Tutorial on Your First Agent

In this tutorial, you'll create a functional agent with HALO. In this session, you will apply various elements to develop the 'Energy Comparison Agent', designed to assist users in evaluating their energy usage compared to their neighbors and providing actionable advice. Please see the assignment below for more details. Try completing the assignment yourself before consulting the answers in the step-by-step guide provided.

Good luck!

Assignment

Create an agent using the Assistant. Instruct the agent to compare energy consumption with neighboring households, display the comparison results, and provide advice if the user's consumption is above average, utilizing the knowledge embedded in HALO. Additionally, adjust the style and tone of the agent to align with your company's preferences.

• Utilize the tool created in this article.

• For the advice, use this PDF file containing energy-saving tips: Document_Energy_Saving_Tips_EN.pdf.

Step-by-Step Guide

Step 1: Prepare Knowledge Resources

1. Upload Energy-Saving Document:

   • Navigate to the 'Knowledge' section in HALO via the left-side menu.

   • Click the blue '+'-sign to create a new resource.

   • Select 'Upload File' as the resource type.

   • Choose the energy-saving PDF provided in the assignment.

   • Ensure synchronization by clicking the 'Sync' button to load this information properly.

Step 2: Create the Agent

1. Initiate Agent Creation:

   • Navigate to 'Agents' and click the blue '+' sign to start creating a new agent.

   • Utilize the Assistant to guide you through the creation process.

2. Define Agent Purpose:

   • Instruct the Assistant with: “Create an agent that helps Dutch users compare their energy consumption with their neighbors. First, you will ask for the user's zipcode and house number. Then, you will retrieve the energy consumption data based on the previously retrieved zipcode and house number using the tool. You will compare the user's energy consumption per square meter and their energy label with the average of their neighbors. Show the comparison results to the user. If the user's consumption is higher than average, provide advice based on the knowledge provided in Knowledge Agent”.

3. Build Agent Components:

   • The Assistant generates the agent, assigning a name and description indicating its function.

   • Ensure the agent utilizes the tool previously created to fetch energy consumption data for Dutch households.

   • The agent compares data and displays results to the user.

4. Adjust the Agent as Needed:

   • Use the Assistant to refine the agent, asking for adjustments where necessary. For example, request “give a clear step-by-step process” if the Assistant did not generate a numbered process like the one above.

5. Integrate Knowledge for Advice:

   • Add Knowledge Agent via the forward slash (/) menu.

   • Ensure the agent provides advice if user's consumption is above average, using uploaded knowledge as the basis.

Step 3: Test the Agent

1. Access Chat Interface:

   • Click the icon at the bottom right to access the chat interface.

   • Select the ‘Energy Consumption Comparison Agent’ and simulate user interaction.

2. User Simulation:

   • Enter a postal code and a house number (For example “19” for the house number, and “4811 AN” as zipcode).

3. View Results:

   • Click 'View More' to inspect gathered information and advice.

   • Examine the decision-making details for each HALO response by clicking directly on the response itself.

Step 4: Customize Interactions

1. Adjust Agent Style:

   • Navigate to "Style" if you wish to modify chat format or tone.

   • Customize the language style and introductory framework to ensure alignment with your company's preferences and target user experience.

Conclusion

Congratulations! You've successfully built your first comprehensive agent in HALO, utilizing tools and knowledge to empower users in energy management. Continue exploring HALO to create innovative solutions in your AI strategy. Happy creating and innovating!