Deploying Your First Agent
Your step-by-step guide to launching AI assistants and workflows that deliver measurable business value with StackAI. This playbook provides a complete checklist for customers building and implementing their first AI agents, from technical setup and use case selection through pilot testing and production rollout.
Deployment Outcomes
Following these steps, you’ll achieve:
3 AI agents validated with real users in production
Success metrics tied to business outcomes (time saved, accuracy, user satisfaction)
Secure connections to your systems and knowledge bases
A practical scale plan with governance and ROI tracking
Timeline at a Glance
Setup (Week 0)
Readiness, use case selection, technical setup, planning
Month 1 (Weeks 1-4)
Build and test Use Case 1
Build Use Case 2
Month 2 (Weeks 5-8)
Deploy Use Case 1 to production
Test and deploy Use Case 2 to production
Build Use Case 3
Month 3 (Weeks 9-12)
Test and deploy Use Case 3 to production
Business review & expanded rollout planning
Your Step-by-Step Journey
Setup (Week 0): Kickoff and Alignment
Milestone Goal: Complete technical readiness and align on use case definitions.
Sessions
StackAI Kickoff (60 min): Team introductions, platform overview, technical readiness assessment, and definition of build, evaluation, and rollout plans.
Use Case Discovery Session (60 min): Discover use cases in brainstorming session and filter down to high-value use cases.
Technical Setup
Configure SSO, integrate systems, index knowledge bases, and establish guardrails.
Month 1 (Weeks 1-4): Build Use Cases 1 & 2
Milestone Goal: Establish core architecture and complete initial builds.
General: Initiate weekly 60-minute build sessions (recurring through Month 3) plus offline support.
Use Case 1: Begin development. Live test Use Case 1 to pilot testers; iterate quickly based on feedback.
Use Case 2: Begin development of Use Case 2.
Month 2 (Weeks 5-8): Launch Use Case 1, Test Use Case 2, and Build Use Case 3
Milestone Goal: Successful rollout of Use Case 1 and strategic on-site alignment.
Use Case 1: Demo production-ready end-to-end flow. Validate against KPIs and acceptance thresholds. Launch Use Case 1 to target users; monitor dashboards, latency/cost, and audit trails.
Use Case 2: Continue development. Live test Use Case 2 to pilot testers; iterate quickly based on feedback.
Use Case 3: Begin development of Use Case 3.
On-site Visit: Wide-scale use case brainstorming and enablement session. Demo production-ready flows and prepare for scaling.
Month 3 (Weeks 9-12): Launch Use Cases 2 & 3
Milestone Goal: Use Case 2 and 3 rollout, scaling strategy definition and expanded use case planning.
Use Case 2: Run UAT with evaluation sets. Launch Use Case 2 to target users.
Use Case 3: Live test Use Case 3 to pilot testers. UAT and rollout for Use Case 3.
Scaling Planning: Scale plan for expanded rollouts and new integrations/channels.
Business Review: Analyze KPI impact, review rollout process, and identify business areas for agent expansion.
Keys to Success
What We Need From You
Assign key roles: Use Case Owner(s), Builders, Testers, IT contact
Define 3 use cases with clear success outcomes and KPIs
Provide access to required systems and data sources
Join weekly build sessions and share timely feedback
Coordinate pilot users for testing and rollout
Success Signals
Growing company-wide agents adoption and weekly active users
KPI improvements (accuracy, time saved, CSAT, deflection)
Stakeholders request additional use cases and integrations
Champions share reusable agents across teams
Common Pitfalls to Avoid
Starting with too many use cases - Start small with 3, then expand
Missing guardrails - Set roles, approvals, and cost limits early
No baseline metrics - Measure from day one
What’s Next?
Ready to Begin?
Book your StackAI intro and kickoff
Select your first 3 use cases and invite pilot users
Want to Get Started?
Book your demo today!
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