- Identify repetitive workflows in HR, finance, sales, customer service, IT, etc.
- Determine which processes are suitable for agentic automation.
- Decide what the AI agent should do.
- Define which systems/tools it can access.
- Build human approval and escalation points.
Implement or coordinate solutions
- Work with platforms such as Microsoft/Azure, OpenAI, Google, AWS, Automation Anywhere, etc.
- Connect agents to company data, CRM/ERP systems and APIs.
- Train teams on how to use AI effectively.
- Create playbooks and guidelines.
Govern and evaluate AI
- Establish permissions, security, privacy and monitoring.
- Test whether agents are producing reliable results.
- Put guardrails around autonomous actions. Enterprise agentic-AI implementations commonly emphasize permissions, escalation, monitoring and governance