An AI Agent should escalate questions involving final pricing, contract terms, delivery commitments, exclusive partnerships, special certification claims, legal responsibility or high-value negotiation to sales.
Why do boundaries matter?
Without boundaries, an Agent may make promises that should only be made by sales or management.
What can the Agent answer safely?
It can explain product categories, common use cases, general document types, qualification questions and next-step routing.
What should the handoff include?
The handoff should include the buyer question, context, source, risk category and recommended next action.