Before switching on Exponential Intelligence #

This checklist is for administrators who are about to let editors use the assistant on a live installation. Work through it in order; each item links to the page that explains it.

Contents #

1. Decisions
2. Provider and key
3. Data policy
4. Roles
5. Review and approval
6. Costs and the queue
7. Records and testing
8. The way back

Decisions #

• To do: Who will use it, for what, in which sections (An AI use policy).
• To do: Which content must never go to an outside provider.
• To do: Who answers questions about the processing.

Provider and key #

• To do: Provider chosen; its terms read; Region, Retention, TermsCheckedAt set (Configuring a provider).
• To do: Key in settings/override/expai.ini.append.php only, mode 0640; not in any committed file.
• To do: Setup > EI: Models shows "key present" and no warning about key locations.
• To do: Test prompt of the default model answered.
• To do: Every model that should write drafts passed the probe or is trusted (The write gate and the probe).

Data policy #

• To do: [DataPolicy] rules set for sensitive sections and classes (Privacy and data leaving the site).
• To do: Veto rules for content that must never be sent (The master switch and the veto hook).
• To do: Images: stricter rules for images set if needed.
• To do: [UsageSettings] LogRequests left disabled.

Roles #

• To do: expai/write and ezjscore/call given only to the intended editors' role (Permissions for AI features).
• To do: expai/vector, expai/chain, expai/web, expai/services given only where needed, with limitations.
• To do: expai/summary given to the data protection officer; audit/read on channel ai to an auditor if wanted.

Review and approval #

• To do: Approval workflow on content / publish / before for the sections that need it; tested with a test editor (Drafts and human review).
• To do: Editors know that "Send for approval" publishes at once where no approval applies.
• To do: Editors have the review checklist.

Costs and the queue #

• To do: Monthly site budget and per-user daily limit set (Cost control).
• To do: Cron parts expqueue (every minute) and expai (every five minutes) running, if queued work is used (Chains and queued work).

Records and testing #

• To do: The audit channel ai is written; ./console exp:audit tail --channel=ai shows a test request (The audit trail for AI).
• To do: Signed in as a test editor: the Intelligence tab appears, a draft is written, nothing is published by itself.
• To do: EI: Summary printed and filed with the policy.

The way back #

• To do: Everyone who may need it knows how to switch it off: [AISettings] Enabled or DisabledSiteAccesses[].

Related pages #

• AI and agent checklists
• Exponential Intelligence for AI users
• Free documentation: this page is free to copy, translate and improve under the GNU FDL 1.3.