Start with your business process
To evaluate AI agents, first describe the process you want to improve. Record incoming information, repeated steps, decision points and the result another person needs. This distinguishes what the system can prepare from the review you should retain.
An agent uses a model and tools to advance towards a goal. iabot organises that capability into configurable employee roles. Business value depends on available tools, the quality of materials and whether the result can be checked.
Three focused pilot ideas
- Sales: gather team-supplied information and draft a proposal with unresolved conditions flagged.
- Administration: organise folder documents and create a table of references, dates and details needing review.
- Customer service: draft replies from approved documentation and refer unresolved questions to a person.
What to check before expanding
Check that information is current and the employee can access the right source. Review how connections are granted and revoked, which actions can require approval and where results are available. An attractive demonstration must become a workflow your team can repeat with its own materials.
Measure results and effort: errors, corrections, review time and usage. Include straightforward cases and incomplete inputs. Testing what happens when a requirement is missing is particularly useful because it happens often in real work.
Assign a human owner
Choose someone who knows the process and can assess the result. They define the goal, resolve questions and decide what can be used externally. The employee contributes preparation and execution; the organisation retains judgement over commitments and relationships.
After successful trials, document the process, prepare a reusable skill and choose appropriate autonomy for each action. Gradual adoption helps train the team and reveal where AI most clearly expands its capacity.