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docs(05-01): complete agent templates backend plan — system prompt builder, migration 007, template API

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Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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Adolfo Delorenzo
2026-03-24 20:33:44 -06:00
parent f9ce3d650f
commit c688b76c13
4 changed files with 112 additions and 14 deletions
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12
.planning/REQUIREMENTS.md
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@@ -59,9 +59,9 @@ Requirements for beta-ready release. Each maps to roadmap phases.
### 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)
- [x] **EMPL-02**: Pre-built agent templates (e.g., Customer Support Rep, Sales Assistant, Office Manager) available for one-click deployment with sensible defaults
- [x] **EMPL-03**: Template-deployed agents are immediately functional — respond in connected channels with the template's persona, tools, and escalation rules
- [x] **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
@@ -144,9 +144,9 @@ Which phases cover which requirements. Updated during roadmap creation.
| 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-02 | Phase 5 | Complete |
| EMPL-03 | Phase 5 | Complete |
| EMPL-04 | Phase 5 | Complete |
| EMPL-05 | Phase 5 | Pending |
**Coverage:**