- Learn customer workflows from frontline staff and translate rules and exceptions into explicit logic.
- Assess technical feasibility, identify suitable agent tasks, and determine where human review should remain in the loop.
- Translate customer needs into solution designs, effort estimates, and clear scope.
- Build proofs of concept and demos, and estimate build and run costs.
- Design, build, and deploy AI agents and automations for multi-step customer workflows.
- Integrate customer tools using APIs where available and browser automation where they are not.
- Build error handling, retries, idempotency, logging, alerting, and fallbacks into production systems.
- Create testing and evaluation processes, including test sets, regression checks, and accuracy tracking.
- Isolate each customer's data, credentials, and permissions in deployment architectures.
- Hand off live agents to Operations Managers with runbooks, monitoring dashboards, review queues, and escalation paths.