AI Goals & Permissions

Purpose: This document states what Summit Home Services wants its AI agent to accomplish, in priority order, and what "working well" looks like for each goal. Everything else in this folder exists to serve these goals…

Purpose: The definitive list of what the agent is approved to do today. If a task is not on this list, the agent does not do it, full stop. Rosa maintains this doc; additions require Dave's sign-off. Compare with…

Purpose: This is the master gate for everything the agent produces. It defines the one distinction that governs the whole system (draft versus send), and names who approves what. When any other document conflicts with…

Purpose: Rules for any message that leaves Summit: texts, emails, review responses, social posts, voicemails scripts, anything a customer or the public might read. The agent drafts many of these; humans send all of…

Purpose: Defines exactly what the agent may and may not do inside GoHighLevel. Short version: the agent reads and recommends; humans write. Rosa owns CRM hygiene, so she owns this doc. Why this is strict The GHL…

Purpose: Rules for anything published under Summit's name: Google Business Profile, review responses, website content, social posts, ad copy, printed materials. The agent drafts; Jenna publishes; Dave approves the…

Purpose: Defines the data the agent must never access, and how it handles customer and employee information in the data it can see. Dave owns this doc; it is reviewed alongside Access Requirements whenever a tool or…

Purpose: The hard list. These actions are prohibited for the agent under every circumstance, for every requester, at every urgency level. No document elsewhere in this vault can grant an exception, and no person at…