---
"title": "AI Engineering"
"description": "Plan agents, integrations, and systems with clear permissions
  and human review."
"section": "AI Engineering"
"directory": true
"published": "2026-10-16"
"updated": "2026-10-16T18:50:45.049Z"
---

## Guides

### [Custom AI agents for your business: what they are and who should build them](/docs/custom-ai-agents-for-your-business)

A plain-English explanation of AI agents for operators, how to tell whether a workflow is a good first agent, and what to look for in whoever builds it.

### [How to keep client data safe when using AI](/docs/keeping-client-data-safe-with-ai)

A practical approach to AI data safety for firms. Classify your data, map it to approved tools, ask vendors the right questions, and put guardrails around agents.