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This guide covers best practices for prompting the Simplex agent.

Use longer, combined prompts

You don’t have to break your workflow into many short prompts like fill in username and password and now go to authorizations & referrals. It’s often better to combine these into one longer prompt and let the agent handle the flow:
Login to the portal and create a new authorization request.

Include non-obvious information

If there’s something unintuitive about the workflow, include it in your prompt. For example: “you have to fill provider NPI before adding contact information”.

You don’t need to reference variables

The agent is trained to find the correct variable automatically. You don’t have to explicitly mention variable names in your prompts. The agent will also automatically find and dismiss popups in try-catches.

Adding missing test data inline

If there’s information needed that isn’t in your test data, you can add it directly in the chat. For example: fill the name, for now use Alice Bob. The agent will automatically add this to the test data and pull from there.