diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index 4425678..ba57610 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -56,6 +56,14 @@ Requirements for beta-ready release. Each maps to roadmap phases. - [x] **RBAC-05**: Portal navigation, pages, and UI elements adapt based on user role (platform admin sees tenant picker, customer admin sees their tenant, operator sees read-only views) - [x] **RBAC-06**: API endpoints enforce role-based authorization — unauthorized actions return 403 Forbidden, not just hidden UI +### Employee Design + +- [ ] **EMPL-01**: Multi-step wizard guides user through AI employee creation (role definition, persona, tools, channels, escalation rules) without requiring knowledge of system prompt format +- [ ] **EMPL-02**: Pre-built agent templates (e.g., Customer Support Rep, Sales Assistant, Office Manager) available for one-click deployment with sensible defaults +- [ ] **EMPL-03**: Template-deployed agents are immediately functional — respond in connected channels with the template's persona, tools, and escalation rules +- [ ] **EMPL-04**: Wizard and templates accessible to platform admins and customer admins (RBAC-enforced, not operators) +- [ ] **EMPL-05**: Agents created via wizard or template appear in Agent Designer for further customization + ## v2 Requirements Deferred to future release. Tracked but not in current roadmap. @@ -135,12 +143,16 @@ Which phases cover which requirements. Updated during roadmap creation. | RBAC-04 | Phase 4 | Complete | | RBAC-05 | Phase 4 | Complete | | RBAC-06 | Phase 4 | Complete | +| EMPL-01 | Phase 5 | Pending | +| EMPL-02 | Phase 5 | Pending | +| EMPL-03 | Phase 5 | Pending | +| EMPL-04 | Phase 5 | Pending | +| EMPL-05 | Phase 5 | Pending | **Coverage:** - v1 requirements: 25 total (all complete) -- RBAC requirements: 6 total (Phase 4) -- Mapped to phases: 25 -- Unmapped: 0 +- RBAC requirements: 6 total (Phase 4, all complete) +- Employee Design requirements: 5 total (Phase 5) --- *Requirements defined: 2026-03-23* diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index cf3c6bf..f60b036 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -96,7 +96,7 @@ Plans: ## Progress **Execution Order:** -Phases execute in numeric order: 1 -> 2 -> 3 -> 4 +Phases execute in numeric order: 1 -> 2 -> 3 -> 4 -> 5 | Phase | Plans Complete | Status | Completed | |-------|----------------|--------|-----------| @@ -104,6 +104,7 @@ Phases execute in numeric order: 1 -> 2 -> 3 -> 4 | 2. Agent Features | 6/6 | Complete | 2026-03-24 | | 3. Operator Experience | 5/5 | Complete | 2026-03-24 | | 4. RBAC | 3/3 | Complete | 2026-03-24 | +| 5. Employee Design | 0/0 | Not started | - | --- @@ -111,6 +112,21 @@ Phases execute in numeric order: 1 -> 2 -> 3 -> 4 **LLM-03 conflict resolved:** BYO API keys confirmed in v1 scope per user decision during Phase 3 context gathering. Implemented via Fernet encryption in Phase 3. +### Phase 5: Employee Design +**Goal**: Operators and customer admins can create AI employees through a guided wizard that walks them through role definition, persona setup, tool selection, and channel assignment — or deploy instantly from a library of pre-built agent templates +**Depends on**: Phase 4 +**Requirements**: EMPL-01, EMPL-02, EMPL-03, EMPL-04, EMPL-05 +**Success Criteria** (what must be TRUE): + 1. An operator can create a fully configured AI employee by completing a multi-step wizard without needing to understand the underlying system prompt format + 2. Pre-built agent templates (e.g., Customer Support Rep, Sales Assistant, Office Manager) are available for one-click deployment with sensible defaults + 3. A template-deployed agent is immediately functional — responds in connected channels with the template's persona, tools, and escalation rules + 4. The wizard and templates are accessible to both platform admins and customer admins (respecting RBAC) + 5. Created agents appear in the Agent Designer for further customization after initial setup +**Plans**: 0 plans + +Plans: +- [ ] TBD (run /gsd:plan-phase 5 to break down) + --- *Roadmap created: 2026-03-23* *Coverage: 25/25 v1 requirements + 6 RBAC requirements mapped* diff --git a/.planning/phases/05-employee-design/.gitkeep b/.planning/phases/05-employee-design/.gitkeep new file mode 100644 index 0000000..e69de29