearch.ai\/help\/agents-best-practice-guide\/","title":{"rendered":"Agents Best Practice Guide"},"content":{"rendered":"\n<p>AI agents in GoSearch can drive major productivity gains, and getting the best results starts with following best practices. Thoughtful setup and clear guidelines enable agents to deliver accurate, relevant, and safe responses across your organization.&nbsp;<\/p>\n\n\n\n<p>This guide will help you maximize agent effectiveness, whether you\u2019re creating, refining, or deploying custom agents.<\/p>\n\n\n\n<p>By following these practices, users will learn how to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Design clear and effective agent instructions for consistent, reliable results.<\/li>\n\n\n\n<li>Use prompt engineering to tailor agent responses for specific tasks, audiences, or use cases.<\/li>\n\n\n\n<li>Select and connect relevant data sources, ensuring agents have the right context to answer questions.<\/li>\n\n\n\n<li>Configure agent settings for accuracy, guardrails, and safe execution.<\/li>\n\n\n\n<li>Gather and apply feedback to continually improve agent performance and value.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Define the <a href=\"https:\/\/www.gosearch.ai\/help\/how-to-create-and-use-gosearch-agents\/\">agent\u2019s purpose<\/a> and audience<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Set your agent up by giving it a clear, well-defined role. Start by choosing a specific, recognizable name and writing a short summary that tells users what the agent is meant to do.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Make sure to call out who the agent is for\u2014such as HR staff, developers, or customer success teams\u2014and include any important context like preferred output formats (e.g., bullet points or Slack-ready messages). A strong identity builds trust and helps users know exactly when and how to use the agent.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Write clear and concise instructions<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Clearly outline what the agent should and should not do. Be direct, specific, and action-oriented.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To avoid scope creep or inconsistent results, consider limiting it to a defined set of response types or output formats. Use numbered or bulleted lists to map out supported tasks, step-by-step processes, or common use cases. The clearer your instructions, the more reliable and focused your agent will be.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Set boundaries and guardrails<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Agents perform better when they know their limits. Define what questions or actions are out of scope for the agent. For example, you can instruct a Product Support agent to only relay instructional material from verified help articles and always use a positive tone.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Give the agent access only to the information it needs and avoid providing unnecessary context. The less irrelevant context an agent has to sift through, the more precise its responses will be.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Choose relevant data sources<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If your agent relies on a single source of truth like a Confluence space or Notion wiki keep its focus tight.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>For broader-use agents, like general workplace assistants, you can connect multiple resources, but try to avoid overwhelming the agent with unnecessary information or granularity.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Add realistic conversation starters<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Make it easy for users to engage with your agent by providing clear, real-world example prompts. These conversation starters should reflect actual questions or requests your users might have and showcase the agent\u2019s strengths.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Whether it\u2019s \u201cWrite a welcome email for a new hire\u201d or \u201cSummarize our Q2 roadmap,\u201d examples help users know what to expect and how to get the best results from the agent right away.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Test and iterate the agent before wide rollout<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Before sharing your agent with a wider audience, test it. Run sample queries based on real workflows, and see if the results are as anticipated.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Fine-tune your instructions, response formats, or data sources as you see fit and make adjustments before the agent gets shared widely to your whole team.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Monitor and update agents regularly<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Keep using your agent regularly and keep their data sources updated.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>As your business processes evolve, update your agent\u2019s instructions, conversation starters, or connected data sources to keep everything aligned. A well-maintained agent stays useful, trusted, and relevant over time.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p>You should now be able to use and build agents effectively. If you need further assistance, please consult the <a href=\"https:\/\/www.gosearch.ai\/help\/\" data-internallinksmanager029f6b8e52c=\"1\" title=\"GoSearch Help Center\" target=\"_blank\" rel=\"noopener\">GoSearch Help Center<\/a>, <a href=\"https:\/\/www.gosearch.ai\/technical\">Contact Technical Support<\/a>, or Chat with Us.&nbsp;&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>AI agents in GoSearch can drive major productivity gains, and getting the best results starts with following best practices. Thoughtful setup and clear guidelines enable agents to deliver accurate, relevant, and safe responses across your organization.&nbsp; This guide will help you maximize agent effectiveness, whether you\u2019re creating, refining, or deploying custom agents. By following these [&hellip;]<\/p>\n","protected":false},"author":28,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[60],"tags":[],"class_list":["post-1139","post","type-post","status-publish","format-standard","hentry","category-using-agents"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Agents Best Practice Guide - The GoSearch Help Center - Support<\/title>\n<meta name=\"description\" content=\"Follow this AI agent best practice guide to create effective GoSearch agents with clear roles, guardrails, and data sources for accurate results.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.gosearch.ai\/help\/agents-best-practice-guide\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Agents Best Practice Guide - The GoSearch Help Center - Support\" \/>\n<meta property=\"og:description\" content=\"Follow this AI agent best practice guide to create effective GoSearch agents with clear roles, guardrails, and data sources for accurate results.\" \/>\n<meta property=\"og:url\" content=\"http:\/\/www.gosearch.ai\/help\/agents-best-practice-guide\/\" \/>\n<meta property=\"og:site_name\" content=\"The GoSearch Help Center - Support\" \/>\n<meta property=\"article:published_time\" content=\"2025-07-18T19:11:07+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-08-08T19:00:55+00:00\" \/>\n<meta name=\"author\" content=\"Megha Bharadwaj\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Megha Bharadwaj\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.gosearch.ai\\\/help\\\/agents-best-practice-guide\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.gosearch.ai\\\/help\\\/agents-best-practice-guide\\\/\"},\"author\":{\"name\":\"Megha Bharadwaj\",\"@id\":\"https:\\\/\\\/www.gosearch.ai\\\/help\\\/#\\\/schema\\\/person\\\/5d92d8f0f2cb6213ed531dcadbe23899\"},\"headline\":\"Agents Best Practice Guide\",\"datePublished\":\"2025-07-18T19:11:07+00:00\",\"dateModified\":\"2025-08-08T19:00:55+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.gosearch.ai\\\/help\\\/agents-best-practice-guide\\\/\"},\"wordCount\":630,\"articleSection\":[\"Using Agents\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.gosearch.ai\\\/help\\\/agents-best-practice-guide\\\/\",\"url\":\"https:\\\/\\\/www.gosearch.ai\\\/help\\\/agents-best-practice-guide\\\/\",\"name\":\"Agents Best Practice Guide - The GoSearch Help Center - Support\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.gosearch.ai\\\/help\\\/#website\"},\"datePublished\":\"2025-07-18T19:11:07+00:00\",\"dateModified\":\"2025-08-08T19:00:55+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/www.gosearch.ai\\\/help\\\/#\\\/schema\\\/person\\\/5d92d8f0f2cb6213ed531dcadbe23899\"},\"description\":\"Follow this AI agent best practice guide to create effective GoSearch agents with clear roles, guardrails, and data sources for accurate results.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.gosearch.ai\\\/help\\\/agents-best-practice-guide\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.gosearch.ai\\\/help\\\/agents-best-practice-guide\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.gosearch.ai\\\/help\\\/agents-best-practice-guide\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.gosearch.ai\\\/help\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Agents Best Practice Guide\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.gosearch.ai\\\/help\\\/#website\",\"url\":\"https:\\\/\\\/www.gosearch.ai\\\/help\\\/\",\"name\":\"The GoSearch Help Center - Support\",\"description\":\"Get answers to all your GoSearch enterprise search questions and discover helpful tutorials, tips, and troubleshooting guides.\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.gosearch.ai\\\/help\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.gosearch.ai\\\/help\\\/#\\\/schema\\\/person\\\/5d92d8f0f2cb6213ed531dcadbe23899\",\"name\":\"Megha Bharadwaj\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/695a7f95ec92f0b642acd28f7d0cee0795055c50851367cf93c208217fc27b04?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/695a7f95ec92f0b642acd28f7d0cee0795055c50851367cf93c208217fc27b04?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/695a7f95ec92f0b642acd28f7d0cee0795055c50851367cf93c208217fc27b04?s=96&d=mm&r=g\",\"caption\":\"Megha Bharadwaj\"},\"description\":\"Megha is a Product Support Specialist at GoLinks and has been at GoLinks since June 2025\",\"url\":\"https:\\\/\\\/www.gosearch.ai\\\/help\\\/author\\\/megha\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Agents Best Practice Guide - The GoSearch Help Center - Support","description":"Follow this AI agent best practice guide to create effective GoSearch agents with clear roles, guardrails, and data sources for accurate results.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.gosearch.ai\/help\/agents-best-practice-guide\/","og_locale":"en_US","og_type":"article","og_title":"Agents Best Practice Guide - The GoSearch Help Center - Support","og_description":"Follow this AI agent best practice guide to create effective GoSearch agents with clear roles, guardrails, and data sources for accurate results.","og_url":"http:\/\/www.gosearch.ai\/help\/agents-best-practice-guide\/","og_site_name":"The GoSearch Help Center - Support","article_published_time":"2025-07-18T19:11:07+00:00","article_modified_time":"2025-08-08T19:00:55+00:00","author":"Megha Bharadwaj","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Megha Bharadwaj","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.gosearch.ai\/help\/agents-best-practice-guide\/#article","isPartOf":{"@id":"https:\/\/www.gosearch.ai\/help\/agents-best-practice-guide\/"},"author":{"name":"Megha Bharadwaj","@id":"https:\/\/www.gosearch.ai\/help\/#\/schema\/person\/5d92d8f0f2cb6213ed531dcadbe23899"},"headline":"Agents Best Practice Guide","datePublished":"2025-07-18T19:11:07+00:00","dateModified":"2025-08-08T19:00:55+00:00","mainEntityOfPage":{"@id":"https:\/\/www.gosearch.ai\/help\/agents-best-practice-guide\/"},"wordCount":630,"articleSection":["Using Agents"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.gosearch.ai\/help\/agents-best-practice-guide\/","url":"https:\/\/www.gosearch.ai\/help\/agents-best-practice-guide\/","name":"Agents Best Practice Guide - The GoSearch Help Center - Support","isPartOf":{"@id":"https:\/\/www.gosearch.ai\/help\/#website"},"datePublished":"2025-07-18T19:11:07+00:00","dateModified":"2025-08-08T19:00:55+00:00","author":{"@id":"https:\/\/www.gosearch.ai\/help\/#\/schema\/person\/5d92d8f0f2cb6213ed531dcadbe23899"},"description":"Follow this AI agent best practice guide to create effective GoSearch agents with clear roles, guardrails, and data sources for accurate results.","breadcrumb":{"@id":"https:\/\/www.gosearch.ai\/help\/agents-best-practice-guide\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.gosearch.ai\/help\/agents-best-practice-guide\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.gosearch.ai\/help\/agents-best-practice-guide\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.gosearch.ai\/help\/"},{"@type":"ListItem","position":2,"name":"Agents Best Practice Guide"}]},{"@type":"WebSite","@id":"https:\/\/www.gosearch.ai\/help\/#website","url":"https:\/\/www.gosearch.ai\/help\/","name":"The GoSearch Help Center - Support","description":"Get answers to all your GoSearch enterprise search questions and discover helpful tutorials, tips, and troubleshooting guides.","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.gosearch.ai\/help\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.gosearch.ai\/help\/#\/schema\/person\/5d92d8f0f2cb6213ed531dcadbe23899","name":"Megha Bharadwaj","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/695a7f95ec92f0b642acd28f7d0cee0795055c50851367cf93c208217fc27b04?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/695a7f95ec92f0b642acd28f7d0cee0795055c50851367cf93c208217fc27b04?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/695a7f95ec92f0b642acd28f7d0cee0795055c50851367cf93c208217fc27b04?s=96&d=mm&r=g","caption":"Megha Bharadwaj"},"description":"Megha is a Product Support Specialist at GoLinks and has been at GoLinks since June 2025","url":"https:\/\/www.gosearch.ai\/help\/author\/megha\/"}]}},"_links":{"self":[{"href":"https:\/\/www.gosearch.ai\/help\/wp-json\/wp\/v2\/posts\/1139","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.gosearch.ai\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.gosearch.ai\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.gosearch.ai\/help\/wp-json\/wp\/v2\/users\/28"}],"replies":[{"embeddable":true,"href":"https:\/\/www.gosearch.ai\/help\/wp-json\/wp\/v2\/comments?post=1139"}],"version-history":[{"count":5,"href":"https:\/\/www.gosearch.ai\/help\/wp-json\/wp\/v2\/posts\/1139\/revisions"}],"predecessor-version":[{"id":1680,"href":"https:\/\/www.gosearch.ai\/help\/wp-json\/wp\/v2\/posts\/1139\/revisions\/1680"}],"wp:attachment":[{"href":"https:\/\/www.gosearch.ai\/help\/wp-json\/wp\/v2\/media?parent=1139"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.gosearch.ai\/help\/wp-json\/wp\/v2\/categories?post=1139"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.gosearch.ai\/help\/wp-json\/wp\/v2\/tags?post=1139"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}