How to Build a Business AI Agent in 5 Steps: Operational Roadmap
A practical guide to implementing your first AI Agent in your company. From process analysis to tool selection, no coding skills required.
AI Doesn't Have to Be Complicated
Many SMEs give up on innovation because they fear high costs or technical complexity. The truth is that building an AI Agent today is accessible to everyone if you follow the right process. Here is the 5-phase roadmap we use at Evolbot.
Phase 1: Initial Analysis (30-60 minutes)
Don't start with the technology; start with the problem. Identify a single repetitive process (e.g., "Answering FAQs on WhatsApp" or "Registering supplier invoices"). Define a SMART goal: it must be specific and measurable.
Phase 2: Building the Agent
An effective agent needs three key elements:
- Identity: Tone of voice and role (e.g., "You are the administrative assistant").
- Knowledge: Manuals, price lists, and internal procedures loaded into its memory.
- Tools: The agent's "arms" (integrations with Email, Google Calendar, etc.).
Phase 3: Testing and Security
Before going live, simulate real-world scenarios. Ensure the agent knows when to stop and hand over to a human operator (Escalation). This is crucial for maintaining customer trust.
Download the Full Roadmap
Want the full list of recommended tools, the Privacy checklist, and templates to define your agent's role? Find it all in our free PDF guide.