01
Managed configuration
Review the proposed hosting, model providers, data paths, and operating responsibilities.
Set the boundaries before the work begins.
Review where the agent runs, what it can access, which actions require approval, and how your team will handle exceptions.
Deployment planning
Review the environment together.
02
Enterprise requirements
Discuss network restrictions, private infrastructure, and other requirements. Confirm supported options and scope during technical review.
Operating boundaries
Make access and review explicit.
Task scope
Define the responsibility, expected result, stop conditions, and escalation owner.
System access
Approve the integrations, data sources, and credentials required for the task.
Action review
Identify actions that require a person's approval and verify the configured control before live use.
Model providers
Review which providers receive data and the terms that apply to the proposed configuration.
Security review
Ask for the evidence relevant to your deployment.
Discuss your security requirements with us and request the current documentation available for review.
Privacy and contracting
Confirm deployment-specific terms during review. Website data practices are described in the Privacy Policy.
Data and experience
Review what is retained and where it goes.
Include source data, experience records, model-provider requests, retention, deletion, and access boundaries in the deployment review.
Security contact
Report a security issue.
Send suspected vulnerabilities or security concerns directly to contact@causality.ai.