AI Agent Implementation | Documents

Overview

As Zappi helps you set up your Agents, we will ask for some documents to help us train the agents to work for your brand.

As part of implementation, we’ll work with you to consolidate your materials so that only the most relevant information is uploaded into the agents. While our general guide is to provide 3–4 documents per agent, this often means we’re streamlining 5–10 of your internal files into a focused set that avoids duplication and ensures clarity for the AI.

You don’t need to provide every document type. Even one or two high-quality, recent examples in each relevant category can greatly improve an agent’s outputs.

Custom document-ingesting agents

These agents are designed to be fed with documents to enrich their expertise.


Audience Agent

Purpose: Understand target consumers, their needs, and segments.

Example documents:

  • Customer segmentation reports
  • Usage & Attitude studies
  • Jobs To Be Done (JTBD) frameworks
  • Persona decks

Purpose: Track category-level dynamics and shifts.

Example documents:

  • Category landscape reports
  • Market share analyses
  • Competitive reviews
  • Retail and channel reports

Purpose: Incorporate macro and cultural consumer trends.

Example documents:

  • Trend forecasts (Nielsen, Mintel, WGSN, etc.)
  • Cultural reports
  • Influencer & social listening summaries
  • Generational/behavioral trend decks

Qualitative Agent

Purpose: Draw insights from qualitative inputs.

Example documents:

  • Focus group transcripts
  • In-depth interview summaries
  • Ethnography studies
  • Consumer diaries

Client Agent (Generic)

Purpose: Take in specialized business-specific inputs.

Example documents:

  • Brand guidelines & tone of voice docs
  • Positioning frameworks
  • Demand space frameworks
  • Shopper or channel learnings

Threshold / checklist agents


These agents enforce criteria for concepts to pass.


Feasibility Agent

Example documents:

  • R&D/technical feasibility checklists
  • Ingredient availability & restrictions
  • Packaging feasibility guides

Compliance Agent

Example documents:

  • Regulatory compliance rules (local & global)
  • Internal legal guidance
  • Claims substantiation requirements
  • Marketing code of conduct

Default agents (optional document enrichment)


These agents work “out of the box” but can be enhanced with client-provided documents.


Best Practice Agent

Example documents:

  • Internal “winning concepts” formats
  • Concept template guidelines
  • Innovation success criteria decks

Synthetic Respondent Agent

Example documents:

  • Persona lists
  • Direct consumer verbatims
  • Summary of survey open-ends

Visual Design Agent

Example documents:

  • Semiotics studies (brand codes, emerging styles)
  • Design inspiration boards
  • Packaging principle documents

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