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Guide

Designing AI Roles for Your Team

How to write an AI role the way you would write a job description — scope, inputs, authority, escalation and review.

Type
Guide
Topic
AI Agents
Author
AEGIS OS™
Published
Updated

Key takeaways

  • A role that cannot be described in one sentence is not a role. It is a collection of unowned tasks.
  • Scope is defined by the data and tools a role may touch, not by the instructions it is given.
  • Every role needs a named human owner who is accountable for its output.
  • Roles are reviewed on a schedule, like people, not left running unexamined.

The five fields every role needs

Job to be done
One sentence describing the outcome the role produces, in the language the business already uses.
Data in scope
The specific records and fields the role may read, and the ones it may write.
Tools permitted
The systems the role may call, and the actions it may take in each of them.
Approval boundary
What the role may complete on its own, and what must be reviewed by a named person before it leaves the organisation or changes a committed record.
Review cadence
Who examines the role's output, how often, and what triggers an immediate review.

A worked example

An intake preparation role, written out
 FieldDefinition
Job to be donePrepare every new enquiry for a human first review
Data in scopeThe enquiry record and published reference material only
Tools permittedRead the enquiry store; write a draft summary field
Approval boundaryNo outbound communication without a named approver
Review cadenceWeekly sample review; immediate review on any escalation

Written this way, the role can be staffed, audited and retired. Written as a prompt, it can only be guessed at.

Start with the roles nobody wants

  1. Preparation work: gathering, normalising and summarising before a person looks
  2. Reconciliation work: comparing two records and surfacing the differences
  3. Drafting work: producing a first version in the organisation's own format
  4. Monitoring work: watching for a condition and raising it to the right owner

These four carry the least judgement risk and the most recovered time. Roles that decide, commit or communicate externally come later, and they come with an approval gate attached.

One owner per role

If no person's name sits against a role, its output belongs to nobody — and the first time it is wrong, the organisation has no defined path to correct it.

Sources and references

Reviewed and published. No client example, vendor comparison, pricing claim or performance figure is described.

Start with an Architecture Assessment

An Architecture Assessment turns these questions into a documented blueprint, readiness analysis, implementation roadmap and quote for your organization.

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