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AI and agent checklists

The checklists of the AI, agents and agentic section - before switching on Exponential Intelligence, before connecting an agent, and reviewing AI drafts - each with a link to the page that explains every item.

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Address: https://doc.exponential.earth/exphelp/viewer/help/ai-agents/checklists/README.md

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AI and agent checklists

This part is for anyone who is about to switch on AI features, connect an agent, or publish what an AI wrote. Each checklist is short enough to print, and every item links to the page that explains it.

Contents

  1. The checklists
  2. How to use them

The checklists

ChecklistUse it
Before switching on Exponential IntelligenceBefore editors get the assistant on a live installation
Before connecting an agentBefore an AI agent gets access through the REST API or expservices
Reviewing AI draftsEvery time an editor reviews a draft the assistant wrote

How to use them

  • Copy the checklist into your own ticket or change record, and tick items there.
  • An item you skip deliberately gets a reason in writing.
  • Run the checklist again after a change of provider, model, agent or role.

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Documentation license

This documentation is free documentation, licensed under the GNU Free Documentation License 1.3 or later.

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