Opening paragraph
AI tools become security-relevant when they can access business data, call connected tools, or influence customer-visible workflows.
Resource
A practical memo template for MSPs explaining AI-agent risk to customers.
A customer-facing template MSPs can adapt to explain AI-agent authority, tool risk, retrieval boundaries, and recommended next steps without vague governance language.
What you receive
Concrete outputs for a specific decision.
- Customer memo outline
- Authority-risk explanation
- Suggested customer questions
- Recommended review paths
- Non-alarmist remediation language
Work product
Memo template preview
The template helps MSPs explain AI-agent risk as a customer decision, not a fear-based sales pitch.
Customer questions
Which tools are connected? What can the system change? Who approves high-impact actions? What logs would we review after a bad action?
Recommended next step
Start with an inventory of tools, data classes, approval gates, and logs before expanding agent authority.
01
Template sections
- What the customer is adopting
- What the agent can access or do
- What could go wrong without exaggeration
- What controls should be checked next
- What the MSP recommends as a scoped next step
Next step