InterventionAn agency-controlled connection
Planned guided setup for approved vendors, with agency enablement, expiring access, and revocation controls.
PLANNED WORKFLOWINTERVENTIONPRO / BRING YOUR OWN AGENTPEOPLE · PERFORMANCE · ACCOUNTABILITY
Your AI tools, with agency control
Your agent.Your boundaries.
A planned way to bring the AI tools you already use into InterventionPro. Give an approved agent the context it needs, keep its permissions deliberate, and review the work it proposes.
New-platform preview. Bring Your Own Agent is planned for the new InterventionPro platform. Explore the intended workflow and contact us about current options.
Bring Your Own AgentPLANNED WORKFLOW
ILLUSTRATIVE DATA · 01 / 04
01Connect an approved tool
02Choose the permitted work
03Review and retain control
The planned module
Useful assistance starts with deliberate access.
Bring Your Own Agent is a planned InterventionPro module with 16 user stories. The design puts the agency’s policy, the user’s permissions, and human decisions at the center.
Access that cannot outgrow yours
Planned permissions are limited by what the user can do, the scope they choose, and the agency’s current policy.
PLANNED WORKFLOWQuestions grounded in your work
Planned tools would retrieve permitted due items, evaluations, quiz results, qualifications, and cited policy context.
PLANNED WORKFLOWProposals before decisions
Planned drafts for notes, narratives, and reminders would enter a human review flow before becoming accepted work.
PLANNED WORKFLOWA narrow path for direct actions
Some lower-judgment actions are planned as optional direct writes when both the user’s access and the agency’s policy allow them.
PLANNED WORKFLOWOversight that remains visible
Planned connection management, activity logs, proposal outcomes, exports, and unusual-activity alerts would help agencies oversee use.
PLANNED WORKFLOWField guide / free resource
A practical guide to introducing an AI agent at work
Start with a small, useful task and make the boundaries clear. This framework works with any platform or agent and does not require InterventionPro.
NO ACCOUNT · NO EMAIL · USE WITH ANY PROCESSMAKE IT PRACTICAL / ILLUSTRATIVE EXAMPLE
THE VAGUE VERSION
Give the agent access to everything so it can help.
ADD THE CONTEXT
Start with one task: summarize my outstanding assigned work. Limit access to the records needed for that task, require review of proposed changes, name the agency owner, and test revocation before expanding the scope.
Define the task
Describe one outcome, such as finding assigned work or drafting a summary. List the records needed to produce it and leave unrelated information outside the scope.
Separate reading from acting
Decide what the agent may read, what it may propose, and what requires a person’s approval. Treat a draft, an accepted change, and a published decision as different steps.
Choose accountable access
Use a named connection with a defined owner, scope, and end date. Avoid shared sign-ins so activity remains attributable and access can be removed cleanly.
Test the boundaries
Try the intended task and a request outside its scope. Confirm that prohibited access is refused and that revoking the connection stops further use.
Review before expanding
Check the usefulness of the output, the record of actions, and the effort spent correcting it. Expand the pilot only when the result supports a broader task.
Take it into the work
Agent access readiness checklist
Use this as a starting point and adapt it to your organization’s process. Check your readiness here, print the guide, or use the spreadsheet template for your next review.
CSV · Opens in Excel or Google Sheets
Checklist selections are saved only in this browser.
0 of 8 ready
Starting with broad access
A vague task tends to collect permissions that are difficult to justify. Start with the smallest set that supports the outcome.
Confusing a draft with a decision
Make it clear when an output is a suggestion, who accepts it, and which actions remain exclusively human.
Leaving old connections active
Include ownership changes, vendor changes, and access expiry in the review process. A connection should have a reason to remain active.
Looking ahead
The plan behind the experience.
These items describe future work for Bring Your Own Agent. Planned features, draft proposals, and deferred ideas are identified separately.
Connection and delegated access
Module controls, expiring personal tokens, delegated permissions, an MCP connection, and an OAuth consent flow.
Answers and agency context
Tools for due work and permitted records, cited policy answers, agency briefings, and reusable task prompts.
Proposals and optional actions
Human-reviewed drafts, narrowly permitted direct actions, event notifications, and scoped analysis exports.
Setup, oversight, and integration
A My Agents page, agency policy controls, activity and audit views, a documented REST interface, and verified vendor setup guides.
Planned Connected accreditation
AccreditPath would connect standards, dated assessment cycles, assignments, and version-specific proofs from policies, quizzes, qualifications, and completed checklists. Its roadmap includes self-assessment, time-limited assessor access, reporting, edition crosswalks, and AI evidence suggestions for human review.
- Standards & cycles
- Evidence links
- Self-assessment
- Assessor access
- Reports & gaps
Planned Bring Your Own Agent
Connect an agency-approved personal AI agent to permitted platform information. The planned design includes expiring access, scoped permissions, useful answer tools, human-reviewed proposals, optional limited actions, event updates, exports, and agency oversight.
- Guided connection
- Permission controls
- Reviewable proposals
- Activity logs
- Revocation
Roadmap reviewed September 7, 2026. Planned features have no committed release date. Availability of implemented features depends on enabled modules, permissions, configuration, and rollout. The wider platform roadmap also covers shared messaging, team workflows, reporting, notifications, and record migration.
Straight answers
A little more clarity.
What does Bring Your Own Agent mean?
It means using an AI assistant of your choice with a controlled connection to InterventionPro, instead of giving the assistant your sign-in credentials or unrestricted access. This module is planned.
Which agents are in the roadmap?
The stories name Claude, Claude Code, Codex, Hermes Agent, Grok, and generic MCP clients. These are planned connection targets, not a claim that those integrations are available today.
Will an agent be able to approve its own work?
The design keeps proposals under human review and reserves high-judgment actions for people. Any optional direct action must remain within the user’s permission and the agency’s explicit policy.
Can I connect an agent from this microsite?
No. This page explains a planned module and offers a practical readiness guide. It does not connect an agent or grant access to InterventionPro.
When you’re ready
Bring your best tools. Keep your agency in control.
Talk with InterventionPro about the planned module and your organization’s current needs.
Talk with InterventionPro