01Human-in-the-loop is an operating design choice
Adding a person to every step destroys the benefit of automation. Removing people from every step creates risk. The goal is to place human authority where uncertainty or impact justifies it.
- High-impact decisions
- Ambiguous exceptions
- Sensitive customer interactions
- Final approvals
02Use thresholds, not vague oversight
“A human checks it” is not a control. The workflow should define when review is triggered and what the reviewer is allowed to decide.
- Confidence thresholds
- Risk categories
- Exception types
- Approval rules
03The handoff should preserve context
When automation escalates, the person should receive the history, relevant evidence and what the agent already tried. Otherwise the customer or operator has to start over.
- Conversation history
- Retrieved context
- Reason for escalation
- Recommended next action
04Measure how often humans intervene
Exception frequency is a product signal. A high review rate may mean the automation boundary is wrong, the knowledge is incomplete or the process itself needs redesign.
- Review rate
- Override rate
- Repeat exceptions
- Resolution after handoff