Try this first: ask for a suggestion, not an action
You have a to-do list, a few unanswered messages and a meeting to prepare for. Ask AI to suggest the order in which to handle them. You get an order and reasons right away, but nothing changes in your calendar or inbox. A suggestion is not permission to act. This exercise shows the difference between a chat and an agent faster than a definition.
A regular AI chat responds and makes suggestions in text. An AI agent can also use connected tools, such as searching for information or drafting a message, but only with limited permissions and agreed rules.
Access to a tool alone does not make an assistant an agent; what matters is how it uses that access. When a regular assistant searches once, it shows you the result and waits. An agent can search, inspect the result, decide what to do next and continue through several rounds without you starting each step. This repeated cycle—act, observe what happened, decide the next step—is what makes an assistant an agent.
Today’s goal
Learn to distinguish three stages: an agent makes a suggestion, it may be given limited permission to act, and a person approves sensitive or irreversible actions.
Three things to keep separate
- Suggestion: the agent says what it recommends or drafts something. Nothing in the system changes.
- Permission to act: the agent may use a specific tool for a limited purpose, such as creating a draft or adding a task to a list.
- Human approval: a person reviews and approves before a message is sent, payment is made, content is published, data is changed or another significant action takes place.
Try an agent for the first time
- 1
Choose a task that only needs a suggestion
For example, start by organizing your weekly task list or drafting a meeting agenda. Do not start with sending emails or making purchases.
- 2
Set a goal and a boundary
Tell the agent what it may and may not do. For example: draft something, but do not change my calendar or send anything.
- 3
Review the suggestion
Read the list, assumptions and possible errors. An agent can make a plausible but incorrect interpretation of your task.
- 4
Grant permission to act only later
If the service can connect to your calendar or messages, first try it with a test account or a reversible change. Approve every message or change yourself.
Try out a suggestion and an approval boundary
Suggestion only
Put these fictional tasks in priority order: reply to two messages, prepare for a 30-minute meeting and make a shopping list. Explain your reasons, but do not change my calendar, messages or any other service.
Compatible with: AI agent or assistant
Follow-up: new information changes the list
Preparing for the meeting will take an hour after all. Reorder the list based on this information. Still do not change my calendar or messages.
A clear approval boundary
Draft a friendly reminder for a fictional association. Do not send it. Mark the parts I need to review and approve before it is sent.
Compatible with: AI agent or assistant
Make the boundary precise
Suggest first; act only after approval
A common request:
Schedule my meeting for next week.
Try asking this instead:
Suggest three possible 30-minute times next week and draft an invitation. Do not read anyone else’s calendar, send the invitation or make changes unless I approve the time and wording separately.
Keep permissions limited
- Ask the service for a log of the tools the agent used and the actions it took, so you can check afterward what it actually did.
Once you know the basics
Once a small workflow works reliably, write down what the agent may read, suggest and do, and where a person must approve. Also test an error case: what happens if information is missing or the request is unclear?
Free practice on this website
Preparation and approval belong to different people
Read the material and answer based on it. The hint and review criteria appear only after you submit an answer or choose “I don’t know yet.”
Your answers stay only in this browser tab. They are not sent to AI Licenses servers or analytics.
Question 1/3
Question 1/3
The material gives an example of a check requiring two signatures. Explain why one person preparing a payment is not enough and another person must approve it before it takes effect.
Use the practice activity in your own AI service (optional)
Break down the task by who may do what.
An agent is not a chat that speaks better. It is an assistant that can be given permission to do things. Practice setting the boundary before granting it access.
Setting boundaries · about 10 min
Where should we start?
How the prompt is structured
- Task
- Sort the steps into three groups
- Context
- A fictional hobby group
- Format
- Do not carry out any steps
Plan how to reschedule a hobby group meeting for next week. Sort the steps into three groups: what AI could do on its own, what it could do only with my permission and what only I should do. Do not carry out any steps now.
Ready to try this in a real tool?
This exercise uses a regular chat. Learn to set boundaries before giving any assistant permissions.
The outline is enough: If you describe a real task in another exercise, give only its outline and do not include passwords or account details.
Skills and concepts in this guide
Concepts
Publication details and sources
- Published:
- August 6, 2026
- Sources checked:
- August 16, 2026