Template 01 of 8
Agent intake / risk-classification checklist
Complete before building or enabling any agent. The highest answer across the six lenses sets the baseline tier.
Basics
- Agent name
- Owner (person and unit)
- Purpose: the job to be done in one sentence
- Primary users
- Platform or vendor
- Target launch date
Six lenses
Answer each lens with the scoring worksheet. Record the result here. Open the scoring worksheet →
Checks
- Success metrics are defined before build
- Data elements are listed in the data-access worksheet
- A human escalation path exists
- Users will be told they are interacting with an agent
- Sunset criteria are written down
- Agent is registered in the agent registry
Result
- Baseline tier (T1–T5)
- Lens that set the tier
- Reviewer and date