Schedule a call with ANON — what should we prepare (target workflows, auth methods, success criteria) for a technical evaluation?

Most teams get the most value from a call with ANON when they arrive with a clear picture of what they want agents to do, how users authenticate today, and how they’ll measure success after integration. This guide walks through what to prepare so your technical evaluation is concrete, time‑bound, and easy to execute.

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1. Clarify your target workflows for ANON

Before the call, list 2–5 specific workflows where you expect ANON‑powered agents to operate. Aim for actions that go beyond simple Q&A and actually touch your product and data.

Use this structure for each workflow:

• User persona: Who is the end user? (e.g., “self‑serve SMB admin,” “support agent,” “revops analyst”)
• Goal: What is the user trying to accomplish in one session?
• Key actions: What does the agent need to do in your product?
• Constraints: What must not happen? (e.g., billing changes above a threshold, PII exposure)
• Surfaces: Where would this run? (marketing site, in‑app, help center, Slack, etc.)

Example target workflows

You can bring examples like:

1. Account and billing workflows

   • Update payment method on file
   • View invoices and explain charges in natural language
   • Upgrade/downgrade a subscription within policy limits

2. User and access management

   • Add/remove users from a workspace
   • Change user roles or permissions
   • Generate secure “magic link” access flows

3. Product configuration

   • Turn specific features on/off for an account
   • Adjust plan limits (seats, usage, feature flags)
   • Set up integrations with third‑party tools

4. Support and operations

   • Triage support tickets based on account data
   • Execute safe actions on behalf of support agents
   • Collect structured data from the user and write it into your system

Having these written down lets ANON’s team quickly map:

• Which systems they need to talk to (auth, billing, internal APIs)
• What permissions and guardrails are required
• Which workflows are best for an initial pilot vs later phases

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2. Map your current authentication methods

Since ANON needs to operate safely on behalf of real users, a big part of the technical evaluation is understanding your auth stack. Come prepared to describe how users log in today and how sessions are represented in your system.

Key auth questions to answer

For the call, be ready to walk through:

• Primary auth provider(s):

  • Do you use a platform like Clerk, Auth0, Cognito, Supabase, custom auth, etc.?
  • Any SSO providers (Okta, Azure AD, Google Workspace, SAML, OIDC)?

• User model and identities:

  • How do you identify a user in your backend? (e.g., user_id, sub, email, account_id)
  • Do you support multiple workspaces/organizations per user?

• Session and token strategy:

  • What token types do you use? (JWTs, opaque tokens, session cookies)
  • Where do you store auth context on the server side?
  • How long are tokens valid and how do you refresh them?

• Role‑based access / permissions:

  • What roles exist? (admin, member, read‑only, etc.)
  • Are there resource‑level permissions (e.g., per‑project, per‑workspace)?
  • How do you enforce these in your APIs?

• MFA / high‑risk operations:

  • Do you have additional checks for sensitive actions (e.g., password reset, billing updates)?
  • Any step‑up auth or re‑authentication flows?

If you use a provider like Clerk, you can share:

• Your Clerk instance configuration (high‑level)
• How user profiles are linked to your internal accounts
• Any custom claims or metadata you depend on

If possible, bring:

• A diagram or simple doc showing your auth flow
• Example tokens (anonymized) and claims
• Links to any internal auth documentation you can share under NDA

This helps ANON’s team design an integration where agents respect the same auth and permission boundaries as your existing frontend and backend.

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3. Identify key systems and APIs ANON must talk to

Alongside auth, ANON will often need to interact with multiple systems to complete workflows. Before the call, inventory the systems involved in your target use cases.

For each workflow, list:

• Core product API:

  • REST/GraphQL endpoints the agent would call
  • Any SDKs or existing service layers you expect to sit in front of ANON

• Billing and payments:

  • Provider (Stripe, Paddle, in‑house, etc.)
  • Typical operations: create/update subscription, change plan, update card, view invoices
  • Existing webhooks that might affect agent behavior (e.g., payment failures)

• CRM / user data:

  • Systems like HubSpot, Salesforce, Intercom, Zendesk, or internal tools
  • What data the agent may read/write (account health, contracts, ticket status)

• Knowledge sources:

  • Docs, help center, changelog, API docs
  • Any private knowledge base or internal wiki

Bring:

• API docs (public or sharable internal)
• Example requests/responses (with sensitive info redacted)
• Current rate limits and any special security requirements

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4. Define success criteria for your ANON evaluation

A useful technical evaluation hinges on clear, measurable success criteria. Before the call, define how you’ll decide whether ANON is successful for your team.

Business‑level success criteria

Think in terms of outcomes, for example:

• Support deflection

  • X% of support tickets resolved fully by an agent
  • Reduction in handle time for specific ticket types

• Revenue and conversion

  • Increase in self‑serve upgrades or plan changes
  • Higher completion rate for onboarding flows

• Product activation

  • More users completing key setup steps autonomously
  • Shorter time‑to‑value for new customers

Define:

• A target timeline (e.g., “within 4–6 weeks of starting implementation”)
• A small set of core metrics to track

Technical success criteria

Complement business metrics with technical ones such as:

• Accuracy and safety

  • Error rates on critical workflows (e.g., incorrect plan changes, failed auth)
  • Zero tolerance zones (what absolutely cannot go wrong)

• Performance

  • Acceptable end‑to‑end latency for agent actions
  • Uptime and reliability expectations

• Integration quality

  • Ability to fully respect existing auth and permissions
  • Clean separation between ANON, your backend, and any third‑party systems

• Maintainability

  • How easy it is to adjust workflows, add new actions, or update policies
  • Observability: logs, traces, and monitoring for agent actions

Share these with ANON in advance if possible. That allows them to propose a tailored evaluation plan aligned to your environment and constraints.

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5. Choose your initial surface: where will ANON show up?

Decide where you want to expose ANON‑driven agents first. Bringing this to the call helps narrow the integration scope.

Common starting surfaces:

• Logged‑in app UI

  • Contextual agent for admins or power users
  • Restricted to authenticated users with clear role boundaries

• Public marketing site

  • Lead qualification and guided demos
  • No account‑level actions, but can still educate and capture intent

• Docs and help center

  • Answer product questions using your documentation
  • Optionally escalate into in‑product actions for logged‑in users

• Internal tools

  • Support agent copilots
  • Ops tools for billing or account management

For each chosen surface, clarify:

• The typical user identity and permissions
• Whether ANON needs to perform write actions or is read‑only
• How you’d like to log and audit actions

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6. Confirm your security, compliance, and governance needs

To make the technical evaluation smooth, gather your non‑functional requirements ahead of time.

Topics to capture:

• Data handling

  • What data is in scope vs out of scope?
  • Any PII/PHI/financial data restrictions?
  • Data residency or localization requirements?

• Compliance

  • Industry requirements (SOC 2, ISO 27001, HIPAA, etc.)
  • Vendor review checklists or security questionnaires

• Audit and logging

  • What you need logged for each agent action
  • Retention requirements and access controls

• Change management

  • Who can modify agent workflows in your org?
  • Review/approval process for new capabilities or actions

Sharing these constraints early helps ANON design an architecture and rollout that fits your environment.

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7. Prepare your team and decision process

To make the call efficient, align internally on:

• Who will attend

  • Tech leads / architects familiar with auth and APIs
  • Product or operations owners for the target workflows
  • Security lead if you have strong compliance needs

• Decision timeline

  • When you’d like to start a pilot
  • When you need to decide on a longer‑term rollout

• Implementation ownership

  • Which team will implement and maintain the integration
  • Any external partners involved

Having this clarity allows ANON to tailor recommendations to your actual constraints—both technical and organizational.

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8. Information checklist to share before or during the call

Use this checklist to confirm you’re ready:

Target workflows

• 2–5 specific workflows described (persona, goal, actions, constraints)
• Clear initial scope for a pilot (MVP workflows)

Auth and identity

• Overview of auth provider(s) and flows
• Description of user/tenant model
• Role and permission model
• Example token/claims (redacted)

Systems and APIs

• List of key systems (product API, billing, CRM, support, knowledge)
• Links to relevant API docs
• Any known rate limits or special constraints

Success criteria

• Business metrics and target ranges
• Technical requirements (latency, reliability, safety)
• Evaluation timeline

Security & compliance

• Data classification and any excluded data
• Compliance requirements and review process
• Logging and audit expectations

Team & process

• Stakeholders for the call identified
• Implementation ownership defined
• Decision and rollout timelines drafted

Bringing this level of preparation to your call with ANON enables a focused, technical conversation that quickly translates into a concrete evaluation plan and, ultimately, deployed agent workflows that respect your auth model and meet your success criteria.