Task and access definition
Agree who may use the agent, which information it can use and when it must ask a person.
Run on better systems
AI Agent Development
Define the task before building the agent.
We discuss the work an agent could assist with, the information it may use and the points where a person needs to decide or approve.
Our booking page calls this a Growth System Review. You can use the session to discuss a separately scoped project.
A useful agent needs a clear job.
A staff task may involve repeated questions or steps, but the information and authority behind each answer matter. The project starts by defining the task and its limits.
Project scope
What we can define together
Agreed behaviour
Build and test the defined answers or approved actions against examples your team reviews.
Review and responsibilities
Check the agreed acceptance examples and document ownership and responsibilities in the project scope.
Working together
How we define the work
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Choose a task
Bring a staff task and the decisions involved. We identify where assistance could be useful.
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Set the limits
Agree information access, permitted actions and when the agent hands a question to a person.
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Build and check
Test the agreed behaviour with your team and review it against the acceptance examples.
A clear scope
What to agree before we start
Project scope, responsibilities and any work after the build are agreed before work starts.
An agent does not receive independent authority to set prices, make business decisions or resolve issues beyond the agreed limits.
A separately purchased knowledge base is not required for every agent project. We agree what information the task needs.
Project pricing, timing, responsibilities and any work after the build are set out in the agreed scope. The Growth System package terms do not apply to this project.
Useful details
Questions about AI Agent Development
Could this help our staff?
Yes. Internal staff assistance is one task we can discuss. The task, information and access would be defined in the project scope.
Does an agent need a separate knowledge base?
We first define the information the task needs. A Business Brain & Knowledge Base is a separate option when organising that information is part of the work.
Connected work
Related services
A separately scoped project
This work sits outside the Growth System package. That package manages the customer conversion journey; it does not include this custom project.
Explore the Growth System’s separate scope Your next step
Let’s talk about AI Agent Development.
Bring a task, the information it depends on and the decisions a person should retain.
Use our Growth System Review booking page to discuss a separately scoped project.