# Agent Charter

## 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 |  |  |  |