# AI Tools and Agent Preferences Intake Template

## Overview

This template guides the collection of AI tool preferences and agent interaction guidelines.

## Interview Structure

### 1. Current Tool Usage
- Primary tools and their roles
- Subscription status and limitations
- Usage patterns and workflows
- Strengths and limitations of each tool
- Quota management and availability strategies
- Backup and alternative tool selections

### 2. Agent Guidelines and Rules
- Core operating principles
- Communication protocols and expectations
- Documentation standards and formats
- Quality assurance and validation approaches
- Error handling and recovery procedures
- Security and privacy considerations

### 3. Workflow Preferences
- Preferred interaction styles
- Response length and detail expectations
- Formatting and presentation preferences
- Decision-making and approval processes
- Feedback and iteration approaches
- Collaboration and delegation patterns

### 4. Technical Environment
- Development environment preferences
- Tool integration and interoperability
- Version control and change management
- Testing and quality assurance practices
- Deployment and delivery mechanisms
- Monitoring and observability requirements

### 5. Performance Optimization
- Token efficiency strategies
- Context window management
- Response time expectations
- Resource utilization considerations
- Cost optimization approaches
- Scalability and reliability requirements

## Response Format

Please provide responses in the following structured format:

```yaml
tool_usage:
  primary_tools:
    - name: ""
      role: ""
      subscription_status: ""
      usage_patterns: []
      strengths: []
      limitations: []
  quota_management:
    strategies: []
    backup_selections: []
  workflow_integration:
    primary_flows: []
    backup_flows: []

agent_guidelines:
  core_principles: []
  communication_protocols: []
  documentation_standards: []
  quality_assurance: []
  error_handling: []
  security_considerations: []

workflow_preferences:
  interaction_styles: []
  response_expectations:
    length_preference: ""
    detail_level: ""
  formatting_preferences: []
  decision_processes: []
  feedback_approaches: []
  collaboration_patterns: []

technical_environment:
  development_preferences: []
  tool_integration: []
  version_control: []
  testing_practices: []
  deployment_mechanisms: []
  monitoring_requirements: []

performance_optimization:
  token_efficiency: []
  context_management: []
  response_time: []
  resource_utilization: []
  cost_optimization: []
  scalability_requirements: []
```

## Validation Criteria

- Alignment with current tool subscriptions
- Consistency with documented workflows
- Practicality of implementation
- Completeness of coverage
- Clarity of expectations

## Frequency

This intake should be updated:
- Semi-annually for tool changes
- As-needed for workflow modifications
- Quarterly for performance optimization reviews