Agent365 Onboarding and Approvals¶
Atlanta, USA
Last updated: 2026-08-04
References
Onboarding objective¶
Onboarding should be fast for low-risk use cases and deliberate for high-risk agent capabilities. Approval depth must be proportional to risk.
Approval lanes¶
| Lane | Criteria | Typical SLA (service-level agreement) |
|---|---|---|
| Standard | Low-risk internal data, no privileged tools | 3 to 5 business days |
| Elevated | Sensitive data or business-critical workflow | 5 to 10 business days |
| Restricted | Regulated data or high-impact automation | Case-by-case with governance board |
Evidence required for onboarding¶
- Business objective and success metric.
- Named owner and support model.
- Data sources and destinations.
- Identity model and permission scope.
- Tooling and external dependency list.
- Risk classification and rollback plan.
Approval decision matrix¶
| Decision point | Required approvers |
|---|---|
| Initial production enablement | Business owner and AI (artificial intelligence) admin |
| Sensitive data access | Compliance owner and security owner |
| Privileged tool execution | Security owner and platform owner |
| Exception to baseline policy | Governance board delegate |
Onboarding guardrails¶
- No production access without owner accountability.
- No unmanaged external tool invocation.
- No unbounded data-source permissions.
- Every approval includes explicit expiry for exceptions.
Business example¶
A customer support agent is approved in the standard lane. A follow-up request adds finance data access, which automatically routes to elevated review. The team receives fast initial delivery while preserving stronger control for the higher-risk expansion.