01Evidence before confidence
A provider classification and a sourced fact are not silently treated as the same kind of evidence. Dates, provenance, and uncertainty remain visible in the review record.
02Reversible enrichment
Field changes should retain timestamps, source context, and a route to correct or remove a disputed value. This gives RevOps an audit trail instead of an unexplained overwrite.
03Human-in-the-loop outreach
Research, drafting, approval, and sending remain separate states so convenience does not become automatic messaging. Reviewers assess relevance, suppression, opt-out, and regional limits.
04Least-privilege runtime
Review permissions, secret handling, logs, retention, and deletion before connecting an agent to operational systems. A safe test begins with the smallest cohort and the fewest credentials.