Before you give an AI agent the keys, decide which doors it needs.

An AI agent can search, summarise and sometimes take action. That makes its permissions and failure behaviour just as important as the model behind it.

RU / FIELD NOTES12 — INSIGHTS SECURE-AI-AGENTS
01 / THINK IT THROUGH

Give the agent one job at a time

Start with a narrow task and a clear definition of success. A workflow that drafts a reply for review is easier to reason about than an open-ended agent that can send messages, change records and spend money.

02 / THINK IT THROUGH

Limit data and permissions

Connect only the documents and tools needed for that task. Use separate credentials with limited access. Keep secrets out of prompts and code. Treat external content as untrusted, because a document or web page can contain instructions designed to mislead an agent.

03 / THINK IT THROUGH

Make a person part of important decisions

Require approval before the agent sends a commitment, changes sensitive data, grants access or triggers a payment. Show what it plans to do and why. A human approval step is useful only if the reviewer has enough context to make a real decision.

04 / THINK IT THROUGH

Test the uncomfortable cases

Test missing information, contradictory sources, malicious instructions, unexpected tool errors and requests outside the agent's job. Define when it should stop, explain uncertainty and hand off. Review a sample of normal results too; quiet errors can be harder to spot than obvious failures.

05 / THINK IT THROUGH

Keep an audit trail and an exit

Record the inputs, outputs and actions needed to understand a decision, while avoiding unnecessary personal data in logs. Track changes to prompts, permissions and connected tools. Know how to disable the agent and return the process to a human.

Design an AI workflow responsibly

Bring the rough version. We will help you find the useful next step.

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