Appearance
Agent Charter
Use this template during pilot design, implementation planning, or agent governance to make agent boundaries, ownership, controls, and approvals explicit.
Download the raw source: agent-charter.md.
1. Summary
| Field | Value |
|---|---|
| Agent name | |
| Use case ID | |
| Business or operating context | |
| Business owner | |
| Product owner | |
| Technical owner | |
| Platform | |
| Environment | |
| Risk tier | |
| Lifecycle status | Proposed |
2. Outcome
- Target outcome:
- KPI baseline:
- KPI target:
- Measurement method:
- Review cadence:
3. Scope
In scope:
Out of scope:
Prohibited actions:
4. Users And Channels
- Target users:
- User channel: Chat, productivity suite, CRM, workflow app, portal, API, or other; for example, Teams, Microsoft 365 Copilot, Dynamics 365, or Power Apps
- Authentication method:
- Authorization model:
5. Knowledge And Grounding
| Source | Purpose | Owner | Freshness | Permission Model | Compliance Notes |
|---|---|---|---|---|---|
Grounding pattern:
- RAG/search:
- API/tool access:
- MCP/connectors:
- Other:
6. Tools And Actions
| Tool Or Action | Read/Write | System | Required Permission | Approval Required | Audit Evidence |
|---|---|---|---|---|---|
7. Orchestration
- Single-agent or multi-agent:
- Orchestration approach:
- Deterministic workflow points:
- Human approval points:
- Fallback path:
- Escalation path:
8. Memory, Retention, And Privacy
- Conversation history retention:
- Business or operational data retention:
- Memory allowed:
- Memory prohibited:
- Sensitive data handling:
- Deletion process:
9. Instructions And Prompt Library
- Instruction owner:
- Versioning method:
- Review process:
- Approved prompt library location:
- Prompt evaluation method:
10. Security And Responsible AI Controls
| Control Area | Required Control | Evidence |
|---|---|---|
| Identity and access | ||
| Data loss prevention | ||
| Prompt injection defense | ||
| Content safety | ||
| Audit trail | ||
| Human oversight | ||
| Privacy and compliance | ||
| Cost control |
11. Operations
- Telemetry location:
- Dashboard owner:
- Support owner:
- Incident process:
- Pause procedure:
- Review cadence:
- Retirement criteria:
12. Approval
| Role | Name | Decision | Date |
|---|---|---|---|
| Business owner | |||
| Product owner | |||
| Security | |||
| Compliance/privacy | |||
| Platform owner | |||
| Operations owner |