The method.
How an AI teammate goes from stranger to staff — step by step, with a human hand on every gate.
01 / 05
We learn your business
Before it does anything, it reads. Delivery terms, the live rental order, Friday's route capacity — we turn all of it into a reference the agent studies and cites. If it can't point to a source, it doesn't act.
Studied this week
Delivery policy — section 3
Rental order — R-2048
Friday route — 2 slots open
02 / 05
We give it a badge, not keys
Every agent gets a role, like a new hire on their first day — scoped to exactly what that job needs and nothing more. It can draft a customer update or check route capacity. It cannot move a delivery, issue a credit, or act outside its badge.
Role card
Role: Dispatch Assistant
Can: draft updates, check capacity
Cannot: move deliveries, issue credits
03 / 05
It does the work
This is where the hours go back to your team. It checks the requested date, finds a valid route slot, and prepares the customer update — the busywork done properly, without quietly committing the change.
This week, so far
Friday capacity checked
09:00–11:00 slot held
Customer update drafted
04 / 05
It stops at the line
Before anything real happens — moving the delivery and sending the customer update — it stops. It hands the prepared change to a person and waits. No exceptions, no matter how confident it is.
Awaiting approval. Nothing has happened yet.
Held for: Maya, Operations Lead
05 / 05
It shows its work
Once Maya says yes, it moves the delivery and sends the prepared update — then leaves a record. What changed, when, and who approved it, in plain language you can hand to an owner or an auditor without translation.
Latest record
Order R-2048 — approved by Maya, 09:41 — logged
The ladder
How an agent earns more responsibility
The same way a new hire does — a step at a time, never assumed.
- 01Reads only
It can look, and cite what it finds. It can't act yet.
- 02Drafts for you
It writes the reply, the note, the draft. You still send it.
- 03Acts with your yes
It prepares the real action and waits for an explicit approval, every time.
- 04Proves itself in shadow
It runs alongside your team, quietly, until its calls match theirs.
- 05Earns routine tasks
Only then does it get the routine, low-risk work — and even that stays on the record.
What our agents will never do.
- Send a message you haven't approved.
- Touch money, records, or calendars without a yes.
- Invent a number.
- Act outside the role you gave it.
- Claim something worked without proof.