Deploy AI Agent in 4 Weeks | Integration Guide
Step-by-step: audit, config, pilot, production. Identify ideal processes, avoid mistakes, measure ROI. Week-by-week roadmap.
Week 1: Audit and identification
Objective: Identify THE ideal process for your first agent.
Selection criteria:
- Repetitive task (at least 5h/week)
- Clear and documentable rules
- Quickly visible impact
- Low risk in case of error
Deliverable: Specifications for the first agent
Week 2: Configuration and customization
Objective: Adapt the agent to your specific context.
Key steps:
- Connection to existing tools (email, CRM, ERP)
- Definition of business rules
- Configuration of tone and communication style
- Setting human escalation thresholds
Deliverable: Agent configured in test environment
Week 3: Supervised pilot phase
Objective: Validate operation in real conditions.
Recommended protocol:
- Agent handles 20% of volume
- 100% human supervision of all actions
- Documentation of edge cases
- Daily adjustments
Deliverable: Pilot phase report with success rate
Week 4: Deployment and scaling
Objective: Move to full production.
Launch checklist:
- Team training on supervision
- Dashboard setup
- KPI definition for tracking
- Monthly review planning
Deliverable: Agent in production + documentation
After deployment: continuous optimization
An AI agent is never "finished". Plan for:
- Weekly review for the first 2 months
- Monthly review thereafter
- Progressive scope extension
- Continuous ROI measurement
Mistakes to avoid
Our experience feedback:
- ❌ Wanting to automate everything at once
- ❌ Neglecting team training
- ❌ Forgetting edge cases
- ❌ Not measuring results
- ✅ Start small, succeed, expand