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 more detailed your objective, the smoother your Persona's journey will be. For example: "You are a customer support agent assisting customers in booking tables at ABC Pizza."

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

Your Persona needs to know when to jump into action. This trigger is the cue that sets things in motion. For example, if your Persona is handling 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 inquiries, your steps might be "Ask for customer details" followed by "Provide available options."

Step 4: Choose the Agenda Item Type

For each agenda item, decide how your AI should interact—whether it is delivering a message, answering questions, or gathering detailed information. This ensures the conversation flows naturally and the tasks are completed correctly.

Step 5: 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 a summary or an alert. Define this clearly so your Persona knows what to do after completing each task.

Step 6: 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. So go ahead and try it out—you might be surprised at how much smoother things run.

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