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| <title>Complete Make.com AI Agents Guide - From Beginner to Expert</title> | |
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| <!-- Header --> | |
| <header class="gradient-bg text-white py-16"> | |
| <div class="container mx-auto px-6 text-center"> | |
| <h1 class="text-5xl font-bold mb-4">Complete Make.com AI Agents Guide</h1> | |
| <p class="text-xl opacity-90 mb-8">From Beginner to Expert - Master AI Automation with Practical Examples</p> | |
| <div class="flex justify-center space-x-8 text-sm"> | |
| <div class="flex items-center"> | |
| <i class="fas fa-robot mr-2"></i> | |
| <span>AI Agents</span> | |
| </div> | |
| <div class="flex items-center"> | |
| <i class="fas fa-cogs mr-2"></i> | |
| <span>Automation</span> | |
| </div> | |
| <div class="flex items-center"> | |
| <i class="fas fa-chart-line mr-2"></i> | |
| <span>Business Growth</span> | |
| </div> | |
| </div> | |
| </div> | |
| </header> | |
| <!-- Table of Contents --> | |
| <section class="py-12 bg-white"> | |
| <div class="container mx-auto px-6"> | |
| <h2 class="text-3xl font-bold text-center mb-12 text-gray-800">Table of Contents</h2> | |
| <div class="grid md:grid-cols-2 gap-6 max-w-4xl mx-auto"> | |
| <a href="#introduction" class="toc-link block p-4 border rounded-lg hover:bg-gray-50"> | |
| <div class="flex items-center"> | |
| <span class="step-number mr-4">1</span> | |
| <div> | |
| <h3 class="font-semibold text-gray-800">Introduction to AI Agents</h3> | |
| <p class="text-gray-600 text-sm">Understanding the fundamentals</p> | |
| </div> | |
| </div> | |
| </a> | |
| <a href="#makecom-overview" class="toc-link block p-4 border rounded-lg hover:bg-gray-50"> | |
| <div class="flex items-center"> | |
| <span class="step-number mr-4">2</span> | |
| <div> | |
| <h3 class="font-semibold text-gray-800">Make.com Platform Overview</h3> | |
| <p class="text-gray-600 text-sm">Features and capabilities</p> | |
| </div> | |
| </div> | |
| </a> | |
| <a href="#first-agent" class="toc-link block p-4 border rounded-lg hover:bg-gray-50"> | |
| <div class="flex items-center"> | |
| <span class="step-number mr-4">3</span> | |
| <div> | |
| <h3 class="font-semibold text-gray-800">Creating Your First AI Agent</h3> | |
| <p class="text-gray-600 text-sm">Step-by-step setup guide</p> | |
| </div> | |
| </div> | |
| </a> | |
| <a href="#building-tools" class="toc-link block p-4 border rounded-lg hover:bg-gray-50"> | |
| <div class="flex items-center"> | |
| <span class="step-number mr-4">4</span> | |
| <div> | |
| <h3 class="font-semibold text-gray-800">Building Powerful Tools</h3> | |
| <p class="text-gray-600 text-sm">Creating scenarios as tools</p> | |
| </div> | |
| </div> | |
| </a> | |
| <a href="#triggers" class="toc-link block p-4 border rounded-lg hover:bg-gray-50"> | |
| <div class="flex items-center"> | |
| <span class="step-number mr-4">5</span> | |
| <div> | |
| <h3 class="font-semibold text-gray-800">Setting Up Triggers</h3> | |
| <p class="text-gray-600 text-sm">Bringing agents to life</p> | |
| </div> | |
| </div> | |
| </a> | |
| <a href="#advanced-features" class="toc-link block p-4 border rounded-lg hover:bg-gray-50"> | |
| <div class="flex items-center"> | |
| <span class="step-number mr-4">6</span> | |
| <div> | |
| <h3 class="font-semibold text-gray-800">Advanced Features</h3> | |
| <p class="text-gray-600 text-sm">Memory, multi-agents & more</p> | |
| </div> | |
| </div> | |
| </a> | |
| <a href="#case-studies" class="toc-link block p-4 border rounded-lg hover:bg-gray-50"> | |
| <div class="flex items-center"> | |
| <span class="step-number mr-4">7</span> | |
| <div> | |
| <h3 class="font-semibold text-gray-800">Real-World Case Studies</h3> | |
| <p class="text-gray-600 text-sm">Business success stories</p> | |
| </div> | |
| </div> | |
| </a> | |
| <a href="#best-practices" class="toc-link block p-4 border rounded-lg hover:bg-gray-50"> | |
| <div class="flex items-center"> | |
| <span class="step-number mr-4">8</span> | |
| <div> | |
| <h3 class="font-semibold text-gray-800">Best Practices & Tips</h3> | |
| <p class="text-gray-600 text-sm">Expert recommendations</p> | |
| </div> | |
| </div> | |
| </a> | |
| </div> | |
| </div> | |
| </section> | |
| <!-- Introduction to AI Agents --> | |
| <section id="introduction" class="py-16 bg-gray-50"> | |
| <div class="container mx-auto px-6"> | |
| <div class="max-w-4xl mx-auto"> | |
| <h2 class="text-4xl font-bold text-center mb-12 text-gray-800"> | |
| <i class="fas fa-robot mr-4 text-blue-600"></i> | |
| Introduction to AI Agents | |
| </h2> | |
| <div class="bg-white rounded-lg shadow-lg p-8 mb-8"> | |
| <h3 class="text-2xl font-semibold mb-6 text-gray-800">What Are AI Agents?</h3> | |
| <p class="text-gray-700 mb-6">AI agents are sophisticated digital entities designed to autonomously perform tasks based on data inputs or triggers. Unlike traditional automation systems that operate on static, predefined rules, AI agents possess the capacity to adapt to evolving contexts, learn from feedback, and dynamically adjust their actions over time.</p> | |
| <div class="grid md:grid-cols-3 gap-6 mb-8"> | |
| <div class="text-center p-6 border rounded-lg"> | |
| <i class="fas fa-cog text-3xl text-blue-600 mb-4"></i> | |
| <h4 class="font-semibold mb-2">Traditional Automation</h4> | |
| <p class="text-sm text-gray-600">Rule-based logic for repetitive tasks</p> | |
| </div> | |
| <div class="text-center p-6 border rounded-lg"> | |
| <i class="fas fa-brain text-3xl text-purple-600 mb-4"></i> | |
| <h4 class="font-semibold mb-2">AI Workflows</h4> | |
| <p class="text-sm text-gray-600">AI models with structured logic flows</p> | |
| </div> | |
| <div class="text-center p-6 border rounded-lg bg-gradient-to-br from-blue-50 to-purple-50"> | |
| <i class="fas fa-robot text-3xl text-indigo-600 mb-4"></i> | |
| <h4 class="font-semibold mb-2">AI Agents</h4> | |
| <p class="text-sm text-gray-600">Autonomous decision-making and adaptation</p> | |
| </div> | |
| </div> | |
| </div> | |
| <div class="bg-white rounded-lg shadow-lg p-8 mb-8"> | |
| <h3 class="text-2xl font-semibold mb-6 text-gray-800">Types of AI Agents</h3> | |
| <div class="space-y-6"> | |
| <div class="flex items-start p-4 border-l-4 border-blue-500 bg-blue-50"> | |
| <i class="fas fa-tasks text-blue-600 mt-1 mr-4"></i> | |
| <div> | |
| <h4 class="font-semibold text-gray-800">Basic Task Agents</h4> | |
| <p class="text-gray-700 text-sm">Follow simple rules and triggers without adapting to changing environments.</p> | |
| <p class="text-gray-600 text-xs mt-1"><strong>Example:</strong> Amazon Alexa turning on smart lights at sunset</p> | |
| </div> | |
| </div> | |
| <div class="flex items-start p-4 border-l-4 border-green-500 bg-green-50"> | |
| <i class="fas fa-memory text-green-600 mt-1 mr-4"></i> | |
| <div> | |
| <h4 class="font-semibold text-gray-800">Memory-Based Agents</h4> | |
| <p class="text-gray-700 text-sm">Remember past interactions to refine future decisions.</p> | |
| <p class="text-gray-600 text-xs mt-1"><strong>Example:</strong> Robot vacuum remembering high-traffic areas</p> | |
| </div> | |
| </div> | |
| <div class="flex items-start p-4 border-l-4 border-yellow-500 bg-yellow-50"> | |
| <i class="fas fa-bullseye text-yellow-600 mt-1 mr-4"></i> | |
| <div> | |
| <h4 class="font-semibold text-gray-800">Goal-Oriented Agents</h4> | |
| <p class="text-gray-700 text-sm">Determine the best way to achieve specific objectives.</p> | |
| <p class="text-gray-600 text-xs mt-1"><strong>Example:</strong> Chess AI determining optimal moves to win</p> | |
| </div> | |
| </div> | |
| <div class="flex items-start p-4 border-l-4 border-purple-500 bg-purple-50"> | |
| <i class="fas fa-balance-scale text-purple-600 mt-1 mr-4"></i> | |
| <div> | |
| <h4 class="font-semibold text-gray-800">Utility-Based Agents</h4> | |
| <p class="text-gray-700 text-sm">Weigh various factors to maximize efficiency.</p> | |
| <p class="text-gray-600 text-xs mt-1"><strong>Example:</strong> Uber's surge pricing adjusting costs based on demand</p> | |
| </div> | |
| </div> | |
| <div class="flex items-start p-4 border-l-4 border-indigo-500 bg-indigo-50"> | |
| <i class="fas fa-graduation-cap text-indigo-600 mt-1 mr-4"></i> | |
| <div> | |
| <h4 class="font-semibold text-gray-800">Learning Agents</h4> | |
| <p class="text-gray-700 text-sm">Continuously learn and refine behavior based on experience.</p> | |
| <p class="text-gray-600 text-xs mt-1"><strong>Example:</strong> ChatGPT enhancing responses based on user input</p> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| <div class="bg-gradient-to-r from-blue-600 to-purple-600 text-white rounded-lg p-8"> | |
| <h3 class="text-2xl font-semibold mb-4">The Business Impact</h3> | |
| <div class="grid md:grid-cols-2 gap-6"> | |
| <div> | |
| <h4 class="font-semibold mb-2"><i class="fas fa-chart-line mr-2"></i>Efficiency Gains</h4> | |
| <p class="text-blue-100 text-sm">Automate repetitive tasks, allowing humans to focus on strategic initiatives</p> | |
| </div> | |
| <div> | |
| <h4 class="font-semibold mb-2"><i class="fas fa-dollar-sign mr-2"></i>Cost Savings</h4> | |
| <p class="text-blue-100 text-sm">Reduce operational costs through intelligent automation</p> | |
| </div> | |
| <div> | |
| <h4 class="font-semibold mb-2"><i class="fas fa-analytics mr-2"></i>Data Insights</h4> | |
| <p class="text-blue-100 text-sm">Generate actionable insights from automated processes</p> | |
| </div> | |
| <div> | |
| <h4 class="font-semibold mb-2"><i class="fas fa-expand-arrows-alt mr-2"></i>Scalability</h4> | |
| <p class="text-blue-100 text-sm">Scale operations without proportional increase in resources</p> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </section> | |
| <!-- Make.com Overview --> | |
| <section id="makecom-overview" class="py-16 bg-white"> | |
| <div class="container mx-auto px-6"> | |
| <div class="max-w-4xl mx-auto"> | |
| <h2 class="text-4xl font-bold text-center mb-12 text-gray-800"> | |
| <i class="fas fa-puzzle-piece mr-4 text-blue-600"></i> | |
| Make.com Platform Overview | |
| </h2> | |
| <div class="bg-gray-50 rounded-lg p-8 mb-8"> | |
| <h3 class="text-2xl font-semibold mb-6 text-gray-800">What is Make.com?</h3> | |
| <p class="text-gray-700 mb-6">Make.com is an intuitive no-code development platform designed for visual automation, enabling users to connect various applications and design intricate workflows. The platform facilitates rapid visualization and construction of automations, from single processes to comprehensive business model transformations.</p> | |
| <div class="grid md:grid-cols-2 lg:grid-cols-3 gap-6"> | |
| <div class="bg-white p-6 rounded-lg shadow card-hover"> | |
| <i class="fas fa-plug text-3xl text-blue-600 mb-4"></i> | |
| <h4 class="font-semibold mb-2">2,000+ Integrations</h4> | |
| <p class="text-gray-600 text-sm">Extensive app library with 30,000+ available actions</p> | |
| </div> | |
| <div class="bg-white p-6 rounded-lg shadow card-hover"> | |
| <i class="fas fa-project-diagram text-3xl text-green-600 mb-4"></i> | |
| <h4 class="font-semibold mb-2">Visual Builder</h4> | |
| <p class="text-gray-600 text-sm">Drag-and-drop interface for building scenarios</p> | |
| </div> | |
| <div class="bg-white p-6 rounded-lg shadow card-hover"> | |
| <i class="fas fa-brain text-3xl text-purple-600 mb-4"></i> | |
| <h4 class="font-semibold mb-2">Real-time AI</h4> | |
| <p class="text-gray-600 text-sm">Adaptive decision-making with natural language goals</p> | |
| </div> | |
| <div class="bg-white p-6 rounded-lg shadow card-hover"> | |
| <i class="fas fa-globe text-3xl text-indigo-600 mb-4"></i> | |
| <h4 class="font-semibold mb-2">Central Management</h4> | |
| <p class="text-gray-600 text-sm">Reusable AI agents across multiple workflows</p> | |
| </div> | |
| <div class="bg-white p-6 rounded-lg shadow card-hover"> | |
| <i class="fas fa-sliders-h text-3xl text-red-600 mb-4"></i> | |
| <h4 class="font-semibold mb-2">Customizable</h4> | |
| <p class="text-gray-600 text-sm">Global prompts with scenario-specific customization</p> | |
| </div> | |
| <div class="bg-white p-6 rounded-lg shadow card-hover"> | |
| <i class="fas fa-robot text-3xl text-teal-600 mb-4"></i> | |
| <h4 class="font-semibold mb-2">LLM Flexibility</h4> | |
| <p class="text-gray-600 text-sm">Choose from OpenAI, Grok, Anthropic, and more</p> | |
| </div> | |
| </div> | |
| </div> | |
| <div class="bg-white rounded-lg shadow-lg p-8"> | |
| <h3 class="text-2xl font-semibold mb-6 text-gray-800">Key Differentiators</h3> | |
| <div class="space-y-6"> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-4 mt-1">1</div> | |
| <div> | |
| <h4 class="font-semibold text-gray-800 mb-2">Scenarios as Tools</h4> | |
| <p class="text-gray-700">Convert existing Make scenarios into intelligent tools that AI agents can use. This allows businesses to repurpose their automation investments for the AI landscape.</p> | |
| </div> | |
| </div> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-4 mt-1">2</div> | |
| <div> | |
| <h4 class="font-semibold text-gray-800 mb-2">Extensive Ecosystem</h4> | |
| <p class="text-gray-700">Seamless integration with business tools like Excel, Gmail, Notion, Telegram, WhatsApp, Slack, and custom applications via webhooks and APIs.</p> | |
| </div> | |
| </div> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-4 mt-1">3</div> | |
| <div> | |
| <h4 class="font-semibold text-gray-800 mb-2">No-Code Approach</h4> | |
| <p class="text-gray-700">Visual interface that makes AI agent development accessible to non-technical users, democratizing AI automation capabilities.</p> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </section> | |
| <!-- Creating Your First AI Agent --> | |
| <section id="first-agent" class="py-16 bg-gray-50"> | |
| <div class="container mx-auto px-6"> | |
| <div class="max-w-4xl mx-auto"> | |
| <h2 class="text-4xl font-bold text-center mb-12 text-gray-800"> | |
| <i class="fas fa-rocket mr-4 text-blue-600"></i> | |
| Creating Your First AI Agent | |
| </h2> | |
| <div class="bg-blue-50 border-l-4 border-blue-500 p-6 mb-8"> | |
| <div class="flex items-center mb-4"> | |
| <i class="fas fa-info-circle text-blue-600 mr-2"></i> | |
| <h3 class="font-semibold text-blue-800">Pricing Model</h3> | |
| </div> | |
| <p class="text-blue-800">There's no change to your Make.com subscription cost. You only pay for the AI model usage (OpenAI, Grok, etc.) through your own API key.</p> | |
| </div> | |
| <div class="bg-white rounded-lg shadow-lg p-8 mb-8"> | |
| <h3 class="text-2xl font-semibold mb-8 text-gray-800">Step-by-Step Setup Guide</h3> | |
| <div class="space-y-8"> | |
| <!-- Step 1 --> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-6 mt-1">1</div> | |
| <div class="flex-1"> | |
| <h4 class="text-xl font-semibold mb-4 text-gray-800">Navigate to AI Agents</h4> | |
| <p class="text-gray-700 mb-4">In your Make.com dashboard, click on "AI agents (Beta)" in the left sidebar. You'll see a starter page where you can begin creating your agent.</p> | |
| <div class="code-block p-4 rounded-lg"> | |
| <i class="fas fa-mouse-pointer mr-2"></i> | |
| <strong>Action:</strong> Dashboard → AI agents (Beta) → Create agent | |
| </div> | |
| </div> | |
| </div> | |
| <!-- Step 2 --> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-6 mt-1">2</div> | |
| <div class="flex-1"> | |
| <h4 class="text-xl font-semibold mb-4 text-gray-800">Connect to an AI Model</h4> | |
| <p class="text-gray-700 mb-4">Before configuring your agent, connect it to an AI model. This gives your agent the ability to understand and reason.</p> | |
| <div class="grid md:grid-cols-2 gap-4 mb-4"> | |
| <div class="border rounded-lg p-4"> | |
| <h5 class="font-semibold text-green-700 mb-2"> | |
| <i class="fas fa-star mr-2"></i>OpenAI (Recommended) | |
| </h5> | |
| <ol class="text-sm text-gray-700 space-y-1"> | |
| <li>1. Go to platform.openai.com</li> | |
| <li>2. Navigate to "API keys"</li> | |
| <li>3. Click "Create new secret key"</li> | |
| <li>4. Copy the key immediately</li> | |
| </ol> | |
| </div> | |
| <div class="border rounded-lg p-4"> | |
| <h5 class="font-semibold text-blue-700 mb-2"> | |
| <i class="fas fa-rocket mr-2"></i>Grok (Fast & Free) | |
| </h5> | |
| <ol class="text-sm text-gray-700 space-y-1"> | |
| <li>1. Go to grok.com</li> | |
| <li>2. Sign up for free account</li> | |
| <li>3. Click "dev console" (top right)</li> | |
| <li>4. Click "create API key"</li> | |
| </ol> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| <!-- Step 3 --> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-6 mt-1">3</div> | |
| <div class="flex-1"> | |
| <h4 class="text-xl font-semibold mb-4 text-gray-800">Name Your Agent</h4> | |
| <p class="text-gray-700 mb-4">Give your agent a clear, descriptive name that reflects its purpose.</p> | |
| <div class="bg-gray-50 p-4 rounded-lg"> | |
| <h5 class="font-semibold mb-2">Example Names:</h5> | |
| <ul class="list-disc list-inside text-gray-700 text-sm space-y-1"> | |
| <li>"Customer Service Agent"</li> | |
| <li>"Jack Virtual Assistant"</li> | |
| <li>"AI Agent Script Writer v2"</li> | |
| <li>"Inventory Management Assistant"</li> | |
| </ul> | |
| </div> | |
| </div> | |
| </div> | |
| <!-- Step 4 --> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-6 mt-1">4</div> | |
| <div class="flex-1"> | |
| <h4 class="text-xl font-semibold mb-4 text-gray-800">Choose Your AI Model</h4> | |
| <p class="text-gray-700 mb-4">Select the model that best suits your needs, considering speed, cost, and task complexity.</p> | |
| <div class="overflow-x-auto"> | |
| <table class="min-w-full bg-white border rounded-lg"> | |
| <thead class="bg-gray-50"> | |
| <tr> | |
| <th class="px-4 py-3 text-left font-semibold">Provider</th> | |
| <th class="px-4 py-3 text-left font-semibold">Model Options</th> | |
| <th class="px-4 py-3 text-left font-semibold">Best For</th> | |
| </tr> | |
| </thead> | |
| <tbody class="text-sm"> | |
| <tr class="border-t"> | |
| <td class="px-4 py-3 font-medium">OpenAI</td> | |
| <td class="px-4 py-3">GPT-4o, GPT-4.1</td> | |
| <td class="px-4 py-3">Complex reasoning, writing</td> | |
| </tr> | |
| <tr class="border-t"> | |
| <td class="px-4 py-3 font-medium">Grok</td> | |
| <td class="px-4 py-3">Llama-3-8b, Llama-3-70b</td> | |
| <td class="px-4 py-3">Speed, cost-effectiveness</td> | |
| </tr> | |
| <tr class="border-t"> | |
| <td class="px-4 py-3 font-medium">Anthropic</td> | |
| <td class="px-4 py-3">Claude models</td> | |
| <td class="px-4 py-3">Analysis, safety</td> | |
| </tr> | |
| </tbody> | |
| </table> | |
| </div> | |
| </div> | |
| </div> | |
| <!-- Step 5 --> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-6 mt-1">5</div> | |
| <div class="flex-1"> | |
| <h4 class="text-xl font-semibold mb-4 text-gray-800">Write the System Prompt (Critical Step)</h4> | |
| <p class="text-gray-700 mb-6">The system prompt is your agent's job description. It defines who the agent is, what it should do, and how it should behave.</p> | |
| <div class="bg-yellow-50 border-l-4 border-yellow-500 p-4 mb-6"> | |
| <h5 class="font-semibold text-yellow-800 mb-2">Key Elements to Include:</h5> | |
| <ul class="list-disc list-inside text-yellow-800 space-y-1"> | |
| <li><strong>Role/Identity:</strong> Define who the agent is</li> | |
| <li><strong>Main Tasks:</strong> State primary responsibilities</li> | |
| <li><strong>Tone & Style:</strong> Specify desired communication style</li> | |
| <li><strong>Limitations:</strong> What to do when it can't help</li> | |
| <li><strong>Workflow:</strong> Steps for complex processes</li> | |
| </ul> | |
| </div> | |
| <div class="space-y-4"> | |
| <div class="code-block p-4 rounded-lg"> | |
| <h6 class="font-semibold mb-2">Example: Customer Service Agent</h6> | |
| <p class="text-sm font-mono text-gray-800"> | |
| "You are a friendly and helpful customer service agent for Kevin Cookie Company. Your main job is to respond to customer questions about cookie flavors, store hours, shipping, and pricing. Keep your tone warm, polite, and professional. If you can't answer a question, let the customer know and suggest contacting support directly." | |
| </p> | |
| </div> | |
| <div class="code-block p-4 rounded-lg"> | |
| <h6 class="font-semibold mb-2">Example: Research Assistant</h6> | |
| <p class="text-sm font-mono text-gray-800"> | |
| "You are a research assistant that helps create detailed content. Your process is: 1) Search Google Sheets to find relevant information, 2) Browse the web using Perplexity to gather additional data, 3) Create comprehensive scripts or documents. Always cite your sources and provide clear, well-structured output." | |
| </p> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| <!-- Step 6 --> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-6 mt-1">6</div> | |
| <div class="flex-1"> | |
| <h4 class="text-xl font-semibold mb-4 text-gray-800">Save Your Agent</h4> | |
| <p class="text-gray-700 mb-4">Once satisfied with your system prompt, click "Save" to create your agent.</p> | |
| <div class="bg-green-50 border rounded-lg p-4"> | |
| <div class="flex items-center text-green-800"> | |
| <i class="fas fa-check-circle mr-2"></i> | |
| <span class="font-semibold">Congratulations!</span> | |
| </div> | |
| <p class="text-green-700 text-sm mt-1">You've successfully created your core AI Agent. It now understands its role and is ready to be equipped with tools.</p> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </section> | |
| <!-- Building Tools --> | |
| <section id="building-tools" class="py-16 bg-white"> | |
| <div class="container mx-auto px-6"> | |
| <div class="max-w-4xl mx-auto"> | |
| <h2 class="text-4xl font-bold text-center mb-12 text-gray-800"> | |
| <i class="fas fa-tools mr-4 text-blue-600"></i> | |
| Building Powerful Tools (Scenarios) | |
| </h2> | |
| <div class="bg-blue-50 rounded-lg p-8 mb-8"> | |
| <h3 class="text-2xl font-semibold mb-4 text-blue-800">Understanding Tools</h3> | |
| <p class="text-blue-800 mb-4">In Make.com, AI agents don't directly perform actions. Instead, they intelligently select and use separate scenarios you build, which act as their "tools".</p> | |
| <div class="flex items-center justify-center"> | |
| <div class="bg-white rounded-lg p-4 shadow-md text-center mr-4"> | |
| <i class="fas fa-robot text-2xl text-blue-600 mb-2"></i> | |
| <p class="text-sm font-semibold">AI Agent</p> | |
| <p class="text-xs text-gray-600">Smart Manager</p> | |
| </div> | |
| <i class="fas fa-arrow-right text-gray-400 mx-2"></i> | |
| <div class="bg-white rounded-lg p-4 shadow-md text-center mr-2"> | |
| <i class="fas fa-search text-lg text-green-600 mb-2"></i> | |
| <p class="text-xs font-semibold">Search Tool</p> | |
| </div> | |
| <div class="bg-white rounded-lg p-4 shadow-md text-center mr-2"> | |
| <i class="fas fa-envelope text-lg text-red-600 mb-2"></i> | |
| <p class="text-xs font-semibold">Email Tool</p> | |
| </div> | |
| <div class="bg-white rounded-lg p-4 shadow-md text-center"> | |
| <i class="fas fa-file text-lg text-purple-600 mb-2"></i> | |
| <p class="text-xs font-semibold">Document Tool</p> | |
| </div> | |
| </div> | |
| </div> | |
| <!-- FAQ Retriever Tool --> | |
| <div class="bg-white rounded-lg shadow-lg p-8 mb-8"> | |
| <h3 class="text-2xl font-semibold mb-6 text-gray-800">Building Your First Tool: FAQ Retriever</h3> | |
| <p class="text-gray-700 mb-6">Let's create a practical tool that allows your AI agent to access information stored in a Google Doc and use it to answer questions.</p> | |
| <div class="space-y-6"> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-4 mt-1">1</div> | |
| <div> | |
| <h4 class="font-semibold mb-2">Create New Scenario</h4> | |
| <p class="text-gray-700 text-sm">Navigate to Scenarios → Create a new scenario</p> | |
| </div> | |
| </div> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-4 mt-1">2</div> | |
| <div> | |
| <h4 class="font-semibold mb-2">Add Data Source Module</h4> | |
| <div class="bg-gray-50 p-4 rounded-lg"> | |
| <ul class="text-sm text-gray-700 space-y-2"> | |
| <li>• Click the plus icon to add your first module</li> | |
| <li>• Search for "Google Docs" (or your data source)</li> | |
| <li>• Select "Get content of a document"</li> | |
| <li>• Establish connection and select your FAQ document</li> | |
| </ul> | |
| </div> | |
| </div> | |
| </div> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-4 mt-1">3</div> | |
| <div> | |
| <h4 class="font-semibold mb-2">Define Scenario Outputs (Critical Step)</h4> | |
| <div class="bg-yellow-50 border-l-4 border-yellow-500 p-4"> | |
| <p class="text-yellow-800 text-sm mb-2"><strong>Important:</strong> This tells the agent what data it receives when using this tool.</p> | |
| <ul class="text-sm text-yellow-800 space-y-1"> | |
| <li>• Add "Scenarios" → "Return output" module</li> | |
| <li>• Click "Add scenario outputs" → "Add item"</li> | |
| <li>• Name: <code>KCC_FAQ</code> (no spaces, use underscores)</li> | |
| <li>• Description: "Kevin Cookie Company FAQ content"</li> | |
| <li>• Type: Text</li> | |
| <li>• Map the Google Docs text content to this output</li> | |
| </ul> | |
| </div> | |
| </div> | |
| </div> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-4 mt-1">4</div> | |
| <div> | |
| <h4 class="font-semibold mb-2">Test and Activate</h4> | |
| <div class="bg-gray-50 p-4 rounded-lg"> | |
| <ul class="text-sm text-gray-700 space-y-2"> | |
| <li>• Click "Run once" to test the scenario</li> | |
| <li>• Rename scenario: "Kevin Cookie Company FAQ"</li> | |
| <li>• Set scheduling to "On demand" (critical for tools!)</li> | |
| <li>• Activate the scenario</li> | |
| </ul> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| <!-- Email Sender Tool --> | |
| <div class="bg-white rounded-lg shadow-lg p-8 mb-8"> | |
| <h3 class="text-2xl font-semibold mb-6 text-gray-800">Building an Email Sender Tool</h3> | |
| <p class="text-gray-700 mb-6">Create a tool that allows your AI agent to send emails automatically.</p> | |
| <div class="space-y-6"> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-4 mt-1">1</div> | |
| <div> | |
| <h4 class="font-semibold mb-2">Define Scenario Inputs</h4> | |
| <p class="text-gray-700 text-sm mb-2">Before building, define what information the agent needs to provide:</p> | |
| <div class="bg-gray-50 p-4 rounded-lg"> | |
| <div class="grid md:grid-cols-3 gap-4 text-sm"> | |
| <div class="border-l-4 border-blue-500 pl-3"> | |
| <strong>customer_email_address</strong> | |
| <p class="text-gray-600">The recipient's email</p> | |
| </div> | |
| <div class="border-l-4 border-green-500 pl-3"> | |
| <strong>email_subject</strong> | |
| <p class="text-gray-600">Email subject line</p> | |
| </div> | |
| <div class="border-l-4 border-purple-500 pl-3"> | |
| <strong>email_content</strong> | |
| <p class="text-gray-600">Email body content</p> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-4 mt-1">2</div> | |
| <div> | |
| <h4 class="font-semibold mb-2">Add Email Module</h4> | |
| <div class="bg-gray-50 p-4 rounded-lg"> | |
| <ul class="text-sm text-gray-700 space-y-2"> | |
| <li>• Search for "Gmail" or "Email" module</li> | |
| <li>• Select "Send an email" or "Create a draft"</li> | |
| <li>• Connect to your email provider</li> | |
| <li>• Map scenario inputs to email fields</li> | |
| </ul> | |
| </div> | |
| </div> | |
| </div> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-4 mt-1">3</div> | |
| <div> | |
| <h4 class="font-semibold mb-2">Configure and Activate</h4> | |
| <div class="bg-gray-50 p-4 rounded-lg"> | |
| <ul class="text-sm text-gray-700 space-y-2"> | |
| <li>• Name: "Send email replies to customers"</li> | |
| <li>• Set to "On demand"</li> | |
| <li>• Activate the scenario</li> | |
| </ul> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| <!-- Other Tool Examples --> | |
| <div class="bg-gradient-to-r from-gray-50 to-blue-50 rounded-lg p-8"> | |
| <h3 class="text-2xl font-semibold mb-6 text-gray-800">Other Powerful Tools You Can Build</h3> | |
| <div class="grid md:grid-cols-2 gap-6"> | |
| <div class="bg-white p-6 rounded-lg shadow card-hover"> | |
| <i class="fas fa-search text-2xl text-blue-600 mb-4"></i> | |
| <h4 class="font-semibold mb-2">Internet Search Tool</h4> | |
| <p class="text-gray-700 text-sm mb-3">Use Perplexity AI for web research</p> | |
| <div class="text-xs text-gray-600"> | |
| <strong>Input:</strong> research_query<br> | |
| <strong>Output:</strong> research_results | |
| </div> | |
| </div> | |
| <div class="bg-white p-6 rounded-lg shadow card-hover"> | |
| <i class="fas fa-table text-2xl text-green-600 mb-4"></i> | |
| <h4 class="font-semibold mb-2">Google Sheets Search</h4> | |
| <p class="text-gray-700 text-sm mb-3">Search and retrieve data from spreadsheets</p> | |
| <div class="text-xs text-gray-600"> | |
| <strong>Input:</strong> search_query<br> | |
| <strong>Output:</strong> sheet_data | |
| </div> | |
| </div> | |
| <div class="bg-white p-6 rounded-lg shadow card-hover"> | |
| <i class="fas fa-file-alt text-2xl text-purple-600 mb-4"></i> | |
| <h4 class="font-semibold mb-2">Document Creator</h4> | |
| <p class="text-gray-700 text-sm mb-3">Create Google Docs automatically</p> | |
| <div class="text-xs text-gray-600"> | |
| <strong>Input:</strong> title, content<br> | |
| <strong>Output:</strong> document_id | |
| </div> | |
| </div> | |
| <div class="bg-white p-6 rounded-lg shadow card-hover"> | |
| <i class="fas fa-brain text-2xl text-red-600 mb-4"></i> | |
| <h4 class="font-semibold mb-2">AI Content Generator</h4> | |
| <p class="text-gray-700 text-sm mb-3">Generate content with other AI models</p> | |
| <div class="text-xs text-gray-600"> | |
| <strong>Input:</strong> prompt_text<br> | |
| <strong>Output:</strong> generated_content | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </section> | |
| <!-- Setting Up Triggers --> | |
| <section id="triggers" class="py-16 bg-gray-50"> | |
| <div class="container mx-auto px-6"> | |
| <div class="max-w-4xl mx-auto"> | |
| <h2 class="text-4xl font-bold text-center mb-12 text-gray-800"> | |
| <i class="fas fa-play-circle mr-4 text-blue-600"></i> | |
| Setting Up Triggers: Bringing Your AI Agent to Life | |
| </h2> | |
| <div class="bg-white rounded-lg shadow-lg p-8 mb-8"> | |
| <h3 class="text-2xl font-semibold mb-6 text-gray-800">Understanding Triggers</h3> | |
| <p class="text-gray-700 mb-6">A trigger is the crucial starting point for your AI agent's workflow. Think of it as the event that signals your agent to "get to work". Without a defined trigger, your agent won't be able to autonomously perform tasks.</p> | |
| <div class="grid md:grid-cols-2 lg:grid-cols-4 gap-4 mb-8"> | |
| <div class="text-center p-4 border rounded-lg hover:shadow-md transition-shadow"> | |
| <i class="fas fa-paper-plane text-3xl text-blue-600 mb-3"></i> | |
| <h4 class="font-semibold">Telegram</h4> | |
| <p class="text-xs text-gray-600">Chat messages</p> | |
| </div> | |
| <div class="text-center p-4 border rounded-lg hover:shadow-md transition-shadow"> | |
| <i class="fas fa-link text-3xl text-green-600 mb-3"></i> | |
| <h4 class="font-semibold">Webhooks</h4> | |
| <p class="text-xs text-gray-600">Form submissions</p> | |
| </div> | |
| <div class="text-center p-4 border rounded-lg hover:shadow-md transition-shadow"> | |
| <i class="fas fa-credit-card text-3xl text-purple-600 mb-3"></i> | |
| <h4 class="font-semibold">Payments</h4> | |
| <p class="text-xs text-gray-600">Transaction events</p> | |
| </div> | |
| <div class="text-center p-4 border rounded-lg hover:shadow-md transition-shadow"> | |
| <i class="fas fa-clock text-3xl text-orange-600 mb-3"></i> | |
| <h4 class="font-semibold">Schedule</h4> | |
| <p class="text-xs text-gray-600">Time-based triggers</p> | |
| </div> | |
| </div> | |
| </div> | |
| <!-- Telegram Bot Setup --> | |
| <div class="bg-white rounded-lg shadow-lg p-8 mb-8"> | |
| <h3 class="text-2xl font-semibold mb-6 text-gray-800"> | |
| <i class="fas fa-paper-plane mr-3 text-blue-600"></i> | |
| Setting Up a Telegram Bot Trigger | |
| </h3> | |
| <p class="text-gray-700 mb-6">Telegram is highly recommended due to its robust API and support for rich interactions like images and audio.</p> | |
| <div class="space-y-6"> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-4 mt-1">1</div> | |
| <div> | |
| <h4 class="font-semibold mb-2">Create New Scenario</h4> | |
| <p class="text-gray-700 text-sm">Go to Scenarios → Create a new scenario. Name it something descriptive like "Jack's AI Agent VA".</p> | |
| </div> | |
| </div> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-4 mt-1">2</div> | |
| <div> | |
| <h4 class="font-semibold mb-2">Add Telegram Module</h4> | |
| <p class="text-gray-700 text-sm mb-2">Click the plus icon and search for "Telegram Bot: Watch Updates".</p> | |
| </div> | |
| </div> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-4 mt-1">3</div> | |
| <div> | |
| <h4 class="font-semibold mb-2">Create Your Bot with BotFather</h4> | |
| <div class="bg-blue-50 p-4 rounded-lg"> | |
| <ol class="text-sm text-blue-800 space-y-2"> | |
| <li>1. Open Telegram and search for "@BotFather"</li> | |
| <li>2. Start a chat with BotFather (type /start)</li> | |
| <li>3. Create a new bot (type /newbot)</li> | |
| <li>4. Give your bot a name and username (must end in "bot")</li> | |
| <li>5. Copy the access token BotFather provides</li> | |
| </ol> | |
| </div> | |
| </div> | |
| </div> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-4 mt-1">4</div> | |
| <div> | |
| <h4 class="font-semibold mb-2">Connect Bot to Make.com</h4> | |
| <p class="text-gray-700 text-sm">In the Telegram module, click "Add" to create a new connection, paste your token, and save.</p> | |
| </div> | |
| </div> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-4 mt-1">5</div> | |
| <div> | |
| <h4 class="font-semibold mb-2">Test the Connection</h4> | |
| <p class="text-gray-700 text-sm">Send a message to your bot, then run the Telegram module once in Make.com to verify it receives the message.</p> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| <!-- Webhook Setup --> | |
| <div class="bg-white rounded-lg shadow-lg p-8 mb-8"> | |
| <h3 class="text-2xl font-semibold mb-6 text-gray-800"> | |
| <i class="fas fa-link mr-3 text-green-600"></i> | |
| Setting Up a Webhook Trigger (Tally Forms) | |
| </h3> | |
| <div class="space-y-6"> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-4 mt-1">1</div> | |
| <div> | |
| <h4 class="font-semibold mb-2">Create New Scenario</h4> | |
| <p class="text-gray-700 text-sm">Start with a fresh scenario in Make.com for handling form submissions.</p> | |
| </div> | |
| </div> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-4 mt-1">2</div> | |
| <div> | |
| <h4 class="font-semibold mb-2">Add Tally Module</h4> | |
| <p class="text-gray-700 text-sm">Search for "Tally" and select "Watch for new responses". Connect your Tally account.</p> | |
| </div> | |
| </div> | |
| <div class="flex items-start"> | |
| <div class="step-number mr-4 mt-1">3</div> | |
| <div> | |
| <h4 class="font-semibold mb-2">Understand Incoming Data</h4> | |
| <div class="bg-green-50 p-4 rounded-lg"> | |
| <p class="text-green-800 text-sm mb-2">Typical form data might include:</p> | |
| <ul class="text-green-800 text-sm space-y-1"> | |
| <li>• Customer name</li> | |
| <li>• Email address</li> | |
| <li>• Question or inquiry</li> | |
| <li>• Any custom fields you've added</li> | |
| </ul> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| <!-- Run Agent Module --> | |
| <div class="bg-gradient-to-r from-blue-600 to-purple-600 text-white rounded-lg p-8"> | |
| <h3 class="text-2xl font-semibold mb-6">Adding the "Run an Agent" Module</h3> | |
| <p class="text-blue-100 mb-6">After setting up your trigger, add the bridge that connects your trigger's input to your AI agent.</p> | |
| <div class="space-y-4"> | |
| <div class="flex items-start text-blue-100"> | |
| <i class="fas fa-robot text-xl mr-4 mt-1"></i> | |
| <div> | |
| <h4 class="font-semibold text-white mb-2">Select Your Agent</h4> | |
| <p class="text-sm">Choose the AI agent you created earlier from the dropdown menu.</p> | |
| </div> | |
| </div> | |
| <div class="flex items-start text-blue-100"> | |
| <i class="fas fa-comments text-xl mr-4 mt-1"></i> | |
| <div> | |
| <h4 class="font-semibold text-white mb-2">Connect the Message Field</h4> | |
| <p class="text-sm">Map the incoming data from your trigger to the agent's "Message" input field. This is critical!</p> | |
| </div> | |
| </div> | |
| <div class="flex items-start text-blue-100"> | |
| <i class="fas fa-memory text-xl mr-4 mt-1"></i> | |
| <div> | |
| <h4 class="font-semibold text-white mb-2">Thread ID for Memory</h4> | |
| <p class="text-sm">Map the unique chat ID to maintain conversational memory across interactions.</p> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </section> | |
| <!-- Advanced Features --> | |
| <section id="advanced-features" class="py-16 bg-white"> | |
| <div class="container mx-auto px-6"> | |
| <div class="max-w-4xl mx-auto"> | |
| <h2 class="text-4xl font-bold text-center mb-12 text-gray-800"> | |
| <i class="fas fa-cogs mr-4 text-blue-600"></i> | |
| Advanced Features & Configuration | |
| </h2> | |
| <div class="grid md:grid-cols-2 gap-8 mb-8"> | |
| <!-- Agent-Level vs Scenario-Specific Tools --> | |
| <div class="bg-white rounded-lg shadow-lg p-6"> | |
| <h3 class="text-xl font-semibold mb-4 text-gray-800"> | |
| <i class="fas fa-layer-group mr-2 text-blue-600"></i> | |
| Tool Assignment Types | |
| </h3> | |
| <div class="space-y-4"> | |
| <div class="border-l-4 border-blue-500 pl-4"> | |
| <h4 class="font-semibold text-blue-800">Agent-Level Tools (Global)</h4> | |
| <p class="text-blue-700 text-sm">Tools assigned directly to the agent, available in all scenarios where the agent is used.</p> | |
| <p class="text-xs text-blue-600 mt-1">Best for: FAQ access, general internet search, universal capabilities</p> | |
| </div> | |
| <div class="border-l-4 border-green-500 pl-4"> | |
| <h4 class="font-semibold text-green-800">Scenario-Specific Tools</h4> | |
| <p class="text-green-700 text-sm">Tools added directly within specific scenarios, only available in that context.</p> | |
| <p class="text-xs text-green-600 mt-1">Best for: Platform-specific actions (email vs WhatsApp vs Slack)</p> | |
| </div> | |
| </div> | |
| </div> | |
| <!-- Memory Management --> | |
| <div class="bg-white rounded-lg shadow-lg p-6"> | |
| <h3 class="text-xl font-semibold mb-4 text-gray-800"> | |
| <i class="fas fa-memory mr-2 text-purple-600"></i> | |
| Memory & Context | |
| </h3> | |
| <div class="space-y-4"> | |
| <div class="bg-purple-50 p-3 rounded"> | |
| <h4 class="font-semibold text-purple-800">Thread ID</h4> | |
| <p class="text-purple-700 text-sm">Maintains conversation history using unique identifiers (chat ID, user ID, etc.)</p> | |
| </div> | |
| <div class="bg-indigo-50 p-3 rounded"> | |
| <h4 class="font-semibold text-indigo-800">Context Instructions</h4> | |
| <p class="text-indigo-700 text-sm">Additional scenario-specific instructions that modify agent behavior</p> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| <!-- Agent Configuration Settings --> | |
| <div class="bg-white rounded-lg shadow-lg p-8 mb-8"> | |
| <h3 class="text-2xl font-semibold mb-6 text-gray-800">Agent Configuration Settings</h3> | |
| <div class="grid md:grid-cols-3 gap-6"> | |
| <div class="border rounded-lg p-4"> | |
| <h4 class="font-semibold text-orange-700 mb-2"> | |
| <i class="fas fa-expand-arrows-alt mr-2"></i> | |
| Max Output Tokens | |
| </h4> | |
| <p class="text-gray-700 text-sm mb-2">Controls the maximum length of agent responses.</p> | |
| <div class="text-xs text-gray-600"> | |
| <strong>Default:</strong> 1000 tokens<br> | |
| <strong>Recommendation:</strong> Adjust based on use case | |
| </div> | |
| </div> | |
| <div class="border rounded-lg p-4"> | |
| <h4 class="font-semibold text-red-700 mb-2"> | |
| <i class="fas fa-sync-alt mr-2"></i> | |
| Recursion Limit | |
| </h4> | |
| <p class="text-gray-700 text-sm mb-2">Prevents infinite loops in agent reasoning.</p> | |
| <div class="text-xs text-gray-600"> | |
| <strong>Default:</strong> 10 iterations<br> | |
| <strong>Use:</strong> Safety mechanism | |
| </div> | |
| </div> | |
| <div class="border rounded-lg p-4"> | |
| <h4 class="font-semibold text-blue-700 mb-2"> | |
| <i class="fas fa-history mr-2"></i> | |
| Memory Depth | |
| </h4> | |
| <p class="text-gray-700 text-sm mb-2">How many past interactions to consider.</p> | |
| <div class="text-xs text-gray-600"> | |
| <strong>Default:</strong> Recent history<br> | |
| <strong>Impact:</strong> Context awareness | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| <!-- Testing and Debugging --> | |
| <div class="bg-gradient-to-r from-gray-50 to-blue-50 rounded-lg p-8"> | |
| <h3 class="text-2xl font-semibold mb-6 text-gray-800">Testing and Debugging Best Practices</h3> | |
| <div class="grid md:grid-cols-2 gap-6"> | |
| <div> | |
| <h4 class="font-semibold mb-4 text-gray-800"> | |
| <i class="fas fa-vial mr-2 text-green-600"></i> | |
| Testing Strategies | |
| </h4> | |
| <ul class="space-y-2 text-gray-700 text-sm"> | |
| <li class="flex items-start"> | |
| <i class="fas fa-check text-green-500 mr-2 mt-1 text-xs"></i> | |
| Test with both direct and indirect prompts | |
| </li> | |
| <li class="flex items-start"> | |
| <i class="fas fa-check text-green-500 mr-2 mt-1 text-xs"></i> | |
| Verify tool selection accuracy | |
| </li> | |
| <li class="flex items-start"> | |
| <i class="fas fa-check text-green-500 mr-2 mt-1 text-xs"></i> | |
| Check edge cases and error handling | |
| </li> | |
| <li class="flex items-start"> | |
| <i class="fas fa-check text-green-500 mr-2 mt-1 text-xs"></i> | |
| Test memory retention across conversations | |
| </li> | |
| </ul> | |
| </div> | |
| <div> | |
| <h4 class="font-semibold mb-4 text-gray-800"> | |
| <i class="fas fa-bug mr-2 text-red-600"></i> | |
| Debugging Tips | |
| </h4> | |
| <ul class="space-y-2 text-gray-700 text-sm"> | |
| <li class="flex items-start"> | |
| <i class="fas fa-eye text-blue-500 mr-2 mt-1 text-xs"></i> | |
| Monitor execution history | |
| </li> | |
| <li class="flex items-start"> | |
| <i class="fas fa-eye text-blue-500 mr-2 mt-1 text-xs"></i> | |
| Check tool output and input mapping | |
| </li> | |
| <li class="flex items-start"> | |
| <i class="fas fa-eye text-blue-500 mr-2 mt-1 text-xs"></i> | |
| Verify API connections and tokens | |
| </li> | |
| <li class="flex items-start"> | |
| <i class="fas fa-eye text-blue-500 mr-2 mt-1 text-xs"></i> | |
| Review system prompt clarity | |
| </li> | |
| </ul> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </section> | |
| <!-- Case Studies --> | |
| <section id="case-studies" class="py-16 bg-gray-50"> | |
| <div class="container mx-auto px-6"> | |
| <div class="max-w-6xl mx-auto"> | |
| <h2 class="text-4xl font-bold text-center mb-12 text-gray-800"> | |
| <i class="fas fa-chart-line mr-4 text-blue-600"></i> | |
| Real-World Case Studies & Success Stories | |
| </h2> | |
| <div class="grid lg:grid-cols-2 gap-8 mb-12"> | |
| <!-- Direct Mortgage Corp --> | |
| <div class="bg-white rounded-lg shadow-lg p-8 card-hover"> | |
| <div class="flex items-center mb-6"> | |
| <div class="bg-green-100 p-3 rounded-full mr-4"> | |
| <i class="fas fa-home text-2xl text-green-600"></i> | |
| </div> | |
| <div> | |
| <h3 class="text-xl font-semibold text-gray-800">Direct Mortgage Corp</h3> | |
| <p class="text-gray-600 text-sm">Automated Loan Processing</p> | |
| </div> | |
| </div> | |
| <div class="mb-6"> | |
| <h4 class="font-semibold text-gray-800 mb-3">Challenge</h4> | |
| <p class="text-gray-700 text-sm">Manual loan document classification and extraction was time-consuming and error-prone, creating bottlenecks in the approval process.</p> | |
| </div> | |
| <div class="mb-6"> | |
| <h4 class="font-semibold text-gray-800 mb-3">Solution</h4> | |
| <p class="text-gray-700 text-sm">Implemented AI agents to automatically classify and extract data from loan documents, streamlining the entire approval workflow.</p> | |
| </div> | |
| <div class="grid grid-cols-2 gap-4 mb-4"> | |
| <div class="bg-green-50 p-3 rounded-lg text-center"> | |
| <div class="text-2xl font-bold text-green-600">80%</div> | |
| <div class="text-xs text-green-700">Cost Reduction</div> | |
| </div> | |
| <div class="bg-blue-50 p-3 rounded-lg text-center"> | |
| <div class="text-2xl font-bold text-blue-600">20x</div> | |
| <div class="text-xs text-blue-700">Faster Processing</div> | |
| </div> | |
| </div> | |
| </div> | |
| <!-- H&M Virtual Assistant --> | |
| <div class="bg-white rounded-lg shadow-lg p-8 card-hover"> | |
| <div class="flex items-center mb-6"> | |
| <div class="bg-purple-100 p-3 rounded-full mr-4"> | |
| <i class="fas fa-shopping-bag text-2xl text-purple-600"></i> | |
| </div> | |
| <div> | |
| <h3 class="text-xl font-semibold text-gray-800">H&M</h3> | |
| <p class="text-gray-600 text-sm">Virtual Shopping Assistant</p> | |
| </div> | |
| </div> | |
| <div class="mb-6"> | |
| <h4 class="font-semibold text-gray-800 mb-3">Challenge</h4> | |
| <p class="text-gray-700 text-sm">High volume of customer inquiries overwhelming support team and affecting conversion rates.</p> | |
| </div> | |
| <div class="mb-6"> | |
| <h4 class="font-semibold text-gray-800 mb-3">Solution</h4> | |
| <p class="text-gray-700 text-sm">AI agent provides personalized product recommendations, handles FAQs, and guides customers through the purchase journey.</p> | |
| </div> | |
| <div class="grid grid-cols-2 gap-4 mb-4"> | |
| <div class="bg-purple-50 p-3 rounded-lg text-center"> | |
| <div class="text-2xl font-bold text-purple-600">70%</div> | |
| <div class="text-xs text-purple-700">Queries Resolved</div> | |
| </div> | |
| <div class="bg-orange-50 p-3 rounded-lg text-center"> | |
| <div class="text-2xl font-bold text-orange-600">25%</div> | |
| <div class="text-xs text-orange-700">Conversion Increase</div> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| <!-- Additional Case Studies --> | |
| <div class="grid md:grid-cols-3 gap-6"> | |
| <div class="bg-white rounded-lg shadow-lg p-6 card-hover"> | |
| <i class="fas fa-shield-alt text-3xl text-blue-600 mb-4"></i> | |
| <h3 class="font-semibold text-gray-800 mb-2">Insurance Underwriting</h3> | |
| <p class="text-gray-700 text-sm mb-4">AI-powered risk analysis and automated policy decisions with minimal human intervention.</p> | |
| <div class="text-xs text-gray-600"> | |
| <strong>Impact:</strong> Faster policy issuance, improved accuracy | |
| </div> | |
| </div> | |
| <div class="bg-white rounded-lg shadow-lg p-6 card-hover"> | |
| <i class="fas fa-users text-3xl text-green-600 mb-4"></i> | |
| <h3 class="font-semibold text-gray-800 mb-2">HR Automation</h3> | |
| <p class="text-gray-700 text-sm mb-4">Streamlined leave requests, talent acquisition processes, and employee onboarding workflows.</p> | |
| <div class="text-xs text-gray-600"> | |
| <strong>Impact:</strong> Reduced administrative burden, improved employee experience | |
| </div> | |
| </div> | |
| <div class="bg-white rounded-lg shadow-lg p-6 card-hover"> | |
| <i class="fas fa-calculator text-3xl text-purple-600 mb-4"></i> | |
| <h3 class="font-semibold text-gray-800 mb-2">Finance Workflows</h3> | |
| <p class="text-gray-700 text-sm mb-4">Automated journal entries, variance explanations, and financial reporting using real-time data.</p> | |
| <div class="text-xs text-gray-600"> | |
| <strong>Impact:</strong> Improved accuracy, faster month-end processes | |
| </div> | |
| </div> | |
| </div> | |
| <!-- Implementation Examples --> | |
| <div class="bg-white rounded-lg shadow-lg p-8 mt-12"> | |
| <h3 class="text-2xl font-semibold mb-6 text-gray-800">Implementation Examples You Can Build</h3> | |
| <div class="grid md:grid-cols-2 gap-8"> | |
| <div> | |
| <h4 class="font-semibold text-blue-800 mb-4"> | |
| <i class="fas fa-warehouse mr-2"></i> | |
| Inventory Management Agent | |
| </h4> | |
| <div class="space-y-3 text-sm"> | |
| <div class="flex items-start"> | |
| <i class="fas fa-arrow-right text-blue-500 mr-2 mt-1 text-xs"></i> | |
| <div> | |
| <strong>Trigger:</strong> Slack message or form submission | |
| </div> | |
| </div> | |
| <div class="flex items-start"> | |
| <i class="fas fa-arrow-right text-blue-500 mr-2 mt-1 text-xs"></i> | |
| <div> | |
| <strong>Tools:</strong> Check stock levels (Google Sheets), Place orders (Email/API), Generate reports | |
| </div> | |
| </div> | |
| <div class="flex items-start"> | |
| <i class="fas fa-arrow-right text-blue-500 mr-2 mt-1 text-xs"></i> | |
| <div> | |
| <strong>Output:</strong> Stock status updates, automated reorders | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| <div> | |
| <h4 class="font-semibold text-green-800 mb-4"> | |
| <i class="fas fa-headset mr-2"></i> | |
| Customer Service Agent | |
| </h4> | |
| <div class="space-y-3 text-sm"> | |
| <div class="flex items-start"> | |
| <i class="fas fa-arrow-right text-green-500 mr-2 mt-1 text-xs"></i> | |
| <div> | |
| <strong>Trigger:</strong> WhatsApp, Telegram, or email | |
| </div> | |
| </div> | |
| <div class="flex items-start"> | |
| <i class="fas fa-arrow-right text-green-500 mr-2 mt-1 text-xs"></i> | |
| <div> | |
| <strong>Tools:</strong> FAQ retrieval, Order lookup, Escalation to human | |
| </div> | |
| </div> | |
| <div class="flex items-start"> | |
| <i class="fas fa-arrow-right text-green-500 mr-2 mt-1 text-xs"></i> | |
| <div> | |
| <strong>Output:</strong> Instant responses, ticket creation | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| </section> | |
| <!-- Best Practices --> | |
| <section id="best-practices" class="py-16 bg-white"> | |
| <div class="container mx-auto px-6"> | |
| <div class="max-w-4xl mx-auto"> | |
| <h2 class="text-4xl font-bold text-center mb-12 text-gray-800"> | |
| <i class="fas fa-lightbulb mr-4 text-yellow-500"></i> | |
| Best Practices & Expert Tips | |
| </h2> | |
| <!-- System Prompt Best Practices --> | |
| <div class="bg-white rounded-lg shadow-lg p-8 mb-8"> | |
| <h3 class="text-2xl font-semibold mb-6 text-gray-800">System Prompt Engineering</h3> | |
| <div class="grid md:grid-cols-2 gap-6"> | |
| <div> | |
| <h4 class="font-semibold text-green-700 mb-4"> | |
| <i class="fas fa-check-circle mr-2"></i> | |
| DO: Best Practices | |
| </h4> | |
| <ul class="space-y-2 text-sm text-gray-700"> | |
| <li class="flex items-start"> | |
| <i class="fas fa-check text-green-500 mr-2 mt-1 text-xs"></i> | |
| Be specific about the agent's role and identity | |
| </li> | |
| <li class="flex items-start"> | |
| <i class="fas fa-check text-green-500 mr-2 mt-1 text-xs"></i> | |
| Define clear objectives and expected outcomes | |
| </li> | |
| <li class="flex items-start"> | |
| <i class="fas fa-check text-green-500 mr-2 mt-1 text-xs"></i> | |
| Specify tone, style, and communication preferences | |
| </li> | |
| <li class="flex items-start"> | |
| <i class="fas fa-check text-green-500 mr-2 mt-1 text-xs"></i> | |
| Include examples of desired behavior | |
| </li> | |
| <li class="flex items-start"> | |
| <i class="fas fa-check text-green-500 mr-2 mt-1 text-xs"></i> | |
| Set boundaries and limitations clearly | |
| </li> | |
| </ul> | |
| </div> | |
| <div> | |
| <h4 class="font-semibold text-red-700 mb-4"> | |
| <i class="fas fa-times-circle mr-2"></i> | |
| DON'T: Common Mistakes | |
| </h4> | |
| <ul class="space-y-2 text-sm text-gray-700"> | |
| <li class="flex items-start"> | |
| <i class="fas fa-times text-red-500 mr-2 mt-1 text-xs"></i> | |
| Use vague or generic descriptions | |
| </li> | |
| <li class="flex items-start"> | |
| <i class="fas fa-times text-red-500 mr-2 mt-1 text-xs"></i> | |
| Make prompts too long or complex | |
| </li> | |
| <li class="flex items-start"> | |
| <i class="fas fa-times text-red-500 mr-2 mt-1 text-xs"></i> | |
| Forget to mention tool usage guidelines | |
| </li> | |
| <li class="flex items-start"> | |
| <i class="fas fa-times text-red-500 mr-2 mt-1 text-xs"></i> | |
| Assume the agent knows your business context | |
| </li> | |
| <li class="flex items-start"> | |
| <i class="fas fa-times text-red-500 mr-2 mt-1 text-xs"></i> | |
| Skip testing with edge cases | |
| </li> | |
| </ul> | |
| </div> | |
| </div> | |
| </div> | |
| <!-- Tool Design Best Practices --> | |
| <div class="bg-white rounded-lg shadow-lg p-8 mb-8"> | |
| <h3 class="text-2xl font-semibold mb-6 text-gray-800">Tool Design Excellence</h3> | |
| <div class="space-y-6"> | |
| <div class="border-l-4 border-blue-500 pl-6"> | |
| <h4 class="font-semibold text-blue-800 mb-2">Clear Naming Convention</h4> | |
| <p class="text-gray-700 text-sm mb-2">Use descriptive names that clearly indicate the tool's purpose.</p> | |
| <div class="bg-blue-50 p-3 rounded text-sm"> | |
| <strong>Good:</strong> "Search Customer Database", "Send Welcome Email"<br> | |
| <strong>Bad:</strong> "Tool1", "Helper", "Database Thing" | |
| </div> | |
| </div> | |
| <div class="border-l-4 border-green-500 pl-6"> | |
| <h4 class="font-semibold text-green-800 mb-2">Comprehensive Descriptions</h4> | |
| <p class="text-gray-700 text-sm mb-2">Provide detailed tool descriptions that help the agent understand when and how to use each tool.</p> | |
| <div class="bg-green-50 p-3 rounded text-sm"> | |
| <strong>Example:</strong> "This tool searches the customer database for order history, contact information, and support tickets. Use it when customers ask about their orders or account details." | |
| </div> | |
| </div> | |
| <div class="border-l-4 border-purple-500 pl-6"> | |
| <h4 class="font-semibold text-purple-800 mb-2">Proper Input/Output Structure</h4> | |
| <p class="text-gray-700 text-sm mb-2">Define clear inputs and outputs with appropriate data types and descriptions.</p> | |
| <div class="bg-purple-50 p-3 rounded text-sm"> | |
| <strong>Input:</strong> customer_id (string) - "The unique customer identifier"<br> | |
| <strong>Output:</strong> customer_data (object) - "Complete customer information including orders and preferences" | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| <!-- Performance Optimization --> | |
| <div class="bg-gradient-to-r from-gray-50 to-blue-50 rounded-lg p-8 mb-8"> | |
| <h3 class="text-2xl font-semibold mb-6 text-gray-800">Performance & Scaling Tips</h3> | |
| <div class="grid md:grid-cols-2 gap-6"> | |
| <div> | |
| <h4 class="font-semibold text-blue-800 mb-4"> | |
| <i class="fas fa-tachometer-alt mr-2"></i> | |
| Speed Optimization | |
| </h4> | |
| <ul class="space-y-2 text-sm text-gray-700"> | |
| <li>• Use faster AI models for simple tasks</li> | |
| <li>• Cache frequently accessed data</li> | |
| <li>• Minimize tool chaining when possible</li> | |
| <li>• Set appropriate timeout values</li> | |
| </ul> | |
| </div> | |
| <div> | |
| <h4 class="font-semibold text-green-800 mb-4"> | |
| <i class="fas fa-dollar-sign mr-2"></i> | |
| Cost Management | |
| </h4> | |
| <ul class="space-y-2 text-sm text-gray-700"> | |
| <li>• Monitor token usage regularly</li> | |
| <li>• Use cheaper models for simple responses</li> | |
| <li>• Implement proper error handling</li> | |
| <li>• Set reasonable output limits</li> | |
| </ul> | |
| </div> | |
| </div> | |
| </div> | |
| <!-- Security & Privacy --> | |
| <div class="bg-red-50 border-l-4 border-red-500 p-8 mb-8"> | |
| <h3 class="text-2xl font-semibold mb-6 text-red-800">Security & Privacy Considerations</h3> | |
| <div class="space-y-4"> | |
| <div class="flex items-start"> | |
| <i class="fas fa-shield-alt text-red-600 text-xl mr-4 mt-1"></i> | |
| <div> | |
| <h4 class="font-semibold text-red-800 mb-2">Data Protection</h4> | |
| <p class="text-red-700 text-sm">Never include sensitive information in system prompts. Use secure connections and implement proper access controls.</p> | |
| </div> | |
| </div> | |
| <div class="flex items-start"> | |
| <i class="fas fa-key text-red-600 text-xl mr-4 mt-1"></i> | |
| <div> | |
| <h4 class="font-semibold text-red-800 mb-2">API Key Management</h4> | |
| <p class="text-red-700 text-sm">Store API keys securely, rotate them regularly, and use environment-specific keys for different stages.</p> | |
| </div> | |
| </div> | |
| <div class="flex items-start"> | |
| <i class="fas fa-user-shield text-red-600 text-xl mr-4 mt-1"></i> | |
| <div> | |
| <h4 class="font-semibold text-red-800 mb-2">User Privacy</h4> | |
| <p class="text-red-700 text-sm">Implement data retention policies, obtain proper consent, and ensure compliance with privacy regulations.</p> | |
| </div> | |
| </div> | |
| </div> | |
| </div> | |
| <!-- Troubleshooting Guide --> | |
| <div class="bg-white rounded-lg shadow-lg p-8"> | |
| <h3 class="text-2xl font-semibold mb-6 text-gray-800">Common Issues & Solutions</h3> | |
| <div class="space-y-6"> | |
| <div class="bg-yellow-50 border-l-4 border-yellow-500 p-4"> | |
| <h4 class="font-semibold text-yellow-800 mb-2">Agent Not Responding</h4> | |
| <ul class="text-yellow-700 text-sm space-y-1"> | |
| <li>• Check API key validity and balance</li> | |
| <li>• Verify scenario is activated and set to "On demand"</li> | |
| <li>• Review trigger configuration and test manually</li> | |
| </ul> | |
| </div> | |
| <div class="bg-orange-50 border-l-4 border-orange-500 p-4"> | |
| <h4 class="font-semibold text-orange-800 mb-2">Wrong Tool Selection</h4> | |
| <ul class="text-orange-700 text-sm space-y-1"> | |
| <li>• Improve tool descriptions and names</li> | |
| <li>• Add examples in system prompt</li> | |
| <li>• Test with more specific user inputs</li> | |
| </ul> | |
| </div> | |
| <div class="bg-red-50 border-l-4 border-red-500 p-4"> | |
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