Confluence Friendly PRD Template

How to use this in Confluence

1. Copy/paste this page into Confluence.
2. Replace Markdown checklists (- [ ]) with Confluence checkboxes.
3. Use Confluence panels (/info, /note, /success) to recreate the guidance boxes.
4. Save as your working PRD inside a Jira-linked Confluence page.

Readme.io is the source of truth. Always copy from here to ensure you’re using the latest version.

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PRD Template: Agentic Experience

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

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:

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

2. User Role

Who is this for?

Primary:

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

3. Scenario Description

3.1. Current Flow (without AI)

List the steps a user takes today.

Example: Navigate to Task module → enter details → save

3.2. AI-Enabled Flow (with Agent)

Describe how the agent automates and simplifies.

Example: User: “Create a task to follow up with ACME tomorrow”

1. Agent detects missing info
2. Agent opens Chatterblock to confirm
3. On approval, writes back + generates recap

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)

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)

Tip: Keep the flow lightweight: show → confirm → execute. Don’t overwhelm the user with too many branches.

6. Success Metrics

How do we measure user success/adoption?

Goal	Metric
Save time	Avg. minutes saved per workflow
Increase adoption	% of users triggering this flow
Improve accuracy	% of fields auto-filled correctly
Satisfaction	Thumbs-up rating / CSAT score

7. Business KPIs

How does this tie to business outcomes?

KPI	Product Attribution
Bookings	AI flows make demos/trials easier to close
Retention	Higher adoption of key workflows
Expansion	AI features drive upsell opportunities
Margins	Reduced support/onboarding costs via automation