Domain 7 - Troubleshooting and Optimization (10%)¶
Overview¶
The smallest domain, but a highly practical one: when Claude's output disappoints, what do you change? The exam presents a weak output and asks for the best next step. The skill being tested is diagnosis before action - identifying which kind of failure occurred, then applying the matching fix instead of randomly re-prompting or reflexively blaming the model.
The Diagnostic Mindset¶
When an output is not right, resist the two reflexes the exam punishes:
- "Regenerate and hope" - re-rolling without changing anything occasionally helps, but is a coin flip, not a method.
- "The model is bad, switch models" - upgrading the model fixes capability problems, which are rare; most failures are information problems, which a bigger model cannot fix. A better model given a vague prompt writes a more eloquent wrong answer.
Instead, classify the failure first. Almost everything falls into one of these buckets:
| Failure type | What you see | Root cause (usually) |
|---|---|---|
| Wrong facts | Incorrect claims, invented details | No source material; asking beyond training data |
| Wrong scope | Answered a different question, missed parts | Ambiguous or compound prompt |
| Wrong format | Essay instead of table, wrong length | Format never specified |
| Wrong tone/depth | Too casual, too technical, too generic | Audience never specified; missing context |
| Lost the thread | Contradicts earlier decisions, forgets constraints | Very long conversation; context drift |
| Refusal | Claude declines the task | Policy line, or a misread of intent |
| Inconsistency | Different answers on repeated runs | Underspecified criteria; natural model variation |
Fixes by Failure Type¶
Wrong facts¶
- Ground it: provide the actual documents and instruct "use only these; say so if the answer is not in them".
- Demand citations and spot-check them (Domain 1).
- For current events or prices: have Claude use web search, then verify the cited pages.
- For arithmetic and data work: use the analysis tool so the computation runs as code.
Wrong scope¶
- Restate the task in one unambiguous sentence; explicitly list what to include and exclude.
- Split compound requests: five asks in one message become five sequential messages.
- If Claude misunderstood, do not argue - restate. "Let me re-frame the task:" and a clean statement beats a debate about what you meant.
Wrong format¶
- Specify the format explicitly: "a table with columns X, Y, Z", "under 200 words", "an email".
- Paste an example of the desired output - the strongest format lever available.
- For recurring format needs, put the template in project instructions or knowledge (Domain 6) so the fix is permanent.
Wrong tone or depth¶
- Name the audience: "for a non-technical executive", "for the engineering team".
- Give a sample paragraph in the right voice and ask Claude to match it.
- Adjust with directional feedback: "more formal, less hedging, cut the pleasantries".
Lost the thread (long-chat drift)¶
Long conversations accumulate contradictions, superseded drafts, and dead ends, and very long ones exceed what Claude can attend to well. Fixes:
- Summarize and restart: ask Claude to summarize the current state, decisions, and constraints; carry that summary into a fresh chat.
- Promote durable context into a Project so a fresh chat starts warm instead of cold.
- Prevention: one workstream per chat; start new chats at natural task boundaries.
Refusals¶
- If the task is legitimate and was misread, clarify honestly: state the real purpose and context ("I am the account owner drafting a renewal notice to my own client..."). This resolves most misunderstanding-refusals.
- If the task actually crosses a policy line, the refusal is correct - accept it. Any answer involving disguising intent or slicing the task to sneak it through is wrong (Domain 3).
Inconsistency across runs¶
- Some variation is normal model behavior, not a defect.
- Reduce it by pinning down criteria and format in the prompt: exact rubric, exact structure, worked example.
- For team-repeatable tasks, template the prompt in a Project so every run starts from identical instructions.
The Escalation Ladder¶
When a first fix does not land, escalate in this order - cheapest and most likely first:
- Improve the prompt - add the missing context, audience, format, or constraint.
- Improve the inputs - supply better source documents; remove stale or contradictory material.
- Restructure the task - break it into steps with a checkpoint after each.
- Reset the conversation - fresh chat, carrying a state summary.
- Fix the configuration - correct project instructions or curate knowledge files if the failure is systematic across chats (Domain 6).
- Change capability - stronger model tier or extended thinking for genuinely hard reasoning; analysis tool for computation; web search for currency.
- Reconsider the fit - some tasks need a human, a specialist tool, or an engineering (API) solution. Recognizing a poor-fit task is a correct answer, not a failure.
The exam frequently asks "what should she try FIRST?" - the answer is nearly always on rungs 1-2, unless the scenario explicitly establishes the prompt and inputs were already good.
Optimization: Making Good Workflows Better¶
Beyond fixing failures, this domain covers tuning workflows that already work:
- Reduce iteration count - if every draft needs the same three corrections, move those corrections into the prompt template or project instructions. The goal is a first draft that needs one review, not four rounds.
- Front-load context once - repeated context-pasting is a signal to create a Project (Domain 6).
- Right-size the model - a workflow running fine on the balanced tier does not need the flagship; a high-volume simple task may run better and cheaper on the fast tier (Domain 5).
- Use extended thinking selectively - it helps hard reasoning tasks and adds latency to easy ones; it is a dial, not a default.
- Trim the inputs - focused excerpts often beat dumping entire documents; attention is a budget.
- Bake in validation - instructions like "flag any figure you could not find in the source" make outputs partially self-auditing, cutting review time (Domain 1).
- Measure - time per deliverable and edits per draft before and after a change tell you whether an "optimization" actually helped (Domain 2).
Worked Example¶
Scenario: a consultant's Project drafts client emails. Lately, drafts cite an old service price and keep coming out too long despite her asking for brevity each time.
Diagnosis and fix:
- Wrong facts, systematic across chats β configuration, not prompting: the Project's knowledge contains last year's rate card. Remove it, add the current one (rung 5).
- Wrong format, recurring β the "keep it short" correction she types every time belongs in project instructions: "Client emails are 150 words maximum" (permanent fix beats repeated feedback).
- Verify the fix - run the workflow twice; check price and length. Done.
Note what was NOT the answer: switching models, regenerating repeatedly, or abandoning the Project.
Quick Reference: Symptom β First Move¶
| Symptom | First move |
|---|---|
| Invented facts or citations | Ground in source documents, require citations |
| Ignored half the request | Split the request; one ask per message |
| Wrong output shape | Specify format; give an example |
| Too generic | Add context and audience |
| Contradicts earlier decisions | Summarize state, start fresh chat |
| Same error across whole team/Project | Fix instructions or knowledge, not individual prompts |
| Declined a legitimate task | Clarify intent and context honestly |
| Needs current data | Web search or connector, then verify |
| Math is off | Analysis tool, not prose arithmetic |
Key Takeaways¶
- Diagnose the failure type before changing anything; matching fix to failure is the whole domain.
- Most failures are information problems: better context, sources, and specificity fix them.
- Escalate cheaply first: prompt β inputs β structure β fresh chat β configuration β capability β task fit.
- Systematic failures across a team point at configuration (instructions/knowledge), not at individual prompts.
- Never game a refusal; clarify honestly or accept it.
- Optimization means fewer iterations and less review time - move recurring corrections into templates and instructions, and measure the difference.
π Prompt Engineering Overview - the official techniques behind most rung-1 fixes π Claude Help Center - product documentation for Projects, analysis tool, and web search