Give the agent a clear job.
Start with an outcome your team can assess. Describe what the agent should produce, the information it needs, and the decisions that belong to a person.
Platform guide G02
Give recurring work an agent.
Turn a defined business task into ongoing work for an AI agent. Give it context, a clear purpose, and boundaries your team understands.
Read the guide3 min read
Put AI to workG02
Alex · Your virtual learning guide
A little guidance.
A clearer next step.
Follow the reading, unpack the idea, and put it into practice. At your pace.
What this guide helps you decide
A clear job, useful context, and a named reviewer.
Bring the customer context.
An agent is more useful when its work starts with the relationship behind the task. Build around the relevant account information, requests, and shared materials in your process.
Keep responsibility clear.
Before delegating work, agree on who reviews the output and who handles exceptions. Expand the agent’s role as the team learns what works for that process.
Illustrative workflow
Prepare the next customer conversation.
An agent’s job could be to prepare a handoff brief that a team member reviews before a customer meeting.
- 01
Provide context
Use the agreed customer brief and supporting materials as context.
- 02
Prepare the output
Prepare a concise account summary and flag missing information.
- 03
Review before acting
Have the responsible team member review it before acting.
Use this example to shape your own process with the people responsible for the work.
Take it into your next working session
Define an agent’s first job
Work through these decisions with your team. Use the lesson when you are ready to put the guide into practice.
A working checklist for this visit.
Put the idea to work
Give an AI agent a clear job
Write an agent brief with a task, boundaries, and review criteria. Then test your understanding.
