Utterance Design Guideline for Domain-Agnostic Applications
Purpose
This guideline helps domain experts and developers create well-structured, consistent utterances across diverse domains. Utterances are natural language queries or commands that users make to interact with AI-powered systems.
Why This Guideline: Well-designed utterances enable:
- Consistent format: Standardized structure makes utterances digestible and analyzable by AI agents
- Clear categorization: Organized by problem type (understanding what happened, predicting what will happen, helping humans make decisions)
- Domain adaptability: Reusable patterns that work across different contexts
Domain-Agnostic Design: This guideline is designed to handle various domains through a consistent abstraction pattern. The same patterns apply across:
- Manufacturing: Production lines, robotics, quality control systems
- Energy & Utilities: Power generation, transmission, distribution networks
- Transportation: Fleet management, logistics, rail/aviation systems
- Oil & Gas: Refineries, pipelines, drilling operations
- Process Industries: Chemical plants, food processing, pharmaceuticals
- Building Operations: HVAC, elevators, lighting, security systems
- Healthcare: Patient monitoring, diagnosis support, treatment planning
- Financial Services: Risk assessment, fraud detection, portfolio optimization
- Insurance: Claims processing, risk evaluation, policy recommendations
- Education: Student performance tracking, curriculum planning, resource allocation
- Industrial Asset Management: Equipment monitoring, predictive maintenance, lifecycle optimization
A Good Set of Utterances for a Given Domain Should:
- Help understand what happened: Enable historical data analysis, knowledge extraction, and current state assessment
- Help predict what will happen: Support future state forecasting, risk estimation, and trend projection
- Help humans make decisions: Provide recommendations, optimization, and strategic guidance
For Example, in Industrial Asset Management Contexts, This Translates To:
- Operational telemetry and equipment monitoring (understanding what happened)
- Predictive maintenance and failure forecasting (predicting what will happen)
- Performance optimization and decision support (helping humans make decisions)
Core Problem Groups
To design effective utterances across any domain, we define three universal problem categories that span the complete lifecycle of data-driven decision-making:
Definition
Understanding historical or current state through data retrieval and analysis.
Universal Coverage
- Entity inventory and configuration
- Historical measurements and telemetry
- Event, incident, and transaction records
- Knowledge base and documentation lookup
- Data completeness and quality assessment
Focus Question
What has happened or what is known?
Cross-Domain Examples
-
| Manufacturing: “What production lines are operational?” |
“List all quality defects from last shift.” |
-
| Energy & Utilities: “What substations are in the network?” |
“Retrieve all outage events from last month.” |
-
| Transportation: “What vehicles are in the fleet?” |
“List all maintenance records for Train-456.” |
-
| Healthcare: “What is the patient’s medical history?” |
“List all lab results from the past year.” |
-
| Financial Services: “What were the transaction volumes last quarter?” |
“Retrieve all trades for account XYZ.” |
2. predictive
Definition
Estimating future behavior or states under status quo conditions (no interventions).
Universal Coverage
- Performance and condition forecasting
- Risk and anomaly likelihood estimation
- Event probability and trend projection
- Demand and workload prediction
- Degradation and lifecycle estimation
Focus Question
What is likely to happen next?
Cross-Domain Examples
-
| Manufacturing: “Predict production line downtime risk.” |
“Forecast product quality metrics for next batch.” |
-
| Energy & Utilities: “Forecast power demand for next week.” |
“Predict transformer failure probability.” |
-
| Transportation: “Predict vehicle maintenance needs.” |
“Estimate delivery delays for Route-A.” |
-
| Healthcare: “What is the patient’s readmission risk?” |
“Predict disease progression over the next 6 months.” |
-
| Financial Services: “Forecast stock price for next quarter.” |
“Estimate default probability for this loan.” |
3. prescriptive
Definition
Determining optimal interventions, actions, or strategies under operational constraints.
Universal Coverage
- Corrective and preventive action planning
- Strategy selection and timing optimization
- Entity prioritization based on risk and impact
- Resource, budget, and capacity allocation
- Policy and rule definition
- Trade-off analysis across multiple objectives
Focus Question
What should be done and when?
Cross-Domain Examples
-
| Manufacturing: “Recommend corrective actions for quality issue.” |
“Prioritize production orders for next shift.” |
-
| Energy & Utilities: “Optimize load balancing strategy.” |
“Recommend preventive maintenance for grid equipment.” |
-
| Transportation: “Optimize route assignments.” |
“Recommend vehicle replacement strategy.” |
-
| Healthcare: “Recommend treatment plan for this diagnosis.” |
“Prioritize patients for ICU admission.” |
-
| Financial Services: “Suggest portfolio rebalancing strategy.” |
“Recommend fraud prevention actions.” |
Domain Abstraction Pattern
To create domain-agnostic utterances that can be adapted across applications, use a consistent placeholder system:
Core Placeholders
| Placeholder |
Description |
Examples |
{ENTITY} |
Primary object of analysis |
Patient, Account, Equipment, Vehicle, Student |
{ENTITY_CLASS} |
Category or type |
Diagnosis, Portfolio, HVAC, Fleet, Course |
{LOCATION} |
Physical or logical location |
Hospital, Branch, Site, Route, Campus |
{METRIC} |
Measurement or KPI |
Heart Rate, Balance, Temperature, Speed, Grade |
{EVENT_TYPE} |
Type of occurrence |
Admission, Transaction, Alert, Delay, Enrollment |
{EVENT_NAME} |
Specific event label |
Readmission, Withdrawal, Failure, Accident, Dropout |
{TIME_RANGE} |
Temporal scope |
“Last month”, “2020-06-01 to 2020-06-30”, “Next quarter” |
{WINDOW} |
Time horizon |
“Within 14 days”, “Next maintenance window”, “By end of semester” |
{ACTION} |
Intervention or decision |
Treatment, Investment, Maintenance, Reroute, Tutoring |
{CONDITION} |
Trigger or state |
“When anomaly detected”, “If balance < threshold”, “When grade drops” |
{OUTPUT_FORM} |
Response format |
List, Table, Chart, File, Summary |
Usage Example
Generic Template:
“Retrieve {METRIC} for {ENTITY} at {LOCATION} over {TIME_RANGE}”
Domain Adaptations:
- Healthcare: “Retrieve blood pressure for Patient-123 at Boston General over last month”
- Finance: “Retrieve transaction volume for Account-456 at NYC Branch over Q1 2024”
- Manufacturing: “Retrieve cycle time for Robot-5 at Assembly Line A over last week”
- Education: “Retrieve attendance for Student-789 at Main Campus over last semester”
Utterance Schema Structure
Each utterance should be documented with the following attributes in this order:
Required Fields
- id (integer): Unique identifier for the utterance
- text (string): The actual utterance text in natural language
- type (string): The MCP server, AI agent, service, or system component that processes this utterance
- In MCP (Model Context Protocol) systems: Identifies which MCP server handles the request (e.g., “filesystem”, “database”, “web-search”)
- In multi-agent systems: Identifies which agent handles the request (e.g., “IoT”, “FMSA”, “TSFM”, “Workorder”, “multiagent”)
- In single-agent systems: Can represent the domain or service type (e.g., “Healthcare”, “Finance”, “CustomerService”)
- In microservices: Can indicate the service endpoint (e.g., “PatientAPI”, “BillingService”, “InventoryService”)
- category (string): Classification of the utterance type (see Category Definitions section)
- deterministic (boolean): Whether the utterance has a single correct answer (true) or allows multiple valid responses (false)
- characteristic_form (string): Description of the expected response format and content
- group (string or array): Problem category - RETROSPECTIVE, PREDICTIVE, PRESCRIPTIVE, or combination (e.g., [“retrospective”, “predictive”])
- entity (string or array): Primary entity/entities the utterance addresses (e.g., “Chiller”, “Patient”, “Account”, “Vehicle”)
- note (string): A flexible field for any information useful to explain or contextualize the utterance, including source, owner/contributor, omitted details, design rationale, implementation notes, or any other relevant metadata
Field Descriptions
type: Specifies which MCP server, AI agent, service, or system component processes this utterance:
- MCP (Model Context Protocol) systems: MCP server identifier (e.g., “filesystem” for file operations, “database” for data queries, “web-search” for internet searches, “git” for version control operations)
- Multi-agent systems: Agent identifier (e.g., “IoT” for sensor data, “FMSA” for failure analysis, “TSFM” for time series forecasting, “Workorder” for maintenance management)
- Single-agent systems: Domain or service type (e.g., “Healthcare” for medical queries, “Finance” for financial operations)
- Microservices architecture: Service endpoint or API name (e.g., “PatientAPI”, “BillingService”)
- Purpose: Enables routing, load balancing, and proper request handling in distributed systems
group: Indicates which of the three core problem categories the utterance belongs to:
- RETROSPECTIVE: Understanding what happened or what is known
- PREDICTIVE: Estimating what will happen next
- PRESCRIPTIVE: Determining what should be done and when
- Can be a single value or array if utterance spans multiple categories. Note: Use lowercase values in actual JSON (e.g., “retrospective”, “predictive”, “prescriptive”)
entity: Specifies the primary physical subject(s) of the utterance - the tangible things being analyzed, monitored, or acted upon:
- In industrial domains: Physical equipment (e.g., “Chiller”, “Pump”, “Transformer”, “Sensor”)
- In healthcare: Physical entities (e.g., “Patient”, “MedicalDevice”, “Facility”)
- In finance: Physical or tangible assets (e.g., “Branch”, “ATM”, “DataCenter”)
- In transportation: Physical assets (e.g., “Vehicle”, “Aircraft”, “Vessel”)
- Can be a single value or array for multi-entity queries
- Note: Use physical things, not abstract concepts (e.g., use “Chiller” not “Anomaly”, use “Equipment” not “WorkOrder”)
note: A flexible, required field for storing any information useful to explain or contextualize the utterance. Common uses include:
- Source: Where the utterance originated (e.g., “SME Interview - John Doe”, “Customer Request #1234”, “Internal Analysis”)
- Owner/Contributor: Who provided or is responsible for this utterance
- Omitted Details: Information intentionally left out for brevity or abstraction
- Design Rationale: Why this utterance was structured this way
- Implementation Notes: Technical considerations or constraints
- Cross-references: Related utterances or dependencies
- Domain-Specific Context: Any additional information that aids understanding, maintenance, or usage
The field is intentionally flexible to accommodate diverse documentation needs across different domains and use cases.
Examples
Basic Example:
{
"id": 1,
"text": "What IoT sites are available?",
"type": "IoT",
"category": "Knowledge Query",
"deterministic": true,
"characteristic_form": "The expected response should be the return value of all sites, either as text or as a reference to a file",
"group": "retrospective",
"entity": "Site",
"note": "Source: Initial domain analysis; Owner: Domain SME Team; Basic inventory query pattern"
}
Predictive Example:
{
"id": 416,
"text": "When an anomaly happens for equipment CWC04009, can you recommend top three work orders?",
"type": "Workorder",
"category": "Decision Support",
"deterministic": false,
"characteristic_form": "It gives a list of work order with a primary failure code.",
"group": "prescriptive",
"entity": "Chiller",
"note": "Source: Operations team request; Owner: Maintenance SME; Supports proactive maintenance workflow"
}
Multi-Group Example:
{
"id": 420,
"text": "Review the performance of chiller 9 for June 2020 and track any anomalies or operation violations as alerts.",
"type": "Workorder",
"category": "Decision Support",
"deterministic": false,
"characteristic_form": "Review operational performance and detect anomalies or alerts for Chiller 9 during June 2020.",
"group": ["retrospective", "predictive"],
"entity": "Chiller",
"note": "Source: Operations dashboard requirements; Owner: Analytics Team; Multi-category query combining historical review with anomaly detection"
}
Example with Note:
{
"id": 409,
"text": "Get the daily count of alert, anomaly and work order event for May 2020.",
"type": "Workorder",
"category": "Knowledge Query",
"deterministic": false,
"characteristic_form": "There are 26 days with records. Depending on the LLM used, the result could be daily total event summary or daily summary for each event type.",
"group": "retrospective",
"entity": ["Alert", "Anomaly", "WorkOrder"],
"note": "We have both work order business data object and work order event as a group type in the event file."
}
Category Definitions (Suggested)
The following categories are suggested classifications that have proven useful across multiple domains. You may adapt, combine, or create new categories based on your specific domain needs.
Requests for accessing existing information from knowledge bases or databases.
- Characteristics: Direct lookup, factual responses, deterministic answers
- Generic Pattern: “What is…”, “List all…”, “Show me…”, “Retrieve…”
- Cross-Domain Examples:
- Healthcare: “What is the patient’s blood type?”
- Finance: “List all accounts for customer ID 12345”
- Education: “Show me all courses in the Computer Science department”
- Manufacturing: “List all equipment in Building A”
Requests for retrieving specific data points, measurements, or records over time.
- Characteristics: Time-bound queries, data export, file generation
- Generic Pattern: “Download…”, “Export…”, “Get data for…”, “Retrieve records from…”
- Cross-Domain Examples:
- Healthcare: “Download patient vital signs from last week”
- Finance: “Export transaction history for Q1 2024”
- Education: “Get attendance records for Student-123 from last semester”
- Manufacturing: “Retrieve production metrics from last shift”
Analysis & Inference
Requests for AI-powered analysis, predictions, or pattern recognition on provided data.
- Characteristics: Model execution, computational analysis, insight generation
- Generic Pattern: “Analyze…”, “Predict…”, “Forecast…”, “Identify patterns in…”
- Cross-Domain Examples:
- Healthcare: “Predict readmission risk using patient data”
- Finance: “Analyze portfolio performance and identify trends”
- Education: “Predict student dropout risk based on engagement data”
- Manufacturing: “Forecast production output for next week”
Model Customization
Requests for adapting or fine-tuning AI models to specific contexts or data.
- Characteristics: Model training, parameter optimization, domain adaptation
- Generic Pattern: “Fine-tune…”, “Train model on…”, “Customize…”, “Adapt model for…”
- Cross-Domain Examples:
- Healthcare: “Fine-tune diagnosis model using hospital-specific data”
- Finance: “Train fraud detection model on our transaction patterns”
- Education: “Customize recommendation engine for our curriculum”
- Manufacturing: “Adapt quality prediction model to our production line”
Anomaly & Exception Detection
Requests for identifying unusual patterns, outliers, or deviations from normal behavior.
- Characteristics: Pattern deviation detection, threshold monitoring, outlier identification
- Generic Pattern: “Detect anomalies in…”, “Identify unusual…”, “Find outliers in…”, “Are there any exceptions in…”
- Cross-Domain Examples:
- Healthcare: “Detect anomalies in patient vital signs”
- Finance: “Identify unusual transaction patterns”
- Education: “Find students with abnormal attendance patterns”
- Manufacturing: “Detect quality anomalies in production batch”
Recommendation & Optimization
Requests for actionable recommendations, strategic guidance, or optimization suggestions.
- Characteristics: Multi-factor analysis, trade-off evaluation, decision support
- Generic Pattern: “Recommend…”, “Suggest…”, “What should I do when…”, “Optimize…”
- Cross-Domain Examples:
- Healthcare: “Recommend treatment plan for this diagnosis”
- Finance: “Suggest portfolio rebalancing strategy”
- Education: “Recommend courses for student based on interests and performance”
- Manufacturing: “Suggest process improvements to reduce defects”
Future State Prediction
Requests for forecasting future states, events, or probabilities.
- Characteristics: Probabilistic outputs, time-horizon projections, scenario analysis
- Generic Pattern: “What will happen…”, “Forecast…”, “Estimate probability of…”, “Predict future…”
- Cross-Domain Examples:
- Healthcare: “Predict patient deterioration risk over next 48 hours”
- Finance: “Forecast revenue for next quarter”
- Education: “Predict enrollment numbers for next academic year”
- Manufacturing: “Estimate equipment failure probability over next month”
Multi-Step Orchestration
Complex requests requiring coordination of multiple operations in sequence.
- Characteristics: Multiple tool invocations, sequential processing, workflow execution
- Generic Pattern: “First… then… finally…”, “Retrieve X, analyze Y, and recommend Z”
- Cross-Domain Examples:
- Healthcare: “Retrieve patient history, analyze trends, and recommend interventions”
- Finance: “Analyze market data, forecast returns, and suggest investment strategy”
- Education: “Review student performance, identify at-risk students, and recommend support programs”
- Manufacturing: “Collect quality data, detect issues, and recommend corrective actions”
Note: These categories are not mutually exclusive. Some utterances may span multiple categories. The key is to choose the primary category that best describes the utterance’s main intent. For domain-specific category examples, see the case studies below.
Deterministic vs. Non-Deterministic Utterances
Deterministic (deterministic: true)
- Has a single, verifiable correct answer
- Response can be validated against ground truth
- Typically involves data retrieval or well-defined calculations
Non-Deterministic (deterministic: false)
- May have multiple valid answers or interpretations
- Response depends on model reasoning, domain knowledge, or heuristics
- Typically involves recommendations, predictions, or complex analysis
The characteristic_form field describes the expected response structure and validation criteria.
For Deterministic Utterances
- Exact Expected Output: Specify the precise data or format
- Validation Criteria: How to verify correctness
- Data Format: Specify file types, data structures
For Non-Deterministic Utterances
- Response Constraints: What must be included
- Quality Criteria: What makes a good response
- Acceptable Variations: Note when multiple approaches are valid
General Guidelines
- Be Specific: Clearly define what constitutes a correct or acceptable response
- Include Context: Mention relevant constraints (time ranges, entity IDs, data sources)
- Specify Format: Indicate if response should be text, file reference, JSON, list, etc.
- Note Dependencies: Mention if response depends on available data or models
- Validation Steps: Describe how to verify the response meets requirements
Domain-Agnostic Utterance Templates
Template 1: Historical Data Retrieval
"Retrieve {METRIC} for {ENTITY} at {LOCATION} from {TIME_RANGE}"
Template 2: Knowledge Lookup
"List all {ATTRIBUTE} of {ENTITY_CLASS}"
Template 3: Predictive Analysis
"Forecast {METRIC} for {ENTITY} for {FUTURE_RANGE} based on data from {PAST_RANGE}"
Template 4: Anomaly Detection
"Is there any anomaly detected in {ENTITY}'s {METRIC} in {TIME_RANGE} at {LOCATION}?"
Template 5: Recommendation
"When {CONDITION} happens for {ENTITY}, recommend {ACTION_TYPE}"
Template 6: Multi-Factor Decision Support
"Review {DATA_SOURCES} for {ENTITY} during {PERIOD} and {recommend/analyze/prioritize} {ACTION}"
Utterance Set Completeness
Definition
Completeness refers to the degree to which a set of utterances covers the full scope of requirements for a specific domain. A complete utterance set should address all critical operational scenarios, decision points, and information needs within the domain.
Coverage Dimensions
Operational Lifecycle Coverage
Problem Category Balance
Entity/System Coverage
Stakeholder Perspective Coverage
Achieving Completeness
To ensure comprehensive coverage, consider mapping domain requirements to the three core categories (Retrospective, Predictive, Prescriptive) and identifying critical operational scenarios. Create a coverage matrix to highlight gaps, then iteratively refine the utterance set by starting with high-priority scenarios, testing with domain experts, and expanding based on actual usage patterns and user feedback.
Utterance Specificity and Incremental Development
Collaborative Development with Subject Matter Experts
Subject Matter Experts (SMEs) are domain specialists with deep knowledge of specific equipment, processes, or operational contexts. Rather than requiring one SME to create all utterances at once, the guideline supports incremental, collaborative development.
Suggested Approach:
- Divide by expertise: Different SMEs can contribute utterances for their specific areas (equipment types, operational functions, or problem categories)
- Start small: Begin with 5-10 critical, high-frequency queries per SME
- Iterate and expand: Add edge cases, test with users, refine based on feedback, and continuously improve
- Vary specificity: Use generic templates for reusability, domain-specific utterances for tailored needs, and scenario-specific queries for deep expertise
Prioritization: Focus on critical operations, high-frequency needs, and high-impact decisions first. Quality and relevance matter more than quantity.
- Data Availability: Create utterances for scenarios where data actually exists
Validation Checklist
Before finalizing an utterance, verify:
Summary
Effective domain-agnostic utterance design requires:
Framework Fundamentals
- Universal categorization into Retrospective, Predictive, or Prescriptive
- Consistent abstraction using domain-agnostic placeholders
- Proper classification by query type
- Accurate deterministic flag based on answer uniqueness
- Detailed characteristic form describing expected responses
Completeness and Coverage
- Comprehensive coverage across operational lifecycle and stakeholder needs
- Balanced distribution across problem categories
- Gap analysis using coverage matrices
- Iterative refinement based on feedback
Collaborative Development
- SME-driven creation leveraging domain experts
- Incremental development allowing phased rollout
- Distributed ownership with clear responsibilities
- Prioritization focusing on critical scenarios
- Quality over quantity ensuring practical utility
Practical Implementation
- Domain-specific adaptation while maintaining consistency
- Validation criteria ensuring accuracy
- Documentation standards including ownership and dependencies
- Continuous improvement through monitoring and feedback
Getting Started
For New Domains:
- Identify 3-5 critical entity types or operational scenarios
- Engage relevant SMEs for each area
- Create 5-10 core utterances per SME covering high-priority needs
- Build coverage matrix to track completeness
- Iterate and expand based on user feedback
For Existing Systems:
- Analyze current query patterns and user needs
- Map existing queries to the three core categories
- Identify gaps using the completeness assessment methods
- Prioritize gap-filling based on business impact
- Engage SMEs to create missing utterances incrementally
Case Studies
For detailed examples of applying this guideline to specific domains, see:
1. Industrial Asset Management Case Study
File: case_study_industrial_asset_management.md
Domain: Building automation and HVAC systems
Focus: Chiller and AHU equipment monitoring, predictive maintenance
Dataset: 152 utterances evolved incrementally with SME input
Status: Comprehensive production example showing real-world development process
Key Highlights:
- Demonstrates incremental development with domain experts
- Shows evolution from initial requirements to comprehensive coverage
- Heavily weighted toward retrospective queries (77/152) reflecting actual usage patterns
- Includes detailed coverage analysis and SME contribution tracking
2. Wind Turbine Operations Case Study
File: case_study_wind_turbine.md
Domain: Renewable energy and wind power generation
Focus: Wind turbine monitoring, power forecasting, maintenance optimization
Dataset: 30 utterances designed complete from the start
Status: Complete demonstration example showing balanced framework application
Key Highlights:
- Demonstrates clean-slate application of the guideline to a new domain
- Perfectly balanced distribution (10 retrospective, 10 predictive, 10 prescriptive)
- Includes rigorous completeness framework with validation criteria
- Shows how to create a complete case study efficiently using the guideline
Comparison: The two case studies complement each other - Industrial Asset Management shows organic growth in a real project, while Wind Turbine demonstrates planned, balanced design from inception. Both validate the guideline’s cross-domain applicability.