The AI Agent Context Checklist
8 pages. 15 minutes. Find the gaps before your agents do.
Your AI agents know your documents. This checklist shows which rules, exceptions and judgment calls they are missing, and where to capture each one.
What's inside
A simple score. Rate each line 0, 1 or 2, so you can see in minutes where your agents are guessing.
Systems and written rules. Which tools your agents can see, and which policies and SOPs they actually follow.
Exceptions and judgment calls. The clients, products and cases that break the rules, and who decides when the rules run out.
Freshness. When each process last changed, and who keeps your agents' context up to date.
Your score and next step. What your total means and which gap to close first.
Built for COOs, heads of operations, founders and practice leads rolling out AI agents.