01Name the live workflow, agent roles, prompts, integrations, approval queues, dashboards, source systems, owners, and support scope being maintained.
02Compare production behavior against the approved agent SOP so prompt, routing, reviewer, and fallback drift can be corrected.
03Review quality, exceptions, approval latency, tool failures, cost, adoption, incidents, and ROI on a fixed cadence after launch.
04Use reviewer corrections, low-confidence cases, source-evidence gaps, unsupported claims, and exception patterns to decide what prompts need tuning.
05Check API failures, permission errors, stale mappings, missing records, retries, webhook failures, latency, and system-of-record updates.
06Review missing data, policy conflicts, approval rejections, fallback cases, repeated manual fixes, and queues that are aging too long.
07Keep rollback, manual fallback, incident response, evidence capture, owner notification, and safe relaunch steps current.
08Separate included maintenance from managed optimization, emergency fixes, new integrations, workflow expansion, and billable change requests.
09Compare cycle time, manual effort, exception rate, support load, cost, adoption, and revenue impact against the original baseline.