Use-case design
Define users, tasks, information sources, expected outcomes, and where a conventional workflow may be enough.
AI agents
Agents with a job description.
An AI agent should have a useful task, the right tools, and a clear line it cannot cross. We help teams move from an idea to a bounded pilot, with the people, approvals, and support needed to operate it.
THE WORK / IN THREE MOVESCB.01—03
01Define the task
02Limit tools and actions
03Test and supervise
A clear owner at every step.
WHAT THIS WORK COVERS
A useful agent needs an operating model.
Start with one job, such as staff knowledge retrieval or lead triage. We design the service need and controls together, then judge a pilot by actual results.
Tools and permissions
Specify what the agent may see, propose, or change, and which actions need a person to approve.
Pilot testing
Evaluate ordinary and difficult cases, failure handling, handoff, and the evidence needed to judge the pilot.
Ongoing support
Plan monitoring, logs, escalation, pause controls, and ownership after the first release.
HOW WE START
From the real need to a reviewable next step.
Choose one job
Select a bounded problem and agree on measurable success and unacceptable outcomes.
Build the pilot plan
Map data, tools, approval gates, testing, and operating responsibilities.
Test and decide
Run a controlled pilot and decide whether it is ready for expanded use, revision, or a simpler solution.
Agent builds and production support are scoped to the use case, systems, and operating team.
LET’S MAKE THE NEXT MOVE CLEAR
Tell us what you are trying to change.
We will use your context to recommend a practical starting scope.
Discuss an agent use case