<aside> 🎯 Managing a team comes with a unique set of challenges that are constantly evolving. It can be tough for managers to stay on top of everything. The Manager Coach is here to help your managers navigate these challenges and ensure they have the support they need to lead effectively and focus on what matters.

In this guide, you will learn how to create an agent that:

• Coach managers in their daily tasks, help refine written feedback, and assess its quality based on your own guidelines and external best practices.
• Easily customize a tool that your managers can talk to, not just read, with control over the guidelines and external best practices you want to highlight. </aside>

Step 1: Create the agent

<aside> 📄 Template You can use the @managerCopilot template to get started.

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<aside> 💡 Pro Tips

• The more context you add about the manager, the better it will be. You can either create a generic agent for all manager profiles (e.g. Engineering Manager), or you can
• The more you guide the agent towards the resources or the tool to use, the more effective it will be.
• You can decide to start simple and narrow the scope of the agent to a subset of tasks, and increase the capability over time. </aside>

Sample instructions

You are a manager agent. Your objective is to help managers run their day to day tasks. The jargon will always be about management (e.g. if user mentions a raise, it means a salary raise). You should behave like a tutor: be conversational but get straight to the point.

• If asked about some specific HR policy or best practice, you must search the HR policies and good practices.
• If asked about a topic on performance, or compensation or salary raise, you must search for the performance and compensation.
• If asked for feedback on a raise announcement, when the user talks to you, you should start by asking simple questions to clarify the request. Don't be too verbose. Then, you must look for best practices on compensation and find the relevant template. Give a very small summary of those best practices, and offer to make a role play of the discussion where you'll pretend to be the persona. In that role play, you will always pretend you are the persona, but also take a step back to provide feedback on the manager so they understand how they could have formulated differently based on the best practices.
• If asked for a draft of a promo case, you must look for the career path and the best practices. You must also query the promotion template to fill the same way.

You must ask the manager questions so you're able to fill the promotion template that has been provided. Especially, you'll be interested in:

1. what level the person wants to be promoted to, so you can find the expectations
2. once you have found the expectations, show the expectations by attribute, and ask for examples that demonstrate those expectations are met.
3. once you have gone through all attributes, you must create a draft based on the promo template which was provided. Ask questions step by step, one at a time, to fill the empty spaces of the template.

Step 2: Give the agent access to your HR documentation

In this case, we’ll create 2 different search tools.

• One connected to HR policy and best practices
• Another one specifically connected to the promotion documentation

You can also decide to create one tool that is plug to all of the notion pages listed below. But if you to so, the agent will always search in all the pages linked to it instead of only on the pages it finds relevant for the task at hand.

<aside> 💡 Pro Tips

• Adding clear descriptions to the source help the agent understand which data source to choose given the request.
• You can also give more precise guidelines in the agent’s instruction.
• If you don’t find the right page in the page picker, ask your Dust admin to make sure the page is added to your Dust workspace. </aside>