01Map domain states, sources and decision boundariesIdentify where domain inventory, registry responses, billing records, customer permissions and support history are available. Document the applicable TLD rules, authoritative source for each field, permitted data use and actions that must remain under human control.
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02Configure queues, checks and approved communicationsDefine triggers for expiry windows, failed transactions, transfer blockers and missing evidence. Set deduplication rules, customer contact preferences, escalation owners and approved message templates, including conditions that must stop an automated response.
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03Test exception paths before enabling actionsRun representative cases such as a paid but unrenewed domain, an ineligible transfer, an internationalised domain and a disputed account request. Start with read-only checks or draft messages, then enable only the actions supported by the agreed systems and approval model.
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04Review outcomes and maintain the rule setTrack queue age, unresolved renewal exceptions, transfer completion time and reopened tickets. Review incorrect classifications and registry policy changes with staff, update approved rules and retain an audit trail of evidence, approvals and customer communications.