You do not need an agent for every part of your business. Choose one job you can explain and check.
- The job
- Name what needs to be done and what a good draft looks like.
- The facts
- Choose what it may read. Keep private files out until you have checked the tool.
- The limits
- Set what it may change and when it must stop for a person.
- The check
- Name who reviews its work and approves the next step.
These limits are part of the setup. We build them in; we do not assume a tool has them.
Small jobs to start with:
- Draft a reply from facts staff can check.
- Sort requests so staff can choose the next step.
- Draft a report from records you trust.
- Track files that still need a reply.
Every tool handles these jobs a little differently. We check the job and the tools you have first.
You may not need an agent
A fixed rule or a change to an app may be enough. An agent is worth it when the job needs judgment between steps. We help you weigh the choice. If it adds more risk than value, we tell you to wait.
Weighing an AI consultant instead? Read what AI consulting sells, and why a tool you run usually costs less.