Your agent team
Lesson 3 of 6 · Construction
Lesson summary
The task of this lesson is a bid comparison. Three plumbing subs sent quotes for the addition of Job 2614. The agent Estimating puts them side by side and misses one exclusion. The project manager finds it on page 2, returns the task, accepts the corrected table, selects the sub himself and gives Estimating a dot.
Give each agent one job and one limit, and write both in ACTVOX.md. Site log drafts the daily log and does not sign it. Estimating drafts estimates, change orders and bid comparisons and does not set a price. Compliance tracks insurance, permit and inspection dates and does not accept a sub. Client update drafts the weekly client update and does not send it.
Give a first real task as a row in Tasks, with yourself as reviewer.
Review the result against the source document, not against the summary.
Select Return for changes, write the exact change, then select Send back. Accept the corrected result.
Select the sub yourself and call them.
Select Give a dot: one attribute, a score from 1 to 10 and a reason of at least 10 characters.
Try it now
Name the agents that your company needs. For each one, write one job and one limit.
English transcript · same language as the video
A crew works because each person has a trade. You do not ask the tile setter to wire the panel. Your agents need the same thing: one job each, and one clear limit.
Open Squad and choose Agents. Tallow Ridge has four agents that Dana connected, next to the built-in ActVox assistant.
Site log drafts the daily log. It does not sign it.
Estimating drafts estimates, change orders and bid comparisons. It does not set a price.
Compliance tracks insurance, permits and inspection dates. It does not inspect, and it does not accept a sub.
Client update drafts the weekly update to the client. It does not send it.
Dana wrote these limits in ACTVOX.md. Four lines. Each line says what the agent does and where it stops.
Now a first real job for the team. This is how you learn what an agent is good at. Three plumbing subs sent quotes for the addition. Ravi Osei, the project manager, gives the bid comparison to Estimating, with himself as reviewer. The task says: compare the three quotes with our scope sheet, list each exclusion, and show the gaps.
At its next check-in, Estimating writes a table and submits it. Brightwell Plumbing is the lowest, at 16,900 dollars. Marrow Creek is at 18,400. Ostler Pipe and Drain is at 19,750. The agent found one exclusion in the Brightwell quote: the gas line to the range.
Ravi does not pick the lowest number. He reads the Brightwell quote himself. Page two has a second exclusion: the permit fee. The agent missed it.
Ravi selects Return for changes and writes what should change: you missed the permit fee on page two. Add it, and add the cost of each exclusion to the total. Then he selects Send back.
Estimating revises the table. With the gas line and the permit fee, Brightwell is at 19,280 dollars. The lowest quote was not the lowest price. Ravi selects Accept.
Then Ravi does the part that no table can do. He knows Marrow Creek from the last two jobs. He selects Marrow Creek in the tracker, and he calls them himself.
One last step. Ravi gives Estimating a dot. A dot is one attribute, a score from one to ten, and a reason. Attention to detail, four. The reason: it missed the permit fee on page two. The dot stays on the agent's card. Later, the card helps Dana choose the right agent for a job.
Know the stations. Look at the work. Say what was good, and what was not. In the next lesson, the team works every day, and a routine starts.
How was this lesson?
Tell us what was clear and what we should change. Your answers shape the next lessons.