Customer-facing agents
Help customers find information, answer questions and navigate defined next steps.
AI Agents
AI agents can move beyond answering questions to performing defined tasks. DEEPS helps businesses identify where agents may create value and design them with the context, tools, boundaries and human oversight required to operate responsibly.
What Is An AI Agent?
A traditional AI assistant may answer a question or generate content.
An AI agent can be designed to take a more active role in a workflow by interpreting information, determining a next step, using connected tools and performing defined actions.
That makes agents potentially useful when a business process involves multiple steps, changing information and controlled decisions.
Interpret information and context.
Determine the appropriate next step.
Use tools to perform defined actions.
When Agents Make Sense
An agent should have a clear role, useful access to information and tools, and boundaries around what it is allowed to do.
Help customers find information, answer questions and navigate defined next steps.
Help employees find, interpret and work with information across business documents and knowledge sources.
Perform defined multi-step tasks by interpreting information, using tools and taking controlled actions.
Work within business processes where the next action depends on information, context or the result of an earlier step.
A Practical Agent Architecture
An effective agent needs more than a language model. It needs appropriate context, useful tools, defined actions and controls around what it is allowed to do.
Understand
Provide the information and business context the agent needs.
Understand
Provide the information and business context the agent needs.
Decide
Allow the system to interpret the situation and determine the appropriate next step.
Decide
Allow the system to interpret the situation and determine the appropriate next step.
Access
Give the agent controlled access to the systems and capabilities required.
Access
Give the agent controlled access to the systems and capabilities required.
Act
Allow defined actions to be performed within agreed boundaries.
Act
Allow defined actions to be performed within agreed boundaries.
Control
Provide escalation, approval and human control where required.
Control
Provide escalation, approval and human control where required.
Choosing The Right Approach
The more autonomy a system has, the more important it becomes to understand whether that autonomy is actually necessary.
Best suited to predictable processes where the rules and required actions are well defined.
Useful when information needs to be interpreted, generated, classified or summarised.
Useful when the system needs to interpret a situation, determine the next step, use tools and continue through multiple actions.
The goal is not maximum autonomy. The goal is the right level of autonomy for the business problem.
Agent Design
Define what the agent needs to accomplish, who it helps and what a successful outcome looks like.
Connect the agent to the information, knowledge and systems it actually needs.
Make actions, permissions and boundaries explicit rather than leaving them ambiguous.
Determine what happens when the agent is uncertain, encounters an unusual case or reaches a decision that requires a person.
Evaluate whether the agent is producing useful business outcomes rather than simply generating plausible responses.
Potential Use Cases
The strongest opportunities usually begin with a real workflow rather than the desire to have an AI agent.
Human Oversight
Agents should operate within defined permissions and escalation paths. Important decisions should have appropriate human oversight.
Permissions
Define which systems and actions the agent can access.
Escalation
Define when uncertainty or exceptions should involve a person.
Evaluation
Measure whether the agent is performing its role reliably.
Who This Is For
Explore whether an agent could coordinate information, decisions and actions across the workflow.
Consider an agent that can retrieve and work with relevant business knowledge.
Explore whether AI could handle parts of the process where information is less structured.
Start with the business problem and determine whether an agent is actually appropriate.
Explore The Opportunity
Start with the business problem, the workflow and the desired outcome. DEEPS can help determine whether an agent, automation or another approach is appropriate.