Post
212
Hard-earned lessons to land your agent (some mine, most learned from others)
1. Clarify expectations. what do you mean by automating emails? auto drafting? replying via templates? extracting details into json?
2. Get access to your customer's corp/prod environment. Guest or sandbox won't cut it, much less your demo account.
3. Don't expect your agent to be turn-key. It will take at least a quarter to stabilize, if your customer actually uses it.
1. Clarify expectations. what do you mean by automating emails? auto drafting? replying via templates? extracting details into json?
2. Get access to your customer's corp/prod environment. Guest or sandbox won't cut it, much less your demo account.
3. Don't expect your agent to be turn-key. It will take at least a quarter to stabilize, if your customer actually uses it.