How to Build an Agenda That Works: A Step-by-Step Guide

Creating an agenda for your AI persona is like building a detailed to-do list that ensures your persona handles tasks smoothly and effectively. Here is a quick guide to getting started:

Step 1: Define Your Objective — What is the Game Plan?

First things first, ask yourself, "What do I want my persona to achieve?" Think of it like planning a trip—you need to know where you are going before you can plan the route. Be specific. The better defined your objective, the smoother your persona's journey will be.

Step 2: Set the Trigger — When Does the Magic Begin?

Your persona needs to know when to jump into action. The trigger is the cue that switches your persona into Agenda mode. For example, if your persona is handling restaurant reservations, the trigger might be "when a customer mentions they want to book a table".

Step 3: Map the Journey — What Are the Agenda Items?

Break down the task into specific steps—these are your "agenda items." Each is a small part of the overall process, like pit stops on a road trip. For instance, if your persona is managing customer reservations, your steps might be: Ask for customer details, provide available options, confirm customer selection, make reservation, send reservation confirmation.

For each agenda item, you can select from a range of agenda item types, such as: Gather, Convey, Debate and Q&A. Each agenda item type is designed with a specific purpose in mind, for example "Gather" enables the collection of information from the user, and the "Q&A" answers the user's questions. By breaking down your agenda into agenda items with specific types you ensure that your conversation flows naturally, the agenda stays on track, and all tasks are completed correctly.

Step 4: Define the Output—Where Does Everything Go?

Finally, decide what happens with the information your persona gathers. Should it be sent to a database, logged into a CRM, or emailed to someone? Perhaps you need your persona to analyze the conversation to extract insights and business intelligence? Define this clearly so your persona knows what to do after completing each task.

Step 5: Save, Deploy, and Relax

Once everything is set, hit publish and let your AI persona get to work. You can always tweak the agenda later based on how things go. With a solid agenda, your persona will handle tasks like a pro, leaving you more time to focus on the bigger picture.

Ready to dive in? Start building your AI Persona and customizable agenda now!