Traigent optimize run

Running Traigent Optimization

When to Use

Use this skill after you have decorated a function with @traigent.optimize() and need to:

• Run optimization (async or sync)
• Choose an algorithm (auto for connected real runs; grid/random for explicit local/offline search; named smart selectors like bayesian/tpe/optuna on authenticated connected runs, SDK 0.20.1+)
• Set trial limits, timeouts, or cost budgets
• Configure parallel trial execution
• Handle cost limit exceptions
• Interpret stop reasons and results

Optimization Economics — Read This Before Sizing a Run

Do not default to recommending zero spend. The canonical Traigent posture on spending, the five characterization questions with their exact options, the tailoring rules (including the three-option paging rule), the explanation duty, and the local survey draft contract all live in one file that ships inside this skill: references/economics-characterization.v0.md. Read it from this skill's own directory before you propose, size, or decline a run — it is deliberately not restated here. It is generated from docs/shared/economics-characterization.v0.md in the traigent-skills repo, which is where any edit goes; the copy shipped here is byte-identical.

Characterize, never compute a budget locally. Collect the characterization and relay it; the Traigent service authors the budget, exactly as it authors the run-plan and the next-step decision — budget authorship belongs to the service. Do not compute, adjust, or recommend a budget locally: no budget arithmetic in markdown, no floor/cap table, no "roughly $X/day" of your own. The reference describes what the service computes; it is not a local calculator, and when the service returns no economics result, say so plainly and continue with no budget number at all rather than inventing one.

This skill's part: enforce the service-set cap, the required receipt, and the stop rule that were recorded before the spend.

Mandatory whenever you relay any of it: show the options, recommend exactly one, and explain why in the user's own numbers — their agent, their volumes, their error costs. The explanation is a product requirement, not decoration.

Safety is unchanged and unweakened: mock/dry-run first, explicit user approval before any paid run, an explicit spend cap, and the recorded stop rule. The service sets how much to invest; it never affects whether approval is required — it always is.

Objective Naming Rule

Default: at least one objective labeled accuracy (built-in objective or your metric_functions key). If accuracy doesn't apply to this problem, name the primary quality KPI after the product concept, for example valid_schema, and note why accuracy was skipped.

Async Execution

The primary way to run optimization. Returns an OptimizationResult. Import the result type directly — don't guess the path:

from traigent.api.types import OptimizationResult  # equivalently: traigent.OptimizationResult

See traigent-analyze-results for the full field reference.

Dry-run first. Before a real (paid) run, always validate in mock mode and present a cost estimate to the user. See the traigent lifecycle skill for the mandatory dry-run-first / cost-approval workflow.

from traigent.testing import enable_mock_mode_for_quickstart
enable_mock_mode_for_quickstart()
results = await answer.optimize(max_trials=10, algorithm="grid")  # mock, no cost
print(f"Mock pipeline OK: {len(results.trials)} trials, {len(results.failed_trials)} failed")
# Estimate the REAL run's cost before approving. There is no `results.estimated_cost_usd`
# accessor — the upper bound is (max_trials x dataset_size) LLM calls; price that against
# your model's $/token, or set TRAIGENT_RUN_COST_LIMIT and let the run abort if it exceeds.
max_trials, dataset_size = 10, 15        # your run's values
print(f"Real run: up to {max_trials * dataset_size} LLM calls")

Only proceed to the real run below after the user explicitly approves the cost.

Verify model IDs are live first. Catalogs change — a delisted/renamed ID causes a 404 or a degraded, unpriced trial that wastes the run. Preflight with traigent models --provider <p> --check <id> (or the provider's live catalog endpoint). See the traigent-setup-integrations skill for multi-provider verification.

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Never mock the real run. Mock/offline mode (enable_mock_mode_for_quickstart(), TRAIGENT_MOCK_LLM, TRAIGENT_OFFLINE_MODE) is for the DRY RUN only — never the run you're about to bill, score, or report as real. The mock LLM returns a constant response and near-zero cost, and that signature silently produces garbage scores if it leaks into what was supposed to be a real paid run. Before treating any run as real, verify it actually was:

• results.total_cost must be a positive number. Mock runs cost ~0.
• Per-trial outputs must vary. A constant mock response collapses every trial to the same, uniform score.

If a "real" run shows this signature (cost ~0, constant outputs, uniform scores), it was not real — do not report those numbers. Check that mock mode wasn't left enabled (enable_mock_mode_for_quickstart() sets process-local state that survives inside a long-lived interpreter/notebook — start a fresh interpreter for the real run) and that TRAIGENT_MOCK_LLM / TRAIGENT_OFFLINE_MODE are unset in the environment, then rerun.

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import traigent
import litellm  # pip install "traigent>=0.19" — the canonical runnable LLM call

@traigent.optimize(
    eval_dataset="qa_test.jsonl",
    objectives=["accuracy"],
    configuration_space={
        # Verify these IDs are live + priced before a real run (catalogs change).
        "model": ["gpt-4o-mini", "gpt-4o"],
        "temperature": [0.1, 0.5, 0.9],
    },
)
def answer(question: str) -> str:
    cfg = traigent.get_config()
    resp = litellm.completion(
        model=cfg["model"],
        temperature=cfg["temperature"],
        messages=[{"role": "user", "content": question}],
    )
    return resp.choices[0].message.content

# Run optimization (real — only after dry-run approval)
results = await answer.optimize(max_trials=10)  # default algorithm="auto"

optimize() Parameters

Parameter	Type	Description
algorithm	str | None	Algorithm: "auto" (default cloud smart optimizer), "grid"/"random" (local search). Named smart algorithms such as "bayesian"/"optuna" are connected-only (SDK 0.20.1+) — see below. Falls back to decorator setting.
max_trials	int | None	Maximum number of trials to run.
timeout	float | None	Maximum wall-clock time in seconds.
save_to	str | None	Path to save results to disk.
custom_evaluator	Callable | None	Override evaluator for this run.
callbacks	list[Callable] | None	Progress tracking callbacks.
configuration_space	dict | None	Override config space for this run.
objectives	list[str] | ObjectiveSchema | None	Override objectives for this run.
warm_start_from	str | None	Identifier of a prior experiment run. Cloud sessions only: the SDK forwards it to backend session metadata, and the backend can reuse the referenced run's results to seed the search. No local/offline effect.
cost_limit	float | None	Per-run cost cap in USD. Overrides TRAIGENT_RUN_COST_LIMIT for this call. A pre-run estimate over the limit raises OptimizationError; a mid-run budget hit returns partial results with stop_reason="cost_limit" (see cost handling below).
**algorithm_kwargs	Any	Algorithm-specific parameters (e.g., parameter_order for grid).

To continue from a prior run, see the post-run flow (traigent-analyze-guidance).

Sync Execution

For scripts or notebooks where you do not want to manage an async event loop.

# Option 1: optimize_sync() convenience method
results = answer.optimize_sync(max_trials=10, algorithm="grid")

# Option 2: asyncio.run() wrapper
import asyncio
results = asyncio.run(answer.optimize(max_trials=10, algorithm="grid"))

optimize_sync() accepts the same parameters as optimize(). It creates and manages the event loop internally.

Algorithm Selection

Grid Search

Exhaustive search over all configurations in the config space. Deterministic and complete.

results = await func.optimize(max_trials=24, algorithm="grid")

# Control iteration order with parameter_order
results = await func.optimize(
    algorithm="grid",
    parameter_order={"model": 0, "temperature": 1},  # model varies slowest
)

Best for: Small config spaces (under 50 combinations) where you want to test everything.

Random Search

Samples configurations randomly from the config space. Good for large spaces where exhaustive search is impractical.

results = await func.optimize(max_trials=20, algorithm="random")

Best for: Large config spaces, quick exploration, when you have a limited trial budget.

Smart Algorithms (Bayesian / Optuna / TPE / CMA-ES / NSGA-II) — Connected-Only

Named smart selectors execute on connected runs since 0.20.1 (see version-matrix: smart-selector-exec). On an authenticated connected run, the supported names — algorithm="bayesian", "tpe", "optuna", "optuna_tpe", "optuna_random" — bind to the typed backend Optuna strategy and are serialized on session creation; unsupported smart names such as "nsga2"/"cmaes" fail fast before session creation with a capability message (Traigent/Traigent#1752, #1758; on 0.20.0 no named smart selector executed end-to-end). They never run locally on any version: with offline=True the decorator raises ConfigurationError at decoration time ("requires managed optimization and cannot be used with offline=True"), and the SDK's local optimizer registry rejects the names with OptimizationError ("Smart optimization ('bayesian') runs in the Traigent cloud and is not available in the local SDK (which supports 'grid' and 'random')"). algorithm="auto" (the default) remains the connected smart path when you do not need a specific strategy.

# Connected-only — requires TRAIGENT_API_KEY and offline=False; on SDK 0.20.1+
# binds the named strategy server-side (fails on 0.20.0 and always with offline=True):
# results = await func.optimize(max_trials=30, algorithm="bayesian")

# Default connected smart path:
results = await func.optimize(max_trials=30, algorithm="auto")

Quick Comparison

Algorithm	Strategy	Config Space Size	Trial Budget	Where search runs
"auto"	Cloud smart default	Any	Any	Traigent cloud
"grid"	Exhaustive	Small (< 50)	Matches space size	Local SDK search
"random"	Sampling	Any	Limited	Local SDK search
"bayesian" / "optuna" / "tpe" / "cmaes" / "nsga2"	Named backend strategy	Any	Any	Connected only, SDK 0.20.1+ (supported names bind server-side; nsga2/cmaes fail fast — see above)

⚠️ Local default_config consumes a max_trials slot. In local SDK execution (grid, random, and auto when it resolves to local random), a supplied default_config runs as an extra baseline trial before optimizer suggestions and counts against max_trials. This bites hardest on grid: to cover an N-point grid, either omit default_config and set max_trials = N, or keep default_config and set max_trials ≥ N + 1; otherwise the last grid point is silently dropped. Backend-guided connected auto does not run default_config as a baseline trial today. (Field-observed on local SDK 0.21.0: a 2-point grid + default_config + max_trials=2 evaluated only [default, point-1].)

Results sync to the portal for every non-offline run, including grid and random; offline=True is the zero-egress path and does not sync results.

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Cost Controls

Traigent tracks LLM API costs in real time and enforces budgets to prevent runaway spending.

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Cost Wiring Probe

Before any full paid run, do a tiny real optimization after mock validation: 1-2 dataset examples, minimal trials, and the cheapest candidate model. This is paid but should cost pennies, and it proves the billing and objective plumbing before scaling up. Check both surfaces:

• results.total_cost is float | None. None means cost tracking is unavailable. 0.0 with real calls means the model was unpriced, so the provider may bill while Traigent reports zero. Treat both as cost not wired.
• Each trial's metrics contains the declared objectives, especially an accuracy-labeled primary KPI by default, with real non-degenerate values. If all objective values are 0.0 or all are 1.0, fix the evaluator/KPI wiring before the full run.

If cost or other KPIs are not picked up for custom services, self-hosted endpoints, or unknown models, fix in this order:

1. Use a model id LiteLLM can price, or map an alias with litellm.model_alias_map.
2. Supply custom per-token pricing with TRAIGENT_CUSTOM_MODEL_PRICING_JSON or TRAIGENT_CUSTOM_MODEL_PRICING_FILE. The JSON shape is {"my-model": {"input_cost_per_token": 1e-6, "output_cost_per_token": 2e-6}}; input/output aliases are accepted, provider prefixes like openai/ are normalized, and values must be finite non-negative floats. Pricing resolves in this order: LiteLLM, custom pricing, built-in fallback table, then UnknownModelError.
3. Report cost directly from the optimized function's per-trial metrics using total_cost, cost, or input_cost plus output_cost. This bypasses pricing tables and is the primary path for fully custom services.

Set TRAIGENT_STRICT_COST_ACCOUNTING=true when an unpriced model should fail loudly instead of reporting zero (see Strict Cost Accounting below). Full pricing details: references/cost-management.md.

Setting a Cost Limit

Set the TRAIGENT_RUN_COST_LIMIT environment variable (in USD):

export TRAIGENT_RUN_COST_LIMIT=5.00  # $5 max per optimization run

The default limit is $2.00 per run.

Handling a Cost Limit

A cost limit does not surface through one exception — handle all of the paths below. A common mistake is to catch only CostLimitExceeded; in the current SDK that handler never fires (see the note after the table).

Surface	When it happens	How to handle
OptimizationError (raised, pre-run)	the estimated cost already exceeds the limit and the run wasn't pre-approved — raised before any trial runs	except OptimizationError — raise the limit, shrink the run, or set TRAIGENT_COST_APPROVED=true
results.stop_reason == "cost_limit" (returned)	the run hits the budget mid-run, stops, and returns partial results (no exception)	check stop_reason after a normal return
CostLimitExceeded (not currently raised)	exported & documented as the budget handler, but the current SDK never raises it (the mid-run stop returns stop_reason="cost_limit" instead)	keep in your except for forward-compatibility; do not rely on it as your only guard

from traigent.utils.exceptions import CostLimitExceeded, OptimizationError

try:
    results = await func.optimize(max_trials=100, algorithm="random")
except CostLimitExceeded as e:          # kept for forward-compat; not raised today
    print(f"Cost limit hit: ${e.accumulated:.2f} / ${e.limit:.2f}")
except OptimizationError as e:           # the pre-run "estimate > limit" decline
    print(f"Run declined before starting: {e}")
else:
    if getattr(results, "stop_reason", None) == "cost_limit":
        print("Budget reached mid-run; partial results returned.")

Notes:

• The pre-run decline's underlying exception is OptimizationAborted, which the SDK wraps into OptimizationError at the optimize() boundary — so except OptimizationError catches it there. Inside framework integrations (LangChain/LiteLLM) it may instead propagate raw as OptimizationAborted.
• The exact exception/return contract is being standardized upstream — see Traigent/Traigent#1490. Catching OptimizationError and CostLimitExceeded, and checking results.stop_reason, is robust across whichever way it resolves.

Pre-Approving Costs

The traigent lifecycle skill mandates: dry-run in mock mode first, present the cost estimate, then get explicit user approval before the real run. Only pre-approve costs in automated pipelines where a human has already reviewed and approved the dry-run estimate. Never bypass this gate on a user's first run or when the config space has changed.

To skip the interactive cost approval handshake in an already-approved pipeline:

export TRAIGENT_COST_APPROVED=true

CI note: local/offline optimize() runs also require TRAIGENT_RUN_APPROVED=1; see traigent-debugging for OptimizationError: CI/CD Approval Required.

Quota & Run Sizing

Cost is not the only budget. Cloud/hybrid optimization is also metered by plan quota, independent of dollars spent. Two dimensions are tracked per billing period (they reset monthly):

• optimization_samples — examples evaluated across all sessions. This is the dimension that usually binds first. A run reserves roughly max_trials × dataset_size samples.
• optimization_trials — one optimization session counts as one trial.

A run is admitted only when both dimensions have headroom: it is rejected at session-create if current_usage + (max_trials × dataset_size) would exceed the optimization_samples limit (or if you are out of optimization_trials). On the free/hobby tier the sample ceiling is small (500), so a few medium runs can exhaust it, after which new runs are blocked (0 trials) until the monthly reset.

Before a large run:

1. Check your current usage on the portal billing/usage page (or your plan's usage summary) so you know how much of the optimization_samples budget remains.
2. Size the run to fit: pick max_trials × dataset_size so it lands under the remaining headroom. Shrink max_trials, use a smaller eval dataset, or split the run across periods if it would not fit. A blocked session-create can look like an input error — see the traigent-debugging skill ("session-create fails with quota") to recognize it.

Quota is separate from the per-run dollar cost_limit above: staying under cost_limit does not guarantee you are under optimization_samples, and vice versa.

Strict Cost Accounting

Fail fast if cost tracking cannot extract costs from LLM responses:

export TRAIGENT_STRICT_COST_ACCOUNTING=true

Stop Conditions

Optimization can stop for several reasons. Check results.stop_reason:

Stop Reason	Trigger
"max_trials_reached"	Hit the configured max_trials limit.
"max_samples_reached"	Hit the max_total_examples limit across all trials.
"timeout"	Exceeded the timeout duration.
"cost_limit"	Hit the TRAIGENT_RUN_COST_LIMIT budget.
"optimizer"	Algorithm exhausted the search space (e.g., grid search finished).
"plateau"	No improvement detected over recent trials.
"user_cancelled"	User cancelled or declined cost approval.
"condition"	A generic stop condition was triggered.
"error"	Optimization failed due to an exception.

results = await func.optimize(max_trials=20, algorithm="grid")

print(f"Stop reason: {results.stop_reason}")
print(f"Trials completed: {len(results.trials)}")
print(f"Best score: {results.best_score}")

Parallel Execution

Run trials and/or examples concurrently using ParallelConfig.

from traigent.config.parallel import ParallelConfig
from traigent.api.decorators import ExecutionOptions

@traigent.optimize(
    execution=ExecutionOptions(
        parallel_config=ParallelConfig(
            mode="parallel",
            trial_concurrency=2,    # Run 2 trials at the same time
            example_concurrency=4,  # Evaluate 4 examples concurrently per trial
        ),
    ),
    eval_dataset="large_dataset.jsonl",
    objectives=["accuracy"],
    configuration_space={"model": ["gpt-4o-mini", "gpt-4o"]},
)
def my_func(query: str) -> str:
    import litellm  # pip install "traigent>=0.19"
    cfg = traigent.get_config()
    resp = litellm.completion(model=cfg["model"], messages=[{"role": "user", "content": query}])
    return resp.choices[0].message.content

results = await my_func.optimize(max_trials=10, algorithm="random")

ParallelConfig Fields

Field	Type	Default	Description
mode	"auto" | "sequential" | "parallel"	None	Execution mode. None inherits from global config.
trial_concurrency	int | None	None	Max concurrent trials.
example_concurrency	int | None	None	Max concurrent examples per trial.
thread_workers	int | None	None	Thread pool size.

Displaying Results

In SDK >=0.19, awaited func.optimize() and func.optimize_sync() already auto-print the ranked trial table. Call print_results_table() only when you need to re-print later, or when you need custom objectives / config_space display arguments.

results = await func.optimize(max_trials=10, algorithm="grid")  # auto-prints the ranked table

# Optional: re-print later, or override the display metadata.
from traigent.utils.results_table import print_results_table

print_results_table(
    results,
    config_space=func.configuration_space,
    objectives=["accuracy"],   # match your objectives list
)

The table highlights the best trial with ★ and colors the best metric value per column. func.configuration_space always reflects the decorator's current config space.

Working with Results

OptimizationResult contains everything from the optimization run:

results = await func.optimize(max_trials=10, algorithm="grid")

# Best configuration and score
print(results.best_config)     # {"model": "gpt-4o", "temperature": 0.5}
print(results.best_score)      # 0.92

# Run metadata
print(results.algorithm)       # "grid"
print(results.duration)        # 45.2 (seconds)
print(results.stop_reason)     # "max_trials_reached"
print(results.total_cost)      # 0.34 (USD, if tracked)
print(results.optimization_id) # "opt_abc123"

# Trial details (per-trial scores/costs live in trial.metrics; score mirrors the
# primary objective on SDKs after 0.21.3 — see version-matrix: score-relocation)
for trial in results.trials:
    print(f"Config: {trial.config}, Score: {trial.metrics.get('score')}")

# Derived properties
print(results.success_rate)       # 0.9 (fraction of successful trials)
print(len(results.successful_trials))  # 9
print(len(results.failed_trials))      # 1

Applying the Best Config

After optimization, func.apply_best_config(results) locks in the winning configuration: subsequent calls to func use it automatically, traigent.get_config() inside the function returns it, and func.current_config exposes it from outside. Verify results.best_score against a threshold before applying — see traigent-analyze-results → Applying Best Config for the lifecycle table and the safety check. Applying the best config is not promotion; promotion requires candidate-vs-incumbent validation on the holdout slice (see traigent-ci-safety-gate).

Confirm a Portal-Tracked Run Actually Synced

After a non-offline run, check results.metadata.get("persistence_status") — the SDK emits exactly "skipped", "succeeded", "degraded", or "failed" (never "ok"). If it's "failed", the backend finalize failed after retries and the portal session may be stuck RUNNING — re-check the portal, don't assume the run synced. "degraded" has two cases, so check the metadata before deciding: if persistence_degraded_reason is set (and persistence_rejected is not True), it's benign rollup-lag — trial results and finalize synced (the portal link works), only summary aggregates may lag, so keep the run and don't re-pay for a rerun. But if persistence_rejected is True / persistence_reason == "rejected", the backend actively refused the persistence (quota, auth, or tenant) — inspect persistence_rejection_reason and treat it as a real problem, not benign. Full detail: traigent-analyze-results → "Verify the Run Actually Persisted".

LiteLLM's *_with_retries helpers need tenacity. If the decorated function calls litellm.completion_with_retries() / acompletion_with_retries(), know that LiteLLM imports tenacity lazily inside those helpers. On any SDK build before 0.21.3 (0.21.2 and earlier) tenacity is NOT in traigent's dependency closure, so in a clean install that retry path dies with ModuleNotFoundError: tenacity, and the failed call is scored 0, silently biasing the trial (field-hit on a real run; Traigent/Traigent#1824, fixed in 0.21.3 via #1825). Plain litellm.completion(num_retries=) is not affected — it uses LiteLLM's own internal retry loop and never imports tenacity. Traigent/Traigent#1825 (merged 2026-07-10) first declares tenacity>=8.1.0 as a core dep: tenacity is bundled since 0.21.3 (0.21.2 and earlier lack it — see version-matrix: tenacity-bundling). On 0.21.2 and earlier, preflight python -c "import tenacity" before a paid run that relies on the *_with_retries helpers.

Complete Example

End-to-end optimization from import to results:

import traigent
from traigent.api.decorators import EvaluationOptions, ExecutionOptions
from traigent.config.parallel import ParallelConfig
from traigent.utils.exceptions import CostLimitExceeded, OptimizationError

def exact_match(output: str, expected: str) -> float:
    return 1.0 if output.strip() == expected.strip() else 0.0

@traigent.optimize(
    evaluation=EvaluationOptions(
        eval_dataset="qa_test.jsonl",
        scoring_function=exact_match,
    ),
    execution=ExecutionOptions(
        parallel_config=ParallelConfig(
            mode="parallel",
            trial_concurrency=2,
            example_concurrency=4,
        ),
    ),
    objectives=["accuracy"],
    configuration_space={
        "model": ["gpt-4o-mini", "gpt-4o"],
        "temperature": [0.0, 0.3, 0.7],
    },
)
def answer_question(question: str) -> str:
    import litellm  # pip install "traigent>=0.19"
    cfg = traigent.get_config()
    resp = litellm.completion(
        model=cfg["model"],
        temperature=cfg["temperature"],
        messages=[{"role": "user", "content": question}],
    )
    return resp.choices[0].message.content

async def main():
    # All three cost/failure surfaces from "Handling Cost Limit Exceptions" above.
    try:
        results = await answer_question.optimize(
            max_trials=6,
            algorithm="grid",
            timeout=300.0,
        )
    except CostLimitExceeded as e:  # kept for forward-compat; not raised today
        print(f"Budget exceeded: ${e.accumulated:.2f} / ${e.limit:.2f}")
        return
    except OptimizationError as e:  # pre-run "estimate > limit" decline, and run errors
        print(f"Run declined or failed: {e}")
        return

    if results.stop_reason == "cost_limit":
        print("Budget reached mid-run; results below are partial.")

    if results.best_score is None:
        # No successful trials — do NOT apply anything; report and stop.
        print(f"No trial succeeded (stop reason: {results.stop_reason}). "
              "Inspect the failed trials before spending more.")
        return

    # SDK >=0.19 auto-prints the ranked results table for awaited optimize().
    print(f"Best config: {results.best_config}")
    print(f"Best score:  {results.best_score}")
    print(f"Stop reason: {results.stop_reason}")
    print(f"Duration:    {results.duration:.1f}s")
    if results.total_cost:
        print(f"Total cost:  ${results.total_cost:.2f}")
    else:
        print("Total cost:  NOT TRACKED — wire cost before the next run (see Cost Wiring Probe)")

    # Apply and use in production
    answer_question.apply_best_config(results)
    answer = answer_question("What is the capital of France?")
    print(f"Answer: {answer}")

import asyncio
asyncio.run(main())

See Also

• references/algorithms.md - Detailed algorithm comparison
• references/parallel-config.md - Full ParallelConfig reference
• references/cost-management.md - Cost enforcement details
• traigent - Lifecycle driver: dry-run-first / cost-approval mandate (read this before any real optimization run)
• traigent-setup-quickstart - Installation and first optimization with mock mode
• traigent-setup-decorator - Full @traigent.optimize() parameter reference
• traigent-analyze-results - Next step: read best_config/best_score, compare trials, extract the quality/cost/latency trade-off, and apply the best config after optimize() returns

<!-- Reserved: managed longitudinal-guidance region. Step-level edits must not write here. --> <!-- SLOW_UPDATE --> <!-- /SLOW_UPDATE --> <!-- INTERACTION_POLICY v1 (synced — do not edit inline; edit docs/shared/interaction-policy.v1.md) -->

Traigent Interaction Policy

Track an interaction profile and adapt to it. Persona (stable): control=delegate|guided|inspect, expertise=se|ds|unknown. Mood (this session): pace=execute|balanced|explore. Default when unknown: guided,se,balanced. Infer from explicit user statements first, then recent behavior; an explicit correction wins immediately. Never store or send this profile anywhere by default.

Fetch the live profile (when available)

At session or skill start, if a configured Traigent client is available, seed the profile from the backend with the skill name:

policy = None
try: policy = await client.get_interaction_policy(skill="<this skill>")
except Exception: pass

Treat the returned profile as the STARTING seed: its control/expertise/pace axes plus question_budget, options_max, and jargon_level replace the static defaults below. Explicit user corrections in-conversation ALWAYS override the seed. If the call is unavailable or fallback_policy="static_v1", simply use the static defaults below; the SDK already fails soft.

• Always be concise.
• Match terminology to expertise. For se: plain engineering words; define each Traigent or statistics term once in plain language (no Bayesian / variance-decomposition / Pareto jargon unless asked). For ds: compact optimization and statistical terms are fine.
• Presenting options: show at most 3, mark exactly one Recommended, and give one short persona-appropriate trade-off per option.
• Autonomy. For delegate or execute: pick the recommended reversible action and proceed, asking only at hard gates. For guided: offer options with a recommendation at the key decisions. For inspect or explore: give brief rationale or evidence before asking, and ask before branch choices.
• Hard gates — always confirm regardless of persona: paid or provider model calls, sending data or private content off the machine, destructive edits, decisions the Traigent service is meant to return, and any missing fact the step truly requires.
• Always end by recommending the next Traigent skill or action to take.
• Never weaken Traigent safety: dry-run before any paid run; get explicit approval before real cost or before any data leaves the machine; treat service-returned plans and next steps as authoritative. Never put the persona profile or any private content into telemetry, run metadata, experiment names, logs, or provenance files.

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