

Assess Strategic Roles and Needs
Jobs-to-be-done
We start by pinpointing work that needs to be done that is ideally suited for digital agents, such as recurring tasks that follow clear rules or patterns. This helps ensure your digital agents are deployed where they can drive the greatest value based on your specific motivation.
Role requirements
Once we know the jobs-to-be-done, we define what agents need to perform them. This may include access to data, systems, and workflows, as well as decision logic and handoff protocols, to ensure the agent can operate both independently and collaboratively with your human team.
Key performance indicators (KPIs)
To measure agent success, we align metrics with business goals, like reduced time-to-screen, faster follow-ups, improved data quality, or smoother candidate handoffs. These KPIs help you track your digital employee’s performance and prove their ROI over time.