Job definition
Give custom AI agents a narrow, observable job with clear boundaries.
Custom AI Agents designed around a defined job, reliable knowledge and a safe handoff to human support.
Give an AI agent a defined job, useful context and a responsible handoff to a human.

The right custom AI agents experience has a defined purpose, reliable source material and a clear answer for what happens when the request needs human judgement.
The assessment covers the capability areas below for custom AI agents.
Give custom AI agents a narrow, observable job with clear boundaries.
Organise source material, rules and context so responses are useful and consistent.
Connect the agent to the next system, person or task without hiding the hand-off.
Review failure cases, escalation paths and feedback before expanding the agent’s role.
The review defines the business job and evidence required for custom AI agents. The first phase produces a defined agent job, approved knowledge boundary, action limits and escalation test. Broader permissions, unsupported decisions and unrestricted system access are out of scope until failures are reviewed.
Our recommendations are grounded in recognised industry guidance, including OECD AI Principles.
Set the boundaries, audience and success conditions for custom AI agents.
Structure knowledge, prompts, actions and escalation paths around real requests.
Review conversations, failures and hand-offs with people who own the customer or team experience.
Bring representative requests, source material and the human hand-off owner.