PMAI PM Playbook

AI product requirements document

Core template

Use this to define what you're building, how the AI behaves, and what "good" looks like. The AI job statement is the most important line in this document.

Upstream: this should follow an approved opportunity brief. Downstream: use this PRD to create the eval plan, human review workflow, cost model, observability plan, and launch gate. If engineers or coding agents need a tighter handoff, use the optional build brief.

Problem

Goals

Non-goals

Target users

Current workflow

Proposed workflow

AI job statement

The AI [does what] using [inputs] to produce [outputs] for [user] inside [workflow], subject to [constraints].

Model requirements

ParameterValueNotes
Model / providere.g., Claude Sonnet via Anthropic API
Token budget per taske.g., 2k input, 500 output
Multi-model routinge.g., cheap model for classification, expensive model for generation
Context window needse.g., must handle 50-page documents

System persona

  • Tone: e.g., professional, direct, no hedging
  • Constraints: e.g., never speculate beyond source material, always cite the document section
  • Persona boundaries: e.g., does not give opinions, does not role-play

Data provenance

  • Retrieval sources: e.g., customer knowledge base, internal docs
  • Data permissions: e.g., customer data processed under DPA, no cross-tenant access
  • Retention policy: e.g., prompts and outputs logged for 30 days, then deleted

Input contract

InputFormatRequiredMax sizeFallback if missing

Output contract

Output fieldTypeAlways presentExample

Autonomy level

  • Draft: AI produces output, human reviews before anything happens
  • Suggest: AI recommends an action, human accepts or rejects
  • Act: AI takes action, human can undo
  • Autonomous: AI takes action, no human in the loop
AI actionAutonomy levelJustification
e.g., draft support responsee.g., drafte.g., customer-facing, must be reviewed before sending
e.g., categorize incoming tickete.g., acte.g., low risk, reversible

Agent tool boundaries

Tool / capabilityAllowedConstraints
e.g., read customer recordsyes/noe.g., read-only, current tenant only
e.g., send emailyes/noe.g., draft only, requires human approval
e.g., modify databaseyes/noe.g., never

Escalation: When the agent encounters something outside its scope, what happens? e.g., hand off to human, surface uncertainty, stop and ask.

Example inputs and outputs

CaseInputExpected output
Happy pathtypical inputwhat good looks like
Rejectioninput the AI should refusee.g., refusal with escalation to human
Edge caseunusual but valid inputacceptable behavior

Human review rules

Risks and mitigations

RiskScenarioUser impactBusiness impactLikelihoodSeverityMitigationDetection signalOwner
Incorrect outputplausible but wrong output
Over-trustuser treats AI as authoritative
Data leakagewrong user/tenant sees data
Unsafe autonomyAI takes action beyond scope
Cost spikeusage or retries exceed budget
Silent degradationquality drops without alert

Agentic risks, if relevant:

RiskScenarioMitigationOwner
Goal hijacking
Tool misuse
Error cascading

Quality bar

Latency target

Cost constraint

Failure behavior

  • On timeout:
  • On low confidence:
  • On malformed output:
  • On safety trigger:

Observability requirements

Launch gates

Open questions

Link copied