Approved context
Relevant knowledge, permitted customer fields and the current work state.
Read only what the job needsDEPLOYMENT ARCHITECTURE
Put AI to work.
Keep your architecture in view.
Map how requests enter, where context is processed and how approved actions reach your systems. Agree the boundaries and operating responsibilities before production traffic.
Explicit data flowsPermissioned system actionsAccountable operations
A CONNECTED WORKFORCE, NOT AN ISOLATED BOT
See the path from request to system of record.
Inspect the execution path, data and access requirements, or the human exception route. The map shows logical components; the physical deployment and supported connections are agreed separately.
Reference architectureLogical components · deployment configuration to be agreedREQUESTS & EVENTS
VoiceChat & messagingVideoWorkflow events
Enabled channels, identity checks and consent requirements are scoped per workflow.Request + required identity + scoped context
WORKFORCE PROCESSING · LOGICAL BOUNDARY
UnleashX workforce
Role ownership · routing · policy checks · tool execution
Autonomous within configured authorityModel & service access
Model inference and channel services used by the configured workflow.
Review providers, payloads and locations Role permissions • Allowed operations • Work references • Reviewable outcomes
Scoped requests ↓ · verified results ↑
Customer systems
CRM · helpdesk · customer records
Core operations
ERP · lending · policy · dealer systems
Action systems
Scheduling · payments · notifications
Operational evidence: request reference · action outcome · current owner · recovery status
A request becomes a verified system action.
Receive the request, establish the required identity and context, then let the employee perform an allowed operation. Read back the destination result before communicating completion.
Request reference → permitted context → validated action → confirmed result
Connector availability, hosting, model access and observability arrangements are confirmed during technical scoping.
ARCHITECTURE REVIEW
Six decisions to make together.
Bring your enterprise requirements into the design. These are the questions to resolve, not a list of hosting modes or controls presumed available in every configuration.
Runtime & hosting
Document where workforce processing runs, who operates it and which environments are supported for your requirements.
Confirm: hosting arrangement, environment separation and operational ownership.
Data movement & retention
Trace customer fields, documents, conversation content and operational evidence through each processing and storage location.
Confirm: approved locations, retained fields, retention periods and deletion handling.
Model & service providers
Identify the model and channel services used by the workflow and the context each receives. Review provider changes as architecture changes.
Confirm: service availability, permitted payloads and applicable data-handling terms.
Identity & connectivity
Define user and service identities, connection credentials and permitted network paths. Keep authority scoped to the role’s actual job.
Confirm: supported authentication, API scopes, credential rotation and revocation.
Execution & recovery
Separate attempted actions from verified results. Account for timeouts, duplicate events, unavailable systems and decisions outside authority.
Confirm: request references, bounded retries, reconciliation and human ownership.
Operations & observability
Agree what evidence is collected, who can inspect it and how incidents reach an accountable owner. Avoid unnecessary sensitive content in logs.
Confirm: monitoring coverage, alert destinations, access controls and support responsibilities.
FOLLOW THE DATA
Know what crosses each boundary.
A deployment review needs more than a region name. Document the purpose, destination and handling of each data category, including the providers and records outside the workforce runtime.
| Data category | Why it moves | Review before production |
|---|---|---|
| Incoming requests | Voice, text, video or event payloads initiate work. | Channel processing, identity requirements, consent and content retention. |
| Customer context | Permitted fields support the employee’s task. | Source system, identity matching, minimum fields and retrieval permissions. |
| Knowledge & model context | Approved guidance and task context support a decision or answer. | Source freshness, provider access, payload scope and processing locations. |
| Action requests & results | The employee reads or changes a business-system record. | Allowed operations, network route, credential scope and result verification. |
| Operational evidence | Owners investigate outcomes and unresolved work. | Required identifiers, sensitive-field handling, access and retention. |
| Human handoff packets | A reviewer receives the context needed to decide. | Named destination, minimum necessary data and decision recording. |
FROM DESIGN TO OPERATIONS
Expand responsibility in reviewed steps.
Start with one workflow and its completion criteria. Move forward when the evidence supports the next step, not simply because a demo looks convincing.
Scope
Agree the role, systems, allowed actions, data constraints and exception owners.
Exit evidence: reviewed architecture and responsibility mapConnect & test
Use approved test access to exercise normal paths, failed writes and authority boundaries.
Exit evidence: verified records and exception test resultsRelease narrowly
Agree the initial production scope, monitoring, human ownership and pause conditions.
Exit evidence: release decision and operational runbookReview & expand
Review real outcomes and unresolved work. Retest changes before adding systems or responsibility.
Exit evidence: expansion decision backed by evaluationSUPPORTABLE AFTER GO-LIVE
Design the recovery path before you need it.
Operating ownership belongs in the architecture. Agree what happens when access changes, a dependency fails or a release needs to be stopped.
A connection loses access
Record the permission failure and route it to the credential owner. Do not automatically widen access. Define how restored access is checked before affected work resumes.
A write result is uncertain
Keep the action reference and inspect the destination before retrying. Define duplicate-action protections and a recovery owner for cases that remain unresolved.
A service or model changes
Identify affected workflows and rerun representative tests. Review any changes to data handling, behavior or operating limits before accepting the new configuration.
A workflow needs to pause
Agree how new work is stopped, how in-flight actions are reconciled and who communicates the impact. A rollback does not automatically undo completed business-system writes.
TECHNICAL SCOPING QUESTIONS
Make the deployment discussion specific.
What does this reference architecture represent?
It shows the logical relationship between request channels, workforce processing, approved context, model or service access, connected business systems and operational ownership. It is a discussion model, not a diagram of a specific customer installation or a guarantee of hosting, isolation or connector availability.
Do you support private cloud or on-premises deployment?
Supported hosting environments and commercial availability need confirmation with the technical team. Share your required environment, network restrictions and operating responsibilities so the proposed design can be assessed. Do not infer a hosting option from the logical boxes in this diagram.
Where will our data be processed and stored?
The answer depends on the agreed configuration and services involved. Request a documented data-flow review covering channel providers, workforce processing, model access, connected systems, logs and retained content. Confirm locations and retention before using production data.
Can the workforce use our existing systems?
Start with a system and operation inventory: products, versions, API access, required reads and writes, and network constraints. Confirm each connection’s scope during technical review. A system category in the diagram does not mean every vendor or operation is supported natively.
Does all enterprise data need to be copied into the platform?
Start from the minimum context required for the job rather than assuming a full data copy. Determine which information can be retrieved when needed, what must be retained and which fields should never leave an approved boundary. The actual design must be confirmed for the selected connections and workflow.
What happens when a connected system is unavailable?
Keep the affected action unresolved and preserve its reference. Apply the agreed retry and reconciliation rules, then route remaining failures to the recovery owner. Do not report completion without evidence or blindly repeat a write that may already have succeeded.
How do human decisions fit into the architecture?
Routine work stays with the AI employee within configured authority. Exceptions carry their context and decision request to a named reviewer. Define where that decision is recorded and what allows the affected action to resume; notification delivery alone is not an approval.
What is needed before production rollout?
An agreed responsibility, documented data and system flows, approved access, representative test evidence, named operating owners and a recovery plan. Start with a bounded scope and review the conditions for expansion. Timing depends on these prerequisites and the actual integration work.
BRING YOUR SYSTEM MAP
Where should your workforce fit?
Share the workflow, system names and enterprise constraints. We’ll map the required connections, processing boundaries and responsibilities with your team.