Straight answer
What should an AI agent be allowed to do?
Give it authority for one named job, then draw a line between reading, drafting, changing and sending. You should be able to name each tool it can touch, what it can do there, and the action that waits for your approval. If you cannot write that down, the job is not ready to hand off.
Write the boundary before the build
- Read. Name the accounts and records it needs for one job. Start with the smallest access that lets it do that job.
- Draft. Let it prepare a brief, reply, quote or update for a person to check when the cost of a wrong answer is high.
- Change. List every record it may edit, what evidence it must show first, and how you would undo a mistake.
- Send or commit. Decide who approves a message, purchase, payment, account change or other action before it leaves your business.
A first job you can test
Suppose the job is a morning brief. Give the agent the sources you choose and ask for a draft that cites the item behind each claim. Check the brief against real work before deciding whether it can do more. If the job involves writing back to a customer or changing a system, specify the approval step and the pass test in the written plan.
- What information does this job need, and which information stays out of reach?
- What result would you accept on a sample of your own work?
- Who checks an exception, and what makes the agent stop and ask?
- How will you know what it read, drafted or changed?
When to get a written decision
If you already have one job in mind and the open question is what the agent should be allowed to do, bring that question to our Decision Session. One question answered, in writing, in 2 business days. Bring one question. Not worth it? Say so within 7 days of getting it: full refund.
Know your question? Decision Session. Don't know where AI fits? AI Time Audit.
Book the session: $450Or write to us first
$450, paid at booking. 60 minutes, then your written decision page within 2 business days. Not worth it? Tell us within 7 days of getting it: full refund. Credited once toward the AI Time Audit or a build within 60 days.