Define one workflow
Write down who the agent helps, the request that starts the process, and what a successful outcome looks like. Include examples that need a person instead of an automated answer.
Prepare knowledge and tool access
- List approved source documents and the owner responsible for updates.
- Separate public information from customer or internal data.
- Describe each external system and the minimum access required.
- Specify which actions need approval and which are read-only.
Test before rollout
- Use representative questions and expected answers.
- Include missing information, conflicting sources, and unsupported requests.
- Test tool failures, duplicate actions, and handover to a person.
- Agree the acceptance criteria, usage limits, and monitoring owner.
Bring these details to the brief
Share the current workflow, approved example data, required integrations, and the decisions above. This guide describes planning considerations; the implemented controls depend on your agreed project scope.