Understand the difference
A chatbot may draft a follow-up email for an employee to review. An agent may be able to identify who needs follow-up, use customer information, create the message, update a system, and trigger the next task.
More capability means more responsibility
Before using an agent, understand what it can read, what systems it can access, what actions it can take, and which actions require human approval.
Start narrow
Give early agents a clearly defined job, limited permissions, observable actions, and human review where consequences matter.
Document what correct means
An agent still needs a business process. Define the expected input, rules, output, exceptions, approval points, and what happens when the agent cannot complete the task.
How McComb Services can help
McComb Services can help organizations apply practical guidance around AI agents, AI strategy, workflow development, cybersecurity, AI governance, and process documentation. The goal is to turn the issue into clear, manageable next steps.