diff --git a/adding-goals-and-tools.md b/adding-goals-and-tools.md index c1630b5..634a27f 100644 --- a/adding-goals-and-tools.md +++ b/adding-goals-and-tools.md @@ -3,12 +3,20 @@ The agent is set up to allow for multiple goals and to switch back to choosing a It may be helpful to review the [architecture](./architecture.md) for a guide and definition of goals, tools, etc. +### Adding a New Goal Category +Goal Categories lets you pick which groups of goals to show. Set via an .env setting, GOAL_CATEGORIES. +1. Pick a unique one that has some business meaning +2. Use it in your .env file +3. Add to [.env.example](./.env.example) +4. Use it in your Goal definition, see below. + ### Adding a Goal 1. Open [/tools/goal_registry.py](tools/goal_registry.py) - this file contains descriptions of goals and the tools used to achieve them 2. Pick a name for your goal! (such as "goal_hr_schedule_pto") 3. Fill out the required elements: - `id`: needs to be the same as the name - `agent_name`: user-facing name for the agent/chatbot +- `category_tag`: category for the goal - `agent_friendly_description`: user-facing description of what the agent/chatbot does - `tools`: the list of tools the goal will walk the user through. These will be defined in the [tools/tool_registry.py](tools/tool_registry.py) and should be defined in list form as tool_registry.[name of tool] - Important! The last tool listed must be `list_agents_tool`. This allows the chatbot to guide the user back to choosing from the list of available goals once a goal is complete.
diff --git a/todo.md b/todo.md index f0f7596..e1219ea 100644 --- a/todo.md +++ b/todo.md @@ -1,20 +1,20 @@ # todo list [ ] add confirmation env setting to setup guide

-[ ] how to add more scenarios, tools
- +[x] how to add more scenarios, tools
+[ ] make agent respond to name of goals and not just numbers +[ ] L look at slides +[ ] josh to do fintech scenarios [ ] create tests
[ ] fix logging statements not to be all warn, maybe set logging level to info [ ] create people management scenarios
-[ ] 2. Others: --- check pay status
+[ ] 2. Others HR goals: -- book work travel
-- check insurance coverages
-- expense management
-- check in on the health of the team
--- check pto [x] demo the reasons why:
- Orchestrate interactions across distributed data stores and tools