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Technology & Risk
Module · When software acts in your name
The Agentic AI Readiness Check
An agent is not a chatbot: it does not answer, it acts. It sends the email, moves the money, books the travel, changes the record, all with your credentials and without waiting to be asked twice. The capability is real and the guardrails usually are not. This module checks the five that decide whether autonomy is an asset or a liability: permission boundaries, spend limits, audit trails, human checkpoints, and a kill switch that works.
What the five levels look like
Every dimension in this assessment is scored 1 to 5. This is what the levels mean, dimension by dimension. The graded report diagnoses where your own answers land and what to do about it.
Boundaries are explicit
- 1No boundaries
- 2Prompt instructions only
- 3Some scoping
- 4Scoped permissions
- 5Least-privilege, enforced
At the low end: An agent with no enforced boundary is an insider threat you built on purpose. Scope its permissions to the minimum the task needs, in the systems it touches, before it runs again. What good looks like: Least-privilege permissions enforced by the platform are exactly right. Review the grants as the agent takes on new tasks; scope creep is how a safe agent turns dangerous.
Spend is capped hard
- 1No limits
- 2Trust the prompt
- 3Soft caps
- 4Hard caps, wide
- 5Hard caps, tight
At the low end: An agent that can spend without a hard ceiling is one bug away from a very bad invoice. Put an enforced limit at the payment or API layer before it transacts again. What good looks like: Tight, enforced spend limits mean a runaway agent fails cheap. Keep the caps sized to the task, not to convenience; a wide limit is a slow leak waiting for a bug.
Every action is logged
- 1No logging
- 2Partial logs
- 3Actions logged
- 4Actions plus reasoning
- 5Full immutable trail
At the low end: An unlogged agent is one you cannot debug, defend or trust. Start logging every action with its trigger and result now; you will want it the first time something goes wrong. What good looks like: A full, immutable trail is what lets you run agents in regulated and high-stakes work at all. Keep it tamper-evident; a log the agent can edit is not evidence.
Humans gate key actions
- 1Fully autonomous
- 2No checkpoints
- 3Ad hoc approvals
- 4Checkpoints on key actions
- 5Risk-tiered checkpoints
At the low end: Full autonomy over irreversible actions is a bet you only lose once. Decide which actions are too costly to undo and put a human approval gate in front of them this week. What good looks like: Risk-tiered checkpoints let low-stakes work run free while the dangerous actions wait for a human. Revisit the tiers as the agent earns trust and its scope grows.
Kill switch is tested
- 1No kill switch
- 2Exists, untested
- 3Tested once
- 4Tested, slow
- 5Tested, instant
At the low end: An agent you cannot stop fast is a fire with no extinguisher. Build a single control that halts all agents immediately, independent of the normal deploy path. What good looks like: A kill switch you have tested and can pull in seconds is what makes real autonomy defensible. Re-drill it after changes; the path that worked last quarter may have quietly broken.