AI Agents
Give AI a clear job—not an open-ended mandate.
Build an assistant around a specific task, approved information, and defined actions. Make it easy for people to review the result, recognize uncertainty, and take over.
Start where assistance can be evaluated.
Find and organize
Help a team locate relevant information in an approved source collection.
Draft and prepare
Create a starting point for messages, summaries, or internal materials that a person reviews.
Coordinate a bounded task
Help move a defined process forward using explicit permissions and escalation rules.
The boundaries are part of the product.
A convincing response is not proof of correctness.
- 01
Approved sources
Define what the assistant may read and what it should not use.
- 02
Allowed actions
Separate suggestions from changes that affect customers or systems.
- 03
Uncertainty and escalation
Provide a path for missing information, ambiguity, and failure.
- 04
Evaluation and ownership
Test representative cases and assign responsibility for ongoing review.
A few useful answers
Can an agent contact customers or change records automatically?
Only within an explicitly agreed scope with appropriate permissions, approval rules, and safeguards. A useful first version may prepare work for review rather than perform consequential actions.