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.
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.
- 1DMA's team
Source
A new version of an instruction, rule or score.
- 2Sync
Copies Nutshell changes into the bridge database
Not involved.
- 3Bridge database
A copy of the CRM data, plus what the AI works out
Every version, its tests, its approval and who gave it.
- 4AI
Claude models, only through DMA's own gateway
Runs only the approved version.
- 5Write gate
The only way back into Nutshell: checked, approved when needed, sent once
Not involved: configuration never goes to Nutshell.
- 6Nutshell
The system of record
Unchanged.
The tables behind it
Drawn from the POC's database catalogue: structure only, no data.
PK primary keyFK reference the database enforces (solid line)ID reference kept by id (dashed line)
| Table | What it holds | Columns |
|---|---|---|
| agent.prompts | Every version of every instruction, with status and approver. | 14 |
| agent.agent_versions | A released configuration: model, limits and the instructions it uses. | 19 |
| agent.eval_runs | Test runs of a version against saved cases. | 26 |
| ctrl.approvals | The approval queue, including configuration changes. | 22 |
How the tables connect (2)
| Column | Points to | Kept by |
|---|---|---|
| agent.agent_versions.agent_id | agent.agents | The database (foreign key) |
| agent.eval_runs.previous_run_id | agent.eval_runs | The database (foreign key) |
Worked example
Synthetic demo data: every name, business and number is made up.
From a new version to the live AI
What you see
1.The AI workers
Each agent with its model and its approved version.

What happens in the system
- Bridge database
agent.agent_versions · agent.promptsOne 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
| Version | Status | What it means |
|---|---|---|
| 1 | Active (starting version) | The starting version, approved at setup |
| 2 | In testing | The full instructions: identity, rules, method and style; waiting for DMA's approval |
| 3 | Draft | A proposed change, not yet tested |
In the running POC

1 / 3Build → Agents: each AI worker, its model and its approved version.
- 1The website salesperson.
- 2Its version and approval.
- 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.
Status
Built in the POC. This capability runs in the POC today, on synthetic data, end to end.