Structured AI Ops discovery
AI Ops Discovery
Define the mission before any agent gets authority.
AI Ops Discovery is the first step of the agent-operations ladder: it bounds the mission, the operating environment, the fit, and the decision boundary before a Responsibility Charter is drafted or a pilot is proposed. Ten bounded answers now, a human conversation next — nothing on this page is scored by a model or answered by a machine, and the discovery can conclude that AI is not the right answer.
Do not enter confidential, sensitive, or personal records. This form asks only for business contact details and controlled choices.
Prepared locally — sending
Prepared AI Ops discovery review
The request passed its local checks and is on its way to the VindexAI lead service.
- Contact name
- Work email
- Company or organization
- Who is this starting point for?
- How much of the operation is in view?
- What kind of need is closest?
- Which systems are in view?
- How sensitive is the data in scope?
- Which controls context applies?
- Which capability outcome is closest?
- Request source
Confirmed reference
Prepared request ID
Preparation reason codes
What we ask and why
Five bounded answers that shape the mission.
Each question is a controlled choice with a fixed set of answers. Together they bound the discovery — how much of the operation is in view, which systems an agent would touch, what the data demands, which approvals already govern the work, and what would make a responsibility worth chartering — so the conversation starts from your operating reality instead of a pitch.
How much of the operation is in view
One workflow, one business unit, or the whole enterprise. Agent operations expand only after proof, so the scope answer decides where a bounded first responsibility could live — a single recurring workflow is a very different starting mission from an operating-system conversation.
Which systems are in view
An ERP or accounting system, CRM and sales systems, an industry platform, spreadsheets and shared drives, or several of these together. An agent responsibility is defined against the systems it may access, so naming the estate first keeps the mission bounded to what you actually run.
How sensitive the data is
Internal business data, customer or partner confidential data, regulated or audited records, or proprietary methods and trade secrets. The sensitivity answer decides what data boundaries and protection an agent must operate inside — designed into the charter from the first conversation, never retrofitted.
Which controls context applies
From no formal framework yet to regulated and externally audited. Human operators define what an agent may do, what requires approval, and what it may never do; your controls context bounds those authority lines so nothing proposed later can quietly bypass the approvals your operation already answers to.
Which outcome is closest
Reducing manual effort, connecting systems, visibility over operating state, or protected AI enablement — and not sure yet is a legitimate answer, because deciding whether a responsibility is worth giving to an agent at all is exactly what the discovery is for.
What happens when you send
One prepared request, one record, one human reply.
The form above is the whole request. It is checked in this browser, shown back for review, and sent as a single structured record — then a person takes over. The page never claims more than the lead service has confirmed.
Only the fields above are sent
The prepared request carries the ten fixed answers shown in the review — three free-text business contact fields (your name, work email, and organization) and seven controlled answer choices — and nothing else.
One record per prepared request
Each prepared request carries one request ID, so retrying a failed send can never create a duplicate — the service accepts the same request exactly once, and a confirmed reference is shown only after the lead service returns one.
A person replies by email
A person reads the recorded answers and replies by email to schedule the discovery conversation. There is no automated sequence and no marketing enrollment — sending this request asserts nothing beyond the request itself.
The ladder climbs only on evidence
Discovery comes before a Responsibility Charter, the charter before a bounded pilot, and ongoing agent operations only after the pilot proves fit. The discovery can conclude that no agent should get the responsibility — and that conclusion counts as a correct result.