Set the boundaries before connecting data.
Each pilot needs a clear agreement on access, data handling, approval and exceptions.
- Access
- Agree the data sources, permitted operations and person who can revoke access. Begin with retrieval and drafts where suitable.
- Data handling
- Confirm hosting, model providers, destinations and retention before connecting sensitive information.
- Approval
- Name the reviewer for messages, record changes and other consequential actions. Check the target and approval before execution.
- Exceptions
- Test failures and misleading inputs. Agree the activity record, escalation owner and recovery steps for each enabled action.
Related guidance: OWASP AI agent security and NIST generative AI risk management. Controls and responsibilities are agreed for each engagement.