Separate the sender from the signer
An AI agent can be the operational sender. It can collect known variables, choose an approved template under a rule, run a dry run, and send the packet after approval.
The signer is still a person. The signer reviews the agreement, consents to electronic signature, and submits the signed record. That separation is the whole point.
Give agents a narrow contract tool
The agent should not have an open-ended legal drafting tool inside the send path. It should have commands that map to safe operations: list templates, read template, dry-run send, send approved packet, read status, remind, cancel, and download PDF.
Narrow commands make the workflow easier to audit and easier for the human operator to trust.
- Agent prepares.
- Human approves the send.
- Recipient signs.
- System stores the executed record.
- Agent reports completion.
Use records instead of summaries
A model summary is not enough for a contract workflow. The system needs a signed PDF, audit log, timestamps, signer fields, and a hash.
Those records let a product or marketplace continue after signature without relying on a conversational transcript as the source of truth.