# 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.

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### 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

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### 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

<figure><img src="/files/3LG1veEx4tgeeZFphUFl" alt=""><figcaption></figcaption></figure>

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### 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.

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#### 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.

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#### 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.

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#### 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.

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### 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

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#### 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

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#### 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

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### What’s Next?

#### Ready to Begin?

1. **Book your StackAI intro and kickoff**
2. **Select your first 3 use cases** and invite pilot users

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#### Want to Get Started?

**Book your** [**demo**](https://www.stack-ai.com/demo) **today!**


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