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skills/fine-tune/workflow_phase3.md
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skills/fine-tune/workflow_phase3.md
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# Phase 3: Iterative Improvement
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Phase for data-driven, incremental prompt optimization.
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**Time Required**: 1-2 hours per iteration × number of iterations (typically 3-5)
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**📋 Related Documents**: [Overall Workflow](./workflow.md) | [Prompt Optimization](./prompt_optimization.md)
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---
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## Phase 3: Iterative Improvement
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### Iteration Cycle
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Execute the following in each iteration:
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1. **Prioritization** (Step 7)
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2. **Implement Improvements** (Step 8)
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3. **Post-Improvement Evaluation** (Step 9)
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4. **Compare Results** (Step 10)
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5. **Continue Decision** (Step 11)
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### Step 7: Prioritization
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**Decision Criteria**:
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1. **Impact on goal achievement**
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2. **Feasibility of improvement**
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3. **Implementation cost**
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**Priority Matrix**:
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```markdown
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## Improvement Priority Matrix
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| Node | Impact | Feasibility | Impl Cost | Total Score | Priority |
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|------|--------|-------------|-----------|-------------|----------|
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| analyze_intent | ⭐⭐⭐⭐⭐ | ⭐⭐⭐⭐⭐ | ⭐⭐⭐⭐ | 14/15 | 1st |
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| generate_response | ⭐⭐⭐⭐ | ⭐⭐⭐⭐ | ⭐⭐⭐⭐ | 12/15 | 2nd |
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| retrieve_context | ⭐⭐ | ⭐⭐⭐ | ⭐⭐⭐ | 8/15 | 3rd |
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**Iteration 1 Target**: analyze_intent node
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```
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### Step 8: Implement Improvements
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**Pre-Improvement Prompt** (`src/nodes/analyzer.py`):
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```python
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# Before
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def analyze_intent(state: GraphState) -> GraphState:
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llm = ChatAnthropic(
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model="claude-3-5-sonnet-20241022",
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temperature=1.0
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)
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messages = [
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SystemMessage(content="You are an intent analyzer. Analyze user input."),
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HumanMessage(content=f"Analyze: {state['user_input']}")
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]
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response = llm.invoke(messages)
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state["intent"] = response.content
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return state
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```
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**Post-Improvement Prompt**:
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```python
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# After - Iteration 1
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def analyze_intent(state: GraphState) -> GraphState:
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llm = ChatAnthropic(
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model="claude-3-5-sonnet-20241022",
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temperature=0.3 # Lower temperature for classification tasks
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)
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# Clear classification categories and few-shot examples
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system_prompt = """You are an intent classifier for a customer support chatbot.
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Classify user input into one of these categories:
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- "product_inquiry": Questions about products or services
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- "technical_support": Technical issues or troubleshooting
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- "billing": Payment, invoicing, or billing questions
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- "general": General questions or chitchat
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Output ONLY a valid JSON object with this structure:
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{
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"intent": "<category>",
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"confidence": <0.0-1.0>,
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"reasoning": "<brief explanation>"
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}
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Examples:
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Input: "How much does the premium plan cost?"
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Output: {"intent": "product_inquiry", "confidence": 0.95, "reasoning": "Question about product pricing"}
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Input: "I can't log into my account"
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Output: {"intent": "technical_support", "confidence": 0.9, "reasoning": "Authentication issue"}
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Input: "Why was I charged twice?"
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Output: {"intent": "billing", "confidence": 0.95, "reasoning": "Question about billing charges"}
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Input: "Hello, how are you?"
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Output: {"intent": "general", "confidence": 0.85, "reasoning": "General greeting"}
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Input: "What's the return policy?"
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Output: {"intent": "product_inquiry", "confidence": 0.9, "reasoning": "Question about product policy"}
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"""
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messages = [
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SystemMessage(content=system_prompt),
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HumanMessage(content=f"Input: {state['user_input']}\nOutput:")
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]
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response = llm.invoke(messages)
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# JSON parsing (with error handling)
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try:
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intent_data = json.loads(response.content)
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state["intent"] = intent_data["intent"]
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state["confidence"] = intent_data["confidence"]
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except json.JSONDecodeError:
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# Fallback
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state["intent"] = "general"
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state["confidence"] = 0.5
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return state
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```
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**Summary of Changes**:
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1. ✅ temperature: 1.0 → 0.3 (appropriate for classification tasks)
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2. ✅ Clear classification categories (4 intents)
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3. ✅ Few-shot examples (added 5)
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4. ✅ JSON output format (structured output)
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5. ✅ Error handling (fallback for JSON parse failures)
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### Step 9: Post-Improvement Evaluation
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**Execution**:
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```bash
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# Execute post-improvement evaluation under same conditions
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./evaluation_after_iteration1.sh
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```
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### Step 10: Compare Results
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**Comparison Report Example**:
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```markdown
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# Iteration 1 Evaluation Results
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Execution Date: 2024-11-24 12:00:00
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Changes: Optimization of analyze_intent node
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## Results Comparison
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| Metric | Baseline | Iteration 1 | Change | % Change | Target | Achievement |
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|--------|----------|-------------|--------|----------|--------|-------------|
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| **Accuracy** | 75.0% | **86.0%** | **+11.0%** | +14.7% | 90.0% | 95.6% |
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| **Latency** | 2.5s | 2.4s | -0.1s | -4.0% | 2.0s | 80.0% |
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| **Cost/req** | $0.015 | $0.014 | -$0.001 | -6.7% | $0.010 | 71.4% |
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## Detailed Analysis
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### Accuracy Improvement
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- **Improvement**: +11.0% (75.0% → 86.0%)
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- **Remaining gap**: 4.0% (target 90.0%)
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- **Improved cases**: Intent classification errors reduced from 12 → 3 cases
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- **Still needs improvement**: Context understanding deficiency cases (5 cases)
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### Slight Latency Improvement
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- **Improvement**: -0.1s (2.5s → 2.4s)
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- **Main factor**: Lower temperature in analyze_intent made output more concise
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- **Remaining bottleneck**: generate_response (avg 1.8s)
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### Slight Cost Reduction
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- **Reduction**: -$0.001 (6.7% reduction)
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- **Factor**: Reduced output tokens in analyze_intent
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- **Main cost**: generate_response still accounts for 73%
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## Next Iteration Strategy
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### Priority 1: Optimize generate_response
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- **Goal**: Latency 1.8s → 1.4s, Cost $0.011 → $0.007
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- **Approach**:
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1. Add conciseness instructions
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2. Limit max_tokens to 500
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3. Adjust temperature from 0.7 → 0.5
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### Priority 2: Final 4% accuracy improvement
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- **Goal**: 86.0% → 90.0% or higher
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- **Approach**: Improve context understanding (retrieve_context node)
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## Decision
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✅ Continue → Proceed to Iteration 2
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```
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### Step 11: Continue Decision
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**Decision Criteria**:
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```python
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def should_continue_iteration(results: Dict, goals: Dict) -> bool:
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"""Determine if iteration should continue"""
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all_goals_met = True
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for metric, goal in goals.items():
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if metric == "accuracy":
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if results[metric] < goal:
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all_goals_met = False
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elif metric in ["latency", "cost"]:
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if results[metric] > goal:
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all_goals_met = False
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return not all_goals_met
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# Example
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goals = {"accuracy": 90.0, "latency": 2.0, "cost": 0.010}
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results = {"accuracy": 86.0, "latency": 2.4, "cost": 0.014}
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if should_continue_iteration(results, goals):
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print("Proceed to next iteration")
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else:
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print("Goals achieved - Move to Phase 4")
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```
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**Iteration Limit**:
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- **Recommended**: 3-5 iterations
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- **Reason**: Beyond this, law of diminishing returns likely applies
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- **Exception**: Critical applications may require 10+ iterations
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