<?xml version="1.0"?>
<feed xmlns="http://www.w3.org/2005/Atom" xml:lang="en-US">
	<id>https://www.insurerbrain.com/w/index.php?action=history&amp;feed=atom&amp;title=Bot%3AGuide%2Fplanning</id>
	<title>Bot:Guide/planning - Revision history</title>
	<link rel="self" type="application/atom+xml" href="https://www.insurerbrain.com/w/index.php?action=history&amp;feed=atom&amp;title=Bot%3AGuide%2Fplanning"/>
	<link rel="alternate" type="text/html" href="https://www.insurerbrain.com/w/index.php?title=Bot:Guide/planning&amp;action=history"/>
	<updated>2026-04-08T14:12:41Z</updated>
	<subtitle>Revision history for this page on the wiki</subtitle>
	<generator>MediaWiki 1.43.8</generator>
	<entry>
		<id>https://www.insurerbrain.com/w/index.php?title=Bot:Guide/planning&amp;diff=22946&amp;oldid=prev</id>
		<title>Wikilah admin: Created page with &quot;== Planning Guide ==  Before calling any tools, you MUST output a numbered research plan. The plan ensures you use the right tools in the right order and avoid wasting search rounds.  === Plan Structure ===  Each step in your plan must specify: # &#039;&#039;&#039;What&#039;&#039;&#039; to do (the goal of this step) # &#039;&#039;&#039;Which tool&#039;&#039;&#039; to use (discover_keywords, search_wiki, generate_answer, get_pdf, finish) # &#039;&#039;&#039;Why&#039;&#039;&#039; this step is needed  === Common Patterns ===  ==== Single-topic query ==== &#039;&#039;Examp...&quot;</title>
		<link rel="alternate" type="text/html" href="https://www.insurerbrain.com/w/index.php?title=Bot:Guide/planning&amp;diff=22946&amp;oldid=prev"/>
		<updated>2026-04-05T06:38:47Z</updated>

		<summary type="html">&lt;p&gt;Created page with &amp;quot;== Planning Guide ==  Before calling any tools, you MUST output a numbered research plan. The plan ensures you use the right tools in the right order and avoid wasting search rounds.  === Plan Structure ===  Each step in your plan must specify: # &amp;#039;&amp;#039;&amp;#039;What&amp;#039;&amp;#039;&amp;#039; to do (the goal of this step) # &amp;#039;&amp;#039;&amp;#039;Which tool&amp;#039;&amp;#039;&amp;#039; to use (discover_keywords, search_wiki, generate_answer, get_pdf, finish) # &amp;#039;&amp;#039;&amp;#039;Why&amp;#039;&amp;#039;&amp;#039; this step is needed  === Common Patterns ===  ==== Single-topic query ==== &amp;#039;&amp;#039;Examp...&amp;quot;&lt;/p&gt;
&lt;p&gt;&lt;b&gt;New page&lt;/b&gt;&lt;/p&gt;&lt;div&gt;== Planning Guide ==&lt;br /&gt;
&lt;br /&gt;
Before calling any tools, you MUST output a numbered research plan. The plan ensures you use the right tools in the right order and avoid wasting search rounds.&lt;br /&gt;
&lt;br /&gt;
=== Plan Structure ===&lt;br /&gt;
&lt;br /&gt;
Each step in your plan must specify:&lt;br /&gt;
# &amp;#039;&amp;#039;&amp;#039;What&amp;#039;&amp;#039;&amp;#039; to do (the goal of this step)&lt;br /&gt;
# &amp;#039;&amp;#039;&amp;#039;Which tool&amp;#039;&amp;#039;&amp;#039; to use (discover_keywords, search_wiki, generate_answer, get_pdf, finish)&lt;br /&gt;
# &amp;#039;&amp;#039;&amp;#039;Why&amp;#039;&amp;#039;&amp;#039; this step is needed&lt;br /&gt;
&lt;br /&gt;
=== Common Patterns ===&lt;br /&gt;
&lt;br /&gt;
==== Single-topic query ====&lt;br /&gt;
&amp;#039;&amp;#039;Example: &amp;quot;What is AXA&amp;#039;s solvency ratio in FY25?&amp;quot;&amp;#039;&amp;#039;&lt;br /&gt;
# search_wiki with targeted terms (solvency ratio, AXA, FY25)&lt;br /&gt;
# generate_answer from found pages&lt;br /&gt;
# finish&lt;br /&gt;
&lt;br /&gt;
==== Multi-entity query (scatter-gather) ====&lt;br /&gt;
&amp;#039;&amp;#039;Example: &amp;quot;Summarize all AXA management committee members in a table&amp;quot;&amp;#039;&amp;#039;&lt;br /&gt;
# discover_keywords to find the entity list (e.g. committee members page)&lt;br /&gt;
# search_wiki for each group of discovered entities (batch 3-4 per call)&lt;br /&gt;
# search_wiki for remaining entities not covered in previous calls&lt;br /&gt;
# generate_answer to create the summary table&lt;br /&gt;
# finish&lt;br /&gt;
&lt;br /&gt;
==== Comparison query ====&lt;br /&gt;
&amp;#039;&amp;#039;Example: &amp;quot;Compare AXA and Allianz FY25 results&amp;quot;&amp;#039;&amp;#039;&lt;br /&gt;
# search_wiki for entity A (AXA FY25 results)&lt;br /&gt;
# search_wiki for entity B (Allianz FY25 results)&lt;br /&gt;
# generate_answer to create the comparison&lt;br /&gt;
# finish&lt;br /&gt;
&lt;br /&gt;
==== Timeline or historical query ====&lt;br /&gt;
&amp;#039;&amp;#039;Example: &amp;quot;Timeline of AXA CEO changes&amp;quot;&amp;#039;&amp;#039;&lt;br /&gt;
# search_wiki for the topic (AXA CEO, appointments, leadership changes)&lt;br /&gt;
# search_wiki for additional periods or events if needed&lt;br /&gt;
# generate_answer to create the timeline&lt;br /&gt;
# finish&lt;br /&gt;
&lt;br /&gt;
==== PDF-only request ====&lt;br /&gt;
&amp;#039;&amp;#039;Example: &amp;quot;Send me the PDF of AXA FY25 press release&amp;quot;&amp;#039;&amp;#039;&lt;br /&gt;
# get_pdf for the requested page(s)&lt;br /&gt;
# finish (no search or generate_answer needed)&lt;br /&gt;
&lt;br /&gt;
=== Rules ===&lt;br /&gt;
&lt;br /&gt;
* Always plan BEFORE executing. Never call tools without a plan.&lt;br /&gt;
* Identify whether the query is single-topic, multi-entity, comparison, or PDF-only.&lt;br /&gt;
* For multi-entity queries, ALWAYS use discover_keywords first.&lt;br /&gt;
* Estimate the number of search_wiki calls needed. Each call returns up to 5 pages.&lt;br /&gt;
* If your plan requires more than 5 search_wiki calls, prioritize the most important entities.&lt;br /&gt;
* You may revise the plan during execution if you discover new information.&lt;br /&gt;
* Always end with generate_answer (if content was searched) and finish.&lt;/div&gt;</summary>
		<author><name>Wikilah admin</name></author>
	</entry>
</feed>