| name | actor-profiling |
| description | Understand who the user is — background, resources, constraints, and deep motivations. Produces an ActorProfile that informs all downstream decisions. Use this tactic at the start of any crystallization process to build a model of the user's capabilities, limitations, and intent. |
| dependencies | {"sops":["ask-constraints","ask-intentionality","clarify-resources","explore-resume"]} |
Actor Profiling
Build a comprehensive model of the user as a research actor — who they are, what they have, what constrains them, and why they're doing this.
Available SOPs
| SOP | Purpose | Execution |
|---|
| explore-resume | Background, skills, projects, publications, research experience | dialogue (once only) |
| clarify-resources | Compute, timeline, collaboration, data, environment | dialogue |
| ask-constraints | Venue targets, methodology preferences, avoidance areas, advisor requirements | dialogue |
| ask-intentionality | Deep WHY probing — motivation, risk tolerance, innovation preference, etc. | dialogue |
Methodology Guidance
The goal is to construct an ActorProfile with enough information to inform field exploration and goal decomposition. How you get there is your decision.
Typical flow:
explore-resume first (one-time, never re-run)
clarify-resources → ask-constraints → ask-intentionality
But you may:
- Return to
ask-intentionality at any point when you discover a deeper WHY to probe
- Interleave
clarify-resources when intentionality probing reveals resource-related gaps
- Skip or abbreviate SOPs when the user's initial message already provides the information
End condition: You judge that you have enough information to construct a meaningful ActorProfile. In cold-start scenarios, "enough" may mean just establishing boundaries (what the user won't do) rather than specifics.
Cold-Start Special Case
When the user doesn't know what they want or can do, the ActorProfile captures boundaries rather than commitments:
- "User has experience in NLP and GNN, won't jump to physics/chemistry"
- "Timeline is flexible, no hard deadline"
- "Motivated by interest, not graduation pressure"
This is sufficient — later tactics will help narrow within these boundaries.
Output (Tactic-Level Aggregation)
After running the SOPs you deem necessary, synthesize an ActorProfile:
ActorProfile {
background: { skills, projects, publications, researchExp }
resources: { compute, timeline, collaboration, data, environment }
constraints: { venue, methodology, avoidance, advisor }
intentionality: {
motivation, successDefinition,
riskTolerance, innovationPreference,
independencePreference, timeUrgency, learningWillingness
}
boundary: "..." // what the user definitely won't do
}
This is a conceptual schema, not a JSON requirement. Express it in whatever format serves the downstream context best.
Available SOPs
Optional, no fixed order; the final leaf is always a sop.
| SOP | When to use |
|---|
| ask-constraints | Understand hard boundaries on the user's research — target venues, methodology preferences, areas to avoid, advisor/team requirements. Not limited to ML/AI — works for any research domain. |
| ask-intentionality | Deep WHY probing inspired by i* Intentionality modeling. Understand the user's motivation, success definition, risk tolerance, innovation preference, independence preference, time urgency, and learning willingness. The most important SOP in actor-profiling — understanding WHY drives everything downstream. |
| clarify-resources | Understand what resources the user has available for research — compute, timeline, collaboration, data access, experimental environment. Every item accepts 'TBD' as a valid answer. |
| explore-resume | Understand the user's background comprehensively — technical stack, project experience, research experience, publications, research directions. Allows user to express interest beyond their resume. Execute once only, never re-run. |