How to generate custom MCP views for different agents (e.g. sales, support)?

 

Step 1: Understand MCP Components and Their Importance

 

• System Instructions: Define the role and specialization of the LLM. For instance, “You are a sales assistant.”

• User Profile: Details such as name, preferences, and objectives that help personalize interactions.

• Document Context: Reference materials and documents that establish current knowledge.

• Active Tasks / Goals: Outline ongoing tasks to ensure alignment with objectives.

• Tool Access: Specifies the tools and APIs the model can utilize, which can enhance its capabilities.

• Rules / Constraints: Guardrails to control model behavior, like avoiding off-topic discussions.

 

Step 2: Define the Context Requirements for Each Agent

 

• Sales Agent: Sales quotas, pipeline details, customer preferences, product info.

• Support Agent: Common issues, troubleshooting guides, SLAs, escalation protocols.

By identifying the distinct needs of sales and support agents, MCP views can be tailored specifically for each role.

 

Step 3: Create System Instructions

 

Craft role-specific instructions for agents to guide their tasks:

// For a Sales Agent
“You are a sales assistant tasked with increasing lead conversion rates by providing helpful information about our products.”

// For a Support Agent
“You are a support agent focused on resolving client issues efficiently and improving customer satisfaction.”

 

Step 4: Develop User Profiles

 

Gather essential user data that influences agent interactions:

// Sales Agent Profile
{
  "name": "John Doe",
  "role": "Sales",
  "preferences": ["email follow-ups", "scheduled calls"],
  "goals": ["Increase Q4 sales by 10%"]
}

// Support Agent Profile
{
  "name": "Jane Smith",
  "role": "Support",
  "preferences": ["live chat", "troubleshooting documentation"],
  "goals": ["Reduce response time by 20%"]
}

 

Step 5: Construct Document Context

 

Incorporate relevant documents that support each agent's task:

// Sales Documents
["Product Catalog Q4", "Price List", "Customer Reviews"]

// Support Documents
["Troubleshooting Guide", "FAQ", "Product Manuals"]

 

Step 6: Define Active Tasks and Goals

 

Integrate actionable tasks to keep the conversation focused:

// Sales Tasks
["Follow up with leads", "Organize product demos"]

// Support Tasks
["Resolve ticket #12345", "Update knowledge base"]

 

Step 7: Specify Tool Access for Each Agent

 

List the tools accessible to each agent, like databases or APIs:

// Tools for Sales Agent
["CRM system", "Email marketing platform"]

// Tools for Support Agent
["Ticket management system", "Remote desktop tool"]

 

Step 8: Set Rules and Constraints

 

Establish guardrails to ensure correct agent behavior:

// Sales Constraints
["Avoid discussing discounts without manager approval"]

// Support Constraints
["Never suggest medical solutions"]

 

Step 9: Develop and Test MCP Views

 

Once the context is structured, implement MCP views and test for consistency and effectiveness in simulated interactions. Ensure that each agent behaves predictably and as intended within their delineated roles.

 

By following these steps, you can generate customized MCP views tailored to the unique needs and contexts of different agents such as sales and support, enhancing their efficiency and performance.