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AI Employee Best Practices

  1. Navigate to web pages directly via URL rather than navigating website menus, if possible.

  2. The first action of every job should be focusing the window the job needs.

  3. When accessing web pages, whenever possible, jobs should start by opening the URL the current job needs to perform its work. Try not to rely on the outcome of a previous job. This makes restarting jobs easier and more intuitive.

  4. Try to keep the number of action steps in each job to 30 or fewer. This is not required, just a good guideline to keep jobs and processes modular.

  5. When using AI Screen Prompts, only request one action per AI prompt. The fewer steps per AI prompt the cheaper and more reliable the results will be.

  6. When using AI prompts within an AI Employee Job Action, write the AI prompt within the AI Employee Job/Action itself. Do not build the AI prompts within a parent Process Field or Automated Action and pass the prompts into the AI Employee Job/Action. This makes troubleshooting more difficult and less intuitive.

  7. Related to the previous point, use Process Field Hold Values to bring Process Field data into AI Employee Jobs.

  8. To retrieve a single precise value from an AI prompt, ask the AI to return the value via a JSON object template with a single property. For example:

    { "customer_name":"" }

    The system will automatically parse the value from the single JSON property and return ONLY the property value.