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Design Agent

Discovery ends. The backlog writes itself.

The moment discovery meetings complete, the Design Agent blueprints themes and epics, writes industry-grounded user stories, runs approvals with your customer and manages the release on a Kanban. All in one workspace.

See a live design workspace See who it helps
Harbour Brew Co. Implementation /
Start Designing
Context used
4 discovery sessions
Sales operating model · Roles · Lead capture · Opportunity path
Harbour_Brew_SOW_v2.pdf
Scope items extracted · 7 scope areas
Metadata Agent as-is
Sales Cloud · 214 fields · 9 flows
Region · Industry
EMEA · Consumer Goods
Writing skills applied
Consumer Goods Sales Cloud INVEST stories Gherkin criteria Service Cloud
Themes 7 Epics 13
Generated from 4 discovery sessions
Account & Contact Management
Standardise account and contact records with essential customisations and duplicate prevention.
Account and Contact CustomizationDuplicate Prevention
Lead Management Optimization
Capture inbound enquiries, automate regional assignment and enforce data quality.
Automated Lead CaptureLead Data Quality
Opportunity Pipeline Optimization
Guided Path on both record types with stage-specific guidance and forecast fields.
Opportunity Process ConfigurationRenewal Automation
Epics
Account and Contact Customization7
Duplicate Prevention3
Automated Lead Capture6
Lead Data Quality4
Opportunity Process Configuration8
Account & Contact Management
Epic · Account and Contact Customization · 7 user stories
Review InsightsGenerate User Stories
AA-8C7CApprovedMedium priority
As an Account Executive, I want to capture and validate key account attributes and essential contact details, so that business rules are enforced.
ABN validated on saveVenue Type required
AA-8C7DReady for ApprovalMedium priority
As an Account Executive, I want a contract renewal reminder task scheduled automatically for accounts renewing within 60 days.
Task 60 days before end dateNo duplicate open tasks
AA-8C7EIn ProgressHigh priority
As an Area Lead, I want duplicate accounts detected on create using matching rules on ABN and trading name.
Fuzzy match on trading nameBlock on exact ABN
AA-8C7FDraftLow priority
As a Sales Manager, I want venue type and preferred beer styles captured on the account for personalised sampling recommendations.
Multi-select picklistVisible on Highlights panel
70%
faster story writing
Themes, epics and stories drafted from discovery before your team opens a document.
100%
of stories approved in-platform
Customer sign-off recorded on the story itself, with full comment history.
1 view
from backlog to release
Kanban, table, release assignment and Jira sync in the same workspace.
Live
scope coverage against the SOW
Every scope bullet mapped to stories; gaps surfaced before they become change requests.
Industry skills

User stories written the way your industry actually works.

Blueprinting and story writing are powered by industry skills and the Salesforce clouds in scope. Acceptance criteria use your terminology, your compliance rules and your objects, not generic CRM language.

Industry skills · pick a seat
Stories that speak PACE, SCHADS and support categories.
Participant, plan and support-category data model
Rostering stories carry SCHADS award rules and worker compliance
Incident and restrictive-practice reporting as first-class epics
Powered by · Salesforce clouds
Health Cloud
Field Service
Experience Cloud
Agentforce
Sample user story the agent writes
“As a Support Coordinator, I want a PACE claim rejection to create a task on the participant record within 1 hour, so that I can act before the participant is affected.”
What it does

From completed discovery to a managed release in four moves.

01
Blueprint
Completed discovery, the SOW and Metadata as-is context become a plan of action: themes and epics you review before a single story is written.
02
Write
Start Designing and the agent writes user stories and acceptance criteria epic by epic, powered by industry and cloud skills. Review, refine, or Edit with AI.
03
Approve
Customers comment, @mention and approve on the story. Draft to Ready for Approval to Approved, with the whole thread attached.
04
Release
Manage delivery on the Kanban, assign releases, sync to Jira and watch scope coverage against the SOW update as stories land.
See it in action

One epic, from stories to release.

PK
Prateek Kataria
prateek@getgenerative.ai
Agents
Discovery Agent
Design Agent
Metadata Agent
Build Agent
Test Agent
Support Agent
Project Brief Design Discover Governance Document AI
Account & Contact Management
Epic · Account and Contact Customization · 7 stories
Review InsightsGenerate User Stories
StoryTitleStatusPriority
AA-8C7CAs an Account Executive, I want to capture and validate key account attributes and essential contact details, so that business rules are enforced.ApprovedMedium
AA-8C7DAs an Account Executive, I want a contract renewal reminder task scheduled automatically for accounts renewing within 90 days.Ready for ApprovalMedium
AA-8C7EAs an Area Lead, I want duplicate accounts detected on create using matching rules on ABN and trading name.In ProgressHigh
AA-8C7FAs a Sales Manager, I want venue type and preferred beer styles captured on the account for personalised sampling recommendations.DraftLow
AA-8C7C · Contract renewal reminder
Ready for approval · Sarah Chen (Harbour Brew, Ops Lead) reviewing
Ready for Approval
Acceptance criteria
A reminder Task is created 90 days before Contract End Date on active Accounts.
The Task is assigned to the Account Owner and due 7 days after creation.
No duplicate Task is created if an open renewal Task already exists.
Accounts with Status = Churned are excluded.
Comments · 3
SC
Sarah Chen · 10:12
Can we make the reminder 60 days instead of 90? Our renewals cycle is shorter.
PK
Prateek Kataria · 10:20
@Sarah updated criterion 1 to 60 days and re-generated the low-level solution.
SC
Sarah Chen · 10:24
Perfect. Approving.
ApproveRequest changes
User Stories · Kanban
Release 1.0 · Harbour Brew Co. · 31 stories
Manage Releases+ Add User Story
To Do3
Automated Lead CaptureApproved
Move leads across defined statuses and convert qualified leads into Account, Contact and Opportunity.
Lead Data QualityApproved
Validate Venue Type before a Lead can be marked Working.
In Progress26
Account CustomizationReady for Approval
Capture and validate key account attributes and essential contact details.
Duplicate PreventionReady for Approval
Matching rules on ABN and trading name across Accounts and Contacts.
Done2
Automated Lead CaptureDone
Auto-assign new leads based on Region to the right Area Lead.
Opportunity ProcessDone
Guided Path with stage-specific guidance on both Opportunity record types.
Scope Alignment & Gaps
Scope items generated from the SOW · stories mapped automatically
Regenerate Scope Items
IDScope itemBulletsCoverageStories
SC-01User Access Hierarchy14 / 14
100%
6
SC-02Lead Management19 / 21
90%
6
SC-03Account Contact Management12 / 18
66%
6
SC-04Opportunity Management12 / 28
43%
0
SC-06Sales Reporting Dashboard34 / 34
95%
6
Full collaboration with the customer

Design with your customer, not for them.

Customers join the workspace, comment on stories, @mention your team and approve where the story was written. No spreadsheets, no email chains.

Customer in the workspace
Invite stakeholders as project members with their own login and role.
Threaded comments
Replies, reactions and attachments on the story itself.
Approval states
Draft to Approved, each step timestamped and attributed.
Jira sync
Delivery stays in Jira; approvals stay in the platform.
Who it helps

Built for the people who own the backlog.

Four roles, one workspace. Pick a seat.

Consultant / BA
70%
less time writing and rewriting user stories
Stop typing stories. Start reviewing them.
Themes, epics and stories generated the moment discovery completes
Acceptance criteria in your industry’s language, not generic CRM
Impact analysis tells you exactly which stories a new session changes
Impact analysis

Discovery keeps going. The design keeps up.

New sessions and documents are compared against the existing design. The agent classifies each finding as NEW or UPDATE, you approve, and the affected low-level solutions are flagged for review.

New storyLead Management
As an Area Lead, I want leads with missing Region routed to a triage queue instead of failing assignment.
Discovery 3 transcript at 10:48: current flow silently drops leads without Region.
AcceptReject
UpdateRenewal Automation
Renewal reminder window is 60 days, not 90, for wholesale accounts.
Customer comment on AA-8C7D during approval; acceptance criterion 1 and low-level solution flagged.
AcceptReject
New storyOpportunity Process
As a Sales Manager, I want Estimated Monthly Volume (kegs) captured on Opportunity for forecasting.
Field appears in the SOW scope bullets but no existing story references it.
AcceptReject
Plan your next discovery

From finished discovery to an approved, release-ready backlog.

Bring one completed discovery. We’ll blueprint the themes and epics, write the user stories with your industry’s patterns, and run approvals with your customer in the platform.

See a live design workspace
What you get
Themes and epics blueprinted from discovery, the SOW and the org
User stories and acceptance criteria in your industry’s language
Customer approvals recorded on the story, with full comment history
Kanban, releases and Jira sync in one workspace
Impact analysis that keeps the backlog current as discovery continues