What Are Agent-Based Assistants or AI Agents?
AI agents are systems capable of interpreting a need, using information, making decisions within defined limits, and taking actions to achieve a goal.
Unlike a traditional chatbot, which primarily answers questions, an agent can connect to tools and systems to perform tasks such as:
- Recommend products or services.
- View real-time information.
- Create or modify a reservation.
- Add products to the cart.
- Manage a request.
- Update data in a CRM.
- Compare providers.
- Generate and send documentation.
- Coordinate different processes or parties.
The level of autonomy depends on each use case. Sensitive actions must be controlled through permissions, validations, and human oversight.
AI Agent Development Project
An agent development project begins by identifying the need the system is intended to address and the value it will provide to the user or the company.
At Azurally, we design agents tailored to specific use cases:
- Sales and referral agents.
- Customer service representatives.
- Reservation and Hiring Agents.
- Agents for employees and internal teams.
- Sales support representatives.
- Agents of education and knowledge.
- Agents for suppliers.
- Data analysis and query tools.
- Multi-agent systems for complex processes.
The project encompasses strategy, expertise, technology, integrations, governance, measurement, and agent optimization.
AX: Agentic Experience
The Agentic Experience, or AX, is the experience that a person, company, or other agent has when interacting with an AI system capable of performing actions.
A good AX should be:
- Clara: The user understands what the agent can do.
- Useful: It meets a real need.
- Conversational: interprets natural language and context.
- Transparent: explains their decisions when necessary.
- Controllable: Requests confirmation before performing sensitive actions.
- Secure: Protects data and respects permissions.
- Consistent: maintains the brand’s tone, messages, and guidelines.
- Accessible: It allows users to complete processes with as little effort as possible.
AX isn’t just about the design of a conversation. It encompasses the entire journey, from the moment the user expresses a need until the agent provides information, makes a recommendation, or completes an action.
The Importance of AI Governance
AI Governance establishes the rules and controls that an AI agent must follow.
Before developing an agent, you must define:
- What it can and cannot do.
- What information you can access.
- What permissions are required?
- Which actions require confirmation.
- When a person should intervene.
- How Data Is Protected.
- How their decisions are recorded and audited.
- How errors are detected and handled.
- What regulations and policies must it comply with?
- How he maintains and updates his knowledge.
AI Governance is not a final step. It is the foundation for developing agents that are secure, reliable, and aligned with business objectives.
Development of web applications for an existing or new website
Existing website
We analyze the architecture, content, data, and available integrations. We then identify what actions the agent can perform and what adjustments the current infrastructure requires.
The agent can integrate with systems such as:
- E-commerce.
- CRM.
- ERP.
- Customer service platforms.
- Reservation systems.
- Knowledge bases.
- Product catalogs.
- APIs and internal tools.
New Website
In a new “Agent-Driven” website, the user experience and infrastructure are designed from the outset to incorporate AI agents.
This allows us to jointly prepare content, data, interfaces, permissions, integrations, metrics, and business processes.
It isn’t always necessary to develop a new website. The decision depends on the quality, flexibility, and integration capabilities of the existing ecosystem.
Azurally’s Methodology for Developing AI Agents
Our methodology is structured in six phases, once we have developed the GEO-Optimized Product Catalog in Agentic Marketing or Agentic Commerce—in the case of the AI Agent, this will be related to the brand’s product or service information. Once we have completed this work and analyzed the AI Governance framework, if one exists, we begin this phased process:
- Analysis: We identify needs, users, processes, and opportunities.
- Strategy and AI Governance: We define objectives, limits, permissions, risks, and oversight.
- AX Design: We design the conversation, the agent’s workflows, and the agent’s actions.
- Data and Integrations: We connect the necessary knowledge and systems.
- Development and validation: We build, test, and fine-tune the agent in real-world scenarios.
- Measurement and Optimization: We analyze your operations and continuously improve your results.
The development is carried out in a modular fashion to facilitate its evolution and the incorporation of new capabilities.
Measuring AI Agents
We measure both technical performance and business experience and results.
Depending on the project and the AI Agent’s objective, we analyze—in this example, if it were focused on sales:
- Number of conversations and users.
- Identified intentions and needs.
- Resolution rate.
- Actions Initiated and Completed.
- Conversions and Revenue.
- Resolution time.
- Referrals to individuals.
- Errors and incorrect answers.
- User satisfaction.
- Cost per conversation or action.
- Compliance with permits and regulations.
- Integration and Tool Performance.
The goal is not simply to measure how much the agent is used, but rather what problems it solves and what value it generates.
There are other types of AI agents, ranging from training to problem-solving, customer service, and so on. Depending on the nature of each one, we will assess different aspects.
Why develop AI agents with Azurally?
An agent’s success does not depend solely on the AI model used. It requires an understanding of the user, the business, the content, the data, marketing, and technology.
As a MarTech agency, Azurally combines:
- Business Strategy.
- Experience Design.
- Development and integrations.
- GEO and knowledge management.
- Agentic Marketing.
- Analytics and measurement.
- AI Governance.
We develop agents designed to address specific needs, perform useful actions, and generate measurable results, while always ensuring that the company retains control over its data, processes, and decisions.
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