We set the rules for the AI agents in your CRM: what each agent can read, change and decide.
When a case falls outside those rules, the agent hands it to a person on your team. Dashboards show what each agent did, and we review the rules with you each quarter.
Speed without guardrails isn't efficiency. It's risk.
AI agents now do work that used to need a human. They write emails, qualify leads, route tickets and update records.
Most businesses deploy agents without answering basic questions. What is this agent allowed to do? What happens when it's wrong? Who's accountable when it emails a client something it shouldn't have?
Without governance, agents don't just make mistakes. They make mistakes at scale. One bad rule runs a thousand times before anyone notices.
You wouldn't give a new employee access to every system on day one with no training. Your agents deserve the same rigour.
A four-stage approach. A living system that evolves with your agents.
A 90-minute governance discovery session with your leadership team. We trace how decisions get made, where data flows, what agents you're already using or planning to use, and where the gaps are.
We score your AI readiness across data quality, process codification, integration maturity, and escalation preparedness. This tells us which governance modules to activate now and which to stage for later.
We define the boundaries, configure the guardrails and document everything. Each agent gets rules about what it can read, write and decide. Escalation rules set when a case goes to a person, and prohibited actions are blocked.
After go-live, dashboards track what agents do, when a guardrail stops them and the health of the data they use. We keep testing edge cases and failure modes against real activity. Quarterly reviews adjust the rules as your business changes.
Not every business needs all 13 on day one. Discovery determines which activate first.
Assesses your data quality, process maturity, and escalation readiness before any agent goes live.
The master document: agent boundaries, prohibited actions, escalation logic, and data dependencies in one place.
Per-agent rules defining exactly what each agent can read, write, and decide.
Trigger conditions and routing for when agents must hand off to humans.
Hard limits on what agents can never do: commit pricing, delete records, contact clients without approval.
Visual map of which data sources each agent relies on, including latency and sync method.
Minimum confidence scores required before an agent acts autonomously versus escalates.
Documented record of every guardrail in place, version-controlled and auditable.
Go / no-go checklist that must be satisfied before any agent is switched on in production.
Structured test suite for edge cases, failure modes, and boundary conditions.
Dashboards tracking agent behaviour, guardrail triggers, and data health over time.
Scheduled review cadence to adjust governance as agents and business evolve.
Governance for any external AI platform interacting with your CRM via API. Same rules, same rigour.
Not all 13 modules activate at once. Discovery determines what your business needs now versus what gets staged for later.
We assess readiness, define boundaries and configure guardrails. We test each agent against edge cases and failure modes, and it must pass a go/no-go checklist before it touches production data.
Foundation modules include Readiness Scorecard, Governance Framework, Boundary Definitions, Escalation Logic, Prohibited Actions, Exception Scenario Testing and Activation Criteria.
Once agents are running, their activity shows where the rules need work. We then set confidence thresholds, keep testing edge cases and failure modes, report on agent behaviour and review the rules each quarter.
The governance grows with the agents.
Start here. The Readiness Scorecard tells you whether your data, processes and team are ready. Most businesses think they are. Discovery usually reveals otherwise.
We audit what’s running, identify the gaps and install the governance that should have been there from the start. Most businesses deployed agents faster than they built guardrails.
Governance is already part of your engagement. Every engine we build operates under this framework.
As a HubSpot Elite Solutions Partner, Kongo provides the governance framework, advisory services, configuration, and monitoring. We don’t develop, host, or operate the AI agents themselves.
We define the rules. You own the agents. We provide the guardrails and the ongoing advisory to keep them performing safely. If an agent misbehaves, the governance framework is what catches it. If governance needs updating, the quarterly review is where it happens.
This service covers AI agents operating within your CRM and external AI platforms interacting with your CRM via API. Kongo configures the governance layer between these platforms and your data. We don’t build or maintain the AI platforms themselves.
Translation captures the rules. Production builds them on a monthly sprint cadence. The named pod (Principal Solutions Architect, GTM Engineer and Customer Success Manager) runs your platform from kick-off to year end. One predictable fee. No change orders for in-scope work.