A focused role
Define the questions, tasks and boundaries for the agent.
All services
AUTOMATION / ALPHA AUTOPILOT
AI agents
Handle routine questions and tasks, with clear limits and human handoffs.
Enquire about this serviceA specific use case comes first. The technology follows.
Start with a task, the information it needs and the actions it should be allowed to take. Build an agent around that workflow, with clear review and handoff points.
WHAT THE WORK CAN INCLUDE
Relevant knowledge
Connect the approved information it needs to do that job.
Workflow integration
Agree where the agent can act and where a person takes over.
EXAMPLE USE CASE / NOT A CLIENT CASE STUDY
An internal assistant answers process questions using approved company documents and points the team to the relevant source.
A USEFUL STARTING POINTWhat we’ll
What we’ll
need to understand.
- 01The task and intended users
- 02Approved knowledge sources
- 03Tools, permissions and human handoff requirements
Let’s make the scope clear.
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