Identity
Who is the user?
Define what agents can access, which actions they can take and when your team needs to approve. Build those boundaries into the environment where the work happens.
Discuss your requirementsWho is the user?
Which role does it serve?
What can it access?
What can it execute?
Who must authorize?
What is recorded?
An agent’s authority follows the business context, the user and the action. Define the scope before connecting the capability.
Establish who is using the agent and which business role it serves.
Specify the information it may access and the operations it may execute.
Identify decisions and actions that require a person’s review or authorization.
Your definitions, rules and processes shape how an agent interprets information and operates through systems.
Agree business vocabulary, metric definitions and deterministic calculation requirements.
Map the sources, connectors and execution tools required for the agent’s role.
Define how work progresses, when it stops and where an exception is escalated.
Evaluate the agent against the work it is expected to perform and use operational evidence to improve the environment.
Define normal cases, edge cases and expected outcomes with the teams who own the work.
Follow actions, tool use, quality, latency, cost and failures.
Review new versions, test for regressions and establish responsibility for ongoing operation.
Explicit permissions, policies and approval boundaries define how agents work.
Business context and logic are represented explicitly in the operational environment.
Behavior is tested against business scenarios and their expected outcomes.
Tool use, actions, quality, cost and failures can be traced and improved.
Business owners and technical teams bring complementary requirements to the same environment.
Define the business role, expected outcomes, relevant information and systems.
Identify the Harness, domain logic, capabilities, permissions and evaluation scenarios.
Review deployment constraints, data handling, integration scope and responsibilities together.
Start a conversation about your business, systems and the responsibilities you want agents to take on.