Tool-Aware Planning for Contact-Center Analytics: Evaluating LLMs through Lineage-Guided Query Decomposition
Paper · 2026 · Varun Nathan, Shreyas Guha and Ayush Kumar
Summary
The paper tackles the evaluation of LLM planners for business-insight questions in contact centers. Answering such questions means breaking them into executable steps across three fixed tools: T2S (Text-to-SQL over Snowflake), RAG over call transcripts, and an LLM for synthesis. Each plan is a JSON DAG whose depends_on links let independent steps run in parallel.
The authors make three contributions:
- A dual scoring framework. One evaluator rates plans on seven metrics, aggregated to 0–100. A second, one-shot evaluator compares a plan with a reference using precision, recall and F1, then assigns a 7-point quality rating.
- A data curation pipeline. GPT-4o generates queries that vary in subjectivity and compoundness. An initial plan is drafted and then refined by a stepwise evaluator→optimizer loop, producing a "lineage" of revisions that humans verify.
- A model study. 14 LLMs are benchmarked, with and without lineage in the prompt.
Even the best models fall short, particularly on compound queries, plans with more than four steps, and matching tools to prompts. The benchmark gives enterprises a practical way to diagnose planning errors that would otherwise go unnoticed in agentic QA systems.
Key points
- Top aggregate metric-wise score is 84.8 (Claude-3-7-Sonnet). Under the one-shot evaluator, o3-mini places the most plans in the two top tiers (Extremely Good and Very Good, i.e., the A+ rate), yet this share reaches only 49.75%.
- Including the lineage in the prompt gives inconsistent overall gains, but it helps several strong models and often improves step executability.
- The refinement loop tags each step with labels such as Incorrect Tool or Complex Prompt, repairs plans locally and globally, and stops after a pass with no changes or after at most 4 passes.
- Results are reported on an internal 600-query benchmark that stays proprietary. A separate anonymized 200-query set, built on a synthetic test account, is released on GitHub (Observeai-Research/tool-aware-planning-dataset) with reference plans, lineages and outputs from all 14 planners.
- Main limitations:
- The evaluation never executes the plans.
- The tool palette is fixed.
- Scoring relies on LLM judges, which were validated against human annotations.
Fields, topics and concepts
📚 Shelves 5The field of science this work belongs to (OpenAlex fields).Computer Science · 16,667 worksArtificial Intelligence · 16,194 worksArts and Humanities · 16,039 worksLanguage and Linguistics · 15,891 worksComputer Networks and Communications · 64 works
🧭 Topics 1Research subjects and languages the work is about.Language models & pretraining · 3,320 works
Cite
Cite as Varun Nathan, Shreyas Guha and Ayush Kumar. 2026. Tool-Aware Planning for Contact-Center Analytics: Evaluating LLMs through Lineage-Guided Query Decomposition. Proceedings of the Fifth Workshop on Generation, Evaluation and Metrics (GEM).
@inproceedings{nathan2026tool,
title = {{Tool-Aware Planning for Contact-Center Analytics: Evaluating LLMs through Lineage-Guided Query Decomposition}},
author = {Varun Nathan, Shreyas Guha and Ayush Kumar},
booktitle = {Proceedings of the Fifth Workshop on Generation, Evaluation and Metrics (GEM)},
year = {2026},
doi = {10.18653/v1/2026.gem-main.73},
url = {https://doi.org/10.18653/v1/2026.gem-main.73}
}References
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