Crawl, walk, run: 28+ tactics for evolving your AI agent

Your simple Q&A agent should be accessible to most businesses, even small and low-volume companies, with tools like customGPT, Microsoft CoPilot, ChatBase, and GPT Builder helping teams launch agents quickly. A simple Q&A agent can automate basic tasks, freeing up customer success, sales, and operations teams from menial tasks. To get started, just upload a few documents and start asking questions, embedding the agent within a customer's existing search flow using Voiceflow APIs. The key to good responses is understanding how to format data well, using technology called Retrieval Augmented Generation (RAG). Adding actions to your simple Q&A agent can automate tasks such as routing support tickets, generating leads, and providing personalized content. Complex AI agents leverage customer data, drawing from internal databases, CRM systems, and external APIs to gather relevant information. They typically route inquiries to the most appropriate pathway, perform sophisticated tasks, and complete advanced actions like multi-step account changes or problem-solving support queries. Sophisticated AI agents can dynamically offer services, manage complex accounts, troubleshoot issues, automate decision making, personalize recommendations, and provide high-quality responses. To take your AI agent from baby steps to marathons, expand it with thoughtfulness and planning, considering the evolving nature of AI and human oversight requirements.

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