AI Agent Implementation Roadmap
Your launch blueprint for deploying a world-class AI agent.
Please fill out the sections below during the workshop to draft your implementation plan.
π€ Your Contact Information
Please provide your name and email so we can send you a copy of your roadmap.
1. π§ Use Case / Problem to Solve
What specific customer service process or challenge will this AI agent address?
2. π§ββοΈ Team & Stakeholders
Who owns this? Who needs to be involved?
3. βοΈ Integrations & Tools Needed
Which systems should your agent connect to?
4. ποΈ Timeline Overview
High-level rollout plan β from test to go-live. Fill in the table below:
| Phase | Target Date | Owner |
|---|---|---|
5. π Success Metrics
What outcomes will prove this is working? Enter your target values:
6. 𧱠Risk or Dependency Check (Optional)
Are there any blockers to be aware of? Example: "Integration access needed from IT" or "Approval from legal before go-live"
7. π Pilot Scope (Optional)
Is this a small rollout or full deployment? Example: "Start with live chat for returns only before expanding to all inquiries"
8. π£ Communication Plan (Optional)
How will you introduce the agent to your customers or team? Example: "Internal training, external announcement, feedback loop"
9. π¨βπΌ Post-Go-Live Ownership (Optional)
Who monitors, updates, and improves the agent over time?
10. β Next Steps & Owner
Whatβs the immediate action after todayβs workshop?
Finalize Your Roadmap
Click below to generate a summary of your filled roadmap. You can then copy or download it.
Once downloaded or copied, please manually attach or paste the content into an email and send it to jeroen@scotty-ai.com.