Choose a meaningful task.
The first scope should connect to a real customer or business requirement.
Make the result visible.
Define a useful answer, requirement brief or handover. Use representative examples to decide whether it does the job.
Learn from the first rollout.
Review gaps in the knowledge and workflow before widening the implementation.
One customer task, one reviewable result
A business can start with a focused product question and a useful handover rather than a long list of integrations. Define what the agent should explain, what it should discover and which output the recipient should receive. Review examples before widening the task.
- First job
- A recurring customer question with real business relevance
- Knowledge
- The information needed to answer it usefully
- Output
- A clear answer, requirement summary or handover
- Review
- Normal questions, missing detail and specialist referral
Illustrative business scenario