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Best practices for creating and using agents

Best practices for creating and using agents

There are many things you should consider when setting up agents for your unit in order to get the most benefit from using the tool. Agents are most useful when you have carefully considered how you are organizing and presenting them in a unit.
Some best practices include:

  • Use a standard naming convention to keep the order and purpose of each agent clear
  • Use the agent's Description area to collect reminder notes of what you need to adjust in the agent for each offering
  • Determine if your agent would benefit from repetition
  • Use replace strings to personalize emails and minimize editing
  • Avoid overusing agents, especially if you can get the information to learners another way