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 today!