AI Agent Setup Checklist for Business Owners

Every Agent needs a client-side owner who can answer policy questions, approve scope, and review exceptions.

The desired result should be concrete: booked appointments, updated records, collected documents, routed tickets, prepared reports, or approved drafts.

Public setup forms should never include passwords, API keys, OAuth tokens, private customer records, or regulated records.

Access should be handled through controlled review using client-owned accounts, OAuth where practical, scoped permissions, and revocation paths.

A dashboard metric is useful only if the business agrees what it means before work begins.

For example, a sales follow-up Agent might report drafts created, approvals pending, messages sent, replies received, and exceptions opened.