PM Agent · User Manual

PM Agent Manual

Everything you need to know about your resident project manager — how to track work, manage incidents, enforce SLAs, and get weekly digests delivered automatically.

Contents
1. What the PM Agent does2. Tracking tickets and work items3. Incident management4. SLA monitoring5. Sprint health and digests6. Triage and prioritization7. Postmortems8. Cost tracking9. Communicating with your agent10. Tier capabilities11. Troubleshooting

1. What the PM Agent does

The PM Agent is your always-on project manager. It connects to your ticketing system (Linear, GitHub Issues, Jira) and keeps track of every open item — assigning priorities, flagging stale tickets, sending SLA alerts before breaches happen, and generating weekly health digests for your team.

It also owns your incident workflow end-to-end: detecting severity, paging the right people, tracking resolution progress, and writing the postmortem when the dust settles. You never have to remind it of a follow-up — it tracks all open threads and follows up automatically.

What it connects to

IntegrationWhat the agent does with it
LinearRead/write issues, set priorities, update status, create labels, track cycles
GitHub IssuesRead/write issues, add labels, assign milestones, close issues on resolution
JiraRead/write tickets, update fields, transition statuses, log time
SlackPost incident alerts, digest summaries, SLA warnings, and direct pings
Email (session address)Receive requests and questions; send reports and escalations
PagerDuty / OpsgenieTrigger and resolve incidents programmatically (Pro/Studio)

2. Tracking tickets and work items

Give the agent access to your project board by sharing the connection details in your first message. It then monitors every open ticket and maintains a live health picture of your backlog.

How to connect your ticketing system

Example first message for Linear:

"Connect to our Linear workspace. Team API key: lin_api_abc123. The team we care about is 'engineering'. Track all issues in the 'backlog' and 'in progress' states. Flag anything untouched for more than 5 days."

What the agent tracks per ticket

FieldWhat the agent does with it
StatusDetects if a ticket has been stuck in the same state too long
PriorityRe-evaluates and suggests priority changes based on context and SLA
AssigneeFlags unassigned P0/P1 tickets immediately
Created dateCalculates staleness; alerts when tickets age past your threshold
Labels / TagsUses labels to bucket tickets into categories for digest reporting
CommentsReads latest comments to understand current status; adds its own updates
Due dateTracks against SLA commitments; sends warnings 24h and 4h before breach

Staleness detection

Staleness means a ticket has not been updated in longer than your configured threshold. The default is 5 days for P2 and below, 24 hours for P1, and 4 hours for P0. The agent sends a Slack/email alert for each stale ticket and pings the assignee if one is set.

"Change the staleness threshold for P2 tickets to 3 days and P3 to 7 days. Ping the assignee via Slack when a ticket goes stale, not just email."

3. Incident management

The PM Agent manages the entire lifecycle of an incident — from declaration through to postmortem. When an incident is declared (by you, by a monitoring alert, or by the DevOps Agent), the PM Agent takes over coordination.

Incident lifecycle

PhaseWhat the agent does
DetectionReceives alert from DevOps Agent or manual declaration via chat/email
Severity assignmentAssigns SEV1–SEV4 based on impact description and affected systems
PagingAlerts on-call engineers via Slack DM, email, or PagerDuty (Pro/Studio)
War roomCreates a dedicated Slack channel (#incident-YYYYMMDD-slug) and pins the timeline
Status updatesPosts automatic updates to the war room every 15 minutes until resolved
ResolutionRecords resolution time; sends all-clear to stakeholders
PostmortemWrites a draft postmortem within 1 hour of resolution

Declaring an incident

Via chat or email:

"Declare an incident: our payment API is returning 500 errors. Affected service: checkout. Impact: users cannot complete purchases. Severity: SEV1."

The agent immediately pages on-call, opens a war room channel, and starts the timeline. You do not need to do anything else — the agent coordinates from here.

Severity definitions

SeverityDefinitionResponse SLAWho gets paged
SEV1Critical: total outage or data loss affecting all usersImmediateFull on-call rotation + leadership
SEV2Major: core feature broken for majority of users15 minutesOn-call engineer + team lead
SEV3Minor: degraded performance or non-core feature broken2 hoursOn-call engineer
SEV4Cosmetic: visual bugs, non-breaking edge casesNext business dayTicket created, no page

4. SLA monitoring

The PM Agent enforces your service-level agreements automatically. You define the SLA rules once; the agent monitors every ticket against them and alerts you before a breach — not after.

How to define SLA rules

"Set these SLA rules: P0 tickets must have a first response within 1 hour and be resolved within 4 hours. P1: first response 4 hours, resolution 24 hours. P2: first response 24 hours, resolution 5 business days. Alert me 25% before each deadline."

SLA alert schedule

Time before breachWhat the agent does
25% of SLA remainingSends a Slack/email warning to the assignee
10% of SLA remainingEscalates to team lead; pings assignee again
BreachSends immediate alert to team lead + records breach in SLA report
After breachTracks time-over-SLA; includes in weekly digest

Reading the SLA dashboard

Ask the agent for a live SLA status at any time: "What is our current SLA compliance rate this month?" The agent responds with: tickets tracked, tickets breached, breach rate by priority, average resolution time, and the tickets currently at risk.

5. Sprint health and digests

The PM Agent sends a weekly digest every Monday morning (configurable) covering the health of your sprint, backlog, and team. It also sends a briefer daily standup summary every weekday morning.

Weekly digest contents

SectionWhat it covers
Executive summary3–5 sentence AI summary of the week — key wins, blockers, and risks
Sprint progressStory points / issues completed vs committed; burn-down status
SLA complianceBreach count, compliance rate, worst offenders this week
IncidentsIncidents opened and resolved; mean time to resolution
Stale ticketsCount and list of tickets that have not moved
Top blockersIssues with the most comments or escalations — likely stuck on something
Velocity trendLast 4 weeks of throughput — improving, stable, or declining
RecommendationsWhat the PM Agent suggests focusing on next week

Configuring digest recipients and timing

"Send the weekly digest every Monday at 9 AM EST to engineering@mycompany.com and also post it in #engineering-weekly on Slack. Send the daily standup at 8:45 AM EST to #standup on Slack only — skip the email."

6. Triage and prioritization

The PM Agent can triage incoming issues automatically based on rules you define. When new tickets arrive, it reads the title and description, assigns a priority, labels it, and routes it to the correct assignee or team — without you touching it.

Setting up auto-triage rules

"Auto-triage new GitHub issues with these rules: if the title contains 'crash' or 'data loss' → P0, assign to on-call. If the title contains 'slow' or 'latency' → P1, label as 'performance'. Everything else → P3, add to backlog for weekly review."

AI-assisted triage

For tickets with enough context, the agent uses AI to assess severity more accurately than keyword matching. It considers the description, affected feature, user impact, and similar past incidents. You can always override its assessment: "Change ticket LIN-492 to P1 — the affected customer is enterprise tier."

7. Postmortems

After every SEV1 or SEV2 incident resolves, the PM Agent writes a draft postmortem within one hour. The draft includes a timeline reconstructed from the war room chat, the root cause analysis, customer impact assessment, and action items.

Postmortem structure

SectionContent
SummaryOne-paragraph overview: what broke, why, how long, how many users affected
TimelineMinute-by-minute reconstruction from incident channel and monitoring events
Root causeThe technical cause — what specifically failed and why
Contributing factorsProcess gaps, missing alerts, or human decisions that made the incident worse
Customer impactNumber of affected users, transactions impacted, error count, duration
ResolutionWhat was done to fix it and in what order
Action itemsNumbered list of preventive measures, each with an assignee and due date
Detection gapHow long the incident was active before detection — if > 5 min, why?

Reviewing and publishing the postmortem

The agent posts the draft to your session chat. Review it, suggest edits via chat ("Add that the root cause was the memory leak introduced in deploy d4a91f"), and when satisfied: "Publish the postmortem to our Notion page and email it to the team."

Action item tracking

Action items from postmortems are automatically created as tickets in your project board. The agent tracks them like any other ticket and alerts you if they go stale or approach their due date without progress.

8. Cost tracking

The PM Agent can track the engineering cost of incidents and unplanned work. This helps justify infrastructure investment and gives leadership visibility into how much reactive work is consuming sprint capacity.

What cost tracking calculates

MetricHow it is calculated
Incident cost (time)Sum of on-call hours across all responders × your configured hourly rate
Unplanned work ratio(Unplanned tickets closed / total tickets closed) × 100% per sprint
SLA breach costOptional: link to SLA penalty clauses in contracts; agent tracks exposure
Mean time between incidentsRolling average across SEV1+SEV2 incidents — stability trend

Setting up cost tracking

"Enable cost tracking. Use $150/hour as the fully-loaded engineer cost. Track all time spent in incident war room channels. Show unplanned work ratio in the weekly digest."

9. Communicating with your agent

Your PM Agent session has a dedicated email address (pm-a3f9b2c1@agents.boboyka.com) and an in-session chat panel at hire.boboyka.com/session/[id]. Both share the same history.

Things you can ask the agent

Request typeExample
Get a status update"What is the current status of incident INC-2024-047?"
Declare an incident"Declare SEV2: login is broken for users on the EU region"
Triage a ticket"Triage issue #492 — what priority should this be?"
Change a threshold"Lower the P1 SLA from 24h to 12h, effective immediately"
Get sprint health"How are we tracking against this sprint's commitments?"
Find stale tickets"Show me all tickets untouched for more than 7 days"
Generate a report"Give me an SLA compliance summary for last month"
Track an action item"The postmortem action item for INC-039 was completed — close it"

10. Tier capabilities

FeatureStarterProStudio
Ticket integrations1 (Linear or GitHub)3Unlimited
SLA monitoring✅ (2 priority levels)✅ (all levels)✅ + custom rules
Incident management✅ (manual declaration)✅ (auto-detect)✅ (full war room)
Weekly digest✅ (email)✅ (email + Slack)✅ (email + Slack + custom)
Auto-triage✅ (AI-assisted)
Postmortems✅ (manual trigger)✅ (auto on SEV1/2)✅ (all severities)
PagerDuty / Opsgenie integration
Cost tracking
Agent chat panel
Session email

11. Troubleshooting

The agent is not picking up new tickets from Linear

Linear's API requires the agent to poll periodically (webhooks not yet supported on all team plans). The default poll interval is 5 minutes on Pro, 15 minutes on Starter. If a ticket still does not appear after 15 minutes, tell the agent: "Refresh your Linear sync now — I just created issue LIN-500."

The agent declared the wrong severity

You can always override: "Change incident INC-2024-050 from SEV3 to SEV1 — this is affecting all paid customers." The agent will re-page appropriately and update the war room.

Digest is not being sent to Slack

Check that the Slack bot was invited to the digest channel. The agent needs to be a member of any channel it posts to. Tell the agent: "Diagnose why the digest is not posting to #engineering-weekly." It will report the exact Slack API error.

I want to exclude a ticket from SLA tracking

"Exclude all tickets with the label 'on-hold' from SLA calculation — these are blocked on external dependencies and we cannot control their resolution time."

The postmortem is missing key information

The agent reconstructs the timeline from your incident channel messages and monitoring events. If critical events happened outside those channels (e.g., in a private DM or a phone call), it cannot know about them. Add them manually: "Add to the postmortem timeline at 14:32 UTC: on-call noticed the alert but was in a meeting for 10 minutes before responding."

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