Implementation guides for AI agents that need to work in production.
Practical checklists for evaluating, approving, securing, and launching reliable agents across real business workflows.
Use the guide before production risk gets expensive.
Each resource is a practical project artifact: what to verify, what to measure, and what must be true before launch.
AI Agent Pilot Checklist
AI Agent Pilot Checklist
A practical checklist for scoping AI agent pilots with clear tasks, tool permissions, evaluation checks, logs, and human review.
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AI Agent Evaluation Framework
AI Agent Evaluation Framework
A practical AI agent evaluation framework for workflow accuracy, source use, tool calls, escalation behavior, human review, and business outcomes.
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Tool-Call Approval
AI Agent Tool-Call Approval Checklist
A practical checklist for deciding which AI agent tool calls need human approval, what reviewers should see, and how approval logs should work.
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RAG Evaluation Checklist
RAG Evaluation Checklist
A practical RAG evaluation checklist for internal knowledge bases, citation quality, permission boundaries, and answer reliability.
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RAG Evaluation Examples
RAG Evaluation Examples
Practical RAG evaluation examples for internal knowledge bases, healthcare policy search, financial research, permissions, citations, and refusal behavior.
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RAG Evaluation Set Template
RAG Evaluation Set Template
A practical RAG evaluation set template for private document search, source labels, expected answers, citations, permissions, refusals, and reviewer notes.
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RAG Permission Testing
RAG Permission Testing Checklist
A practical checklist for testing RAG permissions, role-based access, restricted documents, citations, refusals, and audit logs before rollout.
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Healthcare AI Security Checklist
Healthcare AI Pilot Security Checklist
A healthcare AI pilot checklist for PHI boundaries, vendor review, access controls, audit logs, human review, and rollout planning.
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Healthcare AI Agent Pilot Checklist
Healthcare AI Agent Pilot Checklist
A healthcare AI agent pilot checklist for intake, referrals, prior authorization, revenue-cycle, records, PHI boundaries, review gates, and rollout metrics.
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Financial Services AI Agents
Financial Services AI Agent Use Cases
High-value financial services AI agent use cases for research, SEC filing monitoring, diligence, portfolio intelligence, and internal reporting.
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Need the checklist applied to your workflow?
We can apply it to your workflow and deliver a production-ready agent in 4–8 weeks.