Write the job you want the Agent to return.
A good brief gives the Agent a useful finish and gives the reviewer a clear standard. Set the output, sources, reserved actions, and questions that should come back to a person.
Choose the specific contribution.
A Support Agent might return a reply draft and its source references. Use the first Agent guide to connect that output to a company goal and the appropriate approval step.
Copy the assignment and confirm its sources.
The source-context article helps describe status and scope. The integration page helps frame requirements when the source lives in another system.
AGENT ASSIGNMENT: REPLY DRAFT FOR A CUSTOMER QUESTION Purpose: help the support colleague prepare a response from the selected policy. Recipient and reviewer: the support manager. Inputs: the chosen question, relevant case context, and policy excerpt confirmed by its owner. Return the proposed wording, a source reference for each consequential statement, and questions the material leaves open. The assignment covers drafting and explanation. Sending messages, offering compensation, changing orders, and making new promises remain reserved for authorized people. If the policy conflicts or the question calls for another decision, hold that section and state the missing answer. The reviewer checks meaning, scope, and intended use, then records acceptance or a specific correction. Pass the result and remaining questions to the next responsible person.
Give the reviewer a recognizable finish.
A Sales Agent can return a follow-up draft; procurement can return a comparison; HR can return an orientation checklist. Each needs its own source and intended use.
Explain what the material represents.
The company knowledge workflow keeps context attached. For a Finance Agent, period and record type may be essential to the reviewer’s interpretation.
| Input condition | Appropriate preparation | Question for a person |
|---|---|---|
| Current policy confirmed | Draft within its stated conditions | Does it apply to this case? |
| Two versions disagree | Present the difference | Which version governs? |
| Required fact absent | Mark the affected conclusion | Who can supply the fact? |
Trace the sentences that could change someone’s action.
A delivery promise or remedy needs a clear source and authorized decision. Use an approval packet for a choice and the exception workflow for a missing answer.
Bounded preparation at a glance
Mark usable sections and held conclusions clearly.
The Operations Agent and handoff template help carry accepted work and open questions to the next recipient.
- 01
Identify the policy question
The draft marks the sentence needing clarification and names the source owner.
- 02
Record the answer
Revise the affected wording against the confirmed condition.
- 03
Pass the result forward
The recipient receives the reviewed draft and any decision still required.
Recheck scope when the assignment changes.
AI Chief connects the revised task to the plan. Use an exception note, check information guidance, and compare plan scope or share context through the company form.
Questions, answered.
What belongs in the brief?
Purpose, sources, output, reviewer, reserved actions, and conditions for returning a question.
How do I choose the output?
Ask the recipient what they need to perform their next step.
What should happen with a source conflict?
Hold the affected conclusion, show the sources, and ask their owner for clarification.
When should the brief change?
When the task, sources, recipient, or requested action changes.