Hand over an AI agent deployment to a client

When to use this guide

An agency delivers an agent demo but the client deploys it under a new brand with different notice settings.

This is a fictional implementation scenario. The procedure below is Article 50 Hub's suggested working method, not a prescribed legal form, a customer result or a claim that every step is an additional statutory requirement.

Review procedure

1. Record the delivered build, configuration and intended user-facing surfaces.

2. Provide the approved identity wording and the test cases used for that configuration.

3. Identify client changes that require renewed review and who owns them.

4. Verify one deployed client journey and record differences from the demo.

What the example review finds

• The client's branding removes the AI identity cue.

• No owner is assigned to notice updates after handover.

Keep these example observations separate from your own results. An unknown or untested state should stay open until the relevant evidence has been inspected.

Fields for your working record

• Delivered build

• Client configuration

• Notice version

• Change trigger

• Production check

Use the downloadable blank worksheet linked on this page to connect the observed behavior with the deployed system. Add a reviewer, date, evidence reference, unresolved questions and a next action. The worksheet is editable locally and does not upload your records to Article 50 Hub.

Completion and handoff

Close the task only for the scope actually reviewed. Preserve the result that another authorized reviewer can reproduce, identify the owner of remaining work, and record a retest when the implementation changes. A completed worksheet is not a substitute for the underlying evidence.

Decision boundary

A technical handoff does not settle provider or deployer status or transfer statutory duties by itself.

The official references below provide legal or technical context. Resolve applicability and exception questions with the responsible qualified reviewer; use the product's tools to organize implementation work within that assessment.