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Agent specification

One page to agree what an agent does before anyone builds it.

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How to use it

Fill this in with the person who does the work today. If you can't complete a section, you aren't ready to build.

The template

AGENT SPECIFICATION

Name:
Owner (one person):

GOAL
What outcome does it produce, in one sentence?

INPUTS
What does it receive, and from where?

DONE MEANS
What does a finished job look like? How would you check it?

TOOLS
Read:
Draft:
Act (needs a reason):

NEVER
What must it never do?

HAND-OFF
When does it stop and ask a person? Who gets asked?

LIMITS
Max steps per run:
Max cost per run:

SUCCESS MEASURE
Baseline today:
Target:
Stop if:

A filled-in example

AGENT SPECIFICATION (invented example)

Name: Overdue invoice assistant
Owner: Credit control lead

GOAL
Prepare a recommended next step for each invoice over 30 days late.

INPUTS
Invoice record, payment history, last 5 emails.

DONE MEANS
A next step, a one-line reason and a draft email saved to the account.

TOOLS
Read: get_invoice, get_emails
Draft: save_draft
Act: none in version 1

NEVER
Send email. Offer discounts or payment plans.

HAND-OFF
Flag to credit control if the customer mentions a dispute, hardship or a lawyer.

LIMITS
Max steps per run: 10
Max cost per run: [set from testing]

SUCCESS MEASURE
Baseline today: [time per account]
Target: [time per account, including review]
Stop if: any email goes out without approval.

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