Launching an AI Agent

This workbook is your step‑by‑step guide to building a clear business case for AI support, then evaluating and deploying an AI Agent. By the end, you’ll have a working AI Agent pilot, defined success metrics, and a repeatable loop for improvement.
Build a business caseEvaluate the AI AgentDeploy the AI Agent
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What's inside

Part 1: Launching an AI Agent

Turn your early AI wins into a durable advantage. This guide will help you move from isolated successes to a scalable AI support strategy that compounds value across every stage of the customer journey.

Business case clarity
01Measure how clearly your team can articulate the goals, economics, and success criteria for your AI agent pilot.
Evaluation readiness
02Gauge how prepared you are to run a structured AI agent evaluation with defined criteria, test environment, and scoring.
Deployment confidence
03Track how confident your team feels in moving from pilot to production with a clear launch plan and improvement loop.