Knowledge and accuracy
1. Identify the approved source for every business fact. 2. Test missing and conflicting information. 3. Confirm the agent refuses professional decisions outside its role.
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IMPLEMENTATION CHECKLIST
Test the outcome before you trust the agent.
A fluent conversation is not proof that an AI agent can operate safely. Use this checklist to separate a polished demonstration from a system that your team can supervise and rely on.
Reviewed by DelAgentIA operations · Updated 2026-08-29
DelAgentIAProfession-specific AI operations
- 01AnswerApproved knowledge✓
- 02OperateAuthorized next step✓
- 03ProveSource, status and receipt•••
- 04GrowMeasured follow-up→
Workflow and permissions
4. Define the exact outcome and required fields. 5. Separate preparation from external submission. 6. Give the public agent only the permissions required for that outcome.
Integrations and evidence
7. Test real read access before write access. 8. Require the destination system to return an identifier or receipt. 9. Make failures and pending states visible instead of presenting them as success.
People, privacy and measurement
10. Route exceptions to a named human owner. 11. Test retention, role access, downloads and consent with fictional data. 12. Measure completed outcomes, correction rate, escalation quality and time recovered—not message volume alone.
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