Setup checklist#
- ☐ Start with agent-assisted, not agent-autonomous: the agent proposes, a human approves.
- ☐ Give agents structured tools (send, schedule, tag) rather than free-form access.
- ☐ Define hard limits: daily send caps, forbidden claims, protected segments.
- ☐ Measure agent decisions against a control group before expanding autonomy.
Audit checklist#
- ☐ Confirm you are not: letting an agent A/B test compliance-sensitive copy without review.
- ☐ Confirm you are not: no audit log for regulators or customers who ask why they received a message.
Ongoing monitoring#
- ☐ Weekly: review provider dashboards (Postmaster Tools, SNDS) and bounce logs
- ☐ Monthly: re-run the setup verification after any vendor or DNS change
- ☐ Quarterly: full audit against this checklist
Frequently asked questions#
Can AI replace marketing automation platforms?
Not yet. Agents work best as a decision layer over a reliable delivery and consent platform.