Best Practices in HALO

Welcome to our best practices guide for creating and utilizing agents in Halo. This article highlights key strategies to ensure your agent development process is both efficient and effective.

Overview of Best Practices in HALO

Plan Your Workflow

Before you begin, thoroughly plan out the process in which your agent will be used. Map out the entire workflow and document it with images or text. This foundational work will help you design an agent that integrates seamlessly into your existing operations, promoting consistency and streamlining tasks.

Maximize the Use of the Assistant

Leveraging the Assistant can greatly enhance the development of new agents and tools. Also, utilize visual aids and workflow diagrams to enhance the creation of new agents and tools. These resources simplify complex processes, offering powerful assistance as you develop and deploy your solutions.

Consult API Documentation

Always consult the API documentation of any software you intend to integrate. Providing this documentation to the assistant will ensure that your agents and tools communicate effectively with external systems, fostering better interaction and functionality.

Explore Tool Templates

Before creating a tool from scratch, check the tool template library for pre-existing tools that might fit your needs. Although not fully extensive yet, the library is growing continuously, offering you time-saving template options.

Secure API Keys

Manage your API keys efficiently by adding them to your Halo Profile's context. By setting them to private, you ensure added security. Retrieve these keys when needed by typing a forward slash (/) in your workflow, balancing accessibility with security.

Start Simple, Evolve Over Time

When designing agents, begin with simple processes. As your familiarity with the platform grows, progress to more complex agents. This phased approach builds your confidence and enhances your skills over time.

Configure "Handoff Only" Settings

Consider using the "handoff only" option for agents that don’t directly interact with users but rather generate inputs for another agent or serve as linking functions.

Break Down Tools

It can be beneficial to break down tools into smaller, specialized ones. This is especially helpful when separate API calls are required to gather input data for subsequent interactions.

E-learning Video

For further guidance, watch our e-learning video on best practices in HALO.