Usage Tips

Agentiiv Platform - Tips for Working with Agents

Master the Art of AI Collaboration

🎯 Choosing the Right Agent

• Gary is your workflow orchestrator—use him when you're not sure which agent to choose

• He can break down complex projects into manageable steps

• Ask Gary: "I need to [describe your goal]. Which agents should I use and in what order?"

• Simple tasks: Use Avii for general questions, basic analysis, or quick edits

• Specialized work: Go directly to domain experts (Reid for competitive analysis, Casey for presentations)

• Multi-step projects: Start with Gary, then chain specialized agents

• If you're new or unsure about the platform, Haleigh can create a personalized agent recommendation

• She'll interview you about your role and create a custom PowerPoint with your top 10 agents

• Perfect for onboarding new team members

💬 Crafting Effective Prompts

❌ "Help me with marketing"
✅ "Create a 3-month social media content calendar for a B2B SaaS company targeting HR professionals"

• Share your industry, company size, target audience

• Mention any constraints (budget, timeline, brand guidelines)

• Include relevant background information in your first message

1. Background: "I'm a marketing manager at a fintech startup..."

2. Specific Request: "I need to create a competitive analysis comparing..."

3. Desired Outcome: "The goal is to present to our board next week..."

• "Create a table comparing..."

• "Write this as a formal business letter..."

• "Format this as bullet points for a presentation..."

• "Give me this in a step-by-step checklist..."

🔗 Multi-Agent Workflows

1. Research Phase: Use Reid (Competitive Analyst) to gather market intelligence

2. Strategy Phase: Use Mason (Messaging Strategist) to develop positioning

3. Creation Phase: Use Lexi (Copywriter) to create content

4. Design Phase: Use Casey (PowerPoint Creator) to build presentation

• Click "Add Agents" to build your team for the conversation

• Use "@" to switch between agents while maintaining context

• Each agent can see the full conversation history

• Build on previous agents' work rather than starting fresh

1. @Gary: "I need to launch a new product. What's the best agent sequence?"
2. @Eric: "Analyze our company's readiness for this product launch"
3. @Reid: "Research our top 3 competitors' recent product launches"
4. @Mason: "Develop messaging strategy based on this competitive analysis"
5. @Casey: "Create a presentation deck for the executive team"

📁 File Management & Context

• Projects: Upload once, reference in multiple conversations

• Data files: Provide spreadsheets or reports for analysis

• Examples: Show agents what "good" looks like with sample work or templates

• Templates: Share existing formats you want agents to follow

• Documents: Word, PDF for text-based content

• Data: Excel, CSV for analysis and reporting

• Visuals: PNG, JPG for reference images

• Presentations: PowerPoint for template sharing

• Name files descriptively ("Q3_Sales_Data.xlsx" not "data.xlsx")

• Keep files under 10MB when possible

• Ensure files aren't password-protected

• Upload relevant files at the start of conversations

🎨 Getting Better Creative Output

• Share mood boards, color palettes, or style references

• Describe your brand personality in detail

• Provide examples of work you admire (and why)

• Be specific about dimensions, formats, and technical requirements

• Share your brand voice guidelines

• Provide examples of your preferred writing style

• Specify your target audience demographics

• Mention any words or phrases to avoid

• Don't expect perfection on the first try

• Ask for specific revisions: "Make this more conversational" or "Add more data points"

• Build on what works: "I love the first paragraph, but can you make the rest match that tone?"

📊 Working with Analytical Agents

• Provide clear research questions upfront

• Specify the depth of analysis needed

• Mention your intended use for the research

• Ask for sources and citations when needed

• Upload clean, well-formatted data files

• Explain what insights you're looking for

• Specify your preferred visualization types

• Mention your audience's technical level

• Ask "So what?" questions: "What does this data mean for our strategy?"

• Request specific recommendations: "Based on this analysis, what should we do next?"

• Seek prioritization: "Which of these insights should we act on first?"

⚡ Productivity Hacks

• Ask agents to create reusable templates for common tasks

• Build a library of proven prompts that work well

• Create standard briefing formats for different types of projects

• Group similar requests in one conversation

• Use agents for multiple related outputs (email series, social posts, etc.)

• Leverage conversation context for efficiency

• Trust the built-in critic system—agents self-improve before delivering

• If output isn't quite right, ask the agent to "review and improve" rather than starting over

• Agents can critique their own work when prompted

🚫 Common Mistakes to Avoid

• ❌ Ask for everything at once without context

• ❌ Switch topics mid-conversation without explanation

• ❌ Expect agents to read your mind about preferences

• ❌ Use the wrong agent for specialized tasks

• ❌ Forget to provide necessary background information

• ✅ Break complex requests into clear steps

• ✅ Start new conversations for unrelated topics

• ✅ Be explicit about your preferences and constraints

• ✅ Match agents to their areas of expertise

• ✅ Front-load context and background information

🔄 Iteration & Refinement

1. Initial Request: Be as specific as possible

2. Review Output: Identify what works and what doesn't

3. Specific Feedback: "The tone is perfect, but I need more data points"

4. Refinement: Let the agent improve based on your feedback

5. Final Polish: Ask for any last adjustments

• "This is great, but can you make it more [specific adjective]?"

• "I love the structure, but the content needs to be more [specific requirement]"

• "The first section is perfect—can you match that quality in the rest?"

• "This is close, but my audience needs [specific adjustment]"

🎓 Advanced Techniques

• "Act as if you're presenting to skeptical board members..."

• "Write this as if you're explaining to someone who's never heard of our industry..."

• "Approach this like a consultant would for a Fortune 500 company..."

• "Create this with exactly 5 bullet points"

• "Write this in under 200 words"

• "Design this for a 10-minute presentation"

• "Make this suitable for a C-level audience"

• "Now write this from the customer's perspective"

• "How would our biggest competitor approach this?"

• "What would a skeptic say about this proposal?"

📈 Measuring Success

• Keep notes on which prompts generate the best results

• Save successful conversation threads as templates

• Document which agent combinations work well together

• Note which file formats and context types are most effective

• Regularly review your agent usage patterns

• Experiment with new agents and approaches

• Ask agents for suggestions on how to improve your requests

• Share successful techniques with your team

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