Use this playbook whenever you need to improve a prompt (single-turn or agentic) and want a repeatable process rather than manual tweaks.

## 1. Establish baselines

- Record the current prompt and score using your production metric.
- Log at least 10 representative dataset rows so the optimizer can generalize.
- Capture latency and token costs—optimizations should not regress them unexpectedly.

## 2. Choose an optimizer

| Scenario                  | Recommended optimizer                                                                                          |
| ------------------------- | -------------------------------------------------------------------------------------------------------------- |
| General prompt copy edits | [MetaPrompt](https://www.comet.com/development/optimization-runs/algorithms/metaprompt_optimizer)              |
| Complex failure analysis  | [HRPO](https://www.comet.com/development/optimization-runs/algorithms/hierarchical_adaptive_optimizer)         |
| Need diverse candidates   | [Evolutionary](https://www.comet.com/development/optimization-runs/algorithms/evolutionary_optimizer)          |
| Few-shot heavy prompts    | [Few-Shot Bayesian](https://www.comet.com/development/optimization-runs/algorithms/fewshot_bayesian_optimizer) |
| Tune sampling params      | [Parameter optimizer](https://www.comet.com/development/optimization-runs/algorithms/parameter_optimizer)      |

## 3. Configure the run

```python
from opik_optimizer import HRPO

optimizer = HRPO(
    model="openai/gpt-4o",
    max_parallel_batches=4,
    seed=42,
)
result = optimizer.optimize_prompt(
    prompt=my_prompt,
    dataset=my_dataset,
    metric=answer_quality,
    max_trials=5,
    n_samples=50,
)
```

- Set `project_name` on the optimizer to group runs by team or initiative.
- Start with `max_trials` = 3–5. Increase once you confirm the metric is reliable.
- Use `n_samples` to limit cost during early exploration; rerun on the full dataset before promoting a prompt.
- For optimizers with inner-loop evaluations (HRPO, GEPA), set `n_samples_minibatch` to keep those steps lightweight.
- Use `n_samples_strategy` to keep subsampling deterministic (default: `"random_sorted"`).

### Optimize tools (MCP)

Tool optimization is now documented separately. Use it when you want to improve MCP tool
descriptions without changing prompt text.

- [Optimize tools (MCP)](https://www.comet.com/development/optimization-runs/optimization/optimize_tools)

### Target specific sections inside a prompt (advanced)

If you need finer control than roles (for example, only optimize a specific assistant message),
use `prompt_segments` to extract and update parts by segment ID.

Intent/Trigger: use segment-level updates when you need to constrain changes to exact message segments.

- Required parameters: `prompt`, `dataset`, `metric`
- Optional parameters: segment update args (`updates` passed to `prompt_segments.apply_segment_updates`)
- Minimal valid payload: `optimizer.optimize_prompt(prompt=updated_prompt, dataset=my_dataset, metric=answer_quality)`

```python
from opik_optimizer.utils import prompt_segments

segments = prompt_segments.extract_prompt_segments(my_prompt)
for segment in segments:
    print(segment.segment_id, segment.role)

# Update only message:1 (second message)
updates = {"message:1": "User question: {user_query}"}
updated_prompt = prompt_segments.apply_segment_updates(my_prompt, updates)

# Use the updated prompt in optimization (the original prompt is unchanged)
result = optimizer.optimize_prompt(
    prompt=updated_prompt,
    dataset=my_dataset,
    metric=answer_quality,
)
```

### Optimize multiple prompts together

You can pass a dict of `ChatPrompt` objects to optimize a coordinated prompt bundle (for example, a multi-agent setup or system/user prompt pair that must stay in sync). Each key names a prompt and is preserved through optimization.

```python
from opik_optimizer import MetaPromptOptimizer, ChatPrompt

prompts = {
    "researcher": ChatPrompt(
        name="researcher",
        messages=[
            {"role": "system", "content": "Gather facts and cite sources."},
            {"role": "user", "content": "{question}"},
        ],
    ),
    "synthesizer": ChatPrompt(
        name="synthesizer",
        messages=[
            {"role": "system", "content": "Summarize findings clearly."},
            {"role": "user", "content": "{question}"},
        ],
    ),
}

optimizer = MetaPromptOptimizer(model="openai/gpt-4o-mini", prompts_per_round=2)
result = optimizer.optimize_prompt(
    prompt=prompts,
    dataset=my_dataset,
    metric=answer_quality,
    max_trials=3,
)
```

`result.prompt` returns a dict keyed by the same names so you can update each agent prompt together.

## 4. Evaluate outcomes

- Compare `result.score` vs. `result.initial_score` to ensure material improvement.
- Review the `history` attribute for regression reasons.
- Use [Dashboard results](https://www.comet.com/development/optimization-runs/optimization/dashboard_results) to visualize per-trial performance.

## 5. Ship safely

::::steps{titleSize="h3"}
:::step{title="Export the prompt"}
`result.prompt` returns the best-performing `ChatPrompt`. Serialize it as JSON and check it into your repo.
:::

:::step{title="Automate regression tests"}
Wire the optimizer run into CI with a smaller dataset so future prompt edits have guardrails.
:::

:::step{title="Monitor in production"}
Trace the new prompt with Opik tracing to confirm real-world performance matches experiment results.
:::
::::

## Related guides

- [Optimization Studio](https://www.comet.com/development/optimization-runs/optimization_studio)
- [Define datasets](https://www.comet.com/development/optimization-runs/optimization/define_datasets)
- [Define metrics](https://www.comet.com/development/optimization-runs/optimization/define_metrics)
- [Chaining optimizers](https://www.comet.com/development/optimization-runs/advanced/chaining_optimizers)
- [Avoiding overfitting](https://www.comet.com/development/optimization-runs/optimization/define_datasets#trainvalidation-splits) – Prevent your prompt from memorizing the training data by using separate validation datasets

## Related pages

- [Opik Agent Optimizer Core Concepts](./development-optimization-runs-optimization-concepts.md)
- [Configuring LLM Providers](./development-optimization-runs-optimization-configure-models.md)
- [Define datasets](./development-optimization-runs-optimization-define-datasets.md)
- [Define metrics](./development-optimization-runs-optimization-define-metrics.md)
- [Optimize tools (MCP)](./development-optimization-runs-optimization-optimize-tools.md)
- [Optimize agents](./development-optimization-runs-optimization-optimize-agents.md)
- [Optimize multimodal prompts](./development-optimization-runs-optimization-optimize-multimodal.md)
- [Dashboard results](./development-optimization-runs-optimization-dashboard-results.md)

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