Case 03 / governance and adoption
Put a review gate around AI output.
A useful draft still needs boundaries. Test a simple policy check that flags unsupported promises, sensitive data, and emergency responses.
Summit Home Services · example case
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Policy result
Run the check to see whether this draft can move to human approval.
Review log
Business challenge
What needed to change
A generated reply can sound confident while making a promise the business cannot verify, or repeat information that should not appear in an outgoing message.
For a client project
Agree on the policy, data boundaries, escalation owner, and exception procedure before using the process with customers.
Example approach
What this covers
- Set a review policy for appointment claims, sensitive information, and urgent escalation.
- Check drafts against the policy before approval.
- Record review decisions so the team can follow up.