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Case study2025 → 2026

Agent Guardrails

Early customers told us that without strong guardrails, they couldn't approve agents for anything mission-critical. They needed confidence that agents wouldn't expose sensitive data, drift off topic or act beyond their scope. I led the design of AI guardrails for Agent Workbench across three releases, from a first opt-in safety layer to organization-wide policies that developers can extend but never weaken.

Role
Lead Product Designer, the only designer on it
Timeline
2025 → 2026
Team
Product management and engineering in the AI value stream
Status
Released for all agents
  • AI Products
  • Agent Experience
  • User Experience

Challenge

As customers moved from experiments to production agents, trust became the biggest blocker. Teams handled safety by hand, writing rules into system messages or custom logic, with no consistent approach and no way to prove compliance.

The goal was to let teams ship agents safely, with guardrails on by default, visible in the product and configurable when needed. It also couldn't add to the wiring and testing work customers already complained about.

  • Two audiences

    Admins own the organization's safety baseline; developers need to apply and understand it without becoming policy experts.

  • No breaking changes

    Agents already in production couldn't suddenly start behaving differently when guardrails arrived.

Research

Guardrails came up again and again in early-access interviews and customer conversations. I also mapped how enterprise platforms and agent builders handle safety, and validated the direction with a solution architect and a team lead who build agents for customers. They surfaced needs we hadn't considered, like rules that depend on who is running the agent.

  1. Defaults that match compliance

    Safety shouldn't depend on every developer remembering it

    Predefined categories, enabled per stage by admins

  2. Force guardrails on every agent

    Opt-in isn't enough for regulated teams

    A mandatory floor applied to all agents in a stage

  3. Transparency

    Know what an agent is allowed to do

    Guardrails visible on every agent, with active rules shown

  4. Proof for audits and RFPs

    Show that policies were applied

    Every violation logged with a consistent, readable message

  5. Company-specific rules

    Internal IDs, banned topics, own vocabulary

    Custom topics, word filters and data patterns

What customers asked for, and how the design answers each

Key decisions

My first concept, the clickable low-fidelity prototype I validated, let admins create several guardrail profiles and developers pick one for each agent. To deliver value sooner, we split it into releases: one organization-wide policy first, profiles later.

First concept: guardrail profiles in the admin console
First concept: guardrail profiles in the admin console
First concept: picking a profile for an agent
First concept: picking a profile for an agent
First concept: the same choice while building in Studio
First concept: the same choice while building in Studio

First concept

Low-fidelity prototype, validated with users

Several profiles

Admins define a set of guardrail profiles

Pick one per agent

Developers choose which profile an agent uses

One release

Everything arrives at once

What shipped

Three releases, each live on its own

One floor per stage

Admins set the rules every agent must follow

Stricter per agent

Developers add rules on top, never remove them

Custom policies

Topics, words and data patterns in the third release

From the first concept to what shipped

Central policies

Enterprise platforms like ServiceNow, Salesforce and AWS

Who defines rules
Admins, centrally
Consistency
High
Fit to the use case
Limited to the policies on offer
Risk of weakening safety
Low

Per-agent rules

Builder tools like OpenAI Agent Builder and n8n

Who defines rules
Each developer, per agent
Consistency
Depends on every developer
Fit to the use case
High
Risk of weakening safety
High

Floor plus extensionsChosen

Our approach

Who defines rules
Admins set the floor, developers add to it
Consistency
Guaranteed by the floor
Fit to the use case
High, on top of the floor
Risk of weakening safety
None: rules can only get stricter

Combining both models gave admins a guarantee and developers room to tighten rules for their own use case.

How platforms split safety between the organization and the agent, and where we landed
  • A floor that only goes up

    Developers can upgrade an action, from log to mask to block, but never downgrade one an admin set. Safety can't be switched off by accident.

  • Our own categories

    Guardrails are grouped in OutSystems terms, not mirrored from the provider behind them, so the platform can evolve without breaking agents.

  • Nothing breaks on release

    Existing agents kept their behavior, and each release carried over what customers had already configured.

  • Messages that say why

    Every violation follows one pattern, like "Personal information detected. Information masked.", so developers and admins see what was detected and what the guardrail did about it.

Solution

Guardrails live in three places: an admin console in ODC Portal that sets policies per stage, a guardrails card on every agent, and the logs where violations show up. I prototyped the latest release in code to test the console's new structure with real data.

  1. ODC Portal

    Set the floor

    Admins choose the guardrails every agent in a stage must follow

  2. Agent

    Tighten it

    Developers add stricter rules for their use case

  3. Runtime

    Check every call

    Inputs and outputs are checked, then blocked, masked or logged

  4. ODC Portal

    Explain it

    Violations show up in the logs with a readable reason

One policy, from the admin console to every agent run

Agent guardrails

Set per stage by admins, extended per agent by developers

Content filters

Prompt attacks

Attempts to override the agent's instructions

Harmful content

Hate, violence, insults and misconduct

Sensitive information

Personal information

Names, IDs, financial and access data

Custom patterns

Company formats like employee IDs

Denied topics

Topic list

Blocked by meaning, not keywords

Word filters

Custom words and phrases

Exact matches, uploaded in bulk

Profanity filter

A managed, always-updated list

Guardrail categories in the admin console, grouped by what they protect
Agent guardrails: locked rules come from the organization
Agent guardrails: locked rules come from the organization
Custom patterns for company-specific data
Custom patterns for company-specific data
Denied topics and word filters
Denied topics and word filters

Outcome

  1. First release

    Opt-in safety

    Admins enable predefined categories, developers opt agents in

  2. Second release

    A mandatory floor

    Rules apply to every agent in a stage, and can only be tightened

  3. Third release

    Custom policies

    Denied topics, word filters and company-specific data patterns

Guardrails released in three steps

All three releases are live, and the same guardrails protect every agent, in Agent Workbench 1.0 and in Agents 2.0. Each release closed a gap customers had named.

Testing the last release brought back an idea from the first concept: reusable guardrail profiles. With one baseline for every agent, admins have to choose between too strict for low-risk agents and too loose for high-risk ones. Profiles would cover most real cases, and became the recommendation for what comes next.

Looking back, splitting the work got safety to customers sooner, but it settled on a single baseline before we'd tested agents with very different levels of risk side by side. Next time I'd test that mix earlier, while the model was still cheap to change.

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