How to Build an Agent

A guide for your team — based on what works

1

Pick the job

  • What job is the agent helping with?
  • Where does it fit in the daily workflow?
  • Get ideas from the people doing the work
2

Give it the right info

  • What info will it use?
  • Is that info trusted, correct, and up to date?
3

Set the boundaries

  • What can it do on its own?
  • What must it never do?
  • When should it hand off to a person?
4

Check the answers

  • Test it with real examples from your business
  • Let experts review the results
  • Keep a simple "quality score" so it stays steady as you improve it
5

Start small and learn

  • Try it in one team or one process first
  • Aim for quick wins — value in days, not months
  • Collect feedback from real users
  • Fix what's confusing or wrong, then expand
6

Keep it healthy as it grows

  • Watch results that matter (time saved, fewer mistakes, faster work)
  • Watch basics (quality, cost, speed)
  • Improve it step by step
  • Make updates in a controlled way