AI Agent / Workflow Tool

Tell us about the project.

For platforms with an LLM-powered agent at the center — voice agents, document processors, AI copilots. Same architectural pattern as CHARLIE itself.

Your contact info

First name*Last name*Email*PhoneCompany*Role / job title

Vision

In one sentence, what does this platform do for the customer?*The elevator pitch. We use this as the headline of the kickoff prompt.

What specific problem are we solving today?*Not features — the actual pain. "Sales reps lose 4 hours a week chasing approvals via email."

How will we measure success 90 days after launch?"Cut approval cycle from 4 days to 24 hours." Concrete numbers if possible.

What is the target timeline?*

Users

Who is the primary user?*Job title + a short description of their day-to-day.

How many users do you expect in the first 6 months?

What user roles need different permissions?e.g., admin, manager, employee, customer, read-only auditor.

How should users sign in?

Agent

What is the agent's job?*Be specific. "Triages incoming customer-support emails and either auto-answers or routes to the right human."

What personality / tone should the agent have?Mirror CHARLIE's pattern — give the agent a name, a backstory, and a vibe. (e.g., "OMAR — a results-obsessed claims operator").

What tools / actions does the agent need access to?*Read X, write Y, send email, query database, call external API.

Where does a human stay in the loop?What actions require approval? What does the agent do autonomously?

LLM provider preference?

Does the agent need voice (phone calls, voice-to-voice)?

YesNo

Tech

Where should this platform live?

Any compliance / regulatory requirements?What other systems does this need to talk to?List any APIs, CRMs, ERPs, payment processors, email providers, etc.

Is there existing data we need to migrate in?Format (Excel / CSV / API export) + rough size.

Brand

What is the platform called?*The product name end-users will see.

How would you describe the tone / brand voice?e.g., "Professional but warm" / "Insurance-industry serious" / "Playful, modern, fintech-y".

Do you have logo + brand assets ready to share?

YesNo

Color preferences?Hex codes if known, descriptive otherwise.

Commercial

What is the build budget (one-time)?

What is the monthly subscription budget?

Will this platform charge end-users (need Stripe / payments)?

YesNo

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