AI Agent Discovery
Be Mobile Labs Intelligent Systems & Automation

AI AGENT &
INTELLIGENCE
DISCOVERY

Build autonomous agents that think, learn, and act. Complete this discovery to design an AI system tailored to your business objectives and operational requirements.

The Objective 01 / 08
✓

DISCOVERY
RECEIVED.

Your AI Agent discovery has been submitted successfully. Our intelligence team will review your requirements and reach out within 24-48 hours with a tailored solution architecture.

Discovery Summary

SECTION 01 / 08

THE
OBJECTIVE

Define the core purpose and mission of your AI agent

What is the main objective this agent needs to accomplish?

How will you measure if the AI agent is successful?

SECTION 02 / 08

AGENT
PERSONA

Define how your AI agent communicates and presents itself

Professional & Precise
Corporate, formal, data-driven. Ideal for B2B, legal, financial contexts.
Friendly & Conversational
Human-like, warm, empathetic. Great for customer service and retail.
Direct & Efficient
Technical, utility-focused, minimal friction. Best for internal tools.

What characteristics should this agent embody?

Provide examples of how the agent should respond (optional but helpful)

SECTION 03 / 08

KNOWLEDGE
BASE

What data sources will your AI agent need to access?

Select all that apply

Approximately how much data will the agent need to process?

Any specific knowledge domains, URLs, or data details we should know?

SECTION 04 / 08

INTERACTION
CHANNELS

Where will users interact with this AI agent?

Select all platforms where the agent should be accessible

Which channel will be the main user touchpoint?

Any specific platform requirements or constraints?

SECTION 05 / 08

AGENCY
LEVEL

Define how autonomous and intelligent your agent should be

Passive Info Retrieval Balanced Proactive Action
Balanced

Should the agent just answer questions, or take autonomous actions?

Pre-defined Logic Hybrid Autonomous Reasoning
Hybrid

Follow strict rules, or reason through novel situations?

Text-Only Text + Basic Media Full Multimodal
Text + Basic Media

Text only, or should it process images, voice, video, and documents?

What level of autonomy should the agent have?

SECTION 06 / 08

TOOL USE &
ACTIONS

What actions should the AI agent be able to perform?

Should the AI be able to perform actions beyond just providing information?

Which systems should the agent be able to interact with?

Describe specific workflows or action sequences the agent should handle

Which actions require human approval before execution?

SECTION 07 / 08

GUARDRAILS &
PRIVACY

Define security, compliance, and safety requirements

Public Knowledge Only
Low security. Agent uses only public information. Cloud-hosted, shared infrastructure.
PII/Sensitive Data Handling
High security. Encrypted data, access controls, audit logs. Dedicated cloud environment.
Full On-Premise/Local
Maximum security. Complete data isolation, local deployment, air-gapped option available.

Select all applicable regulations

What guardrails should be in place?

SECTION 08 / 08

PROJECT
LOGISTICS

Timeline, budget, and implementation details

Total project budget for development, deployment, and first year

$50,000 – $75,000

How soon do you need the first working prototype?

Do you have internal technical resources to support this project?

What metrics will define project success?

BML

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