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Permissions, evidence, and escalation rules
Define what an AI workflow may do, what evidence it must preserve, and when it should escalate.
Permissions, Evidence, And Escalation Rules
Before an AI-assisted workflow moves beyond a prototype, it needs clear rules for what it may do, what evidence it must preserve, and when it must stop for a person.
Best Fit
Use this path when the workflow is structured enough to test AI, but the risk increases if the system acts without boundaries.
This is especially useful when the workflow touches customer follow-up, internal approvals, recommendations, routing, or records people rely on.
Poor Fit
This is a poor fit when the team wants AI to act broadly before the source material, owner, or review criteria are clear.
It is also a poor fit if nobody can name the actions that should always require human approval.
What To Prepare
Write the rules in plain language before implementation.
Useful prep:
- Actions AI may take without approval.
- Actions AI may draft but not send.
- Actions AI should never take.
- Evidence the output should cite or preserve.
- The reviewer or escalation owner for exceptions.
How This Helps
Write the permission, evidence, and escalation rules before building or expanding an AI-assisted pilot.
The goal is not to make the workflow slower. The goal is to make the pilot reviewable enough that people can trust what it did and why it stopped.