← CRD inventorySource 1ea8b8ea8b01
Capability Requirements Document · conduct-owner-representative-conversation

Conduct an owner-representative conversation

Participate in an external conversation as an owner-authorized AI representative using a bounded identity, audience, knowledge, and action scope.

Status
draft
Version
0.1
Architecture alignment
compatible with strict governance
Adoption
proposed
Known public realizations
none confirmed
Evidence basis
no relevant restricted realization confirmed

Availability: unknown

Inventory note: An AI Twin is one possible composed realization.

Core meaning

Capability purpose
Make selected owner knowledge and perspective conversationally available to others without exposing the owner's private Core or granting the representative unrestricted authority.
Meaningful outcome
A participant receives an attributable response from the configured representative, or the interaction is declined or escalated, with conversation and governance evidence preserved.
Boundaries — includes
representative identity, AI disclosure, audience and access state, dedicated knowledge scope, retrieval boundaries, conversation context, response provenance, refusal, escalation, session lifecycle, and audit evidence.
Boundaries — excludes
maintaining the agent definition, selecting the outward identity mode, populating the knowledge scope, granting publication/access rights, acting through the owner's undisclosed identity, and executing unrelated external actions.
Terms and concepts
An owner-representative conversation may map to schema.org/Conversation; participants map to schema.org/Person or relevant organization identities. An AI Twin is one possible product realization, not the generic capability itself.

Interaction Contract MLEs

Respond as an owner-authorized representative

Actor
An external participant and an owner-authorized representative agent.
Command / intent
Ask, discuss, or request information within the representative's declared purpose and audience scope.
Current state
The representative identity, disclosure posture, participant access, dedicated knowledge scope, conversation state, current policy, and escalation path can be determined.
Policies / invariants
AI nature and owner relationship are disclosed for this representative mode; only explicitly allocated outward knowledge is available; private Core and private assistant conversations are excluded; unsupported, sensitive, or unauthorized requests are refused or escalated; responses and source use are attributable.
Transition
Authenticate or admit the participant as required, assemble permitted context, generate or select a response, apply safety and authority checks, deliver or refuse it, and record the interaction.
Result
A delivered representative response, clarification request, refusal, escalation, or failed interaction with provenance.
Events / effects
May create conversation events, owner attention items, proposals, or follow-up work through separate capabilities.
Unknowns
Universal disclosure wording, response-liability treatment, escalation timing, retention, and participant-consent requirements are not established.

Rules and defaults

Rules / invariants

Unknown / unresolved

Statement provenance

StatementSemantic classEvidence statusSource / note
Owner-representative AI conversation uses a dedicated outward knowledge scope, explicit identity/disclosure, controlled audience, and owner governance.rule/invariantsourcedJ10–J12.
Canonical source ↗All CRDs