Agent Quality Checklist

Is Your Agent Ready to Shine?

A smart agent is only truly great if it has proven itself in various scenarios. Testing your agent is not just a technical check - it is an opportunity to perfect it. Use this checklist to audit your agent and ensure it is reliable, consistent, and perfectly on-brand.

Before diving into the checklist, explore these helpful resources:

• HALO Analytics: Interpreting Metrics for Agent Performance

• Feedback - Quality Assurance

• How to Format AI Prompts for Better Results with HALO

• Mastering AI Prompting

Step Into Your Customer Shoes

The ultimate test for your agent? Imagine yourself as a customer with a question, problem, or request, and see how your agent performs in realistic situations.

Test with Different Customer Personas

• The rushed customer: Wants a quick answer with no detours

• The detail-oriented customer: Wants everything explained thoroughly

• The frustrated customer: Has a problem and needs reassurance quickly

Test Various Scenarios

• Simple questions (FAQs)

• Complex multi-step requests

• Unexpected or unclear input

• Edge cases and error situations

Avoid Overengineering

When testing your agent, it is easy to fall into the trap of trying to account for every possible scenario. Instead, apply the 80/20 rule:

• Prioritize the 20% of scenarios that address 80% of customer inquiries

• For less frequent cases, allow room for flexibility

• This keeps your agent efficient, faster in responses, and easier to maintain

Tone of Voice Audit

A reliable agent makes your customers happy. Check these aspects:

Technical Quality Checklist