Customizing Project Agents – Sapience

Making the Project Agent Smarter

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You can set custom instructions on a per-Project basis, as well as provide additional context explicitly for a Project Agent. Remember that Project Agent’s already have all the data in a Project, so they’re already quite smart if the Project is populated. But this gives you even more power.

Before reading this article, make sure you’ve read these:

Projects

Project Agent

Sapience Objects & Resources

Customizing the Project Agent

On the Project Overview page, you can add additional information to the Project specifically for the purpose of customizing the Project Agent. Use these to further tailor Project Agent behavior. Lets look at how it works:

*Here, you can see we added some real commentary in the additional notes field, which is useful for the Project Agent, but have then put in a whimsical example of Agent Behavior steering.*

In the screenshot above, we deliberately used the whimsical instruction to answer in poetry, as it gives a very clear demonstration of what Agent Instructions does. It basically tells the Agent what to do, and so long as it doesn’t contradict its core programming it will obey. In the screen shot below, you can see it is now answering in poetry.

Give Project Agent Additional Context:

Looks like this:

Use this for facts. Facts that are relevant to the Project Agent. Think of this as being similar to what you can do with your own account in Settings & Customization. You want to arm the Agent with information that is relevant and important in its context - i.e. this project.

Customizing Project Agent Behavior:

Use this to tell the Agent how to behave and how to do work. You can be very prescriptive. Numbered lists work well.

When populated, it will look like this:

Here’s an example:

1. Always answer with reference to the project goals and success criteria;
2. When discussing timing, always consider the target deadline of the project as well as the deadline for any relevant tasks;
3. You can and should check the Project Files whenever you are asked to do research;
4. In your replies, prefer information-dense answers, free of emotional language or value judgements;
5. If you get conflicting instructions, or if when you are researching you find contradictory data/context, ESCALATE the conflict to me - do NOT make your own decision.