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What Is a Successful Agent?

When deploying Genow for your team, it’s essential to build a successful Agent. A well-configured Agent serves as a benchmark for data-driven decisions, allowing you to measure impact and identify areas for improvement. This is crucial for evaluating an Agent through tools like your Analytics Dashboard and Quality Insights Dashboard.

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Key Factors:

  1. High-Quality Output: The Agent consistently provides relevant, high-quality answers to user questions. Improve the quality of answers by adding Agent-specific [context](/Use Case Management/Use Case Settings/Use Case Context) and [glossaries](Use Case Management/Use Case Settings/Glossary), and eliminate misleading or unnecessary documents from the database. Close knowledge gaps at the same time using user feedback.
  2. Consistent User Adoption: Success is reflected in the fact that the Agent is being used continuously and widely by all users, rather than just a small group. Show your users good examples of how to use the feature successfully and offer help to those who are struggling. Approach users with reservations and spokespersons directly.
  3. Increasing or Consistently High Usage: Look out for either a growing number of requests or a consistently high volume of interactions. This indicates that users find the Agent valuable and are actively engaging with it. Collaborate closely with your team and perform change management tasks that are most effective in your organization.
  4. Continuous Improvement: A successful Agent evolves over time. It should be continuously improved based on user feedback, ensuring it remains relevant and effective.
  5. Workflow and process fit: Work with your team to build new workflows based on Genow’s capabilities. Choose from Genow’s process-supporting features, such as quick actions (Agent Management > Agent Settings > Quick Actions) and fallbacks (Agent Management > Agent Settings > Fallbacks).

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Steps to Make Your Agent Successful - From Start to Finish

1

Select Your Scope

  • Prioritise the most valuable area first and test Genow quickly: You can do this by formulating 10–20 main questions that Genow should answer to a high standard. Revisit these questions to ensure the necessary quality gates are met.
  • Improving the quality of data in that area will subsequently enhance the quality of answers: eliminate unnecessary documents and close knowledge gaps. Improving quality is crucial for user adoption, as high quality is a key factor.

Data Maintenance

  • Once you have addressed the most critical area, you can gradually increase the complexity by expanding to include other areas, for example by adding more databases and systems.
2

Schedule Your Milestones and Go-Live Date

  • By scheduling your milestones (i.e. quality gates, number of active users) and your go live date you set yourself a baseline for the upcoming steps.
  • Plan to include at least a short testing phase (see step 3), time for your IT to set up permissions and user onboarding meetings.
3

Testing Phases

  • Conduct at least one testing phase before going live. Depending on the complexity of the Agent, it may be necessary to conduct multiple testing phases.
  • Begin with experienced users who are willing to test extensively and provide high-quality feedback, and who possess domain knowledge. Spokespersons and individuals willing to adjust internal processes are also suitable candidates.
  • Iteratively refine your Agent based on feedback and testing.
4

Add Your Agent Context

A crucial step to score even better results and to make specific Agent context available to Genow is to actually add that context via the settings in the admin panel.

Agent Settings

5

Analyse, Evaluate Feedback & Improve Data Quality

  • Learn how to evaluate feedback:

Evaluate Feedback

  • Continuously evaluate data quality. Find out about our upcoming Quality Insights feature:

Quality Insights

  • Identify weaknesses, particularly missing or misleading documents. Close knowledge gaps.
  • Check the feedback to see whether users have understood Genow correctly and are using it optimally (e.g., when prompting).
  • A good practice might also be to name persons who will be responsible to keep critical data in good condition and up to date. This approach facilitates the easy access to high-quality data.
6

Integrate the Search and Answer Capabilities of Genow Into Your Processes

This is a crucial step when it comes to continuously using Genow and its capabilities. Talk to your team and find out together where existing processes can be used as a guideline for new workflows powered by Genow. By this, higher efficiency and usage can be scored.
7

Change Management

Change management is crucial for ensuring user acceptance of AI products. We recommend taking the views of your division’s spokespeople and end users into account during implementation and testing. Therefore, adding them to the test group would be beneficial.
  • Help struggling users.
  • Demonstrate the value of the platform by comparing document searches with and without Genow
  • Showcase how the answers can be used in your current processes.
  • Remind users to use Genow and analyze usage via the analytics dashboard.