Playbooks
Practical AI agent use cases
Original, sourced guides. Economics are illustrative and labeled.
2026-10-14
Where an AI support agent actually pays off: tier-1 triage
Start with repetitive, well-documented questions, measure deflection honestly, and keep a human escalation path.
2026-10-14
Automating lead research without spamming anyone
Use agents to research and enrich, keep humans on the send button, and respect consent rules.
2026-10-14
Your first internal operations agent: a 30-day pilot plan
Pick one process, write down the baseline, run a bounded pilot, then decide with data.
2026-10-14
Before you trust an AI agent, check the database, not the transcript
A new Microsoft benchmark shows agents often report success while leaving the wrong records behind. Here is how to test agents on outcomes.
2026-10-14
Give AI agents workflows, not credentials
The safest way to let an agent touch your CRM: expose narrow, tested workflows as its tools, with approvals on writes.