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Course contents · Get better answers from your AI assistant

Lesson 3 of 5

Instructions that hold up in real work.

What your instructions should say when documents disagree, when something is sensitive, and when the assistant is stuck, with weak and strong versions side by side.

A good operations manual isn't the one that describes a perfect day. It's the one that says what to do when the supplier doesn't turn up. Instructions for an assistant are the same: the happy path is easy, the gaps are where it goes wrong.

Where good prompts run out

A system prompt sets the role and the tone. Then the assistant does real work, week after week, and you find the gaps. Two documents disagree. Someone asks something sensitive. Information is missing. Instructions that hold up say what happens then.

You don't need to predict every case. You need sensible defaults, and a clear rule for when to pause, ask, or hand the work to a person.

When sources conflict, flag it

If two documents give different answers, an assistant will usually pick one, or blend the two, and not tell anyone. That's the dangerous part: the answer sounds sure and nobody knows there was a choice.

One line to addExample
If sources conflict, flag the conflict instead of deciding which one is right. Quote both and ask me.

Better still, say which source wins: the current approved policy over an older guide. But keep the flag. A conflict is usually a sign that a document needs tidying, and you only find out if the assistant tells you.

Decide who presses send

For anything that leaves the business, such as an email to a tenant, a letter to a landlord or a payment, set the boundary first and the wording second.

The agent drafts. A person approves.

LaunchLemonade blog, How to write AI agent instructions

That one boundary does more than any amount of clever wording, because a mistake becomes a draft someone corrects rather than a message someone receives. Course one's permissions lesson covers how to set it up.

Weak and strong guardrails

"Be careful" is not an instruction. Neither is "use your judgement". The assistant can't act on either, because neither says what to do. A strong guardrail names the situation and the action.

WeakBe careful with money questions.

StrongNever quote a fee. Send fee questions to Sam with the tenant's name.

WeakUse your judgement if something's missing.

StrongAsk for the missing detail before you draft.

WeakBe professional.

StrongPlain English, short paragraphs, no sales language.

WeakDon't give advice.

StrongGive general information only. Pass anything that needs a legal opinion to Sam.

Give it failure behaviour

Four words often do more than another page about the happy path: ask, flag, stop, escalate. Say which one applies when.

  • Ask: when information is missing or the request is unclear.
  • Flag: when sources conflict or something looks wrong.
  • Stop: when the next step can't be undone.
  • Escalate: when it needs a person's judgement, such as a complaint, a legal question or anything sensitive.

Here is an outline to reuse. It builds on the five parts from lesson two, with the gaps spelled out.

A reusable outlineExample
ROLE: who it is and who it serves.
GOAL: the one job.
INPUTS: use only these sources. If they conflict, flag it.
PROCESS: the steps, in order.
RULES: if missing, ask. If sensitive, escalate to [person].
BOUNDARIES: draft only. No [action] without approval.
OUTPUT: the format.
CHECK: before replying, confirm you followed the format and flagged anything uncertain.

Test the awkward cases

Easy requests pass. Test the ones that don't: a question about a fee, a request with a detail missing, two documents that disagree, something nobody has answered before, something it should refuse.

When one fails, change the smallest rule that would fix it, then run the same cases again. That way a fix for one case doesn't quietly break another.

Running example

The running job

Chasing last month's unpaid invoices, one lesson at a time.

Sam's agency has an old tenant guide and a new one, both in the shared drive, and they give different notice periods for moving out. A tenant asks how much notice they need to give. Without a rule, the tenant helper might quote either, or blend them.

Sam adds four rules to the tenant helper's instructions:

  1. 01If sources conflict, flag the conflict instead of deciding which is right.
  2. 02If a tenant is making a complaint, pass it to Sam with their name.
  3. 03If a detail is missing, such as the address or which appliance, ask before drafting.
  4. 04Draft only. A person approves anything that goes to a tenant or a landlord.

The next notice question gets flagged. Sam sees the old guide is still in the drive, and finally deletes it.

Practice

Try it yourself

About five minutes, in any AI chat app

Strengthen three guardrails

  1. Find the instructions for an assistant you use, or write a short brief in any AI chat app.

  2. Underline every vague rule: careful, appropriate, professional, use your judgement.

  3. Rewrite three of them so each names the situation and the action. Add one line for each of ask, flag, stop and escalate.

  4. Test with two awkward requests: one with a missing detail, one that should go to a person.

What to look for

With the vague rules, the assistant guesses. With the strong ones, it asks for the missing detail and hands the sensitive request on instead of answering it.

Common mistakes

  • Instructions that only describe the happy path.

    Add failure behaviour: when to ask, flag, stop and escalate.

  • Hiding the critical rules in long paragraphs.

    Put boundaries and decision rules in their own short list, where they're easy to find and change.

  • Fixing a failure by rewriting everything.

    Change the smallest rule that would fix it, then re-run the same awkward cases.

Quick check

3 questions to see what stuck. Nothing is scored or saved.

  1. 1. Two documents give different fees. What should the instructions tell the assistant to do?

  2. 2. Which is a strong guardrail?

  3. 3. What's the safest boundary for messages that go to customers?

Remember

Instructions hold up when they cover the gaps: flag conflicts, the agent drafts and a person approves, make every guardrail specific, and say when to ask, flag, stop or escalate.

Sources and further reading

  1. 1.The blog post this lesson grew out of: How to write AI agent instructions with real examples

Optional

Try it in LaunchLemonade

A workflow that runs by itself asks you first before it sends, replies, changes or deletes anything, so the agent drafts and you approve. Everything above works in any AI tool.

Build a workflow

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