Example Co (a worked example, not a customer)

A worked example of a customer page; not a customer. Status: example, a worked example; not a customer.

A worked example. The numbers on this page are invented to show the shape of a customer page. Nothing here describes a real person or organisation.

What the brief asks us to track

Started: 2026-10-01
The agent: An assistant connected to a shared mailbox, read-only scope; nearest published shape: Gmail at read-only scope.
First behaviour policy: 2026-10-04: 9 rows, 4 gaps
Milestone steps done: 5 of 7
Credit: £12 used of £50 granted; not topped up (invented numbers, to show the page)
Follow-ups recorded: 2

Objectives agreed with them

Know what the mailbox assistant can reach before the quarterly review.
Turn the two rules in the team's wiki into rows with a barrier each.

The steps

The shared ladder is on the milestones page; the state of each step for this customer is here.

Step	Milestone	State
S0	In, with credit	done 2026-10-01
S1	One agent named	done 2026-10-02
S2	The grant, measured or documented	done 2026-10-03
S3	The mandate, in the customer's words	done 2026-10-04
S4	The delta, and the first finding	done 2026-10-04
S5	The hooks half: what the harness holds	in-progress
S6	The usage moment	open

The follow-up log

Each follow-up asks three things: what they did, what got in the way, and what is next. Newest first. The record here is the summary; anything private stays with the lead.

Date	What they did	What got in the way	What is next
2026-10-04	Wrote the mandate; corrected two rows downward.	Nothing.	Read the delta and name the row that surprised them.
2026-10-02	Named the agent and read the nearest example.	Could not tell which scope the connector was granted.	Run the first try-it prompt to list the tools.

What is not on this page. No contact details, no private notes, nothing the customer did not agree to show. The source is data/customers.json; a change to it is a release, so the history of this page is the history of the repository.