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konstruct/.planning/REQUIREMENTS.md
Adolfo Delorenzo d1bcdef0f5 docs(02-04): complete human escalation handoff plan
- Summary with decisions, metrics, and self-check
- STATE.md: advance progress to 78%, add decisions, record session
- ROADMAP.md: update phase 2 plan progress (3 of 5 complete)
- REQUIREMENTS.md: mark AGNT-05 complete
2026-03-23 14:55:22 -06:00

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Requirements: Konstruct

Defined: 2026-03-23 Core Value: An AI employee that works in the channels your team already uses — no new tools to learn, no dashboards to check, just a capable coworker in Slack or WhatsApp.

v1 Requirements

Requirements for beta-ready release. Each maps to roadmap phases.

Channel Infrastructure

  • CHAN-01: Channel Gateway normalizes messages from all channels into unified KonstructMessage format
  • CHAN-02: User can interact with AI employee via Slack (Events API — @mentions, DMs, thread replies)
  • CHAN-03: User can interact with AI employee via WhatsApp Business Cloud API
  • CHAN-04: WhatsApp adapter enforces business-function scoping per Meta 2026 policy
  • CHAN-05: Platform rate-limits requests per tenant and per channel with configurable thresholds

Agent Core

  • AGNT-01: Tenant can configure a single AI employee with custom name, role, and persona
  • AGNT-02: Agent maintains conversational memory within sessions (sliding window)
  • AGNT-03: Agent retrieves relevant past context via vector search (pgvector long-term memory)
  • AGNT-04: Agent can invoke registered tools to perform actions (tool registry + execution)
  • AGNT-05: Agent escalates to human when configured rules trigger, transferring full conversation context
  • AGNT-06: Every agent action (LLM call, tool invocation, handoff) is logged in an audit trail
  • AGNT-07: Agent token usage is tracked per-agent per-tenant with configurable budget limits

LLM Backend

  • LLM-01: LiteLLM router abstracts LLM provider selection with fallback routing
  • LLM-02: Platform supports Ollama (local) and commercial APIs (Anthropic, OpenAI) as LLM providers
  • LLM-03: Tenant can provide their own API keys for supported LLM providers (BYO keys, encrypted at rest) ⚠️ CONFLICT: listed as v1 here but out-of-scope in PROJECT.md — resolve before Phase 3 planning

Multi-Tenancy & Security

  • TNNT-01: All tenant data is isolated via PostgreSQL Row Level Security
  • TNNT-02: Inbound messages are resolved to the correct tenant via channel metadata
  • TNNT-03: Per-tenant Redis namespace isolation for cache and session state
  • TNNT-04: All data encrypted at rest (PostgreSQL, object storage) and in transit (TLS 1.3)

Admin Portal

  • PRTA-01: Operator can create, view, update, and delete tenants
  • PRTA-02: Operator can design agents via a dedicated Agent Designer module — defining job description, statement of work, persona, system prompt, tool assignments, and escalation rules
  • PRTA-03: Operator can connect messaging channels (Slack, WhatsApp) via guided wizard
  • PRTA-04: New tenants are guided through structured onboarding (connect channel, configure agent, test message)
  • PRTA-05: Operator can manage subscription plans and billing via Stripe integration
  • PRTA-06: Portal displays agent cost tracking and usage metrics per tenant

v2 Requirements

Deferred to future release. Tracked but not in current roadmap.

Channel Expansion

  • CHAN-06: User can interact with AI employee via Microsoft Teams
  • CHAN-07: User can interact with AI employee via Mattermost
  • CHAN-08: User can interact with AI employee via Telegram

Agent Advanced

  • AGNT-08: Same agent maintains unified memory across Slack and WhatsApp (cross-channel identity)
  • AGNT-09: Agent detects negative sentiment and proactively escalates before user requests it
  • AGNT-10: Pre-built tool integrations for common SMB tools (Zendesk, HubSpot, Google Calendar)

Multi-Agent Teams

  • TEAM-01: Coordinator agent routes inbound messages to specialist agents
  • TEAM-02: Specialist agents execute domain-specific tasks and return results to coordinator
  • TEAM-03: All inter-agent communication logged for audit

Enterprise

  • ENTR-01: Schema-per-tenant isolation for Team tier
  • ENTR-02: Self-hosted deployment via Helm chart and Docker Compose
  • ENTR-03: Agent marketplace with pre-built role templates

Out of Scope

Feature Reason
Voice/telephony channels (Twilio) Completely different tech stack and regulatory environment; validate messaging first
Open-ended general-purpose WhatsApp bot Banned by Meta (Jan 2026 policy); agents must serve specific business functions
Real-time token streaming in chat Slack/WhatsApp don't support partial message streaming; zero user benefit
Full no-code visual agent builder (drag-and-drop) Agent Designer covers structured text-based configuration; visual flow builders are premature
Cross-tenant agent communication Security/isolation violation; no compliance framework supports it
Dashboard-first UX for end users Defeats core value proposition; agent interactions stay in messaging channels
White-labeling for agencies Secondary market; validate direct SMB first
AI company hierarchy (teams of teams) Requires proven multi-agent foundation; v3+
SOC 2 / HIPAA compliance Post-revenue; self-hosted option covers compliance-sensitive customers

Traceability

Which phases cover which requirements. Updated during roadmap creation.

Requirement Phase Status
CHAN-01 Phase 1 Complete
CHAN-02 Phase 1 Complete
CHAN-03 Phase 2 Complete
CHAN-04 Phase 2 Complete
CHAN-05 Phase 1 Complete
AGNT-01 Phase 1 Complete
AGNT-02 Phase 2 Complete
AGNT-03 Phase 2 Complete
AGNT-04 Phase 2 Pending
AGNT-05 Phase 2 Complete
AGNT-06 Phase 2 Pending
AGNT-07 Phase 3 Pending
LLM-01 Phase 1 Complete
LLM-02 Phase 1 Complete
LLM-03 Phase 3 Pending
TNNT-01 Phase 1 Complete
TNNT-02 Phase 1 Complete
TNNT-03 Phase 1 Complete
TNNT-04 Phase 1 Complete
PRTA-01 Phase 1 Complete
PRTA-02 Phase 1 Complete
PRTA-03 Phase 3 Pending
PRTA-04 Phase 3 Pending
PRTA-05 Phase 3 Pending
PRTA-06 Phase 3 Pending

Coverage:

  • v1 requirements: 25 total
  • Mapped to phases: 25
  • Unmapped: 0

Requirements defined: 2026-03-23 Last updated: 2026-03-23 after roadmap creation — traceability complete