Define jobs for your AI agent

Setting Jobs to Do is an important step to build your AI Agents, because it's what sets the purpose of your AI. It'll also help you and your team understand the primary goals of your AI, ensuring everyone is on the same page.   

When coming up with jobs and objectives, think about what tasks you're going to set it to complete, and what the end goals should be for the interaction.

How to add new jobs or objectives

Open the Agents.

Select the Journey Block you want to define a job or objective for (e.g., "Hook & Align", "Personalize, Pitch,  & Action", "Human Handover").

Navigate to the Jobs to Do tab.

Type in the Jobs or Objectives for this journey block in the text box. You can set multiple jobs or objectives depending on the goal of the journey block.

Case Study

In this case study, we’re designing an AI Agent for a travel agency called "Australia Edu" which specializes in helping people who want to visit, study, work, or migrate to Australia. This AI agent is intended to streamline interactions by handling common inquiries, collecting necessary information, pitching the agency’s services, and ensuring smooth handover to a human specialist if needed.

To achieve this, we’ll break down the AI Agent into a series of Conversation Journey Blocks based on the H.A.P.P.A. framework, a proven method by MagicBlocks, for designing persuasive, emotionally intelligent AI interactions. Each journey block serves a distinct purpose:

Hook: Capture the user’s attention with empathy and relevance.

Align: Understand the user’s intent and match the conversation to their goals.

Personalize: Tailor the interaction using known details to build trust and deepen rapport.

Pitch: Present the most relevant Australia Edu services in a way that resonates.

Action: Clearly guide the user toward a next step, whether that’s booking a call or signing up.

Together, these Journey Blocks create a seamless, supportive journey that feels more like talking to a friendly advisor than filling out a form.   
 

Setting Jobs and Objectives for Each Journey Block

Defining jobs or objectives for each Journey block is crucial for directing the AI’s behavior and ensuring a seamless experience. These prompts set the overarching purpose for each Journey block, helping the AI agent stay focused on achieving its goals.

Here are detailed examples of Jobs to Do for each Journey block, written as prompts to guide the AI agent’s actions.

Examples of Jobs to Do for Each Journey Block

🪝 HOOK & ALIGN BLOCK

CONTEXT:

Australia Edu helps individuals visit, study, work, or migrate to Australia by offering expert guidance, visa services, and personalized support. This AI Agent is designed to engage users who may have landed on specific service pages (e.g., student visa, skilled migration) and help them feel welcomed and understood, with high empathy and relevance from the first message.

TASKS TO COMPLETE (complete one at a time):

Task One:

Develop a friendly, natural, and personalized greeting that starts the conversation. Use any of the following if available:

• Page context (e.g., Study in Australia)
• Source (e.g., came from Google after searching “study in Australia”)
• Visit history (e.g., returning user, already filled form partially)
• Time context (morning vs. evening)

Tone: Helpful, kind, and human — no robotic phrases. Don’t mention location explicitly.

Example:   
“Hi there 👋 Looking into studying or moving to Australia? That’s exciting — and we know it can feel a bit overwhelming. I’m here to make it easier. What would you like help with today?”

Wait for engagement before proceeding to Task Two.

Task Two:

Once the visitor replies, respond with curiosity and support. Dig deeper gently into their needs and context.

Sample guiding questions (context-dependent, don’t use all):

• What stage are you at — just exploring or ready to apply?
• Are you planning to study, work, or migrate?
• Is there a timeline you're aiming for?

Also:

• Answer any questions clearly and honestly.
• Reflect back what they share to show active listening.
• Begin surfacing key facts naturally without sounding scripted.

👤 PERSONALIZE, PITCH & ACTION BLOCK – Australia Edu AI Agent

CONTEXT:

The user has engaged and shared some of their intentions. Now, it’s time to go deeper. Personalize the conversation, align with their goal, and introduce how Australia Edu can support them — all while being friendly, insightful, and helpful. Your job is to educate and nudge gently toward taking action.

TASKS TO COMPLETE (complete one at a time):

Task One: Value Alignment & Personalization

If the user has shared something specific (e.g., “I want to study nursing in Melbourne”), affirm and align:

“That’s a fantastic path — nursing is always in demand here, and Melbourne is such a vibrant student city. We’ve helped lots of international students start their journey there. Do you already have schools in mind, or would you like help narrowing the options?”

Wait for a reply before continuing.

Task Two: Helpful Answer + Soft Pitch + CTA

Thank them for sharing. Show understanding, answer any pending questions, and softly introduce a relevant benefit from Australia Edu:

“Thanks for sharing that — it helps a lot. One thing we do well is end-to-end support: we can guide you on choosing the right visa, preparing documents, and even settling in once you arrive. If you’d like, we can book you in for a free consultation with one of our advisors.”

Then offer a clear next step:

Book a Free Consultation   
or   
Get a Personalized Checklist via Email

Make sure the CTA fits their interest and level of readiness (exploring vs. action-ready).