# 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? 1. **Book your StackAI intro and kickoff** 2. **Select your first 3 use cases** and invite pilot users *** #### Want to Get Started? **Book your** [**demo**](https://www.stack-ai.com/demo) **today!**