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AI & automation
Business AI agents with meaningful human approval
An AI agent can combine steps and use tools toward an objective. Business use needs clear boundaries between reading a case, proposing a response and changing a record.
In this guide
- Specify completion and stopping conditions
- Expose narrow, verifiable tools
- Make approval specific and consequential
- Test ambiguity, failures and repetition
- Assign supervision and controlled changes
Specify completion and stopping conditions
Define an observable result, such as preparing a case for review. Name situations requiring help. A broad instruction to manage customers leaves too many access and action decisions unspecified.
Limit execution duration, steps or spending. Missing information should lead to a clear request or stop rather than indefinite activity.
Expose narrow, verifiable tools
Prefer functions such as checking status, preparing a draft or adding a note within a defined scope. Validate their parameters as for any interface.
Enforce permissions and rules in the application. Instructions to behave carefully do not replace server controls tied to a user, organisation and authorised case.
Make approval specific and consequential
Before an important update or external send, show the proposed action, its data and effect. Approval should concern that proposal rather than become unlimited permission for later operations.
Allow rejection, correction and manual continuation without losing useful context. Human review needs to happen before the action takes effect.
Test ambiguity, failures and repetition
Try normal, incomplete and contradictory requests, unavailable services and inaccessible cases. Check stopping behaviour and retained information instead of relying on one successful demonstration.
Interrupted tasks must not repeat effects on retry. Keep task identifiers and verifiable state in the application independently of the agent’s description.
Assign supervision and controlled changes
Name the people reviewing failures and disabling actions. Keep useful diagnostic traces with appropriate access instead of logging every confidential document.
Start with a pilot team and a bounded objective. Custom integration can share the application’s existing records, permissions and operational history.
Your checklist
- Define completion and stopping rules.
- Limit and validate tools.
- Approve important actions specifically.
- Test failures and duplicate attempts.
- Assign monitoring and stop controls.
Frequently asked questions
Does every automation need an agent?
No. Fixed rules can be preferable for fixed steps. Agents are useful where interpretation and action selection are required within boundaries.
How can staff retain control?
Use limited tools, approval before important effects and a stop mechanism. Preserve operational state independently of generated explanations.
A project to explore
Pare-Brise Éco
Pare-Brise Éco presents an AI agent within software combining documents, communications and operator work, linking assistance to identifiable cases and responsibilities.
Explore the project