A quick guide to questions worth asking before trying an agent.
Start with one clearly defined task.
Choose a recurring task with clear information, such as summarising conversations for sales. A focused pilot helps you see whether AI solves the real problem and where a person needs to take over.
Decide where people stay in control.
Define what the agent can read, what it can change and which actions need approval. Test incomplete information and failed actions before expanding the pilot.
Check the result against the original.
Review accuracy, time saved and the work still needed from your team. Use those findings to decide the next step.
PUT IT INTO PRACTICE
Try this prompt
Help evaluate an AI agent for [task]. Ask about data access, actions it can take, approval points, errors and how to measure success. Do not assume any tool capability.
Use your own approved information. Check the output before using it.