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Section 18 · Testing, Reporting & Learning

18.6Human-reviewed model changes

Built in the POC
No.
18.6
DMA's reference
Decision Book p.33
Phase
Phase 1
Autonomy
L1 · Recommend
DMA's decision
Yes

What DMA asked for · Decision Book p.33

The system never quietly rewrites its own sales strategy without review.

Why it matters to DMA: It is the safety rail on the learning loop; DMA's book calls it non-negotiable governance from day one.

In our words, from DMA's Product Decision Book v3, page 33.

How we do it

  • Everything that shapes the AI's behaviour is versioned: each agent's instructions, its model and limits, the scoring configuration and every rule. A change is a new version, never an edit in place.
  • A new version is tested first: the AI Lab runs it against saved cases and compares it with the current one, and the website chat's safety suite runs against the draft itself.
  • It only goes live when a person approves it in Approvals, and not the person who wrote it (four-eyes). In the live configuration, an unapproved version simply doesn't run: the chat falls back to lead capture rather than use it.
  • The AI cannot edit its own configuration: no tool it can call touches prompts, rules or scoring.

The flow

It plays on its own while it's on screen; hover or use the controls to pause or step through.

New versiona draft, never in placeAI Labtested and comparedApprovala second personLivethe only version that runsDecision logevery reply names it
Step 1 of 5

A draft

Someone writes a new version of the chat's instructions.

  • Stored data
  • Rule in code
  • Person
  • Screen

Where the data goes

The same six stages on every page. Nothing reaches Nutshell except through the write gate.

  1. 1DMA's team

    Source

    A new version of an instruction, rule or score.

  2. 2Sync

    Copies Nutshell changes into the bridge database

    Not involved.

  3. 3Bridge database

    A copy of the CRM data, plus what the AI works out

    Every version, its tests, its approval and who gave it.

  4. 4AI

    Claude models, only through DMA's own gateway

    Runs only the approved version.

  5. 5Write gate

    The only way back into Nutshell: checked, approved when needed, sent once

    Not involved: configuration never goes to Nutshell.

  6. 6Nutshell

    The system of record

    Unchanged.

The tables behind it

Drawn from the POC's database catalogue: structure only, no data.

agent.promptsPKiduuidprompt_keytextversionintegerauthortextstatustextapproved_bytextis_activeboolean+ 7 more columnsagent.agent_versionsPKiduuidFKagent_iduuidversionintegermodeltextstatustextapproved_bytext+ 13 more columnsagent.eval_runsPKiduuidFKprevious_run_iduuid+ 24 more columnsctrl.approvalsPKiduuidkindtextstatetextrequested_bytextdecided_bytext+ 17 more columns

PK primary keyFK reference the database enforces (solid line)ID reference kept by id (dashed line)

TableWhat it holdsColumns
agent.promptsEvery version of every instruction, with status and approver.14
agent.agent_versionsA released configuration: model, limits and the instructions it uses.19
agent.eval_runsTest runs of a version against saved cases.26
ctrl.approvalsThe approval queue, including configuration changes.22
How the tables connect (2)
ColumnPoints toKept by
agent.agent_versions.agent_idagent.agentsThe database (foreign key)
agent.eval_runs.previous_run_idagent.eval_runsThe database (foreign key)

Worked example

Synthetic demo data: every name, business and number is made up.

From a new version to the live AI

1 / 3

What you see

1.The AI workers

Each agent with its model and its approved version.

localhost:13301/agents
Build → Agents: each AI worker, its model and its approved version.
Callout 2

What happens in the system

  • Bridge databaseagent.agent_versions · agent.prompts

    One active, approved version per agent; every other version is a draft, in testing or rejected.

The website chat's instruction versions in the POC today.

Website salesperson: instruction versions

VersionStatusWhat it means
1Active (starting version)The starting version, approved at setup
2In testingThe full instructions: identity, rules, method and style; waiting for DMA's approval
3DraftA proposed change, not yet tested

In the running POC

localhost:13301/agents
Build → Agents: each AI worker, its model and its approved version.

1 / 3Build → Agents: each AI worker, its model and its approved version.

  1. 1The website salesperson.
  2. 2Its version and approval.
  3. 3Another agent: the reactivation analyst.

Dashboard · Build → Agents. Captured from the running POC on September 25, 2026; synthetic data.

See it live

Opens the exact screen in the running POC, in a new tab.

OpenWhereWhat to try
AgentsDMA AI dashboardEach agent's versions and who approved them.
AI LabDMA AI dashboardTest a version against saved cases.

Status

Built in the POC

Built in the POC. This capability runs in the POC today, on synthetic data, end to end.

18.6 Human-reviewed model changes · DMA AI proof