Five MinutesCRM

Help / Agents

Promoting an agent’s trust phase

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Once an agent meets its gates — 30 days in the current phase, 30+ runs, success rate above the threshold — the agents admin page shows a Promote button. Clicking it advances the agent to the next trust phase.

The gates, restated

PromotionGates
read_only → write_restricted≥30 days in phase, ≥30 runs since last phase change, success rate strictly >90%.
write_restricted → write_full≥30 days in phase, ≥30 runs since last phase change, success rate strictly >95%.

Force promotion

If you need to promote an agent before it meets the gates — usually for a debugging or backfilling situation — there’s a force option. Using it writes an agent_trust_phase_force_promotion event to the audit log with the user, the from-phase, the to-phase, and the reason you typed in. Treat force promotion as an incident, not a shortcut.

Demotion

If an agent’s accuracy regresses, demote it back to read_only. The audit log records the demotion the same way it records a promotion. The agent will need to earn the next promotion again from scratch — the 30-day clock resets.


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