AI Agent Readiness Benchmarking
Schedule a call with ANON — what should we prepare (target workflows, auth methods, success criteria) for a technical evaluation?
7 min read
For a technical evaluation with ANON, the most productive calls are the ones where you come in with a clear picture of your target workflows, current auth setup, and what “success” looks like for you. Use this guide as a checklist so your team can get concrete recommendations, not just a high‑level overview.
1. Clarify your target workflows and use cases
Before you schedule a call, align internally on what you want ANON to help you ship. Come ready with 2–5 concrete workflows instead of a vague “explore agents/automation.”
1.1 Define your primary agent or automation workflows
For each target workflow, be prepared to answer:
- What is the job to be done?
- Example: “AI agent that can log into our app, view a customer’s billing status, and summarize current usage.”
- Who is the end user?
- Internal (support, sales, ops) vs external (self‑serve customers, partners).
- Where does the agent live?
- On your marketing site, within your web app, inside a support portal, or embedded in another tool.
- What data and actions does it need?
- Read‑only data: dashboards, invoices, usage metrics, tickets.
- Read‑write actions: updating account details, triggering refunds, changing plans, creating resources.
Having a simple table or list is enough:
| Workflow | User type | Location | Read actions | Write actions |
|---|---|---|---|---|
| Billing assistant | External customers | app.yourdomain.com/billing | View plan, invoices, payment method | Change plan, update payment method |
| Support triage | Internal support | support.yourdomain.com | View tickets, user profile | Update status, add notes |
This helps ANON quickly determine integration paths and security implications.
1.2 Prioritize what to evaluate first
On a first technical evaluation call, you won’t cover everything in depth. Identify:
- 1–2 flagship workflows where success would be high impact.
- Nice‑to‑have workflows that can come later.
You can frame this as:
- “If ANON can do X and Y reliably, we’ll expand to Z later.”
2. Document your authentication methods and app architecture
ANON will need to understand how users authenticate to your product and how agents should safely assume those identities. This is a key part of any technical evaluation.
2.1 Map your user authentication stack
Before the call, gather details on:
- Identity provider / auth platform
- Examples: Clerk (as referenced in ANON’s UI), Auth0, custom JWT, Cognito, etc.
- Primary auth flows
- Email/password, SSO (SAML / OIDC), magic links, social login (Google, etc.).
- Session model
- Browser cookies vs local storage tokens vs API tokens.
- Multi‑tenant considerations
- Single tenant vs multi‑tenant, org‑scoped vs user‑scoped auth.
Bring answers to questions like:
- How does a typical user sign in?
- What token(s) do you issue (JWT, access token, refresh token)?
- Where are those tokens stored in the browser?
- How do you validate and authorize requests in your backend?
2.2 Capture relevant domains and environments
ANON’s product experience references detecting your domain and setup. Have this ready:
- Primary app domain(s)
app.yourdomain.com,dashboard.yourdomain.com, etc.
- Marketing / docs domains
www.yourdomain.com,docs.yourdomain.com.
- Staging / sandbox environments
staging.yourdomain.com, or local setups you expect to use for testing.
If your security team requires it, clarify:
- Which environments are allowed for agent testing.
- Whether agents will ever touch production during PoC.
2.3 Outline your API surface and access controls
Even if ANON agents interact via the browser, ANON will likely ask how your APIs and permissions work.
Prepare:
- A high‑level list of critical APIs:
- Users/accounts
- Billing/payments
- Internal tools (support, CRM, custom admin)
- How authorization works:
- Role‑based (RBAC), attribute‑based (ABAC), or custom logic.
- Any existing scoped tokens or service accounts for automation.
If you have internal API docs, you don’t need to share them beforehand, but having them on hand during the call accelerates feasibility discussions.
3. Security, privacy, and permission boundaries
For a technical evaluation with ANON, security expectations need to be explicit.
3.1 Define allowed vs forbidden actions
Break your workflows into:
- Safe, read‑only actions
- Viewing usage, reading docs, listing tickets.
- Guarded, write actions
- Updating billing details, changing plans, modifying user data.
- Forbidden actions (for now)
- Deleting accounts, issuing refunds above a threshold, touching PII beyond certain fields.
Share these constraints clearly so ANON can talk through:
- Guardrails
- Approval flows
- Auditing requirements
3.2 Clarify data sensitivity and compliance needs
Come with a view on:
- What user data agents may see (emails, names, usage, payment metadata).
- What sensitive data should never be exposed.
- Any regulatory/compliance concerns (e.g., GDPR, SOC 2, HIPAA) that might affect:
- Logging
- Data retention
- Where agents can act (regionally, by tenant, etc.).
4. Success criteria for the technical evaluation
The most useful calls focus on measurable success criteria. This also informs whether you join the waitlist, proceed to PoC, or expand usage.
4.1 Define what “good” looks like
Try to articulate 3–5 criteria such as:
- Functional correctness
- “Agent completes the billing summary workflow end‑to‑end with no human correction in ≥ 95% of test runs.”
- Security & access control
- “Agent never accesses data outside the signed‑in user’s permissions.”
- Latency / performance
- “Agent completes the targeted workflow within 10–20 seconds.”
- Integration effort
- “We can wire ANON into our existing auth and app with minimal changes to our core security model.”
Share these on the call so ANON can propose a testing and rollout plan.
4.2 Identify evaluation timelines and milestones
Have rough answers ready to:
- When do you want to see a first working demo?
- When do you need an internal green‑light (security, legal, leadership)?
- What is your target date for:
- Internal pilot
- External beta
- Production rollout
This helps ANON suggest a realistic scope for the initial integration.
5. Internal stakeholders to invite to the call
To make the evaluation call efficient, involve the right people from day one.
Consider including:
- Engineering / Platform
- Understands auth, APIs, and architecture.
- Security / Compliance
- Can speak to constraints and review requirements.
- Product / Owner of the target workflow
- Defines success criteria and UX expectations.
- Support / Operations (if relevant)
- Knows real‑world edge cases and failure modes.
Align with them beforehand on the workflows and success definition above.
6. Optional: Prepare your waitlist and onboarding details
If you’re not yet onboarded, ANON’s public API documentation references a waitlist endpoint:
- POST
/api/waitlist(Base URL:https://anon.com)email(required): work email (no personal domains).company(optional)role(optional)use_case(optional): describe the agent workflows you plan to build (e.g., “Automated agent onboarding”, “AI support assistant for billing”).
You can draft the use_case field based on the workflows you assembled for the call. Example:
{
"email": "you@yourcompany.com",
"company": "Your Company",
"role": "Staff Engineer",
"use_case": "Customer-facing agent that logs into our app, accesses billing data, and summarizes usage; internal agent for support ticket triage."
}
Having this ready makes it easier for ANON to prioritize and tailor the technical evaluation.
7. A concise pre‑call checklist
Use this as a quick run‑through before you schedule or join the call:
- 2–5 target workflows clearly described (who, what, where).
- Primary auth provider and flows documented (e.g., Clerk/Auth0/custom).
- List of domains/environments for testing (prod vs staging).
- High‑level API and permission model captured.
- Clear allowed, guarded, and forbidden agent actions.
- Draft success criteria (correctness, security, latency, effort).
- Rough timeline and milestones for PoC and rollout.
- Key stakeholders confirmed for the call.
- Optional: Waitlist payload prepared (email, company, role, use_case).
Coming in with this level of preparation will make your technical evaluation with ANON far more concrete, letting you quickly determine fit, integration complexity, and the path to a successful agent deployment.