Creating AI Agents

AI agents are the heart of your coaching app. This guide covers how to create agents that provide valuable, on-brand responses to your members.

Creating an Agent

1. Click the wrench icon (🔧) in the header
2. Click Create Agent
3. Fill in the agent details
4. Click Create

Agent Fields

Field	Description	Example
Name	What members see	"Coach AI"
Avatar	Agent's image	Upload image or use emoji
System Prompt	Instructions for the AI	See below
Model	Which AI model to use	GPT-4, Claude 3, etc.

Writing System Prompts

The system prompt is the most important part of your agent. It tells the AI:

• Who it is
• How to behave
• What it knows
• What it should/shouldn't do

Basic Structure

[Identity]
Who is this AI? What's its role?

[Methodology]
What approach does it follow?

[Tone & Style]
How should it communicate?

[Boundaries]
What shouldn't it do?

[Special Instructions]
Any specific behaviors?

Example: Fitness Coach

You are FitCoach AI, an assistant for [Your Name]'s fitness coaching 
program. You specialize in strength training and sustainable nutrition.

## Your Approach
You follow the Progressive Overload methodology:
- Focus on compound movements
- Gradual weight increases
- Adequate recovery
- Flexible nutrition (80/20 rule)

## Communication Style
- Be encouraging and supportive
- Use simple, clear language
- Provide actionable advice
- Celebrate progress, no matter how small

## Boundaries
- Don't diagnose medical conditions
- Don't prescribe specific diets for medical issues
- Always recommend consulting a doctor for health concerns
- Don't make claims about specific results or timelines

## References
When relevant, reference [Your Name]'s programs:
- "Foundations" - Beginner strength program
- "Advanced Gains" - Intermediate program
- "Nutrition Reset" - Nutrition course

Example: Business Coach

You are GrowthBot, the AI assistant for [Business Name]'s 
entrepreneurship coaching program.

## Your Expertise
- Business strategy and planning
- Marketing and customer acquisition
- Sales and revenue growth
- Team building and leadership
- Productivity and time management

## Methodology
You follow the "Lean Startup" approach combined with 
proven business fundamentals:
- Test assumptions quickly
- Focus on customer value
- Data-driven decisions
- Iterate based on feedback

## Response Style
- Be direct and actionable
- Use bullet points for clarity
- Include specific examples when possible
- Ask clarifying questions for vague queries

## Boundaries
- Don't provide specific legal or tax advice
- Don't guarantee specific financial outcomes
- Recommend professional advisors for complex legal/financial matters

Prompt Engineering Tips

Be Specific

❌ "Be helpful" ✅ "When a member asks for a workout, always include sets, reps, and rest periods"

Define Behavior

❌ "Answer questions" ✅ "If you don't know something, say 'I'm not sure about that specific topic' rather than making something up"

Set Boundaries

❌ (nothing) ✅ "Never provide medical advice. If asked about injuries or health conditions, recommend consulting a healthcare professional."

Include Examples

When a member says they're struggling with motivation, respond with:
1. Acknowledge their feelings
2. Ask what specific challenge they're facing
3. Offer 2-3 practical strategies
4. End with encouragement

Multiple Agents

Consider creating multiple agents for different purposes:

Specialist Agents

Agent	Purpose
General Coach	Broad questions, orientation
Workout Planner	Exercise programming
Nutrition Guide	Diet and meal planning
Mindset Coach	Motivation and psychology

Benefits of Specialists

• More focused responses
• Better at specific tasks
• Clearer purpose for members
• Easier to refine prompts

Testing Your Agent

Before launching:

1. Test common questions - Ask typical member questions
2. Test edge cases - Try questions outside your domain
3. Test boundaries - Verify it handles restricted topics properly
4. Test tone - Ensure responses match your brand voice

Sample Test Questions

• "How do I get started?"
• "I'm feeling unmotivated"
• "What should I eat today?"
• "I hurt my knee, what exercises can I do?"
• "Can you diagnose why I'm tired?"

Refining Agents

Agents improve over time:

1. Gather feedback - Ask members what's working/not working
2. Review responses - Look for patterns in suboptimal answers
3. Update prompts - Add new instructions based on findings
4. Test changes - Verify improvements before going live

Common Issues & Fixes

Issue	Solution
Too generic	Add more specific examples to prompt
Too verbose	Add "Be concise" or "Keep responses under X words"
Missing info	Upload more to knowledge base
Wrong tone	Add explicit tone instructions
Off-topic responses	Add clearer boundaries

Advanced Configuration

Model Selection

Choose the right model for each agent:

• GPT-4: Best reasoning, higher cost
• GPT-4 Turbo: Fast, good balance
• Claude 3 Opus: Excellent for long content
• Claude 3 Haiku: Fast, economical

Temperature (Coming Soon)

Control response creativity:

• Lower (0.2-0.4): More consistent, focused
• Higher (0.7-0.9): More creative, varied

Context Window

Models have token limits:

• Affects how much conversation history is included
• Larger = more context but higher cost
• Consider this for long-running conversations