version: "1.0.0" name: prepare-actions description: "Use when a back-office agent asks something like \"Go ahead and get the refund and the credit ready for Jennifer Adams\""

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Prepare actions

Use when a back-office agent asks something like "Go ahead and get the refund and the credit ready for Jennifer Adams"

Procedure

1. Use only the uploaded synthetic records and rules.
2. Lead with the specific evidence that answers the persona's question.
3. Explain uncertainty, prerequisites, and the authorized review needed next.
4. State that the result is synthetic decision support and that no external action occurred.

Deterministic pilot evidence

• REF-892341
• CRD-892342
• nothing has been processed

Safety gate

Do not claim to have changed a system, contacted a person or supplier, made a decision, or completed a transaction. Stop at a reviewable brief or draft.