Words or Deeds? How LLMs Predict Users' Decisions in Human-Agent Dialogue

Baiqiao Zhang, Shuai Ma, Zhifeng Liao, Chao Zhou, Jianshu Wang +7

Web systems increasingly predict users' decisions from what users say, yet when interests partly conflict, users may promise to cooperate to win the other side's cooperation and then not do so. Sales or service agents that rely on such promises may grant concessions to users who then do not keep their promises, at a cost to the party they represent. We test how LLMs combine users' statements with decision records to predict users' decisions, using 1,260 rounds in which 42 users played a repeated prisoner's dilemma-style game with five agents, each prompted to express a dominant Big Five trait, and could talk with the agent before every decision. Across eight open-weight LLMs, predictions from decision records separated cooperation from defection well (AUC = .80), and adding dialogue brought no detectable gain. With dialogue, predictions agreed with users' statements more often, and errors concentrated on rounds in which users broke their statements: accuracy on rounds with a statement barely changed (.73 to .74), while it rose on kept statements (.76 to .95) and fell sharply on broken ones (.65 to .17). Predictions weighted statements more heavily than users' behavior warranted:…