Agentic Experience

Owner(s): Date: Target Release: Rollout: (alpha %, beta %, GA %) Status: Draft / Review / Final

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1. Outcomes

What is the user outcome we want to drive? What should the agent do end-to-end?

• Provide a one-prompt flow that simplifies a complex workflow.
• Identify gaps or missing info and propose next-best actions.
• Execute approved updates directly in the product.
• Generate a summary or artifact (e.g., report, plan, or notes).

Example: From a simple chat prompt (“Create a task to follow up with ACME”), the agent:

• Surfaces missing info (due date, owner).
• Proposes next steps.
• Writes back a new Task record in the system.
• Generates a short summary of “what changed.”

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2. User Role

Who is this for?

Primary:

• End User (e.g., Sales Rep, Customer Success Manager)

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3. Scenario Description

3.1. Current Flow (without AI)

What steps would the user take today?

Example:

• Navigate to Task module.
• Manually enter due date, owner, and description.
• Save and assign task.

3.2. AI-Enabled Flow (with Agent)

How should the agent automate and simplify this flow?

Example:

• User: “Create a task to follow up with ACME tomorrow.”
• Agent:
  • Detects missing info (assignee).
  • Opens a Chatterblock to confirm details.
  • On approval, writes back to Task module.
  • Generates a recap in Canvas.

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4. AI Interaction Modes

Which modes does this experience use? Check all that apply.

• Text (chat)
• Voice (hands-free)
• Navigation (agent moves app view)
• Chatterblock (embedded UI approval)
• Interactive (agent updates screen directly)
• Canvas (workspace for notes, briefs, drafts)

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5. Suggested UX Design(s)

What should the user see/hear?

• Conversational tone: propose → confirm → execute.
• Show proposed changes in Chatterblock with Approve/Reject.
• Navigate to updated record after confirmation.

Attachments:

• Wireframes / mockups
• Demo video (optional)

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6. Success Metrics

How do we measure user success/adoption?

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7. Business KPIs

How does this tie to business outcomes?