Write one sentence describing the agent's job
Write the current reality in specific, observable terms.
Practical automation guide
AI Agent Planning Guide
Define an AI agent's job, knowledge, permissions, tools, evaluations and escalation before development.
An effective AI agent has a narrow job and clear operating boundaries. This planning guide helps business and technical stakeholders agree on what the agent may know and do.
Use this step-by-step framework
Define success and failure examples
Use real process samples and operating data.
List approved knowledge sources
Identify where information changes hands or systems.
List permitted read and write tools
Separate frequent exceptions from rare edge cases.
Identify sensitive data and actions
Define access, permission and data requirements.
Design human approval and escalation
Compare value, difficulty and operational risk.
Create evaluation cases before development
Choose a pilot with clear ownership and measurement.
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