Seven Requirements for Effective Agents

Agentic AI is still in its early stages, with most organisations experimenting—creating a strong opportunity to lead with the right approach. This checklist outlines seven essential elements for building effective AI agents that deliver real business value. It emphasises starting with a clear strategy, ensuring trust and data security, grounding agents in business data, and enabling accessible development.

It also highlights the need to balance creativity with control, deliver seamless omni-channel experiences, and continuously monitor and improve performance. Together, these principles help organisations move beyond experimentation and build scalable, reliable, and impactful AI solutions.

8000-Seven Requirements for Effective Agents

First Name

Last Name

Email Address

Company Name

Number of Employees

Industry

City

Department

Phone Number

Job Title

Country

Address

Postal/Zip Code

Which of the following best describes your business objective with predictive and/or generative AI?

In what timeframe do you see yourself addressing this opportunity?

Yes, I would like to receive marketing communications regarding Salesforce products, services, and events. I can unsubscribe at any time.

By submitting this form, you agree to have your contact information, including email, passed on to Salesforce for the purpose of following up on your interests.