|
| 1 | +--- |
| 2 | +title: Best Practices |
| 3 | +sidebarTitle: Best Practices |
| 4 | +description: Guidelines for building responsive, user-friendly Plane agents that provide a seamless experience. |
| 5 | +--- |
| 6 | + |
| 7 | +< Note>Plane Agents are currently in **Beta **. Please send any feedback to [email protected].</ Note> |
| 8 | + |
| 9 | +## Overview |
| 10 | + |
| 11 | +Building a great agent experience requires thoughtful design around responsiveness, error handling, and user communication. This guide covers best practices to ensure your agent feels native to Plane and provides a seamless experience for users. |
| 12 | + |
| 13 | +## Sending Immediate Thought Activity |
| 14 | + |
| 15 | +When your agent receives a webhook, users are waiting for a response. The most important best practice is to **acknowledge the request immediately**. |
| 16 | + |
| 17 | +### Why Immediate Acknowledgment Matters |
| 18 | + |
| 19 | +- Users see that your agent is active and processing their request |
| 20 | +- Prevents the Agent Run from being marked as `stale` (5-minute timeout) |
| 21 | +- Builds trust that the agent received and understood the request |
| 22 | +- Provides visual feedback during potentially long processing times |
| 23 | + |
| 24 | +### Implementation |
| 25 | + |
| 26 | +Send a `thought` activity within the first few seconds of receiving a webhook: |
| 27 | + |
| 28 | +<Tabs> |
| 29 | +<Tab title="TypeScript"> |
| 30 | + |
| 31 | +```typescript |
| 32 | +async function handleWebhook(webhook: AgentRunActivityWebhook) { |
| 33 | + const agentRunId = webhook.agent_run.id; |
| 34 | + |
| 35 | + // IMMEDIATELY acknowledge receipt |
| 36 | + await planeClient.agentRuns.activities.create(workspaceSlug, agentRunId, { |
| 37 | + type: "thought", |
| 38 | + content: { |
| 39 | + type: "thought", |
| 40 | + body: "Received your request. Analyzing...", |
| 41 | + }, |
| 42 | + }); |
| 43 | + |
| 44 | + // Now proceed with actual processing |
| 45 | + // This can take longer since user knows agent is working |
| 46 | + const result = await processRequest(webhook); |
| 47 | + |
| 48 | + // ... rest of the logic |
| 49 | +} |
| 50 | +``` |
| 51 | + |
| 52 | +</Tab> |
| 53 | +<Tab title="Python"> |
| 54 | + |
| 55 | +```python |
| 56 | +async def handle_webhook(webhook: dict): |
| 57 | + agent_run_id = webhook["agent_run"]["id"] |
| 58 | + |
| 59 | + # IMMEDIATELY acknowledge receipt |
| 60 | + plane_client.agent_runs.activities.create( |
| 61 | + workspace_slug=workspace_slug, |
| 62 | + agent_run_id=agent_run_id, |
| 63 | + type="thought", |
| 64 | + content={ |
| 65 | + "type": "thought", |
| 66 | + "body": "Received your request. Analyzing...", |
| 67 | + }, |
| 68 | + ) |
| 69 | + |
| 70 | + # Now proceed with actual processing |
| 71 | + result = await process_request(webhook) |
| 72 | + |
| 73 | + # ... rest of the logic |
| 74 | +``` |
| 75 | + |
| 76 | +</Tab> |
| 77 | +</Tabs> |
| 78 | + |
| 79 | +### Thought Activity Best Practices |
| 80 | + |
| 81 | +- Keep thoughts concise but informative |
| 82 | +- Update thoughts as you progress through different stages |
| 83 | +- Use thoughts to explain what the agent is doing, not technical details |
| 84 | + |
| 85 | +**Good examples:** |
| 86 | +- "Analyzing your question about project timelines..." |
| 87 | +- "Searching for relevant work items..." |
| 88 | +- "Preparing response with the requested data..." |
| 89 | + |
| 90 | +**Avoid:** |
| 91 | +- "Initializing LLM context with temperature 0.7..." |
| 92 | +- "Executing database query SELECT * FROM..." |
| 93 | +- Generic messages like "Working..." repeated multiple times |
| 94 | + |
| 95 | +## Acknowledging Important Signals |
| 96 | + |
| 97 | +Signals communicate user intent beyond the message content. Your agent **must** handle the `stop` signal appropriately. |
| 98 | + |
| 99 | +### The Stop Signal |
| 100 | + |
| 101 | +When a user wants to stop an agent run, Plane sends a `stop` signal with the activity. Your agent should: |
| 102 | + |
| 103 | +1. **Recognize the signal immediately** |
| 104 | +2. **Stop any ongoing processing** |
| 105 | +3. **Send a confirmation response** |
| 106 | + |
| 107 | +<Tabs> |
| 108 | +<Tab title="TypeScript"> |
| 109 | + |
| 110 | +```typescript |
| 111 | +async function handleWebhook(webhook: AgentRunActivityWebhook) { |
| 112 | + const signal = webhook.agent_run_activity.signal; |
| 113 | + const agentRunId = webhook.agent_run.id; |
| 114 | + |
| 115 | + // ALWAYS check for stop signal first |
| 116 | + if (signal === "stop") { |
| 117 | + // Cancel any ongoing work |
| 118 | + cancelOngoingTasks(agentRunId); |
| 119 | + |
| 120 | + // Acknowledge the stop |
| 121 | + await planeClient.agentRuns.activities.create(workspaceSlug, agentRunId, { |
| 122 | + type: "response", |
| 123 | + content: { |
| 124 | + type: "response", |
| 125 | + body: "Understood. I've stopped processing your previous request.", |
| 126 | + }, |
| 127 | + }); |
| 128 | + |
| 129 | + return; // Exit early |
| 130 | + } |
| 131 | + |
| 132 | + // Continue with normal processing... |
| 133 | +} |
| 134 | +``` |
| 135 | + |
| 136 | +</Tab> |
| 137 | +<Tab title="Python"> |
| 138 | + |
| 139 | +```python |
| 140 | +async def handle_webhook(webhook: dict): |
| 141 | + signal = webhook["agent_run_activity"]["signal"] |
| 142 | + agent_run_id = webhook["agent_run"]["id"] |
| 143 | + |
| 144 | + # ALWAYS check for stop signal first |
| 145 | + if signal == "stop": |
| 146 | + # Cancel any ongoing work |
| 147 | + cancel_ongoing_tasks(agent_run_id) |
| 148 | + |
| 149 | + # Acknowledge the stop |
| 150 | + plane_client.agent_runs.activities.create( |
| 151 | + workspace_slug=workspace_slug, |
| 152 | + agent_run_id=agent_run_id, |
| 153 | + type="response", |
| 154 | + content={ |
| 155 | + "type": "response", |
| 156 | + "body": "Understood. I've stopped processing your previous request.", |
| 157 | + }, |
| 158 | + ) |
| 159 | + |
| 160 | + return # Exit early |
| 161 | + |
| 162 | + # Continue with normal processing... |
| 163 | +``` |
| 164 | + |
| 165 | +</Tab> |
| 166 | +</Tabs> |
| 167 | + |
| 168 | +### Signal Considerations |
| 169 | + |
| 170 | +| Signal | How to Handle | |
| 171 | +|--------|---------------| |
| 172 | +| `continue` | Default behavior, proceed with processing | |
| 173 | +| `stop` | Immediately halt and confirm | |
| 174 | + |
| 175 | +## Progress Communication |
| 176 | + |
| 177 | +For long-running tasks, keep users informed with progress updates. |
| 178 | + |
| 179 | +### Multi-Step Operations |
| 180 | + |
| 181 | +When your agent performs multiple steps, send thought activities for each: |
| 182 | + |
| 183 | +```typescript |
| 184 | +// Step 1: Acknowledge |
| 185 | +await createThought("Understanding your request..."); |
| 186 | + |
| 187 | +// Step 2: First action |
| 188 | +await createAction("searchDocuments", { query: userQuery }); |
| 189 | +const searchResults = await searchDocuments(userQuery); |
| 190 | + |
| 191 | +// Step 3: Processing |
| 192 | +await createThought("Found relevant information. Analyzing..."); |
| 193 | + |
| 194 | +// Step 4: Additional work |
| 195 | +await createAction("generateSummary", { data: searchResults }); |
| 196 | +const summary = await generateSummary(searchResults); |
| 197 | + |
| 198 | +// Step 5: Final response |
| 199 | +await createResponse(`Here's what I found: ${summary}`); |
| 200 | +``` |
| 201 | + |
| 202 | +### Avoiding Information Overload |
| 203 | + |
| 204 | +While progress updates are important, too many can be overwhelming: |
| 205 | + |
| 206 | +- **Don't** send a thought for every internal function call |
| 207 | +- **Do** send thoughts for user-meaningful milestones |
| 208 | +- **Don't** expose technical implementation details |
| 209 | +- **Do** explain what value is being created for the user |
| 210 | + |
| 211 | +## Error Handling |
| 212 | + |
| 213 | +Graceful error handling is crucial for a good user experience. |
| 214 | + |
| 215 | +### Always Catch and Report Errors |
| 216 | + |
| 217 | +```typescript |
| 218 | +async function handleWebhook(webhook: AgentRunActivityWebhook) { |
| 219 | + const agentRunId = webhook.agent_run.id; |
| 220 | + |
| 221 | + try { |
| 222 | + await createThought("Processing your request..."); |
| 223 | + |
| 224 | + // Your logic here... |
| 225 | + const result = await processRequest(webhook); |
| 226 | + |
| 227 | + await createResponse(result); |
| 228 | + |
| 229 | + } catch (error) { |
| 230 | + // ALWAYS inform the user about errors |
| 231 | + await planeClient.agentRuns.activities.create(workspaceSlug, agentRunId, { |
| 232 | + type: "error", |
| 233 | + content: { |
| 234 | + type: "error", |
| 235 | + body: getUserFriendlyErrorMessage(error), |
| 236 | + }, |
| 237 | + }); |
| 238 | + } |
| 239 | +} |
| 240 | + |
| 241 | +function getUserFriendlyErrorMessage(error: Error): string { |
| 242 | + // Map technical errors to user-friendly messages |
| 243 | + if (error.message.includes("rate limit")) { |
| 244 | + return "I'm receiving too many requests right now. Please try again in a few minutes."; |
| 245 | + } |
| 246 | + if (error.message.includes("timeout")) { |
| 247 | + return "The operation took too long. Please try a simpler request or try again later."; |
| 248 | + } |
| 249 | + // Generic fallback |
| 250 | + return "I encountered an unexpected error. Please try again or contact support if the issue persists."; |
| 251 | +} |
| 252 | +``` |
| 253 | + |
| 254 | +### Error Message Guidelines |
| 255 | + |
| 256 | +**Do:** |
| 257 | +- Use clear, non-technical language |
| 258 | +- Suggest next steps when possible |
| 259 | +- Be honest about what went wrong (at a high level) |
| 260 | + |
| 261 | +**Don't:** |
| 262 | +- Expose stack traces or technical details |
| 263 | +- Blame the user for errors |
| 264 | +- Leave users without any feedback |
| 265 | + |
| 266 | +## Handling Conversation Context |
| 267 | + |
| 268 | +For multi-turn conversations, maintain context from previous activities. |
| 269 | + |
| 270 | +### Fetching Previous Activities |
| 271 | + |
| 272 | +```typescript |
| 273 | +// Get all activities for context |
| 274 | +const activities = await planeClient.agentRuns.activities.list( |
| 275 | + workspaceSlug, |
| 276 | + agentRunId |
| 277 | +); |
| 278 | + |
| 279 | +// Build conversation history |
| 280 | +const history = activities.results |
| 281 | + .filter(a => a.type === "prompt" || a.type === "response") |
| 282 | + .map(a => ({ |
| 283 | + role: a.type === "prompt" ? "user" : "assistant", |
| 284 | + content: a.content.body, |
| 285 | + })); |
| 286 | + |
| 287 | +// Use history in your LLM call or logic |
| 288 | +const response = await processWithContext(newPrompt, history); |
| 289 | +``` |
| 290 | + |
| 291 | +### Context Best Practices |
| 292 | + |
| 293 | +- Retrieve relevant history, not every single activity |
| 294 | +- Filter to meaningful exchanges (prompts and responses) |
| 295 | +- Consider summarizing long histories to save tokens/processing |
| 296 | +- Don't assume infinite context availability |
| 297 | + |
| 298 | +## Rate Limiting and Timeouts |
| 299 | + |
| 300 | +Be mindful of Plane's API limits and your own processing time. |
| 301 | + |
| 302 | +### Stale Run Prevention |
| 303 | + |
| 304 | +Agent Runs are marked as `stale` after 5 minutes of inactivity. For long operations: |
| 305 | + |
| 306 | +```typescript |
| 307 | +async function longRunningTask(agentRunId: string) { |
| 308 | + const HEARTBEAT_INTERVAL = 60000; // 1 minute |
| 309 | + |
| 310 | + const heartbeat = setInterval(async () => { |
| 311 | + await createThought("Still working on your request..."); |
| 312 | + }, HEARTBEAT_INTERVAL); |
| 313 | + |
| 314 | + try { |
| 315 | + const result = await performLongOperation(); |
| 316 | + return result; |
| 317 | + } finally { |
| 318 | + clearInterval(heartbeat); |
| 319 | + } |
| 320 | +} |
| 321 | +``` |
| 322 | + |
| 323 | +### Webhook Response Time |
| 324 | + |
| 325 | +- Return HTTP 200 from your webhook handler quickly (within seconds) |
| 326 | +- Process the actual agent logic asynchronously |
| 327 | +- Don't block the webhook response waiting for LLM calls |
| 328 | + |
| 329 | +```typescript |
| 330 | +// Good: Respond immediately, process async |
| 331 | +app.post("/webhook", async (req, res) => { |
| 332 | + res.status(200).json({ received: true }); |
| 333 | + |
| 334 | + // Process in background |
| 335 | + processWebhookAsync(req.body).catch(console.error); |
| 336 | +}); |
| 337 | +``` |
| 338 | + |
| 339 | +## Summary Checklist |
| 340 | + |
| 341 | +<CardGroup cols={2}> |
| 342 | + <Card title="Responsiveness" icon="bolt"> |
| 343 | + - Send thought within seconds of webhook |
| 344 | + - Return webhook response quickly |
| 345 | + - Send heartbeats for long operations |
| 346 | + </Card> |
| 347 | + <Card title="Signal Handling" icon="signal"> |
| 348 | + - Always check for `stop` signal first |
| 349 | + - Handle all signal types appropriately |
| 350 | + - Confirm when stopping |
| 351 | + </Card> |
| 352 | + <Card title="Error Handling" icon="triangle-exclamation"> |
| 353 | + - Wrap processing in try/catch |
| 354 | + - Always send error activity on failure |
| 355 | + - Use friendly error messages |
| 356 | + </Card> |
| 357 | + <Card title="User Experience" icon="user"> |
| 358 | + - Progress updates for long tasks |
| 359 | + - Clear, non-technical communication |
| 360 | + - Maintain conversation context |
| 361 | + </Card> |
| 362 | +</CardGroup> |
| 363 | + |
| 364 | +## Next Steps |
| 365 | + |
| 366 | +- Learn about [Signals & Content Payload](/dev-tools/agents/signals-content-payload) for advanced activity handling |
| 367 | +- Review the [Building an Agent](/dev-tools/agents/building-an-agent) guide for implementation details |
| 368 | + |
0 commit comments