AI Agent Training & Tuning
Learn to build, train, and deploy custom AI agents — from persona design and prompt engineering to RAG, evaluation, and production monitoring.
Course curriculum
Module 1: Agent Fundamentals
Understand what makes a good AI agent, master system prompt design, and build your first agent persona.
What Makes a Good AI Agent?
Characteristics of effective agents, agent vs chatbot, reliability
What Makes a Good AI Agent?
Agent vs. Chatbot
The terms get used interchangeably, but they are fundamentally different:
Chatbot:
- Responds to messages in a conversation
- Follows a script or generates text
- Cannot take actions in the real world
- Forgets everything between sessions
- Example: Customer support FAQ bot
Agent:
- Receives goals, not just messages
- Plans a sequence of steps to achieve the goal
- Uses tools (APIs, databases, search) to take actions
- Maintains memory across interactions
- Evaluates its own progress and adjusts
- Example: Sales assistant that researches prospects, drafts emails, schedules meetings
The 5 Qualities of a Good Agent
1. Reliability
The agent produces consistent, correct results. If you give it the same task 10 times, it should succeed 9+ times.
How to measure: Run the same task 20 times, count success rate. Target: 90%+ for production agents.
2. Accuracy
The agent's outputs are factually correct and well-reasoned.
How to measure: Human review of output quality on a 1-5 scale. Target: Average 4.0+ across evaluations.
3. Relevance
The agent stays on topic and produces outputs that match the user's intent.
How to measure: Does the output answer the actual question? (binary yes/no) Target: 95%+ relevance rate.
4. Safety
The agent does not produce harmful, biased, or inappropriate content.
How to measure: Red-team testing with adversarial prompts. Target: 0% harmful outputs in red-team testing.
5. Efficiency
The agent completes tasks with minimal tokens, API calls, and time.
How to measure: Track tokens used, API calls made, and wall-clock time. Target: Decreasing cost per task over time through optimization.
Task Completion as the Core Metric
Ultimately, an agent is good if it completes the task the user intended. All other metrics are proxies for this.
Measuring Task Completion:
- Define clear success criteria for each task type
- Run the agent on 50+ test cases
- Score each: Complete (1), Partial (0.5), Failed (0)
- Calculate completion rate
- Investigate all failures and partials
The Agent Development Lifecycle
- Define — What task should the agent accomplish?
- Design — System prompt, tools, persona
- Build — Connect LLM, tools, memory
- Test — Run against test cases
- Evaluate — Measure quality metrics
- Iterate — Improve prompts, tools, logic
- Deploy — Put in production with monitoring
- Monitor — Watch for drift, errors, cost
- Improve — Continuous refinement based on real usage
Pro Tip
Start with the simplest possible agent that could solve the task. Add complexity only when you have evidence that simplicity is not enough. The most reliable agents are the simplest ones.
Prompt Engineering for Agents — System Prompts & Personas
System prompt anatomy, persona design, and instruction following
Prompt Engineering for Agents — System Prompts & Personas
The System Prompt Is Everything
The system prompt is the DNA of your agent. It defines WHO the agent is, WHAT it knows, HOW it behaves, and WHAT it will NOT do.
Anatomy of a System Prompt
Section 1: Identity & Role
You are a senior sales development representative AI agent for TechCorp, a B2B SaaS company that sells project management software to mid-market companies (100-5000 employees).
Section 2: Core Responsibilities
Your responsibilities:
1. Research incoming leads to understand their company and role
2. Classify leads by fit (ICP match) and intent (buying signals)
3. Draft personalized outreach emails based on research
4. Score leads on a 0-100 scale with explanation
Section 3: Tools Available
You have access to these tools:
- search_company(domain): Returns company info (size, industry, revenue)
- search_linkedin(name, company): Returns role, tenure, connections
- search_crm(email): Returns existing CRM records and history
- send_email(to, subject, body): Sends an email (requires approval)
Section 4: Rules & Constraints
Rules:
- NEVER fabricate company data — if you cannot find it, say so
- NEVER send emails without human approval
- Keep email drafts under 150 words
- Always include a specific pain point relevant to their industry
- If lead score is below 30, recommend "Do Not Contact"
Section 5: Output Format
Always respond in this JSON format:
{
"lead_score": 0-100,
"classification": "hot|warm|cold|disqualified",
"research_summary": "2-3 sentence summary",
"email_draft": {
"subject": "...",
"body": "..."
},
"reasoning": "Why this score and classification"
}
Section 6: Examples (Few-Shot)
Example 1:
Input: jane@acme.com, VP of Engineering, 500-person company
Output: {"lead_score": 85, "classification": "hot", ...}
Example 2:
Input: bob@freelancer.com, Solo consultant
Output: {"lead_score": 15, "classification": "disqualified", "reasoning": "Below minimum company size"}
Persona Design Principles
1. Be Specific About Expertise
Bad: "You are a helpful assistant" Good: "You are a senior sales development representative with 8 years of experience in B2B SaaS, specializing in mid-market enterprise sales"
2. Define Boundaries
Bad: "Help with anything sales-related" Good: "You handle lead research and outreach ONLY. You do NOT handle: pricing negotiations, contract reviews, or customer support."
3. Set the Tone
Bad: "Be professional" Good: "Write in a warm, conversational tone. Use short sentences. Avoid jargon. Mirror the prospect's communication style when possible."
4. Include Anti-Patterns
Explicitly state what NOT to do:
- "Do NOT use phrases like 'I hope this email finds you well'"
- "Do NOT include more than one call-to-action per email"
- "Do NOT mention competitors by name"
- "Do NOT make claims about ROI without data"
Testing Your System Prompt
Method: The 20-Question Test
- Write 20 realistic inputs your agent will receive
- Include 5 easy cases, 10 medium, and 5 edge cases
- Run each through the agent
- Score the outputs on accuracy, relevance, and format
- Identify patterns in failures
- Revise the system prompt to address failure patterns
- Re-run and compare
Pro Tip
Version control your system prompts just like code. Every change should be tracked, tested, and documented. A prompt that works today might break when the model updates.
Agent Architecture — Single vs Multi-Agent Systems
When to use one agent vs many, communication protocols
Build Your First Agent Persona
Design a business agent with system prompt and test conversations — Milestone 1
Module 2: Training Agents
Fine-tuning concepts, few-shot learning, RAG pipelines, and building knowledge-powered agents.
Fine-Tuning Concepts — When & Why
Fine-tuning vs prompting, cost/benefit analysis, and data requirements
Few-Shot Learning — Teaching by Example
Example selection, formatting, and chain-of-thought
RAG Basics — Giving Agents Knowledge
Retrieval augmented generation, embeddings, chunking strategies
Knowledge Bases & Vector Search
Pinecone, pgvector, indexing, similarity search, and metadata filtering
Build a RAG-Powered Agent
Document ingestion, embedding pipeline, and evaluation — Milestone 2
Module 3: Tuning & Evaluation
Measure agent quality, iterate systematically, build guardrails, and A/B test agent configurations.
Testing Agent Outputs — Quality Metrics
Accuracy, relevance, coherence, latency, cost, and evaluation frameworks
Iteration Loops — Systematic Prompt Refinement
A/B testing prompts, failure analysis, versioning, and regression testing
Guardrails & Safety — Preventing Bad Outputs
Output validation, content filtering, jailbreak prevention, PII handling
A/B Testing Agents — Measuring What Works
Experiment design, statistical significance, and decision framework — Milestone 3
Module 4: Custom Agent Deployment
Connect agents to apps via APIs, give them tools, build multi-agent systems, and monitor in production.
API Integration — Connecting Agents to Apps
REST endpoints, WebSocket streaming, authentication, and rate limiting
Tool Use — Giving Agents Superpowers
Function calling, tool definitions, error handling, and security
Multi-Agent Systems — Orchestration Patterns
Supervisor, pipeline, debate, and consensus patterns
Monitoring Performance & Costs in Production
Logging, token tracking, cost alerts, and scaling strategies
Module 5: Capstone
Design, build, train, and deploy a custom AI agent for a real business use case.
Design Your Business Agent — Requirements & Architecture
Use case selection, architecture diagram, and success criteria
Capstone: Build, Train & Deploy a Custom AI Agent
Full requirements, deploy live, and demonstrate — Milestone 4
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