Guidelines for writing AI agent instructions
Review the guidelines to write affective instructions for the AI agents to complete your Agentic Playbooks activity.
|
Guideline |
Description |
|---|---|
|
Provide step-by-step instructions |
Break down complex operations into individual steps.If you need to perform operations like count, high, or low, write each operation out, step by step. |
|
Verify that all columns can be queried |
Check the Knowledge Graph to confirm that the columns can be queried |
|
Use specific column names |
|
|
Write conversationally |
Write instructions in plain English. |
|
Use meaningful names and labels for activities and other nodes |
Rename tables and other nodes for clarity. For example, if a table named abcd contains employee data, rename it to Employees.Note: This is especially important if you are using custom Knowledge Graph for the workflow. |
|
Test and revise instructions |
Test your instructions and check for accurate AI agent behavior for your use cases. |
|
Emphasize critical steps |
Highlight important steps to ensure they are not skipped. Use keywords like Mandatory, Required, or Important. |
|
Specify query operations |
Using the keyword Query helps our data gathering AI agent to pick the more effective Knowledge Graph over the AI search. |
--- title: Guidelines for writing AI agent instructions description: Review the guidelines to write affective instructions for the AI agents to complete your Agentic Playbooks activity. locale: en-US canonical_url: https://www.servicenow.com/docs/r/build-workflows/workflow-studio/guidelines-agent-instruction.html release: brazil product: Workflow Studio classification: workflow-studio topic_type: reference last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Reference, Agentic Playbooks, Playbooks, Workflow Studio, Build workflows] --- # Guidelines for writing AI agent instructions Review the guidelines to write affective instructions for the AI agents to complete your Agentic Playbooks activity. <table id="table_urm_mwq_ygc"><thead><tr><th> Guideline </th><th> Description </th></tr></thead><tbody><tr><td> Provide step-by-step instructions </td><td> Break down complex operations into individual steps.If you need to perform operations like count, high, or low, write each operation out, step by step. </td></tr><tr><td> Verify that all columns can be queried </td><td> Check the Knowledge Graph to confirm that the columns can be queried </td></tr><tr><td> Use specific column names </td><td> - Make sure column names are correct in your instruction. - If agent doesn't understand the column value that you're giving, try to give an example. For example, if an agent returns a sys\_id instead of a number, you could tell the agent to Retrieve Incident numbers like INC000081. </td></tr><tr><td> Write conversationally </td><td> Write instructions in plain English. </td></tr><tr><td> Use meaningful names and labels for activities and other nodes </td><td> Rename tables and other nodes for clarity. For example, if a table named **abcd** contains employee data, rename it to **Employees**.**Note:** This is especially important if you are using custom Knowledge Graph for the workflow. </td></tr><tr><td> Test and revise instructions </td><td> Test your instructions and check for accurate AI agent behavior for your use cases. </td></tr><tr><td> Emphasize critical steps </td><td> Highlight important steps to ensure they are not skipped. Use keywords like Mandatory, Required, or Important. </td></tr><tr><td> Specify query operations </td><td> Using the keyword Query helps our data gathering AI agent to pick the more effective Knowledge Graph over the AI search. </td></tr></tbody> </table>
| title | Guidelines for writing AI agent instructions |
| description | Review the guidelines to write affective instructions for the AI agents to complete your Agentic Playbooks activity. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/build-workflows/workflow-studio/guidelines-agent-instruction.html |
| release | brazil |
| product | Workflow Studio |
| classification | workflow-studio |
| topic_type | reference |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | ReferenceAgentic PlaybooksPlaybooksWorkflow StudioBuild workflows |