To define how users will interact with the AI agent across different modalities and contexts. This includes structuring conversations, designing error handling and escalation points, defining tone and personality, and supporting multimodal experiences. Grounded in the data boundaries and failure scenarios defined in Module 5, this module ensures agents are intuitive, trustworthy, and effective.
Map typical user-agent dialogues:
- Primary use cases and expected flows
- Branching logic for user inputs
- Handling ambiguous queries
Tools: flowcharts, decision trees, Miro, Lucidchart
Source: Gemini + CrewAI + LangGraph state planning
Define consistent user-facing voice:
- Agent “personality” template (formal, casual, helpful, expert)
- Language tone guidance (concise vs. verbose, emoji use, etc.)
- Multilingual and accessibility considerations
Source: User onboarding psychology, GPT persona patterning
Define human intervention points:
- Thresholds for escalation (confidence score, sensitive data)
- Alerting workflows (Slack, email, dashboarding)
- Approval check-ins for regulated flows
Source: Gemini HITL architecture recommendations
Design fallbacks for failed, incomplete, or uncertain interactions:
- Graceful fallback responses
- Triggered escalation to humans or alternative workflows
- Logging for retraining and debugging
Tools: LangSmith, custom observability tooling
Plan user interactions beyond chat:
- Web form + chatbot hybrid UX
- Voice interface or visual annotation (if applicable)
- File uploads (e.g. PDF, CSV) and data ingestion flows
Source: Gemini multi-modal design strategy
Structure first-use interactions:
- Welcome message + purpose disclosure
- Agent capabilities and limitations briefing
- Tips, retry guidance, and escalation visibility
Key for adoption in both startup and enterprise contexts
Standardize prompt styles and input/output constraints:
- Chain-of-Thought and Tree-of-Thought patterns
- Role instruction preambles
- Function-calling and system prompt configuration
Source: Gemini prompt optimization methodology
- Task Completion Rate (per use case)
- User Satisfaction Score (via survey or thumbs-up)
- Escalation Rate (must be low but safe)
- First Interaction Success Rate
- Retry/Error Frequency
- Flow Mapping: Miro, Whimsical, Lucidchart
- Prompt Testing: LangSmith, Promptfoo, OpenAI Playground
- Human-in-the-Loop Tools: Slack API, Zapier, internal alerting
- Multimodal: Streamlit, Microsoft Bot Framework, Twilio for voice/SMS
- Conversation Flow Template
- Persona & Tone Definition Sheet
- HITL Escalation Matrix
- Prompt Engineering Pattern Sheet
- Onboarding Message Library
- Multi-modal Planning Canvas
| Track | Flow | Outcome |
|---|---|---|
| Weekend Warrior | Prebuilt tone + minimal flow + fallback | Clean first-use UX with self-contained agent |
| Startup | Conversational design + simple escalation + prompt testing | Branded agent with defined tone, working prototype |
| Enterprise | Multimodal support + HITL + fallback routing + compliance UI | Trustworthy agent aligned with regulatory and user policies |
- LangSmith Debugging & Prompt Evaluation
- Lucidchart UX Templates
- Chain-of-Thought Prompting
- Gemini HITL Architecture
- OpenAI Prompt Engineering Guide
- Input: Data strategy, capability boundaries, escalation logic from Module 5
- Feeds into: Module 7 (Rapid Development), Module 8 (Performance Evaluation)