Lead qualification
Pre-work, prioritization, and preparation of the next step.
AI agents are software systems that work towards a defined goal using an AI model and connected tools. They can choose intermediate steps, retrieve information and check results. The business determines which data and actions are permitted; autonomy does not replace accountability.

AI agents are software systems that work towards a defined goal using an AI model and connected tools. They can choose intermediate steps, retrieve information and check results. The business determines which data and actions are permitted; autonomy does not replace accountability.
A chat interface can expose fixed workflows or agentic processes. An agent selects next steps within defined limits. Fixed rules may suffice for known processes; test whether extra model decisions add value to the actual task.
Before deployment, define the goal, data sources, permitted actions, stopping conditions and accountable person. Start with a bounded process and compare quality, handling time and correction effort against the existing approach. This example describes a possible architecture, not a verified customer result.
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High repetition, clear rules, and a measurable bottleneck.
Pre-work, prioritization, and preparation of the next step.
Capture, summarization, and handoff to responsible specialists.
Intent recognition, context enrichment, and handover.
Not every process is a sensible starting point right away.
Duration depends on data access, interfaces, reviews and approvals. Decide on limited production use only after acceptance checks pass.
Define the process, accountable owners and baseline. Clarify data access, system permissions, allowed actions and stop criteria before testing.
Start with approved test cases in a suitable test environment. Explicitly test errors, ambiguous inputs and human handover.
Measure quality, rework, time and total cost against the original process. Review results and unresolved risks together; missing evidence is not success.
Limited production needs approval, monitoring, accountable owners and a fallback. Expand only when results support it; production launch is not promised.
Bitkom reported on 14 September 2026 that 57% of surveyed companies use AI and 38% plan or discuss adoption. The survey covered 603 companies with at least 20 employees in Germany. These figures describe the market, not the value of an individual project.
McKinsey 2025: 88% of respondents reported regular AI use in at least one business function of their organization. Survey: 1,993 participants. A historical survey finding, not a census of all businesses or a project-return forecast.
The more of these apply, the more robust the first pilot.
Record case volume, processing time and consequences of errors. There is no universal minimum number of hours: benefits and ongoing effort must fit the specific process.
Goals, limits and exceptions need clear descriptions. If all steps are known, a fixed workflow may be simpler; variable intermediate steps may favour an agent.
CRM, ticket system or documents are accessible and current; an agent cannot replace data maintenance.
Cycle time, error rate or released hours are measured beforehand so the effect can be proven.
The interface determines how people interact with the system. A fixed workflow defines steps in advance; an agentic process lets a model select the next steps. Tools and system access can support either approach. Permissions and logging require implementation and testing.
There is no universal six-week commitment. Scope, data access, interfaces and approvals determine duration. Agree time windows and acceptance criteria; a failed check can lead to rework or stopping.
Illustrative calculation, not a measured project result: 8 people × 6 hours of repetitive work per week × an assumed 52 working weeks × a 40% automatable share = 998.4 hours per year. Using the model assumption of 1,680 hours per full-time equivalent gives about 0.59 FTE. Working weeks and automation share must match the business. Available capacity is not guaranteed cash savings; implementation, operation and review add costs.
Survey findings do not establish the value of a particular agent.
Start potential analysis
If you want to prioritize a real process, a few clear inputs are enough for a strong first assessment.