Refactor Autonomous Agent Design Document to Update Terminology and Structure
- Replaced references to "AI Members" with "Robot Members" and "Human Members" with "User Members" for clarity. - Updated the `team_members` table description to reflect the use of the `__yao.member` model, enhancing consistency in terminology. - Revised key fields and examples in the document to align with the new member structure, improving overall understanding of the agent's configuration and operational context. - Enhanced flowcharts and diagrams to accurately represent the updated member types and their roles within the team structure.
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Max
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1 changed files with 230 additions and 220 deletions
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@ -73,13 +73,13 @@ flowchart TB
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### 2.2 Team Structure
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AI members live in `team_members` table with `member_type = "ai"`:
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Uses existing `__yao.member` model (`yao/models/member.mod.yao`):
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```
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┌─────────────────────────────────────────────────────────────────┐
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│ Team │
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│ ┌─────────────────────────────────────────────────────────┐ │
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│ │ AI Members │ │
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│ │ Robot Members │ │
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│ │ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ │
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│ │ │Sales Manager│ │Data Analyst │ │CS Specialist│ │ │
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│ │ │ • Track KPIs│ │ • Analyze │ │ • Tickets │ │ │
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@ -87,7 +87,7 @@ AI members live in `team_members` table with `member_type = "ai"`:
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│ │ └─────────────┘ └─────────────┘ └─────────────┘ │ │
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│ └─────────────────────────────────────────────────────────┘ │
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│ ┌─────────────────────────────────────────────────────────┐ │
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│ │ Human Members │ │
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│ │ User Members │ │
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│ │ ┌─────────────┐ ┌─────────────┐ │ │
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│ │ │ John (Owner)│ │ Jane (Admin)│ │ │
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│ │ └─────────────┘ └─────────────┘ │ │
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@ -95,19 +95,18 @@ AI members live in `team_members` table with `member_type = "ai"`:
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└─────────────────────────────────────────────────────────────────┘
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```
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```sql
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CREATE TABLE team_members (
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id BIGINT PRIMARY KEY AUTO_INCREMENT,
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team_id VARCHAR(64) NOT NULL,
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user_id VARCHAR(64), -- for humans
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member_type VARCHAR(32) NOT NULL, -- "user" | "ai"
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agent_id VARCHAR(64), -- for AI only
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agent_config JSON, -- AI config
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status VARCHAR(32) DEFAULT 'active',
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INDEX idx_team_id (team_id),
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INDEX idx_agent_id (agent_id)
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);
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```
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**Key fields in `__yao.member` for autonomous agents:**
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| Field | Type | Description |
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| ----------------- | ------ | ----------------------------------------------------------- |
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| `member_type` | enum | `user` \| `robot` |
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| `autonomous_mode` | bool | Enable autonomous execution |
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| `robot_config` | JSON | Agent configuration (see section 5) |
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| `robot_status` | enum | `idle` \| `working` \| `paused` \| `error` \| `maintenance` |
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| `system_prompt` | text | Identity & role prompt |
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| `agents` | JSON | Accessible agents list |
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| `mcp_servers` | JSON | Accessible MCP servers |
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| `manager_id` | string | Direct manager user ID |
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---
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@ -191,7 +190,7 @@ Two levels to prevent one agent from using all resources:
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**Fast check** (in memory):
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```go
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key := agentID + ":" + triggerType + ":" + window
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key := memberID + ":" + triggerType + ":" + window
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if has(key) { skip }
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```
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@ -206,8 +205,8 @@ Keeps agents in memory. No DB query on each tick:
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```go
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type AgentCache struct {
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agents map[string]*Agent // agent_id -> agent
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byTeam map[string][]string // team_id -> agent_ids
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agents map[string]*Agent // member_id -> agent
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byTeam map[string][]string // team_id -> member_ids
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}
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// Refresh: on start, on change, every hour
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```
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@ -407,13 +406,15 @@ const (
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ExecFailed ExecStatus = "failed"
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)
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// AgentState - agent operational state enum
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type AgentState string
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// RobotStatus - matches __yao.member.robot_status enum
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type RobotStatus string
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const (
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AgentActive AgentState = "active" // ready to run
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AgentPaused AgentState = "paused" // manually paused
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AgentRunning AgentState = "running" // currently executing
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RobotIdle RobotStatus = "idle" // ready to run
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RobotWorking RobotStatus = "working" // currently executing
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RobotPaused RobotStatus = "paused" // manually paused
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RobotError RobotStatus = "error" // encountered error
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RobotMaintenance RobotStatus = "maintenance" // under maintenance
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)
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// Triggers - all on by default
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@ -506,11 +507,18 @@ type Action struct {
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### 5.3 Example
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Example record in `__yao.member` table:
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```json
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{
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"member_type": "ai",
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"agent_id": "sales-bot",
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"agent_config": {
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"member_id": "mem_abc123",
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"team_id": "team_xyz",
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"member_type": "robot",
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"display_name": "Sales Bot",
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"autonomous_mode": true,
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"robot_status": "idle",
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"system_prompt": "You are a sales analyst...",
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"robot_config": {
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"triggers": {
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"clock": { "enabled": true },
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"intervene": { "enabled": true },
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@ -553,7 +561,9 @@ type Action struct {
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"type": "email",
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"opts": { "to": ["manager@company.com"] }
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}
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}
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},
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"agents": ["data-analyst", "chart-gen"],
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"mcp_servers": ["database"]
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}
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```
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@ -565,25 +575,35 @@ type Action struct {
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```mermaid
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stateDiagram-v2
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[*] --> Active: POST create
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Active --> Paused: PATCH pause
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Paused --> Active: PATCH resume
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Active --> [*]: DELETE
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[*] --> Idle: POST create
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Idle --> Working: trigger
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Working --> Idle: done
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Idle --> Paused: PATCH pause
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Working --> Paused: PATCH pause
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Paused --> Idle: PATCH resume
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Idle --> Error: error
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Working --> Error: error
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Error --> Idle: PATCH reset
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Idle --> [*]: DELETE
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Paused --> [*]: DELETE
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```
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| From | To | How |
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| ------ | ------- | --------------------- |
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| - | active | POST create |
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| active | paused | PATCH status="paused" |
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| paused | active | PATCH status="active" |
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| any | deleted | DELETE |
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| From | To | How |
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| ------- | ------- | --------------------------- |
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| - | idle | POST create |
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| idle | working | trigger (clock/human/event) |
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| working | idle | execution done |
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| idle | paused | PATCH robot_status="paused" |
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| paused | idle | PATCH robot_status="idle" |
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| any | error | execution error |
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| error | idle | PATCH robot_status="idle" |
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| any | deleted | DELETE |
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### 6.2 On Create
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1. Check config
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2. Make agent_id if missing
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3. Create KB: `agent_{team_id}_{agent_id}_kb`
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2. Generate member_id if missing
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3. Create KB: `robot_{team_id}_{member_id}_kb`
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4. Add to cache
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5. Create Job
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6. Set active
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@ -665,7 +685,7 @@ Each agent = 1 Job. Each run = 1 Execution.
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| Action | API |
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| -------- | -------------------------------------------- |
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| List | `GET /api/jobs?category_id=autonomous_agent` |
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| List | `GET /api/jobs?category_id=autonomous_robot` |
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| History | `GET /api/jobs/:job_id/executions` |
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| Progress | `GET /api/jobs/:job_id/executions/:id` |
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| Logs | `GET /api/jobs/:job_id/executions/:id/logs` |
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@ -674,7 +694,7 @@ Each agent = 1 Job. Each run = 1 Execution.
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### 7.2 Private KB
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Made on agent create: `agent_{team_id}_{agent_id}_kb`
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Made on robot member create: `robot_{team_id}_{member_id}_kb`
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**What it stores:**
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@ -684,10 +704,10 @@ Made on agent create: `agent_{team_id}_{agent_id}_kb`
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**When:**
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- Create: On agent create
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- Create: On robot member create
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- Update: After P5
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- Clean: Based on `keep` days
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- Delete: On agent delete
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- Delete: On robot member delete
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### 7.3 External Input
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@ -724,8 +744,8 @@ type Manager interface {
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Stop() error
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// Cache
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LoadActiveAgents(ctx context.Context) error
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GetAgent(teamID, agentID string) *Agent
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LoadActiveRobots(ctx context.Context) error
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GetRobot(teamID, memberID string) *Robot
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// Clock trigger (internal, called by ticker)
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Tick(ctx context.Context, now time.Time) error
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@ -753,14 +773,14 @@ type Trigger interface {
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HandleEvent(ctx context.Context, req EventRequest) (*ExecutionResult, error)
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// Query & control
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GetStatus(ctx context.Context, teamID, agentID string) (*AgentStatus, error)
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Pause(ctx context.Context, teamID, agentID string) error
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Resume(ctx context.Context, teamID, agentID string) error
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GetStatus(ctx context.Context, teamID, memberID string) (*RobotState, error)
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Pause(ctx context.Context, teamID, memberID string) error
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Resume(ctx context.Context, teamID, memberID string) error
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}
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type InterveneRequest struct {
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TeamID string
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AgentID string
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MemberID string
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Action string // add_task | adjust_goal | cancel_task | pause | resume | abort | plan
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Description string
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Priority string // high | normal | low
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@ -768,7 +788,7 @@ type InterveneRequest struct {
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}
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type EventRequest struct {
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AgentID string
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MemberID string
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Source string // webhook path or table name
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EventType string // lead.created, etc.
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Data map[string]interface{}
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@ -779,12 +799,12 @@ type ExecutionResult struct {
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Status ExecStatus // pending | running | completed | failed
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}
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type AgentStatus struct {
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AgentID string
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State AgentState // active | paused | running
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type RobotState struct {
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MemberID string // member_id from __yao.member
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Status RobotStatus // idle | working | paused | error | maintenance
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LastRun time.Time
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NextRun time.Time
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RunningID string // current execution ID if running
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RunningID string // current execution ID if working
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}
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```
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@ -793,13 +813,13 @@ type AgentStatus struct {
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No separate `autonomous_executions` table. Uses existing Job system:
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```go
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// On agent create
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// On robot member create
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job.Create(Job{
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ID: "agent_" + agentID,
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CategoryID: "autonomous_agent",
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Name: agent.Identity.Role,
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ID: "robot_" + memberID,
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CategoryID: "autonomous_robot",
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Name: member.DisplayName,
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Handler: "autonomous.Execute",
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Args: map[string]interface{}{"agent_id": agentID},
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Args: map[string]interface{}{"member_id": memberID},
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})
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// On trigger (clock/human/event)
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@ -817,7 +837,7 @@ logs := job.GetLogs(executionID)
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| Action | API |
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| ------- | ------------------------------------------- |
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| List | `GET /api/jobs?category=autonomous_agent` |
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| List | `GET /api/jobs?category=autonomous_robot` |
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| Status | `GET /api/jobs/:job_id` |
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| History | `GET /api/jobs/:job_id/executions` |
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| Logs | `GET /api/jobs/:job_id/executions/:id/logs` |
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@ -916,40 +936,38 @@ Each example shows a different trigger mode:
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**Role:** AI Marketing - auto-generate and optimize SEO/GEO content.
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```json
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// robot_config for SEO Content Agent
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{
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"agent_id": "seo-content",
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"agent_config": {
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"triggers": {
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"clock": { "enabled": true },
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"intervene": { "enabled": true }
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},
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"clock": {
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"mode": "times",
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"times": ["06:00", "18:00"],
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"days": ["Mon", "Tue", "Wed", "Thu", "Fri"],
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"tz": "Asia/Shanghai"
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},
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"identity": {
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"role": "SEO/GEO Content Specialist",
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"duties": [
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"Research trending keywords in our industry",
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"Generate SEO-optimized articles (2-3 per day)",
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"Optimize existing content for GEO (AI search)",
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"Track keyword rankings and adjust strategy",
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"A/B test titles and meta descriptions"
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]
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},
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"resources": {
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"agents": ["keyword-researcher", "content-writer", "seo-optimizer"],
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"mcp": [
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{ "id": "google-search", "tools": ["trends", "rankings"] },
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{ "id": "cms", "tools": ["create", "update", "publish"] }
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]
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},
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"delivery": {
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"type": "notify",
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"opts": { "channel": "marketing-team" }
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}
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"triggers": {
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"clock": { "enabled": true },
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"intervene": { "enabled": true }
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},
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"clock": {
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"mode": "times",
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"times": ["06:00", "18:00"],
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"days": ["Mon", "Tue", "Wed", "Thu", "Fri"],
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"tz": "Asia/Shanghai"
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},
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"identity": {
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"role": "SEO/GEO Content Specialist",
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"duties": [
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"Research trending keywords in our industry",
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"Generate SEO-optimized articles (2-3 per day)",
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"Optimize existing content for GEO (AI search)",
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"Track keyword rankings and adjust strategy",
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"A/B test titles and meta descriptions"
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]
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},
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"resources": {
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"agents": ["keyword-researcher", "content-writer", "seo-optimizer"],
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"mcp": [
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{ "id": "google-search", "tools": ["trends", "rankings"] },
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{ "id": "cms", "tools": ["create", "update", "publish"] }
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]
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},
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"delivery": {
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"type": "notify",
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"opts": { "channel": "marketing-team" }
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}
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}
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```
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**Role:** Monitor competitors, track market changes, alert on important updates.
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```json
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// robot_config for Competitor Monitor
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{
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"agent_id": "competitor-monitor",
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"agent_config": {
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"triggers": {
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"clock": { "enabled": true }
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},
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"clock": {
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"mode": "interval",
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"every": "2h"
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},
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"identity": {
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"role": "Competitor Intelligence Analyst",
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"duties": [
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"Monitor competitor websites for changes",
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"Track competitor pricing updates",
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"Watch for new product launches",
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"Analyze competitor content strategy",
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"Alert team on significant changes"
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]
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},
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"resources": {
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"agents": ["web-scraper", "diff-analyzer", "report-writer"],
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"mcp": [{ "id": "web-search", "tools": ["search", "news"] }]
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},
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"delivery": {
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"type": "webhook",
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"opts": { "url": "https://slack.com/webhook/competitor-alerts" }
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}
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"triggers": {
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"clock": { "enabled": true }
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},
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"clock": {
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"mode": "interval",
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"every": "2h"
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},
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"identity": {
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"role": "Competitor Intelligence Analyst",
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"duties": [
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"Monitor competitor websites for changes",
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"Track competitor pricing updates",
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"Watch for new product launches",
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"Analyze competitor content strategy",
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"Alert team on significant changes"
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]
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},
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"resources": {
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"agents": ["web-scraper", "diff-analyzer", "report-writer"],
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"mcp": [{ "id": "web-search", "tools": ["search", "news"] }]
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},
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"delivery": {
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"type": "webhook",
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"opts": { "url": "https://slack.com/webhook/competitor-alerts" }
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}
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}
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```
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@ -1071,38 +1087,36 @@ P5 Learn:
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**Role:** Continuously read industry news, papers, social media; extract insights; build knowledge.
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```json
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// robot_config for Research Analyst
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{
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"agent_id": "research-analyst",
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"agent_config": {
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"triggers": {
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"clock": { "enabled": true }
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},
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"clock": {
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"mode": "daemon",
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"timeout": "10m"
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},
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"identity": {
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"role": "Industry Research Analyst",
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"duties": [
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"Continuously scan industry news and papers",
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"Analyze trends and extract key insights",
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"Identify emerging technologies and competitors",
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"Build and maintain industry knowledge base",
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"Alert team on significant developments"
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]
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},
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"resources": {
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"agents": ["content-reader", "insight-extractor", "report-writer"],
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"mcp": [
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{ "id": "web-search", "tools": ["search", "news"] },
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{ "id": "arxiv", "tools": ["search", "fetch"] },
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{ "id": "twitter", "tools": ["search", "trends"] }
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||||
]
|
||||
},
|
||||
"delivery": {
|
||||
"type": "notify",
|
||||
"opts": { "channel": "research-insights" }
|
||||
}
|
||||
"triggers": {
|
||||
"clock": { "enabled": true }
|
||||
},
|
||||
"clock": {
|
||||
"mode": "daemon",
|
||||
"timeout": "10m"
|
||||
},
|
||||
"identity": {
|
||||
"role": "Industry Research Analyst",
|
||||
"duties": [
|
||||
"Continuously scan industry news and papers",
|
||||
"Analyze trends and extract key insights",
|
||||
"Identify emerging technologies and competitors",
|
||||
"Build and maintain industry knowledge base",
|
||||
"Alert team on significant developments"
|
||||
]
|
||||
},
|
||||
"resources": {
|
||||
"agents": ["content-reader", "insight-extractor", "report-writer"],
|
||||
"mcp": [
|
||||
{ "id": "web-search", "tools": ["search", "news"] },
|
||||
{ "id": "arxiv", "tools": ["search", "fetch"] },
|
||||
{ "id": "twitter", "tools": ["search", "trends"] }
|
||||
]
|
||||
},
|
||||
"delivery": {
|
||||
"type": "notify",
|
||||
"opts": { "channel": "research-insights" }
|
||||
}
|
||||
}
|
||||
```
|
||||
|
|
@ -1171,38 +1185,36 @@ Run #3 (09:25):
|
|||
**Role:** Help sales team with research, proposals, follow-ups when manager assigns work.
|
||||
|
||||
```json
|
||||
// robot_config for Sales Assistant
|
||||
{
|
||||
"agent_id": "sales-assistant",
|
||||
"agent_config": {
|
||||
"triggers": {
|
||||
"clock": { "enabled": false },
|
||||
"intervene": {
|
||||
"enabled": true,
|
||||
"actions": ["add_task", "adjust_goal", "pause"]
|
||||
}
|
||||
},
|
||||
"identity": {
|
||||
"role": "Sales Assistant",
|
||||
"duties": [
|
||||
"Research assigned prospects and companies",
|
||||
"Prepare customized proposals and presentations",
|
||||
"Draft follow-up emails",
|
||||
"Analyze deal history and suggest strategies",
|
||||
"Prepare meeting briefs"
|
||||
]
|
||||
},
|
||||
"resources": {
|
||||
"agents": ["company-researcher", "proposal-writer", "email-drafter"],
|
||||
"mcp": [
|
||||
{ "id": "crm", "tools": ["query", "update"] },
|
||||
{ "id": "linkedin", "tools": ["search", "profile"] },
|
||||
{ "id": "email", "tools": ["draft", "send"] }
|
||||
]
|
||||
},
|
||||
"delivery": {
|
||||
"type": "email",
|
||||
"opts": { "to": ["sales-manager@company.com"] }
|
||||
"triggers": {
|
||||
"clock": { "enabled": false },
|
||||
"intervene": {
|
||||
"enabled": true,
|
||||
"actions": ["add_task", "adjust_goal", "pause"]
|
||||
}
|
||||
},
|
||||
"identity": {
|
||||
"role": "Sales Assistant",
|
||||
"duties": [
|
||||
"Research assigned prospects and companies",
|
||||
"Prepare customized proposals and presentations",
|
||||
"Draft follow-up emails",
|
||||
"Analyze deal history and suggest strategies",
|
||||
"Prepare meeting briefs"
|
||||
]
|
||||
},
|
||||
"resources": {
|
||||
"agents": ["company-researcher", "proposal-writer", "email-drafter"],
|
||||
"mcp": [
|
||||
{ "id": "crm", "tools": ["query", "update"] },
|
||||
{ "id": "linkedin", "tools": ["search", "profile"] },
|
||||
{ "id": "email", "tools": ["draft", "send"] }
|
||||
]
|
||||
},
|
||||
"delivery": {
|
||||
"type": "email",
|
||||
"opts": { "to": ["sales-manager@company.com"] }
|
||||
}
|
||||
}
|
||||
```
|
||||
|
|
@ -1266,47 +1278,45 @@ Agent Continues:
|
|||
**Role:** Instantly process and qualify new leads, route to sales.
|
||||
|
||||
```json
|
||||
// robot_config for Lead Processor
|
||||
{
|
||||
"agent_id": "lead-processor",
|
||||
"agent_config": {
|
||||
"triggers": {
|
||||
"clock": { "enabled": false },
|
||||
"event": { "enabled": true }
|
||||
},
|
||||
"events": [
|
||||
{
|
||||
"type": "webhook",
|
||||
"source": "/webhook/leads",
|
||||
"filter": { "event_types": ["lead.created"] }
|
||||
},
|
||||
{
|
||||
"type": "database",
|
||||
"source": "crm_leads",
|
||||
"filter": { "trigger": "insert" }
|
||||
}
|
||||
],
|
||||
"identity": {
|
||||
"role": "Lead Qualification Specialist",
|
||||
"duties": [
|
||||
"Instantly process new leads",
|
||||
"Enrich lead data (company info, LinkedIn)",
|
||||
"Score lead quality (1-100)",
|
||||
"Route hot leads to sales immediately",
|
||||
"Add cold leads to nurture sequence"
|
||||
]
|
||||
},
|
||||
"resources": {
|
||||
"agents": ["data-enricher", "lead-scorer"],
|
||||
"mcp": [
|
||||
{ "id": "clearbit", "tools": ["enrich"] },
|
||||
{ "id": "crm", "tools": ["update", "assign"] },
|
||||
{ "id": "email", "tools": ["send"] }
|
||||
]
|
||||
},
|
||||
"delivery": {
|
||||
"triggers": {
|
||||
"clock": { "enabled": false },
|
||||
"event": { "enabled": true }
|
||||
},
|
||||
"events": [
|
||||
{
|
||||
"type": "webhook",
|
||||
"opts": { "url": "https://slack.com/webhook/sales-leads" }
|
||||
"source": "/webhook/leads",
|
||||
"filter": { "event_types": ["lead.created"] }
|
||||
},
|
||||
{
|
||||
"type": "database",
|
||||
"source": "crm_leads",
|
||||
"filter": { "trigger": "insert" }
|
||||
}
|
||||
],
|
||||
"identity": {
|
||||
"role": "Lead Qualification Specialist",
|
||||
"duties": [
|
||||
"Instantly process new leads",
|
||||
"Enrich lead data (company info, LinkedIn)",
|
||||
"Score lead quality (1-100)",
|
||||
"Route hot leads to sales immediately",
|
||||
"Add cold leads to nurture sequence"
|
||||
]
|
||||
},
|
||||
"resources": {
|
||||
"agents": ["data-enricher", "lead-scorer"],
|
||||
"mcp": [
|
||||
{ "id": "clearbit", "tools": ["enrich"] },
|
||||
{ "id": "crm", "tools": ["update", "assign"] },
|
||||
{ "id": "email", "tools": ["send"] }
|
||||
]
|
||||
},
|
||||
"delivery": {
|
||||
"type": "webhook",
|
||||
"opts": { "url": "https://slack.com/webhook/sales-leads" }
|
||||
}
|
||||
}
|
||||
```
|
||||
|
|
|
|||
Loading…
Add table
Reference in a new issue