Assessment
Choose workflow, volume, owner, systems, risks and success signal.
The first implementation proves the workflow, rules, human validation and evidence used to decide the next step.
The first operation must be small enough to learn from and concrete enough to sell internally.
Choose workflow, volume, owner, systems, risks and success signal.
Define agent action, policy, integrations, handoff, QA and evidence.
Run with real users while operators track exceptions and cost.
Use results to expand, change policy, train or stop the workflow.
The first workflow needs narrow scope, a clear owner, review criteria and an improvement routine from week one.