Actions and escalation
Specify the allowed tasks and when a person should take over. Testing an agent is a separate step from releasing it to live service.
Trust and control
Agree what the agent
can do — and when it stops.
A customer-facing agent needs clear permissions, data handling, human ownership and review. Those choices belong in the workflow setup.
Data and providers
Agree the data involved, processing region, providers, access and retention for the deployment. Requirements are checked against the actual setup.
Review and accountability
Use conversations and outcome records to review the work. Assign an owner to the next action and to unresolved results.
Security questions
Request the relevant deployment details and contractual information. Certifications and service commitments are represented only where confirmed for your agreement.
Allowed actions.
Data handling.
A responsible owner.
Build and test first. Release to live service is a separate decision with the relevant checks, people and responsibilities.
Before release
Agree what the
agent may do.
Allowed actions, stop conditions, human escalation, data handling, access and the evidence of an outcome.
For your deployment
Confirm data
and service requirements.
Standard and custom deployments have different scopes. Residency, integrations, retention options and service commitments are confirmed during setup.
Talk to ATILet’s begin
Start with one job
your team handles every day.
Pick the call you get most often. Build the agent, hear it on a test call, and decide what it may do.