Before Your AI Agent Hits Send: Six Governance Questions
Walk through a customer-pricing example: define the task, evidence, permissions, human stopping point and action history before an agent sends.
Educational explanation with an illustrative pricing workflow; not a customer deployment or a control-test result.
Define the task, approved evidence and permissions. Name the human stopping point and retain the action history.
Define the task, approved evidence and permissions. Name the human stopping point and retain the action history. RiGi Group can help scope one workflow and identify the evidence, decision owner and acceptance checks it needs.
Primary episode reference on Whitewater.ai →
Full video transcript
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Your AI agent can write the message. Who gave it permission to hit Send?
I’m Jimmy Standaert. Let me show you how we approach that question with whitewater.ai.
Imagine a customer asks for pricing. Your AI finds an old proposal, writes a convincing answer, and gets ready to send it.
The writing looks good. The price could still be wrong.
Before your AI agent hits Send, ask six questions. What is the task? What can it access? Who approved this action? What evidence supports it? When must a human step in? And can we reconstruct what happened if something goes wrong?
Here’s how those questions become a workflow.
First, define the job: prepare a pricing response for this customer. That gives us a specific action to evaluate.
Second, identify the evidence. The current approved price list should govern the quote. An old proposal can provide background, but its price needs to be checked.
Third, set the permissions. In this example, the agent can read approved documents and prepare a draft. Changing prices or offering a discount requires a person’s approval.
Fourth, define the stopping point. If the agent finds conflicting prices or can’t verify the source, it should pause and bring the issue to the person responsible.
Finally, keep a record: the source used, the draft, the approval, and whether the message was actually sent. That gives your team something concrete to review.
Then test the workflow. Give it an expired quote. Ask for an unauthorized discount. Check whether the controls hold before giving the agent more responsibility.
That’s the practical work behind whitewater.ai: connecting the task, evidence, permissions, human decisions, and action history around the AI tools you use.
You can apply these same six questions to customer service, research, or updating business records.
Bring me one workflow you want to improve. Message me “WORKFLOW” for a free brainstorming session.
whitewater.ai.