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How to choose an AI agent

Selecting the Best AI Agent to Meet Your Business Goals

In today’s rapidly evolving digital landscape, businesses are increasingly turning to AI to streamline operations, enhance customer experiences, and drive growth.

Among tech advancements, agentic AI stands out as a game-changer. This autonomous system dynamically adapts to real-time context and solves complex, multi-step problems without constant human supervision.

With growing recognition of the value of continuous feedback loops, the global race toward agentic AI is accelerating, driving the market toward a projected $70.53 billion valuation by 2030.

And according to Gartner, by 2028, agentic AI will be embedded in 33% of enterprise software applications – up from under 1% in 2024 – empowering systems to autonomously handle 15% of routine business decisions.

But with a growing array of options available, choosing the right AI agent can feel overwhelming. Each solution comes with its own capabilities, limitations, and ideal use cases. To truly capitalize on the power of AI, organizations must align their choice of agent with their specific business goals, operational needs, and long-term strategy.

This article will guide you through the key considerations on how to choose the right AI agent for your business – ensuring you make a decision that delivers real value and sustainable impact.


Identifying Your Business Needs First


Define Business Goals and Challenges

To begin, you should identify the main objectives of the organization and your business’s specific needs. Will you mostly be focusing on reducing costs, improving customer service, increasing sales, or improving internal workflows and efficiencies? Be specific when defining your objectives. Objectives such as "Increase customer retention by 15% in the next 12 months" or "Reduce customer support response times by 50%" are specific enough to allow you to evaluate AI solutions based on clearly defined outcomes.

It can be equally helpful to identify the pain points that are preventing you from reaching those objectives. These could include bottlenecks created by manual data entry, lack of context for customer engagements, disparate data that isn't accumulated, or poor scalability of workflow. The more clearly you can identify what is blocking you, the easier it will be choosing the right AI agent capabilities.


Assess Workflow Gaps AI Can Fill

Next, conduct an analysis of your current workflows and identify opportunities where inefficiencies exist, or situations involving repetitive tasks could benefit from automation or enhancement. Look at the processes, as much as possible, across departments – sales, support, marketing, finance, operations, and so on. Are there a high number of customer inquiries that could be dealt with from an AI agent? Are your sales teams spending too much time qualifying leads instead of closing them?

This gap analysis will ultimately assist in understanding what AI agents will provide the best help, ultimately helping you select the right type of AI agent.


What to Look for in the right AI Agent for your Organization Process Automation


1. Select Agents That Can Learn and Adapt

Avoid inflexible logic trees. What you are looking for is AI that can change its behavior based upon experiences. These kinds of solutions are able to learn and improve on their own with feedback and potentially come up with better, smarter responses.

This capability when interfaced with human-like decision making can become very powerful in HR, supply chain, support, or an internal function of an organization. For example, a learning-based agent could pick up patterns that show it might need further verification and could change its process – demonstrating real, intelligent automation.


2. Ensure Seamless System Connectivity

Your AI agents should blend seamlessly into the digital landscape of your operations. Whether it be a CRM, ERP, email platform or database, select technologies with integrations built in or connector APIs to integrate with what is already in place.

Integration enables organization across the digital ecosystem, eliminating the fragmented tools and disconnected processes that can ensue from a plethora of technology solutions.


3. Assess True Decision-Making Ability

Despite the term autonomous, many agents still rely on human input and/or prescribed decision frameworks. Look for solutions equipped with advanced reasoning – powered by large language models or advanced decision algorithms.

These types of agents can work through ambiguity, address atypical situations, and will involve a human only if it is really necessary – keeping the flow smooth and efficient.


4. Build in Oversight from the very Beginning

Even the smartest automation is going to need some guardrails. By choosing tools for businesses that offer transparency – real-time dashboards, activity logs, analytics, and traceable decision histories – you ensure that AI-driven actions remain understandable, accountable, and aligned with your organizational goals, while reducing risks related to compliance, bias, and unintended outcomes.

Opaque technology should always be avoided. Especially when your organisation is subject to regulations like the GDPR, SOX, or ISO, visibility and accountability should always be built into the application.


Implementing and Measuring Success

Selecting the ideal AI agent that matches your business needs is just the first stage of deploying your agent aligned to your goals. The implementation stage is just as important to make sure your investment will generate a long term return. Implementation will require a structured approach to deployment, proactive change management, and a systematic performance review.


Deployment Best Practices


1. Start Small, Then Scale

Begin with a pilot program targeting a specific use case, providing you the opportunity to test performance, fine-tune issues, and gain a wealth of user feedback, prior to full deployment.


2.Cross-Functional Collaboration

Ensure tight coordination between IT, operations, and end-users. Successful AI deployments require operational readiness, business alignment, and employee buy-in.


3. Quality and Integration of Data

Since AI agents rely on data to learn and improve, therefore do invest time in data cleaning, data standardization, and integration into existing systems (for example, CRMs, ERPs, or communication systems) to ensure that the agent performs properly.


4. Governance and Security

Establish procedures for data privacy, model governance, and regulatory compliance. Also, be sure to define role ownership and responsibilities around maintaining, updating, and monitoring the agent when it's deployed.


Key Performance Indicators (KPIs) and Continuous Improvement


1. Define Success Metrics Early:

KPIs need to be referenced back to the business objectives. KPIs may include the following:


  • Operational Efficiency: Reduction in task time or manual labor.

  • Customer Satisfaction: Improvement in response times or resolution rates.

  • Revenue Impact: Improved upsell, conversions on leads, or cost savings.

  • User Engagement: Frequency and depth of AI agent usage.


2. Monitor and Optimize:

Use dashboards and reporting tools to regularly audit KPIs. Use the insights to fine-tune the agent’s performance, retrain models, or reconfigure workflows as business needs evolve.


3. A/B Testing and Feedback Loops:

Regular experimentation helps identify what works best. Combine quantitative metrics with qualitative user feedback for a holistic view of effectiveness.


Final Thoughts

As organizations rush to leverage the transformative capabilities of AI agents, 2025 will become a pivotal year – with 52% of organizations planning to embed AI agents in their workflows. This represents a significant change in how organizations view intelligent automation – no longer as a complementary tool but as a powerful partner in decision-making in operations.

However, successful adoption isn't only about how to pick the right AI agent – it’s about deploying it strategically, managing change effectively, and continuously measuring impact.

While the underlying technology is still evolving, early adopters are already demonstrating the immense potential of agentic frameworks across industries. These organizations aren’t just automating tasks – they’re redefining the human-machine relationship and accelerating their GenAI journeys in ways that will set the competitive pace for years to come.

The path forward demands both ambition and accountability. By selecting the right AI agent and committing to thoughtful implementation, your organization can unlock real business value – and stay ahead in a rapidly shifting digital landscape.


Posted by

Iryna Hvozdyk

Content writer

Friday, June 20, 2025

7 minutes

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AI Agent?

Let's build tailored AI agents designed to match your unique workflows, goals,
and business needs — just drop us a line.

Need a Custom AI Agent?

Let's build tailored AI agents designed to match your unique workflows, goals,
and business needs — just drop us a line.