Choosing the process
We describe a specific job, its starting point, the data it needs, the current steps and the expected result.
We build AI agents for specific business processes. They can use the tools they are permitted to, look up information, work with your company's systems and carry out multi-step tasks, with human control kept for the actions that matter.
What an agent can do depends on the specific process and on the data, tools and permissions available to it.
A chatbot's main job is to hold a conversation with the user. An AI agent can also be given specific tools and access to company systems, which it uses to carry out several steps of a process. For example, it can read a request, find the customer's information, prepare a reply, create a task and save the result in the CRM.
That does not mean an agent should be given unlimited freedom to act. For each tool we define what the agent may do, which data it receives and where human approval is required. If you mainly need the conversation, an AI chatbot may be the better fit.
Let's assess a process for an AI agent
We will start with a specific job, its data, its systems and the limits the agent has to work within.
We describe a specific job, its starting point, the data it needs, the current steps and the expected result.
We define what the agent may read and change, where human approval is required and which actions are not available to it.
We build controlled connections to the data sources and systems required, granting only the permissions the process needs.
We test ordinary cases, unclear requests, missing data, system errors and attempts to carry out actions that are not permitted.
We start with a clearly limited part of the process. Once the solution behaves predictably, we can extend the tools, data sources or steps available to it.
We limit what an AI agent can do to the permissions and tools a specific process requires. Significant actions can be logged, input validated and mandatory human approval kept for sensitive steps. We set the limits according to the risk of the process, the sensitivity of the data and the possible consequences of an error.
An agent can carry out some tasks on its own; in others the right design is for it to prepare the next action and ask for approval before carrying it out. We start with a specific role and process, not with a single agent that has broad access to the whole company.
An AI agent is an artificial intelligence solution that plans and carries out a multi-step task on its own - it looks up information, uses permitted tools and works with your business systems. Unlike a chatbot, it also takes actions, so we give it clear permissions, limits and human approval for important steps.