Designing a work AI agent that remembers long workflows

The planned service gives each user a personal . People would use it through a chat screen and also by phone. The work process can last several days and move across a web app, email, phone calls, meeting notes, and data.

The assistant needs to help users and make suggestions, but some parts of the work must follow fixed steps. is being considered because the assistant should learn and improve over time. is being considered because the needs clear steps and rules.

is also needed so the assistant remembers where the work last stopped. The main question is whether is a good fit for a professional work setting that needs both flexibility and a strict process.

Key points

  • The service would give every user their own .
  • The assistant must work through both chat and phone.
  • The can span several days and multiple tools.
  • The agent needs both helpful suggestions and strict step-by-step control.
  • , , and are the main design pieces being considered.
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