Requirements
Once a lead is in backlog status and the customer has an active account, they are invited to begin a requirements discovery session. This is handled by the BRD Agent — an AI-powered conversational interface that gathers structured business requirements through a dialogue.
Flow
BRD Agent
The BRD Agent is a conversational AI built on Claude Haiku via the OpenRouter API. Its purpose is to extract enough structured information from the customer to produce a high-quality Business Requirements Document (BRD) that experts can bid against confidently.
The agent follows strict rules:
- One question per message — it never asks multiple questions at once
- Adaptive sequencing — it picks the next most relevant topic based on what the customer has already shared
- Tool-gated generation — it can only produce the BRD by calling the
generate_brdtool, which requires sufficient coverage of all topics
Topics Covered
The agent covers seven topic areas in an order that fits the natural flow of the conversation:
| # | Topic | Example questions |
|---|---|---|
| 1 | Business context and problem | What does your company do? What problem are you trying to solve? |
| 2 | Goals and success criteria | What does success look like in 6 months? How will you measure it? |
| 3 | Target audience or users | Who will use this? What are their technical skills? |
| 4 | Current approach or channels | How are you handling this today? What tools are you using? |
| 5 | Budget and timeline | What’s your indicative budget? When do you need this live? |
| 6 | Systems and integrations | What existing systems need to connect? Any compliance constraints? |
| 7 | Stakeholders and approvals | Who needs to sign off? Are there procurement processes involved? |
BRD Output
When the agent has enough information, it calls generate_brd and presents the customer with a structured document containing:
- Overview — 2–3 paragraphs summarising the initiative, goals, and context
- Requirements — Prioritised list divided into Must Have, Should Have, and Nice to Have
The customer reviews the BRD and either approves it or asks for clarification. Once approved:
isBrdApproved = trueThis flag on the lead record signals that the requirements are locked and the lead is ready to enter the bid pool.
Exception Handling
| Scenario | Resolution |
|---|---|
| Gone Cold | Customer starts BRD but stops responding — lead is marked Gone Cold and exits the journey |
| Unclear BRD | An expert flags the BRD as insufficient — a CSM reviews and may ask the customer for clarification |
| CSM Override | In exceptional cases, a CSM or SDM can manually set isBrdApproved = true without completing the full agent session |