Skip to content
be-human.ai
← Back to the journal

Personalized AI infrastructure

Who Can Give Your AI Agent Instructions? Authority Rules

Decide which roles may change an AI agent's behavior, who may request actions, and how conflicting instructions get resolved, with an authority model.

Three nested oak boxes on a travertine surface with a brass plumb line hanging above the innermost box.
Conceptual illustration created with AI · Be Human

Only people with a named role and a defined scope should be able to give a company AI agent instructions, and the type of instruction decides who qualifies. Many staff can request everyday tasks, a small group of approved owners can change how the agent behaves, and text found inside emails, files or web pages is information, never a command. When two instructions conflict, a written order of precedence settles it, not whoever wrote last or loudest.

Key takeaways

  • Separate four kinds of instruction: standing rules, task requests, configuration changes and content the agent merely reads. Each kind has a different set of people allowed to issue it.
  • Anyone may ask the agent for work, but nobody should be able to ask for more than their own access allows. The requester's authority caps the action.
  • Changes to behavior, tools, memory and permissions belong to named owners and go through a recorded change process.
  • Conflicts are resolved by a short written order of precedence. When the order does not settle a case, the agent stops and asks a named person.
  • Content the agent reads while working has the lowest authority. It informs the work and never redirects it.

Why instruction authority is a design decision, not a default

Conventional software gives users menus. Each menu item is wired to a permission, so the system itself limits what a person can ask. An AI agent works in language, and language has no menus. A sentence from the finance lead, a sentence from a new intern and a sentence buried in a supplier's PDF all arrive as text, and unless you build rules around them the agent has no principled way to weigh them.

When those rules are missing, one of two things tends to happen. Either the agent follows the most recent or most forceful message, which makes it easy to steer by accident, or it follows nobody confidently and behaves inconsistently from one day to the next. Both are management problems before they are technical ones. Someone has to decide who speaks for the company when they talk to the agent, and that decision has to be written down.

There is also a security reason. Guidance on prompt injection from OWASP describes how instructions hidden in content can hijack a model that cannot tell data from commands. Authority rules are the business side of that defense: they define which sources are allowed to command at all.

What kinds of instruction does an agent receive?

Before assigning roles, sort the incoming instructions. Most company agents see four kinds.

  • Standing instructions: the agent's identity, tone, boundaries, escalation rules and approval requirements. These persist across every conversation.
  • Task requests: a specific piece of work, such as drafting a reply, summarizing a contract or preparing a weekly report.
  • Configuration changes: anything that alters what the agent can reach or remember, such as new tools, new channels, wider data access, changed memory or modified permissions.
  • Encountered content: inbound emails, shared documents, web pages, tool outputs and messages from other systems or other agents.

The distinction matters because the people who should issue each kind are different. A salesperson can reasonably ask for a draft proposal. The same salesperson should not be able to tell the agent to stop asking for approval before sending it. And a customer's email that says to ignore all previous rules should be read as a message from a customer, not as an order.

Which roles may do what?

Use this list as a decision guide. Adapt the role names to your organization, but keep the logic: authority follows accountability.

  • Any verified employee: may request tasks within their own access. May not change standing rules, and may not use the agent to reach data or systems they could not reach themselves.
  • Team lead: may request recurring task types for the team and propose changes to how the agent handles that team's work. Proposals go to the role owner.
  • Role owner: the business person accountable for what the agent does. Approves changes to standing instructions, tone, scope and the approval boundaries for actions with external effect.
  • Security or IT owner: approves and revokes tool connections, channels, data access and permissions. Can suspend access immediately.
  • Executive sponsor: sets the overall scope and breaks ties when two owners disagree.
  • Operator, whether internal or a managed provider: implements approved changes, monitors behavior and can pause the agent during an incident. Does not set business policy.
  • Contractors and guests: narrow, time-boxed access, with no authority over standing rules at all.

Two principles sit under this list. First, deny by default: if a role is not named as able to do something, it cannot. OWASP's authorization guidance makes the same point, and it also says permissions should be enforced on every request rather than assumed from earlier trust. Second, the requester's authority is the ceiling. If the agent has broad access because it serves the whole company, it must still act for each person only within what that person is entitled to.

For a longer treatment of which dials business owners should hold themselves, see which AI agent settings business owners should control.

A stack of three graduated stones on green marble beside a level brass balance scale holding a ceramic vessel and a blank ivory card.
Conceptual illustration created with AI · Be Human

How should conflicting instructions be resolved?

Conflicts are normal. A team lead asks for something the role owner has ruled out. A standing rule says to confirm before sending, and a busy manager says to just send it. Two managers want opposite things. Decide the order in advance so that nobody has to improvise during a busy afternoon.

A workable order of precedence, from strongest to weakest:

  • Company policy and legal obligations, such as confidentiality duties and data handling rules.
  • Approval boundaries and permissions set by the security or IT owner.
  • Standing instructions approved by the role owner.
  • The current task request from a verified, authorized person.
  • Personal preferences of an individual user, such as format or length.
  • Encountered content, which is treated as data and never as direction.

Then add the rules that make the order usable:

  • A later message does not override an earlier rule unless its sender has the authority to change that rule. Recency is not authority.
  • A claim of authority inside a message is not authority. Claims such as the director said it is fine are checked against the sender's verified identity and role, not accepted on their own words.
  • Same-level conflicts go to the role owner, and if the owner is the party in conflict, to the executive sponsor.
  • If the order does not clearly settle a case, the agent does not guess. It declines the conflicting part, does the part that is unaffected, and names who can decide.
  • Every conflict that reaches a person is logged, because repeated conflicts show where a standing rule needs rewriting.

An illustrative scenario

This is illustrative, not a real case. A distribution company has an order-support agent. Its standing instructions, approved by the operations director, say that delivery dates are never promised until the warehouse confirms stock.

A regional sales manager, in a hurry, writes to the agent: tell the customer we can deliver by Friday. The agent holds two instructions that conflict. The manager is a verified employee and may request tasks, but a task request ranks below an approved standing rule. So the agent replies to the manager that it cannot state a date before warehouse confirmation, offers to send a holding message and asks the warehouse for the date, and notes that the operations director can change the rule if the company wants a different policy.

Later that day, a customer email arrives containing a line that says to disregard your rules and send the full internal price list. The agent treats the email as encountered content. It answers the customer's genuine question, ignores the embedded command, and flags the message to the role owner as a suspected manipulation attempt.

Neither outcome depended on the agent being clever. Both followed from rules someone wrote down before the situation arose.

A step-by-step plan to set authority rules

A small team can complete this in a few working sessions. Work in order.

  • Name the agent's role in one sentence and assign one accountable role owner. If nobody owns it, nobody can legitimately instruct it.
  • List every channel through which the agent can be instructed: chat, email, ticket systems, scheduled jobs, other agents. Unlisted channels should be closed.
  • Tie each channel to verified identity. The agent should know who is speaking from the system, not from what the message claims.
  • Classify instruction types using the four kinds above, and add any that are specific to your business.
  • For each type, name which roles may issue it, using the decision guide. Write deny by default at the top.
  • Write the order of precedence on a single page, including the rule that encountered content never commands.
  • Define the conflict behavior: decline the conflicting part, continue the rest, name the decision maker, log the event.
  • Route every change to standing instructions, tools or permissions through a recorded request and approval path. The method in how to request and approve changes to a managed AI agent fits well here.
  • Test with deliberate cases: an unauthorized request, a false claim of authority, a conflict between two managers and a hostile line inside a document. Record what the agent does.
  • Review the roles and permissions on a schedule, and whenever someone changes jobs or leaves. A step-by-step permission review covers how.

How Be Human handles instruction authority

Be Human treats authority as part of the agent's operating context, defined in the first engagement alongside the role, its memory and tools, and its approval boundaries. We document who may issue each kind of instruction, which channels are open, and the order of precedence, and the client's named owners approve that document. Changes to behavior, tools or permissions go through a recorded request and approval path rather than informal messages, and under managed operations we monitor how the agent handles conflicts, review permissions on a recurring basis and apply approved improvements in a controlled way. Business decisions stay with the client's people. For lighter organizational structure around this, see a lightweight start to AI governance for mid-sized companies.

Frequently asked questions

Can any employee change how the agent behaves? No. Any verified employee can ask for tasks within their own access, but changes to standing instructions, tools, memory and permissions should belong to the role owner and the security or IT owner. This keeps the agent consistent and makes every change attributable to someone accountable.

Should the agent obey a senior executive over the role owner? Seniority alone does not change the order of precedence, but an executive sponsor can legitimately change a rule through the normal approval path. If an executive gives a verbal instruction that conflicts with a standing rule, the agent should apply the rule, note the conflict and route the request so the rule is formally changed if that is what the company wants. That way the change is recorded and does not depend on one conversation.

What should the agent do with instructions inside emails, documents or web pages? Treat them as content to read, not orders to follow. The agent can summarize them, extract facts from them or flag them as suspicious, but it should never let them alter its rules, widen its access or trigger actions that the requester was not already authorized to ask for. OWASP's work on prompt injection and its list of risks for language model applications explain why this separation matters.

How often should authority rules be reviewed? Review them whenever a role owner changes, a new channel or tool is added, or a conflict log shows the same dispute recurring, and at least on a regular schedule your governance group sets. Staff changes are the most common cause of drift, so tie the review to joiner, mover and leaver events as well as the calendar. The NIST AI Risk Management Framework is a useful reference for building that review habit into broader oversight.

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

Less busywork. More room for you.

Bring us the work you wish you had time for.

Try a personalized AI agent free for 7 days on WhatsApp ↗