# Plan an AI agent implementation

> A practical briefing guide for knowledge sources, tool access, evaluation, failure handling, and human review.

Canonical page: https://ayroflow.com/docs/planning-an-ai-agent

Updated: 2026-10-19

## Define one workflow

Write down who the agent helps, the request that starts the process, and what a successful outcome looks like. Include examples that need a person instead of an automated answer.

## Prepare knowledge and tool access

- List approved source documents and the owner responsible for updates.
- Separate public information from customer or internal data.
- Describe each external system and the minimum access required.
- Specify which actions need approval and which are read-only.

## Test before rollout

- Use representative questions and expected answers.
- Include missing information, conflicting sources, and unsupported requests.
- Test tool failures, duplicate actions, and handover to a person.
- Agree the acceptance criteria, usage limits, and monitoring owner.

## Bring these details to the brief

Share the current workflow, approved example data, required integrations, and the decisions above. This guide describes planning considerations; the implemented controls depend on your agreed project scope.

## Related resources

- [AI agent services](https://ayroflow.com/services/ai-agents)
- [Integrations and human handover](https://ayroflow.com/docs/integrations-and-handover)

Contact: contact@ayroflow.com