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Mission Management

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Create and manage missions with specific objectives, team assignments, and success criteria. Organize your AI operations into structured workflows.

Overview​

Mission Management allows you to organize your AI operations into logical, goal-oriented workflows. Each mission represents a specific objective or project that can be executed by one or more AI agents with the support of your team.

Create New Mission​

Step 1: Mission Form​

Navigate to Missions → Create New Mission and fill out the form with:

  • Mission Name: Enter a descriptive name for your mission
  • Description: Provide a detailed description of the mission objectives
  • Priority: Select the priority level (Low, Medium, High, Critical)
  • Deadline: Set the target completion date
  • Workspace: Choose the appropriate workspace
  • Tags: Add relevant tags for organization

Step 2: Define Rating Criteria​

Click Configure Rating Parameters to set up evaluation metrics. You can configure:

Basic Metrics:

  • Response Time: Set target response times and thresholds
  • Accuracy: Define accuracy targets and minimum acceptable levels
  • Customer Satisfaction: Set satisfaction score targets

Advanced Metrics:

  • Cost Efficiency: Define cost per interaction targets
  • Escalation Rate: Set acceptable escalation percentages
  • Resolution Rate: Define successful resolution targets
  • Learning Curve: Monitor performance improvement over time
Rating Parameters Page

For detailed configuration of rating parameters across your workspace, visit the dedicated Rating Parameters page under Workspace Settings.

Step 3: Add Users to Mission​

Assign team members and stakeholders using the user management interface:

  • Mission Owner: Designate the primary mission manager
  • Team Members: Add users who will execute and manage the mission
  • Stakeholders: Include users who need visibility into mission progress
  • Permissions: Configure access levels for viewing, editing, and executing

Step 4: Add Agent to Mission​

Select and configure the agent for this mission using the agent assignment form:

  • Agent Selection: Choose from available agents in your workspace
  • Role Assignment: Define the agent's role (primary, backup, etc.)
  • Fallback Configuration: Set up alternative agents if needed
  • Execution Settings: Configure priority and concurrency limits

Step 5: Setup Default Notification Channel (Optional)​

Configure alerts and updates using the notification settings panel:

  • Email Notifications: Set up email alerts for team members
  • Slack Integration: Connect to your Slack workspace for real-time updates
  • Webhook Configuration: Set up custom webhook endpoints if needed
  • Event Selection: Choose which events trigger notifications

Mission Configuration Options​

Priority Levels​

Define the importance and urgency of your mission:

  • Low: Non-critical operations with flexible timelines
  • Medium: Standard operations with moderate urgency
  • High: Important operations requiring attention
  • Critical: Urgent operations with immediate impact

Workspace Organization​

Organize missions by workspace for better team collaboration:

  • Team-specific: Missions assigned to specific teams
  • Project-based: Missions organized by project or initiative
  • Department-wide: Missions spanning multiple teams
  • Organization-wide: Missions affecting the entire organization

Tagging System​

Use tags to categorize and organize your missions:

  • Function: Customer support, data analysis, content creation
  • Technology: AI model, integration type, platform
  • Business Unit: Sales, marketing, operations, support
  • Status: Active, planning, completed, archived

Mission Lifecycle Management​

Planning Phase​

  • Define mission objectives and success criteria
  • Assign team members and agents
  • Set timelines and milestones
  • Configure monitoring and alerts

Execution Phase​

  • Monitor mission progress in real-time
  • Track job completion and performance
  • Handle escalations and issues
  • Adjust resources and priorities as needed

Review Phase​

  • Analyze mission outcomes and metrics
  • Review team and agent performance
  • Document lessons learned
  • Plan improvements for future missions

Team Collaboration Features​

Role-based Access Control​

Define different permission levels:

  • Viewer: Can see mission details and progress
  • Contributor: Can add context and update information
  • Executor: Can create and manage jobs
  • Admin: Full control over mission configuration

Communication Tools​

Keep your team informed and coordinated:

  • Mission Chat: Dedicated communication channel
  • Status Updates: Real-time progress notifications
  • File Sharing: Upload relevant documents and resources
  • Comment System: Add notes and feedback to specific items

Mission Analytics​

Performance Tracking​

Monitor mission effectiveness:

  • Completion Rate: Percentage of successfully completed missions
  • Time to Completion: Average duration from start to finish
  • Resource Utilization: Efficiency of team and agent usage
  • Quality Metrics: Customer satisfaction and accuracy scores

Comparative Analysis​

Benchmark your missions:

  • Team Performance: Compare different team outcomes
  • Agent Effectiveness: Evaluate agent performance across missions
  • Process Efficiency: Identify optimization opportunities
  • Cost Analysis: Track resource costs and ROI

Best Practices​

Mission Planning​

  • Clearly define objectives and success criteria
  • Set realistic timelines and milestones
  • Assign appropriate team members and agents
  • Plan for potential issues and escalations

Execution Management​

  • Monitor progress regularly and proactively
  • Communicate updates to stakeholders
  • Adjust resources and priorities as needed
  • Document decisions and changes

Continuous Improvement​

  • Review mission outcomes and performance
  • Identify areas for improvement
  • Update processes and procedures
  • Share learnings across the organization

Troubleshooting Common Issues​

Mission Delays​

Common causes:

  • Unrealistic timelines
  • Resource constraints
  • Agent performance issues
  • Team availability problems

Solutions:

  • Review and adjust timelines
  • Reallocate resources
  • Optimize agent configurations
  • Improve team coordination

Quality Issues​

Common causes:

  • Unclear success criteria
  • Insufficient agent training
  • Poor context definition
  • Inadequate monitoring

Solutions:

  • Refine success metrics
  • Enhance agent capabilities
  • Improve context management
  • Strengthen monitoring systems

Next Steps​

After creating your mission:

  1. Add context to enhance agent understanding
  2. Create jobs to execute specific tasks
  3. Monitor progress through real-time dashboards
  4. Track performance using defined metrics