Guide to Building an AI Agent

1️⃣ 𝗖𝗵𝗼𝗼𝘀𝗲 𝘁𝗵𝗲 𝗥𝗶𝗴𝗵𝘁 𝗟𝗟𝗠
Not all LLMs are equal. Pick one that:
- Excels in reasoning benchmarks
- Supports chain-of-thought (CoT) prompting
- Delivers consistent responses

📌 Tip: Experiment with models & fine-tune prompts to enhance reasoning.

2️⃣ 𝗗𝗲𝗳𝗶𝗻𝗲 𝘁𝗵𝗲 𝗔𝗴𝗲𝗻𝘁’𝘀 𝗖𝗼𝗻𝘁𝗿𝗼𝗹 𝗟𝗼𝗴𝗶𝗰
Your agent needs a strategy:
- Tool Use: Call tools when needed; otherwise, respond directly.
- Basic Reflection: Generate, critique, and refine responses.
- ReAct: Plan, execute, observe, and iterate.
- Plan-then-Execute: Outline all steps first, then execute.

📌 Choosing the right approach improves reasoning & reliability.

3️⃣ 𝗗𝗲𝗳𝗶𝗻𝗲 𝗖𝗼𝗿𝗲 𝗜𝗻𝘀𝘁𝗿𝘂𝗰𝘁𝗶𝗼𝗻𝘀 & 𝗙𝗲𝗮𝘁𝘂𝗿𝗲𝘀
Set operational rules:
- How to handle unclear queries? (Ask clarifying questions)
- When to use external tools?
- Formatting rules? (Markdown, JSON, etc.)
- Interaction style?

📌 Clear system prompts shape agent behavior.

4️⃣ 𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁 𝗮 𝗠𝗲𝗺𝗼𝗿𝘆 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆
LLMs forget past interactions. Memory strategies:
- Sliding Window: Retain recent turns, discard old ones.
- Summarized Memory: Condense key points for recall.
- Long-Term Memory: Store user preferences for personalization.

📌 Example: A financial AI recalls risk tolerance from past chats.

5️⃣ 𝗘𝗾𝘂𝗶𝗽 𝘁𝗵𝗲 𝗔𝗴𝗲𝗻𝘁 𝘄𝗶𝘁𝗵 𝗧𝗼𝗼𝗹𝘀 & 𝗔𝗣𝗜𝘀
Extend capabilities with external tools:
- Name: Clear, intuitive (e.g., "StockPriceRetriever")
- Description: What does it do?
- Schemas: Define input/output formats
- Error Handling: How to manage failures?

📌 Example: A support AI retrieves order details via CRM API.

6️⃣ 𝗗𝗲𝗳𝗶𝗻𝗲 𝘁𝗵𝗲 𝗔𝗴𝗲𝗻𝘁’𝘀 𝗥𝗼𝗹𝗲 & 𝗞𝗲𝘆 𝗧𝗮𝘀𝗸𝘀
Narrowly defined agents perform better. Clarify:
- Mission: (e.g., "I analyze datasets for insights.")
- Key Tasks: (Summarizing, visualizing, analyzing)
- Limitations: ("I don’t offer legal advice.")

📌 Example: A financial AI focuses on finance, not general knowledge.

7️⃣ 𝗛𝗮𝗻𝗱𝗹𝗶𝗻𝗴 𝗥𝗮𝘄 𝗟𝗟𝗠 𝗢𝘂𝘁𝗽𝘂𝘁𝘀
Post-process responses for structure & accuracy:
- Convert AI output to structured formats (JSON, tables)
- Validate correctness before user delivery
- Ensure correct tool execution

📌 Example: A financial AI converts extracted data into JSON.

8️⃣ 𝗦𝗰𝗮𝗹𝗶𝗻𝗴 𝘁𝗼 𝗠𝘂𝗹𝘁𝗶-𝗔𝗴𝗲𝗻𝘁 𝗦𝘆𝘀𝘁𝗲𝗺𝘀 (𝗔𝗱𝘃𝗮𝗻𝗰𝗲𝗱)
For complex workflows:
- Info Sharing: What context is passed between agents?
- Error Handling: What if one agent fails?
- State Management: How to pause/resume tasks?

📌 Example:
1️⃣ One agent fetches data
2️⃣ Another summarizes
3️⃣ A third generates a report

Master the fundamentals, experiment, and refine and.. now go build something amazing! (Written by : Armand Ruiz)
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