Best practices

DelegateZero works best when context is added intentionally. The goal is not to add everything, but to add the right information with clear explanations. Additionally:

• Add context incrementally — you don't need everything upfront
• Use policies for hard rules and precedents for patterns
• Write in plain language
• Correct decisions by adding context rather than editing past requests
• When unsure how to classify something, just add it

Choosing the right context type

If you're unsure where something belongs, use the questions below as a guide.

• Is this a hard rule or boundary? Use a policy.
• Is this how you handled a specific situation in the past? Use a precedent.
• Is this how you generally think through a type of situation? Use a playbook.
• Is this about a specific person, company, or system? Use an entity.
• Is this a reusable response shape? Use a template.
• Is this raw information or reference material? Use a source.

If something feels too detailed or nuanced to summarize cleanly, it likely belongs in sources. But keep in mind, your job isn't to catalog the right context in the right place - it's to provide clear and comprehensive context so that DZ can do that for you.

Start with sources, then distill

Many users begin by adding sources: emails, documents, data summaries, or internal notes.

Over time, patterns emerge. When you notice repeated behavior, you can distill that information into policies, precedents, or playbooks.

This approach preserves nuance early and adds structure later.

Write like you would explain to a trusted teammate

You don't need formal language or perfect structure. Write the way you would explain something to a capable colleague who understands the context but needs guidance. Plain language works best.

How context works together

DZ does not treat context types in isolation. Decisions are made by combining multiple signals. For example:

• A policy may define a hard limit
• A precedent may show how you handled similar cases
• An entity may modify tone or escalation behavior
• A playbook may guide reasoning under ambiguity
• A template may shape the response
• A source may provide factual grounding

Together, these form a more complete representation of your judgment.

DelegateZero improves as context accumulates. Start simple, add information as situations arise, and refine over time.