How to implement an AI agent in a company?

Step-by-Step Implementation

Step 1: Define Tasks (1 week)

• What tasks will the agent perform?
• Which KPIs to measure? (response time, conversion, CSAT)
• Which systems need connection?

Step 2: Data Preparation (2 weeks)

• Collect FAQ, knowledge base, request history
• Structure data for RAG (Retrieval-Augmented Generation)
• Define agent competency boundaries

Step 3: Development (3-6 weeks)

• Choose LLM (GPT-4/Claude/local model)
• Configure prompts and tools
• Integrate with CRM, messengers, APIs

Step 4: Testing (1-2 weeks)

• Pilot group of 10-20 employees
• A/B test: AI vs human
• Collect feedback, iterate

Step 5: Launch (ongoing)

• Real-time metric monitoring
• Iterative improvement based on data
• Feature expansion