Define the customer task.
A useful deployment starts with a job and a way to review the result.
Understand the data arrangements.
Confirm the knowledge and customer information used, model providers, hosting locations and retention responsibilities for the implementation.
Agree operation and review.
Decide who updates information, receives context and handles unresolved questions. Verify the rollout with representative tasks.
A deployment plan that explains the work
A buyer evaluating an AI agent needs to understand more than the visible conversation. Prepare a plan describing the business knowledge, customer information and model services involved. The details should be specific to the proposed implementation and confirmed before deployment.
- Task and users
- The customer job and the people who operate the workflow
- Data arrangements
- Information needed, processing locations and retention
- Access
- Knowledge maintainers and recipients of customer context
- Operation
- Updates, specialist referral and ongoing support
Illustrative business scenario