2.9 KiB
2.9 KiB
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:
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