Business Agents and integrations

Name the task and its limits

Start with a bounded job such as explaining service suitability or product differences. Decide which facts it can use, which actions it can take and when it should involve a person.

OpenAI’s agent policy requires honest representation and appropriate AI disclosure. OpenAI: Business Agents Policy. Do not present an agent as an independent human adviser or give it unsupported authority.

Test before and after changes

• Supported facts: price, scope, service area and current policies.
• Unknowns: availability or details absent from approved sources.
• Conflicts: two source pages that disagree.
• Boundaries: requests for private information or work outside scope.
• Handoffs: working links and an agreed contact route.

We retain the prompts, answers, source revision and issue list for the agreed test set. A draft response that looks good is not proof of a complete integration.

Keep platform implementations distinct

Business Hub agents, Sponsored Business Agents and custom integrations have different controls. OpenAI currently documents separate agent management in Business Hub and Ads Manager. OpenAI: Sponsored Business Agents.

We quote the supported setup, testing and ongoing responsibilities for the specific route. Custom tools, product connections, transactional actions and monitoring need explicit scope and authorization.

Best starting input: Bring the intended agent task and its approved source pages. We agree platform eligibility, test cases, tools and permitted actions. Discuss the scope with Alex.