The priority services lead, the billing and debt managers, and the field dispatch leads on each shift. In a utility those people approve the agent's held actions that affect households most: bills, payment arrangements, planned interruptions and work in customers' homes. The security lead and executive owner need a grounding too. Customer advisers and field engineers follow.
Why the priority services lead first?
A utility's most serious agent failures fall on customers in vulnerable circumstances: someone who depends on powered medical equipment, an elderly customer living alone, a household in financial difficulty. The priority services lead decides which flags change what the agent may do, and which actions on a flagged account must always reach a person. Every other wave-one reviewer applies those decisions. If the lead is not trained, the rules the agent follows will be weak from the start.
Who is in each wave?
- Priority services or vulnerability lead. Reviewer track, plus how to set holds on flagged accounts through the utility's own limits.
- Billing operations manager. Reviewer track with practice on meter read exceptions and back-bills.
- Debt manager. Reviewer track with practice on payment arrangements for customers in difficulty.
- Field dispatch leads on every shift. Reviewer track before agents schedule jobs or planned interruptions.
- Security lead. Common grounding plus how agent actions appear in the record. In the EU, many utilities fall under NIS2 as essential entities, with duties around cybersecurity risk and incident reporting.
- Executive owner. Common grounding on depth, limits and the record.
This is an explanation of the rules, not legal advice; confirm how they apply to you with counsel.
Customer advisers, field engineers and back-office staff come in later waves. Field staff spend much of the day driving, so audio-first learning helps them complete the grounding without time at a desk.
What may the agent do, and what stays with people?
| Work | The agent | Depth | Stays with a person |
|---|---|---|---|
| Routine field visits | Books into slots | 3 | Any visit or interruption affecting a priority customer |
| Planned interruption notices | Drafts and schedules | 2 | Sign-off, and direct contact with priority customers |
| Payment arrangements | Proposes within set rules | 3 | Arrangements for customers in difficulty |
| Bills and back-bills | Drafts | 2 | Any bill to a flagged account |
| Disconnection | Not delegated | None | Every step |
An example: a planned interruption and a medical dependency
Take a regional electricity network operator planning a four-hour interruption on a street to replace a cable. The agent drafts the notices and schedules the work. One household is on the priority register because a resident uses home oxygen equipment. The utility's own limits hold any planned interruption affecting such a household, so the agent holds that address's notice and the job itself.
A trained field dispatch lead reads the hold reason, arranges direct contact with the household and a backup supply before the work goes ahead. An untrained lead sees a correctly drafted batch of notices and a scheduled job and approves the lot. The household gets a letter like everyone else's. The dispatch lead, on that shift, was the person who needed to be trained.
How does a utility show wave one is ready?
A written test and a supervised period of real held decisions with no missed red line, signed off by someone outside the team. A utility can make the right to approve at each depth depend on a current certificate. Agent certificates lapse after 90 days and a run that clears no depth drops an agent to depth 1 the same day, so dispatch and billing must be able to work by hand during an incident.
Pryme Intelligence Academy sets module tests in the learner's own industry and role, so a dispatch lead is tested on utility work.
Run a readiness assessment in a utility, then roll the training out across the utility shift by shift. Utilities with retail finance or payment arms can compare the order in a bank and a fintech. The full approach is in training teams for AI agents.
Questions people ask
Should field engineers be certified?
Engineers who only receive agent-booked jobs need the grounding and a briefing. Those who approve job changes or interruptions should be certified.
Do contractors working for the utility need training?
If they approve agent actions on your systems, yes. If they only receive work orders, brief them on what the agent may change.
How often should priority holds be reviewed?
Whenever the priority register rules change, and at least quarterly. The holds are only as good as the flags behind them.