Personalized Precision with Agent Cal Custom Instructions

We are thrilled to announce the latest evolution in our AI capabilities: Custom Instructions for Agent Cal. This update is designed to bridge the gap between standard data schemas and the unique “internal language” of your marketing organization.

Summary

You can now provide Agent Cal with specific business rules and organizational context through a new Custom Instructions setting, ensuring AI-generated insights and segments align perfectly with your team’s unique terminology and logic.

What’s New & Why It Matters

  • Tailored Business Logic: Located under Ask Cal Settings, you can now input specific instructions for both Insights and the Segment Builder.
    • Why it matters: Every B2B organization has its own definitions for marketing terms. Now, you can train Agent Cal on these internal rules so he speaks your language, not just ours.
  • Context Beyond the Schema: While data tables tell part of the story, your strategic intent tells the rest. Custom Instructions allow you to provide context that doesn’t exist in a raw data field.
    • Why it matters: This reduces the need for constant prompt engineering. Once Agent Cal knows your rules, he applies them consistently across your requests.
  • The Agent Cal “Trifecta” (Refresher):
    • The Codex: Continue to use the Codex to describe custom tables and complex data structures.
    • Object Manager Enhancements: Don’t forget to use the Manage button on your tables to add “Friendly Names” and descriptions to custom fields.
    • Why it matters: When you combine the Codex, Object Manager descriptions, and the new Custom Instructions, you create a comprehensive knowledge base that makes Agent Cal an expert on your specific instance.

Pro-Tip for Success

Iterate for Excellence: Because Custom Instructions offer high levels of flexibility, we recommend an iterative approach. Test your instructions, review Agent Cal’s output, and refine your wording to ensure the most accurate results for your specific business case.

How to Get Started

  1. Navigate to the Ask Cal Settings menu.
  2. Select Custom Instructions.
  3. Enter your specific business rules for the Insights and Segment Builder sections.
  4. For a deep dive into optimizing your data descriptions, contact your Customer Success Representative to conduct a “Codex Review.”

Happy customizing! We can’t wait to see how you put Agent Cal to work.