Prepare your AI agent for review
A review goes faster when scope, controls and evidence are part of release work — not assembled in a panic after a buyer asks.
Draw the release boundary
Version the model, instructions, knowledge base, tools, policies and environment together. Record intended uses and exclusions in words your product and operations teams can enforce. For each action, state whether the agent may draft, recommend or execute.
Design permissions and approvals
Use short-lived, customer-scoped credentials and narrow tool methods. Bookings, external messages, deletions and clinical workflow steps should pause for an approval that shows the exact details, target and consequence. The approval should expire and resist reuse.
Turn everyday records into evidence
Capture policy decisions, tool calls, approvals and outcomes in tamper-showing records, while avoiding unnecessary personal data. Link each regression test to the release it protects. A buyer should understand one complete transaction without receiving secrets or raw production records. Done well, this pack also feeds your policy-ready dossier on the insurability track — and if you want feedback early, choose “Discuss your agent”.