The 10 Agent Types in Customer 360: A 5W1H Taxonomy

Reference Document: “Customer_360_AI_Agent_Type_Taxonomy_12.docx”

This document outlines a canonical taxonomy for predictive ML, segmentation, recommendation, decisioning, policy execution, and generative AI. It is structured using the 5W1H method (What, Why, Who, Where, When, How) to clarify the execution taxonomy of the 10 Core Agent Types. It also defines the minimum processing contracts used by the Dagster pipeline scaffolds.

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1. WHAT are the 10 Agent Types?

The 10 Agent Types define the fundamental execution methods of AI agents within the platform. They describe how an agent computes, rather than the specific business problem it solves.

Here are the 10 canonical types:

#	Agent Type	SQL Value	Primary Role
1	Classification	classification	Predict customer class, state, or outcome.
2	Regression	regression	Predict continuous customer or business values.
3	Clustering	clustering	Discover behavioral customer groups and segments.
4	Ranking & Recommendation	ranking_recommendation	Rank products, content, offers, campaigns, or actions.
5	Forecasting	forecasting	Predict future customer or business behavior.
6	Anomaly Detection	anomaly_detection	Detect unusual customer behavior, events, or data.
7	Uplift Modeling	uplift_modeling	Identify customers most likely to change due to an intervention.
8	Optimization / Decisioning	optimization	Choose the best action under business constraints.
9	Rules Engine	rules_engine	Apply deterministic business logic and policies.
10	Generative LLM	generative_llm	Reason, generate, explain, summarize, and orchestrate.

These values are the registry’s canonical model_type values. A concrete agent has its own stable agent_code; do not create a new type for a business capability such as churn prediction, lead scoring, or next-best action.

2. WHY exactly 10 Types?

To keep Agent Type and Business Capability Separate. The taxonomy expands the model_type from an original five-value list to this agreed 10-value list to prevent the registry from becoming a bloated list of business-specific agent names.

• Agent Type answers: “How does this agent compute?”
• Business Capability answers: “What problem does it solve?”

Design Decision: Keep exactly 10 Agent Types. Do not add business-specific values (e.g., lead_scoring, churn_prediction) to the model_type.

3. WHO is involved?

• Customers: The end subjects whose behaviors, identities, and intents are analyzed (e.g., via Clustering).
• Concrete Agents: The distinct implementations (e.g., Lead Scoring Agent, CLV Prediction Agent) that utilize the 10 core types to serve a specific business capability.
• Platform Systems: The registry and databases that store runtime inputs, hyperparameters, prompts, and lifecycle statuses for these agents.

4. WHERE are these agents applied?

These agents are deployed within an Agentic Customer 360 platform. The architecture relies on Recommended Registry Semantics to track them:

• agent_code: Stable identifier for the concrete agent.
• model_type: One of the 10 execution types.
• model_name: The actual underlying model/LLM.
• cdp_profile_attributes.agent_code: Links AI-derived Customer 360 attributes back to their producing agent.
• cdp_agent_workflow: Configures ordered agent execution.

5. WHEN should you use each Agent Type? (Type Selection Principles)

• When the output is a discrete state or class → Use Classification.
• When the output is a continuous numeric value → Use Regression.
• When discovering natural groups (rather than manual rules) → Use Clustering.
• When the primary task is ordering candidate items by relevance → Use Ranking & Recommendation.
• When the target is a value or behavior over future time steps → Use Forecasting.
• When detecting unusual observations or behavioral deviations → Use Anomaly Detection.
• When evaluating the incremental impact of an intervention → Use Uplift Modeling.
• When choosing an action subject to multiple constraints → Use Optimization / Decisioning.
• When deterministic, auditable policy logic is required → Use Rules Engine.
• When you need reasoning, generation, explanation, or orchestration → Use Generative LLM.

6. HOW do they operate? (Input and Output Contracts)

Every pipeline receives a common execution envelope and returns a tenant-scoped result envelope. input_data is the normalized, type-specific feature/context payload prepared by the caller; configuration carries agent/workflow parameters. These contracts deliberately do not decide how features are sourced, how models are trained, or where results are persisted.

Common input

Field	Required	Contract
tenant_id	Yes	UUID that scopes every read and write.
segment_id	Yes	UUID of the tenant-owned segment being processed.
agent_code	Yes	Non-blank registry code, at most 100 characters.
model_type	Yes	Exactly one of the 10 canonical values above.
input_data	Yes	JSON object containing prepared features, history, candidates, or context.
configuration	No	JSON object containing validated workflow/agent parameters; defaults to {}.
candidate_content_item_ids	No	Unique UUID list; accepted only for ranking_recommendation. The handler must verify every candidate belongs to tenant_id. Defaults to [].
trigger_event	No	JSON object with event context; defaults to {}.

Input objects must be JSON-serializable and may not contain NaN or infinity. The shared runner validates the envelope; each eventual implementation must also validate its type-specific feature names, ranges, required fields, and model/configuration compatibility before doing work.

Type-specific result

The result object is validated against the minimum shape below. Additional fields such as confidence, explanations, bounds, reasons, and provenance may be added where they are meaningful, but should be versioned and documented when consumers depend on them.

Agent Type	Required result fields	Additional validation
Classification	label	Optional probability must be finite and in [0, 1].
Regression	value	Must be a finite number.
Clustering	cluster_id	Optional membership_score must be finite and in [0, 1].
Ranking & Recommendation	ranked_items	Must be a list; each item should carry a stable ID, rank, score, and optional reason.
Forecasting	forecast_series	Must be a list; each point should identify its time/period and forecast value.
Anomaly Detection	anomaly_score, is_anomaly	Score must be finite; flag must be boolean.
Uplift Modeling	uplift_score	Must be a finite number; document treatment/control semantics with the implementation.
Optimization	selected_action	Must be a string; include decision score/rationale where available.
Rules Engine	decision, eligible_channels, not_ready_channels, channels, decision_trace	Decision is allow, deny, or review; channel results require literal-true consent and no applicable active suppression.
Generative LLM	One of text, structured_output, or summary	Validate the selected response schema and any safety/business constraints before returning it.

Common output

Successful processing returns contract_version, Dagster run_id, tenant_id, segment_id, agent_code, model_type, result, and completed_at (UTC timestamp). The tenant and segment are copied from the validated input rather than inferred from model output. Outputs must remain JSON-serializable. A pipeline must raise/report a failure if it cannot produce and validate its result; it must not return an empty or success-shaped placeholder.

7. WHERE and HOW are pipelines implemented?

The reusable contracts and 11 type-specific handler entry points live in customer360-backend/ai_agents_runners/agent_pipeline/. The agent_type_pipeline_job Dagster job accepts a JSON payload, validates it, dispatches by model_type, validates the handler result, and returns the common output envelope. Each handler is intentionally unimplemented and raises NotImplementedError; this prevents an unfinished agent from appearing to complete successfully. The workflow master currently selects steps but does not invoke these handlers.

An eventual handler should remain a deterministic unit of work behind the shared validation boundary:

1. Validate the type-specific fields and configuration before side effects.
2. Scope every data read/write to the input tenant_id; do not trust tenant identifiers returned by a model.
3. Use Dagster context.log for structured operational context, not for customer payloads, credentials, prompts containing personal data, or model output that should be protected.
4. Make writes idempotent using the Dagster run ID or a stable business key. Keep external calls bounded with explicit timeouts and surface failures so Dagster can report/retry them intentionally.
5. Return only after constructing and validating the type-specific result and the common output envelope. Persisting results or writing profile attributes requires a separate, explicit tenant-safe implementation.

For local execution, load customer360-backend/workspace.yaml from customer360-backend/, then select agent_type_pipeline_job in Dagster. Supply ops.run_agent_type_pipeline_op.config.payload with the common input fields above. Until a handler is implemented, the run is expected to fail explicitly.