Keep a person on the decisions that matter
Money, refunds, complaints and anything legal should go to a person. A good agent knows what it does not know and hands over; a bad one guesses. Ask any supplier what theirs does when it is unsure.
Start with one repeat job
The best first agent takes one job your team does forty times a week โ the same enquiry, the same email, the same document โ and does it every time. Custom AI scopes that job before anything is built.