An acceptance checklist for your AI agent integration

Accept an AI integration only after it completes the intended business task with the right identity, permissions and evidence. A green connection indicator proves little about the full workflow. Use a small acceptance checklist that the process owner and implementer can review together.

Start with the intended outcome

Imagine an integration that turns approved meeting notes into CRM tasks. The acceptance result is not merely that the connector can list CRM records. It must create the correct task under the right account, preserve the approved owner and avoid duplicates.

Define the result before running the demo. Otherwise a successful but irrelevant tool call can be mistaken for proof of the requested capability.

Run five checks

• Normal task: the expected artifact appears in the intended destination.
• Wrong identity: another account or record is rejected.
• Missing input: the system asks or returns a clear partial state.
• Interrupted action: the workflow reconciles before retrying.
• Revoked access: the system stops without widening permissions.

Use synthetic data where possible. If real records are necessary, agree on the exact test scope and cleanup plan before creating external effects.

Inspect the evidence together

Record the source event, tool result, destination record and final user-facing status. Check that each describes the same action. An accepted request should not be reported as completed if a downstream job is still pending.

Also check the user's access to the deliverable. A correct file in an inaccessible location is an incomplete handoff.

Assign maintenance before sign-off

Name the person responsible for connection expiry, provider changes and failed tasks. Preserve the acceptance cases as regression tests. A future update can then be checked against the same business expectations, instead of relying on whoever remembers how the original demonstration looked. Acceptance should establish a repeatable operating standard, not just celebrate a successful first run.

Be Human editorial guidance. Examples are illustrative unless explicitly attributed. Sources provide background; implementation choices depend on your workflow.