What is the safest first AI agent pilot?

Start with a narrow workflow such as lead qualification, document drafting, or internal triage where actions can be proposed first and approved by a person.

Can the agent update our CRM automatically?

A pilot should usually propose CRM updates first. Automatic writes can be added only after field mapping, approval rules, audit logs, and rollback handling are defined.

How do you keep provider keys and prompts safe?

Provider calls go through a backend broker with environment-held keys, scoped prompts, rate limits, blocked-action checks, and redacted logging.

How do we measure whether an AI pilot is working?

Track safe metrics such as qualified lead count, handoff quality, approval rate, refusal reasons, time saved, fallback rate, and user acceptance.

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