# PRD Template

Use this PRD template to design agentic user experiences that guide, propose, and execute workflows while tracking impact and business KPIs.

<HeroTemplates />

## 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)

What steps would the user take today?

**Example:**

1. Navigate to Task module.
2. Manually enter due date, owner, and description.
3. 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:
1. Detects missing info (assignee).
2. Opens a Chatterblock to confirm details.
3. On approval, writes back to Task module.
4. Generates a recap in Canvas.

## 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)

## 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 |