The use of artificial intelligence for business must be carefully analyzed. Organizations need to evaluate a series of factors to choose the ideal AI platform that meets their operational and strategic needs. One of the most promising solutions to address these pillars is known as an AI Agent.
What is an AI Agent?
AI Agents are software programs that interact with their environment autonomously, collecting data and using it to perform self-determined tasks to achieve predetermined goals. Generally, a user sets a certain goal, but it is the AI agent that decides how to achieve it, selecting the best actions for this purpose and automating various processes along the way. For a practical example: an AI agent working in customer service for an insurance company could ask several questions to the claimant when triggered and, based on the answers, search for information in the company’s database and formulate a response to the customer’s inquiry.
Focused on specific purposes and operating in specific data scenarios, AI Agents are capable of boosting productivity in companies. This happens, for example, through the automation of repetitive tasks, as AI Agents can automate daily activities such as data entry, report generation, meeting scheduling, as well as analyzing and extracting key information from a document. This allows employees to focus on more strategic activities.
The ideal AI Agents for your company: learn how to choose it
Choosing the ideal AI Agent for your company’s daily operations involves analyzing several factors. Among them, the most important is defining which areas of your business it will be used in and, of course, whether it makes sense for those departments.
However, just as crucial as the alignment this AI agent must have with your organization needs is its ease of use. Good AI Agents, like Pipefy’s, stand out by offering an intuitive conversational interface that not only answers questions, but also helps locate documents and corporate policies, while providing 24/7 assistance to employees.
For departments like HR and Finance, the AI agent should meet RPA (Robotic Process Automation) standards for document analysis, financial control, and report generation, for example. For Sales and Marketing areas, the AI Agent should be designed for lead generation, audience segmentation, and campaign personalization. If your company operates in the Insurance sector, it’s important that the agent delivers information that ensures effective inventory management or optimizes delivery routes. And so on.
Integration
Another essential step is integrating the AI Agent with the company’s systems. Work together with the IT team to understand how the solution will be implemented, the time required for this process, and, most importantly, whether the agent connects seamlessly to CRM, ERP, e-commerce platforms, and communication tools.
Learning capability of the AI Agent
AI Agents are equipped with generative artificial intelligence, which “learns” to generate content whenever trained with new volumes of data. However, not all are the same. Therefore, choose a model that allows customizations so it can better adapt to your business and customer needs. When selecting the best AI Agent, check if it has the ability to learn from previous interactions through Machine Learning; or if it is possible to customize tone of voice and language, as well as adjust service flows and business rules. If you want to use agents for companies in the Financial and Insurance sectors, for example, opt for a model that can understand and keep regulatory frameworks and industry terms up to date.
Security and compliance with data protection laws
Does your company handle sensitive data? Then it is essential that the AI Agent complies with data protection laws, such as Brazil’s LGPD (General Data Protection Law) and Europe’s GDPR (General Data Protection Regulation). Additionally, check the encryption standards, whether authentication and access control are secure, and how interaction auditing works. Finally, prioritize agents with security certifications.
Scalability of the AI agent
Does your company anticipate growth in the number of customer interactions through chatbots, for example? Then choose an AI Agent capable of scaling the volume of interactions without exponentially impacting the organization’s costs.
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Cost-effectiveness
When adopting an AI Agent, it is essential to carefully assess whether it will fit not only your company’s budget but also its projected growth. Check if the pricing model is subscription-based or license-based; if the agent can handle an increase in interactions without performance loss; and, just as importantly, if the financial return will justify the investment.
Test the AI Agent extensively
When choosing an AI Agent, your first task is to test it extensively. Check if the responses provided to customers are accurate; if it is reducing the time spent on customer service or streamlining processes; and if its performance remains stable even when handling many customers simultaneously or generating large volumes of responses and data at the same time.
After evaluating its performance, monitor all its metrics in real-time. This ensures it delivers the expected reduction in operational costs. Equally important is assessing the satisfaction levels of both external customers and the internal team managing the solution.
And if your company wants to leverage all the advantages of process automation brought by AI Agents, book a free Pipefy demo right now and discover how this technology can transform your operations.
