SideGuy Safe Agent Workflows

The four principles behind every SideGuy workflow

• Minimal access — agents get only the permissions they need for the specific task. Nothing inherited. Nothing extra for convenience.
• Logged actions — every tool call, API request, and output is logged so there's a clear record of what happened and when.
• Human gates on consequential actions — anything that sends a customer communication, touches money, or modifies infrastructure requires human approval before firing.
• Clear escalation — when the workflow hits an edge case it wasn't designed for, it stops and notifies a human rather than guessing.

What SideGuy workflows do not do

• Run fully autonomously on actions that affect customers or money without a human checkpoint
• Use admin-level credentials when scoped credentials would work
• Pass full customer records into agent context when only one field is needed
• Log conversation data that contains customer PII without a clear retention policy
• Deploy into production without testing against adversarial and edge-case inputs first

The human override layer

SideGuy's Human Override Insurance service is built on the same principles. For any business running AI agents on consequential workflows — guest comms, payments, scheduling, customer support — we add the checkpoint layer that stops the agent before the action that can't be undone.

How to get a safe workflow built for your business

Text PJ with what you're trying to automate. Most small business AI workflows can be set up with the right safety rails in a single session. The goal is automation that actually works reliably — not automation that's fast until the first bad day.