Start With the Bottleneck
AI agents are most valuable at your slowest, most repetitive touchpoint — usually lead qualification, support triage, or onboarding.
Rules Before Intelligence
Before adding AI, make sure the process is documented. AI amplifies clarity — and it amplifies chaos just as fast.
Human-in-the-Loop by Default
Every agent should have a review step, an override path, and a monitored log. Autonomy is earned through consistent performance.
Measure Time Saved, Not Tasks Run
The right metric is human hours saved and outcomes improved, not the number of runs. Track before/after clearly.