Define a recurring situation
For example, explaining services or collecting quotation details. Specify the required information and which decisions must remain with a person.
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Your first AI agent: start with the task
Your first AI agent: start with the task. Before choosing a tool, describe the problem you want to solve. An agent with a specific function is easier to test, maintain and explain to your team.
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Illustrative photograph created for Mywebsite.Decision criteria
From context
to action.
Clarity helps you make better choices. These are the points worth reviewing.
Prepare knowledge and permissions
Gather approved answers and assign update ownership. When connecting another system, limit access to what the task requires.
Test failures and handoffs
Go beyond ideal conversations. Include incomplete information, out-of-scope requests and sensitive questions. Users should reach your team without restarting the journey.
A proposed flow for a website inquiry
This example describes a possible design, not a system already connected to this website. A person asks about a new website. The agent explains the service using approved information, asks what the business needs and gathers minimal details for the human team to review.
- Identify the need: a new website, redesign or specific function.
- Gather context: planned pages, available content and contact channels.
- Recognize boundaries: do not invent prices, delivery dates or availability.
- Hand off: provide the conversation and summary to the responsible person.
A knowledge base needs maintenance too
An answer can be correct today and outdated after a service changes. Define who approves information, how updates are recorded and what the agent should do when an answer is missing. It must be able to say that team review is needed.
Email, CRM and inventory connections need permissions limited to the agreed work. Before allowing an external action, distinguish retrieving information from changing it or communicating a commitment. Sensitive tasks should include human review and appropriate records.
Test before expanding usage
- A person is unsure which service to choose.
- Essential details are missing or contradictory.
- Someone asks for an unapproved discount or guarantee.
- A connected system stops responding.
- The person asks to speak to an adviser.
Evaluate correct answers, complete handoffs and detected problems. Many conversations alone do not prove the agent is completing its task. Explore AI agents or WhatsApp automation to define a scope.
The next step
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