Checklist
Scope and ownership
- The agent has a clear job, audience, and launch surface.
- Someone owns the business rules, not the prompt text alone.
- The team knows which actions the agent must never take.
- The launch plan names who can pause, patch, or roll back the agent.
Checklist
Safety and trust
- Sensitive data handling has been tested with realistic customer pressure.
- Regulated advice is bounded and escalated when needed.
- Prompt-injection attempts do not reveal hidden instructions or internal policy text.
- The agent has a safe fallback when it is unsure.
Checklist
Customer experience
- Frustrated customers still get a calm answer and a next step.
- The agent handles repeated questions without looping or escalating too late.
- Multilingual or typo-heavy turns do not erase the customer's intent.
- Handoff paths are visible, honest, and tested.