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Exercise 4 - Bonus: Test Your Agent
- Let's test the agent with the following multi-intent input:
Take Note Met with Chris Post & Lauren Bailey at Omega Inc. Great discussion around security compliance challenges. This is a potential to position our Advisory Services opportunity of $1000000. Client would like to start project by May 19th. Also, From the past meetings, What platform is Omega considering for securing CI/CD pipelines? - Based on this input, the agent should identify and resolve three distinct intents:
- Note Creation – capture the meeting content as a structured note.
- Opportunity Inference – recognize and prompt to create an opportunity based on potential value, service, and timing.
- Meeting Notes Lookup (RAG) – answer the user’s question by retrieving relevant information from past meeting notes.
- Let’s test this and output should look like below:


This concludes Exercise 4.
