Understand value and control
Read sections 1, 2, 8, 10, 12, and 14.
CLIENT IMPLEMENTATION DOCUMENTATION
This guide explains the full delivery model in business language first, then in technical detail. A client should be able to understand what the agents do, what data they can access, how decisions are made, where humans remain in control, what is measured, what can fail, and what must be true before a system moves into production.
Read sections 1, 2, 8, 10, 12, and 14.
Read sections 2 through 10 and the sample case walkthrough.
Read all sections, especially architecture, connectors, state, evaluation, failure modes, and production controls.
01 / EXECUTIVE SUMMARY
A Multi-Agent AI Atlas implementation takes one defined business workflow and divides it into specialized responsibilities. One component plans the work. Another routes tasks to eligible specialists. Domain agents retrieve approved information, analyze the case, apply business rules, evaluate output quality, test safety conditions, and prepare a recommendation. Protected actions stop at a human authority gate until an accountable person approves them.
The AI team can gather, analyze, draft, compare, and recommend, while the organization controls permissions, policy, release criteria, and consequential decisions.
The project is designed to make the full process inspectable. A client should be able to answer: What happened? Which agent did it? What information did it use? Which tool was called? What rule allowed it? What evidence supports the result? What uncertainty remains? Who approved the final action?
02 / BUSINESS PROBLEM AND SCOPE
Before selecting models or building agents, the project defines one workflow with measurable boundaries. For the Northstar Commerce demonstration, the workflow is customer-service resolution for damage, return, shipment, and low-value refund cases.
Receive a service request, retrieve the approved order and case record, retrieve policy, determine whether the case is supported by evidence, calculate a permitted remedy, evaluate the recommendation, draft a response, and stop for human approval.
Changing company policy, bypassing refund limits, inventing missing evidence, accessing unrelated customer records, issuing high-risk refunds without approval, or allowing an agent to increase its own permissions.
03 / OPERATING MODEL
The organization provides the business objective, process rules, systems, owners, and acceptance criteria.
We define agent roles, tool permissions, state, evaluation criteria, human gates, and failure paths.
Agents perform only the responsibilities and tool calls allowed by the project contract.
Protected actions remain attributable to an authorized person until the organization explicitly changes the policy.
The operating model is intentionally different from an autonomous black box. Authority is separated from capability. An agent may be capable of generating a refund request, but the Tool Gateway can still prevent execution until the correct approval state exists.
04 / SYSTEM ARCHITECTURE
Client workflow request
|
v
+--------------------------+
| F36 CONTROL PLANE |
| Planner -> Router |
| Execution -> Critic |
| Safety -> State |
+--------------------------+
|
+------------------------------+
| |
v v
+--------------------+ +-----------------------+
| Domain Specialists | | Evidence Specialists |
| F04 Support | | F35 RAG |
| F102 Compliance | | Policy / records |
+--------------------+ +-----------------------+
| |
+---------------+--------------+
v
+----------------+
| TOOL GATEWAY |
| auth + scopes |
| validation |
| audit logging |
+----------------+
|
+-------------+--------------+
| | |
v v v
Zendesk Shopify Stripe
| | |
+-------------+--------------+
v
+----------------+
| EVALUATION |
| F37 quality |
| F09 safety |
+----------------+
|
v
+----------------+
| HUMAN GATE |
+----------------+
|
v
approved actionThe planner does not automatically gain access to payment tools. The retrieval agent does not automatically gain authority to act. The safety layer is not the same component that creates the recommendation. The human decision is stored separately from the model output. This separation reduces hidden coupling and makes the system easier to audit, test, and change.
05 / AGENT RESPONSIBILITIES
| Agent / System | Primary responsibility | Inputs | Outputs | What it cannot do alone |
|---|---|---|---|---|
| F14 Client Inquiry | Capture and structure the business request. | Lead, workflow problem, business objective. | Structured engagement brief. | Approve architecture or production access. |
| F25 Strategy Consultant | Frame value, constraints, stakeholders, and success metrics. | Business brief and baseline metrics. | Business case and measurable outcome map. | Override technical or safety blockers. |
| F36 Multi-Agent Orchestrator | Plan, route, execute, retry, critique, and preserve workflow state. | Goal, capabilities, policies, runtime state. | Task graph, routing decisions, execution trace. | Invent specialist capability or bypass approval. |
| F35 RAG Engineering | Retrieve approved evidence and policy context. | Case identifiers and permitted repositories. | Cited evidence package. | Use unapproved data sources. |
| F04 Tech Support | Analyze the customer-service case and prepare a resolution. | Customer message, order evidence, policy evidence. | Case synthesis and proposed remedy. | Issue a protected refund by itself. |
| F102 Compliance | Check rule boundaries and escalation conditions. | Proposed remedy, policy, permission state. | Pass, block, or escalate decision. | Rewrite policy. |
| F37 LLM Evaluator | Score groundedness, completeness, consistency, and regression quality. | Case evidence and proposed output. | Evaluation results and failure reasons. | Approve production release. |
| F09 AI Safety | Test injection, privilege, unsafe instructions, and suspicious behavior. | Prompt, tool plan, runtime evidence. | Safety findings and blockers. | Grant broader permissions. |
| F32 MLOps | Operate deployment, observability, health, rollback, and release gates. | Approved build and telemetry. | Operational status and release evidence. | Override human approval or policy. |
06 / RUNTIME STEP BY STEP
The human reviewer is not asked to approve an unexplained AI answer. The reviewer receives the recommendation together with the evidence and risk state that produced it.
07 / DATA, TOOLS, AND PERMISSIONS
Production integrations are designed around least privilege. Each connector receives only the permissions needed for the approved workflow. Read access and write access are treated differently.
| System | Typical read access | Typical write access | Recommended pilot rule |
|---|---|---|---|
| Zendesk | Case details, prior messages, tags. | Draft or send response, update status. | Read plus draft. Human send approval. |
| Shopify | Order, fulfillment, item, shipment data. | Order modification if later approved. | Read only during pilot. |
| Stripe | Payment and refund eligibility data. | Refund creation. | Protected write action with explicit approval. |
| Policy knowledge | Approved procedures and limits. | None. | Versioned read-only source. |
08 / STATE, MEMORY, AND EVIDENCE
Every run is represented as structured workflow state. This lets the client inspect what happened at each stage and prevents later agents from silently replacing earlier evidence.
10 / EVALUATION AND OBSERVABILITY
Before the pilot begins, client and Atlas define an evaluation contract. That contract specifies metrics, test cases, thresholds, escalation behavior, and what counts as failure.
| Dimension | Example measurement | Why it matters |
|---|---|---|
| Groundedness | Percent of material claims supported by approved evidence. | Prevents confident fabrication. |
| Policy accuracy | Correct application of refund, return, and exception rules. | Protects business and customer commitments. |
| Task completion | Required workflow steps successfully completed. | Detects partial or skipped work. |
| Escalation accuracy | Cases correctly sent to a human or specialist. | Measures safe containment. |
| Adversarial resistance | Injection and privilege-escalation tests blocked. | Tests hostile or malformed inputs. |
| Latency | End-to-end and per-stage timing. | Determines operational usability. |
| Cost | Model, retrieval, tool, and infrastructure cost per case. | Tests business viability. |
| Reviewer agreement | How often authorized reviewers agree with the recommendation. | Measures practical decision quality. |
Production monitoring should include run volume, latency, error rates, tool failure rates, retry counts, evaluation drift, model version, retrieval failures, safety blocks, approval rates, escalations, cost, and downstream action failures.
11 / FAILURE HANDLING
| Failure | Expected system behavior |
|---|---|
| Connector unavailable | Record failure, retry within policy, then stop or escalate. Do not invent the missing record. |
| Specialist returns low-confidence output | Route to review, alternate specialist, or human escalation depending on policy. |
| Prompt injection detected | Ignore the untrusted instruction, preserve evidence, block unauthorized tool use, surface a safety event. |
| Conflicting policy documents | Mark conflict unresolved and block the protected action. |
| Evaluation below threshold | Do not advance to approval. Remediate or escalate. |
| Tool call fails after approval | Record failed side effect, do not assume success, verify downstream state before retry. |
| Model or agent unavailable | Use approved fallback only if the fallback meets the same capability and policy contract. |
A failed task, rejected action, or blocked run is part of the system evidence. It should not disappear from the final record just because a later retry succeeded.
12 / PILOT AND PRODUCTION ROLLOUT
Historical or synthetic cases. No live action. Measure accuracy, safety, and failure handling.
Agents run alongside the current process but cannot affect customers or systems.
Agents prepare work. Authorized people approve protected actions.
Increase volume, workflow coverage, or limited autonomy only after defined gates pass.
13 / CLIENT DELIVERABLES AND RESPONSIBILITIES
14 / SECURITY AND PRIVACY MODEL
The public Atlas demo runs in the browser with synthetic data. A production client deployment should place secrets, model credentials, enterprise connectors, state storage, and protected actions behind server-side controls.
Browser / Client UI
|
v
Authenticated Project API
|
+--> Orchestrator service
+--> Model gateway
+--> Retrieval service
+--> Tool gateway
+--> Evaluation service
+--> Audit / event store
+--> Approval service
|
v
Approved enterprise systemsSpecific regulatory or contractual controls depend on the client, workflow, industry, jurisdiction, and data involved. The project documentation records those requirements rather than assuming one universal compliance profile.
15 / EXAMPLE CASE WALKTHROUGH
Customer request: “My package arrived late and one item is damaged. Can you replace it and refund the delivery fee?”
If shipment evidence is missing or the refund exceeds policy, the workflow does not force a recommendation. It records the missing evidence or policy exception and escalates instead.
16 / DEMO VS PRODUCTION
| Capability | Public Client Project Room | Production Client Project |
|---|---|---|
| Data | Synthetic cases and records. | Approved organization-specific data. |
| Connectors | Local synthetic adapters. | Authenticated enterprise APIs and services. |
| Models | Browser-executed deterministic demonstration logic. | Server-side model-backed specialists selected for the workflow. |
| Secrets | No production secrets. | Managed server-side credentials. |
| State | Temporary browser state. | Durable client-approved event and state storage. |
| Actions | No external side effects. | Approved protected actions through audited gateways. |
| Evaluation | Demonstration thresholds. | Client-specific acceptance criteria and regression suites. |
17 / FAQ
Not every workflow needs multiple agents. We use separate agents when task decomposition, different permissions, specialist capabilities, independent review, retry behavior, or explicit authority boundaries create measurable value. If one bounded component is sufficient, the architecture should remain simpler.
Only within the permissions and action policy defined by the client. During a controlled pilot, consequential actions normally remain human-approved.
Uncertainty can lower evaluation confidence, trigger a missing-evidence state, route to another specialist, or escalate to a person. The system should not convert uncertainty into invented certainty.
Yes, when the source is approved and the retrieval design specifies access, freshness, versioning, and provenance.
Each event, task, routing decision, tool call, output, blocker, and approval is associated with an actor and run identifier in the workflow state.
The Tool Gateway should reject the request before execution and record the denied attempt as a security or policy event.
The accountable client organization does. The AI system can support and prepare decisions, but responsibility for protected actions remains with the client-defined authority unless the organization explicitly adopts a different approved operating policy.
18 / GLOSSARY
Use the Client Project Room to run routine, edge, and adversarial cases, then return to this guide to understand the architecture and control model behind each stage.