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AI Assistant Quick Reference

A compact reference for clear prompting, verification, sensitive-data handling, and safe AI-agent boundaries.

Prompt structure

Prompt part Purpose
Task State the work to perform
Context Provide the audience, source material, scope, and constraints
Output format Request a table, checklist, summary, draft, code, or another usable form
Quality criteria Define accuracy, tone, coverage, citations, or other success conditions
Safety boundary Exclude sensitive data, unsupported claims, or unapproved actions
1Summarize the attached approved policy for a support-team audience.
2Use five bullets, preserve exceptions, and identify claims that need source review.
3Do not add policy requirements that are absent from the source.

Verify before use

Output type Appropriate check
Facts, numbers, or current claims Verify with a primary or authoritative source
Summary of supplied material Compare with the original for omissions and changed meaning
Code, formula, or configuration Test in a safe environment and review security implications
Recommendation Examine assumptions, alternatives, risks, and failure modes
High-impact decision support Require accountable human review before acting

Sensitive-data boundary

Do not submit personal, confidential, regulated, credential, secret, proprietary, or production-sensitive data to an AI service unless the organization explicitly permits that data and use case in that service.

Data Safer practice
Customer or employee records Use approved tools and minimize or anonymize the data
Credentials, keys, and tokens Never submit them; rotate any secret that is exposed
Production logs Redact tokens, identifiers, account data, and internal URLs
Legal, medical, or HR material Follow policy and require suitable human review

Agent boundaries

Capability Boundary
Read data Limit sources and verify retrieval quality
Edit content Review before publishing or sending
Call tools Grant least privilege and scope each tool to the task
Send messages or make changes Require approval for consequential actions and keep an audit trail
Resolve ambiguity Ask for clarification or stop safely rather than guessing

An AI assistant can produce a fluent answer without establishing that it is true, permitted, or suitable. Treat confidence as a presentation quality, not proof.

Revised on Friday, September 11, 2026