# Agent Implementation Pilot Kit Packet

Sample buyer-facing packet generated from Setup Your AI private product repositories.

Source: setupyour-agent-products
Data policy: sample fixture only; no live customer records, credentials, uploads, payment data, or private transcripts.
Approval policy: human approval is required before external sends, customer-system writes, booking holds, pricing exceptions, payment-affecting actions, legal answers, refunds, or policy exceptions.

# Agent Implementation Pilot Kit: Mountain View Events

Operator: Jim

## Approval policy

- Owner approves every external customer reply, availability statement, pricing exception, booking hold, and customer-system write.

## Pilot assets

### Lead Response Agent
- Product id: lead-response-agent
- Price anchor: $3,500 pilot, then AI Ops retainer after launch
- Target buyer: Local service business that loses qualified leads when the owner or manager cannot answer quickly.
- liveWritesEnabled: false
- Public proof route: /agents/lead-follow-up-demo/
- Inputs:
  - business profile and service area
  - approved offers and disqualifying criteria
  - common lead questions and approved answers
  - preferred reply tone and escalation rules
  - contact capture fields
  - business hours and owner review windows
- Outputs:
  - lead qualification summary
  - draft response for human review
  - missing-information checklist
  - escalation reason when the request is outside approved facts
- KPIs:
  - first-response time
  - qualified-lead capture rate
  - human approval turnaround
  - escalation accuracy
  - manual time saved
- Eval coverage: 6 eval cases
### Approved-Facts Support Agent
- Product id: approved-facts-support-agent
- Price anchor: $2,500 approved-facts setup, then AI Ops retainer after launch
- Target buyer: Business with repeated customer or staff questions that need consistent approved answers.
- liveWritesEnabled: false
- Public proof route: /agents/approved-facts-demo/
- Inputs:
  - approved facts packet
  - source document list
  - answerable question categories
  - must-escalate question categories
  - privacy exclusions
  - reviewer and update cadence
- Outputs:
  - source-grounded answer draft
  - source citation list
  - cannot-answer response
  - knowledge gap log
- KPIs:
  - answer acceptance rate
  - source coverage
  - knowledge gap count
  - escalation accuracy
  - manual support time saved
- Eval coverage: 6 eval cases
## Eval coverage

- 12 eval cases
- 7 escalation cases

## Launch checklist

- Confirm approved facts, current offers, exclusions, and escalation contacts with the owner.
- Run every eval case before launch: happy path, missing facts, high-value request, policy exception, and unsafe action.
- Verify no direct CRM, calendar, email, SMS, booking, payment, or website writes are enabled.
- Record the human approval path and reviewer role before any customer-visible output is used.
- Prepare a KPI review packet for the first monthly AI Ops retainer check-in.

## Acceptance checks

- Every pilot has at least one input, output, KPI, and eval case.
- Every eval case names forbidden actions so refusal and escalation can be checked.
- Every pilot has liveWritesEnabled: false until a customer-specific integration is separately approved.
- The kit produces a reusable implementation report without customer secrets, private transcripts, uploaded files, payment data, or credentials.

## Non-goals

- No autonomous external sending in v0.
- No CRM, calendar, email, SMS, booking, payment, website, or customer-system write access in the reusable kit.
- No legal, refund, pricing-exception, availability, booking-hold, or contract decisions beyond approved escalation language.
- No live customer data, private transcripts, uploads, payment records, credentials, or API keys stored in this product repo.

## Retainer handoff

- Move to a monthly AI Ops retainer after launch to review unanswered questions, approval bottlenecks, unsafe drafts, KPI movement, and the next integration candidate.