The PM’s Guide to Writing an AI Agent Brief

A practical template for product managers assigning work to AI agents without losing judgment, context, or review control.

By UserorbitAI Agents

AI agents are most useful when product managers stop treating them like chat boxes and start treating them like junior collaborators with strict briefs.

A good agent brief defines the goal, the context, the allowed actions, the output format, and the review bar.

The anatomy of an agent brief

Use this structure:

1. Goal

State the outcome in one sentence.

Example: “Draft a segmented in-app announcement and changelog entry for the new team permissions workflow.”

2. Context

Provide only the context needed for the task:

  • target users
  • feature behavior
  • customer problem
  • related feedback
  • release date
  • pricing or permission constraints
  • product terminology
  • existing docs or examples

3. Boundaries

Tell the agent what not to do:

  • do not invent unsupported claims
  • do not mention unreleased features
  • do not publish anything directly
  • do not change pricing language
  • ask for review when source material conflicts

4. Output format

Specify the exact output:

  • title
  • summary
  • user-facing copy
  • internal notes
  • questions for reviewer
  • metadata

5. Review criteria

Define how the PM will judge the result:

  • accurate to product behavior
  • clear for target segment
  • no hallucinated promises
  • specific next action
  • consistent with brand voice
  • easy to publish in downstream surfaces

A copy-pasteable brief

Goal: [specific product outcome]

Context:
- Product area:
- User segment:
- Current behavior:
- New behavior:
- Customer evidence:
- Rollout constraints:
- Related docs or assets:

Boundaries:
- Do not invent details not present in the context.
- Flag uncertainty instead of guessing.
- Do not publish or send externally.

Output:
1. Recommended title
2. 3-sentence summary
3. Draft customer-facing copy
4. Internal reviewer notes
5. Questions or missing context

Review criteria:
- Product accurate
- Segment-specific
- No unsupported claims
- Clear next action
- Ready for human approval

The practical takeaway

The PM’s job is not to let the agent “handle it.” The PM’s job is to design the work so the agent can produce useful drafts while human judgment stays in control.

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