Before You Connect an AI Agent Checklist

A chatbot answers questions. An AI agent acts: it can browse sites, fill out forms, send emails, and make purchases for you. That's what makes it useful, and it's also why it deserves a few minutes of setup before you hand it the keys.

This guide gives you a short set of questions, a permission map, and prompts you can paste into any agent. Meta's new agent, Muse, is the worked example, but nothing here is a recommendation to use it, or to skip it. I'm still learning this too.