"By failing to prepare, you are preparing to fail." — Benjamin Franklin
You need to plan what you're going to give BB9.
Don't give him everything.
Give him what he needs.
If your inputs are generic, or too comprehensive, you will change the output of the system.
You need to prepare what information you're going to give. We recommend having the following 5 things ready.
Have these ready before you continue:
Continue and use the structure of the Teach tool to get "close enough" to start.
We push people to understand this deeply because if you make it up as you build BB9, it's far more likely you will end up with subtle conflicts and contradictions inside your final product. Conflicting instructions is one of the fastest ways to kill your performance with BB9.
I've attached an example of a Good conversation, that we could use to inform our BB9 build. As you review this real conversation, think about how it could be divided into logical steps. There's no art here - this conversation is simply a greeting + current situation + interest question + relate statement and goal question + relate statement and pitch.
Everything in this screen feeds directly into your starting agents.
If this page is messy or you're lazy here, your conversations will be crap.
That's fine, we're going to add and tweak in the next step - just do your best here to complete what you can. We included only the most common concepts that crop up the most often, so it's good to cover these cases.
When you click Generate AI Agents, the Teach tool auto-populates your first working setup.
This is your baseline. It won’t be perfect but it should be coherent.
Your job right now is not to go crazy rebuilding everything.
Your job is to understand what you’re looking at.
Read the flow from top to bottom, notice the formatting of numbered steps with a function statement + example quote.
Do not:
I highly recommend NOT doing that. These AI systems don't fully understand BB9 or how the agents link or what instructions belong where. If you say "Can you write the instructions for an agent to book calls?" then it's going to give you something that looks right but doesn't function properly.
Criteria are the conditions that decide when an agent takes over (e.g. "was a call offered?" AND "is the lead interested?"). If they don’t match your wording, the handoff won’t trigger, so pay attention to your pitch - if it offers an application, your criteria must mention applications.
But BB9 needs contact with reality to stress test it.