Agent ideas are multiplying
Leadership needs to separate strong candidates from ideas that are premature, risky, or too broad.
AI Pathways: Agents
Separate realistic agent pilots from AI hype.
Agents is an advisory AI agent pilot workshop for leaders and process owners who want to explore agentic AI without over-scoping or overbuying. Teric helps Texas companies understand where agents fit, what they require, and which pilots are worth pursuing.
FormatHalf-day advisory workshop
AudienceUp to 15 participants
Investment$7,500
Best fit
For leaders evaluating AI agent pilots before committing to a build.
Use Agents when the organization needs shared language, realistic pilot options, and a clear view of data, permissions, ownership, and risk.
Ownership is unclear
Process owners need to understand who monitors, reviews, approves, and owns agent behavior.
Source systems matter
The team needs to know what data, permissions, and tools an agent would need to work responsibly.
Risk needs structure
Security, failure modes, human review, and escalation need to be part of the pilot conversation.
What you get
A practical agent opportunity map and pilot shortlist.
Agents keeps the conversation grounded in feasible workflows, readiness gaps, and responsible implementation paths instead of generic agent excitement.
Agent opportunity map
Candidate agent workflows and where they may fit in the business.
Feasibility and risk notes
A review of data access, permissions, approvals, monitoring, failure modes, and readiness.
Pilot shortlist
A small set of realistic agent pilots worth further scoping.
Recommended implementation path
Next-step guidance for pilot design, automation discovery, AI Compass, or no-build advisory work.
Session flow
A focused advisory session for choosing agent pilots responsibly.
Level-set on agents
Clarify the difference between chatbots, copilots, automations, and agents.
Review candidate workflows
Discuss the 3-5 workflows the team believes may be good agent opportunities.
Score readiness and risk
Evaluate value, feasibility, data access, permissions, ownership, review, and failure modes.
Choose pilot candidates
Identify the strongest shortlist and what must be true before buildout.
Define the next path
Recommend pilot design, automation discovery, AI Compass, or no-build advisory work.
Boundaries
Agents is scoped training and advisory, not open-ended implementation.
Each package keeps the work focused so buyers understand what they are getting, what is outside the fixed fee, and where the right follow-on path begins.
IncludedPrep call, candidate workflow review, live advisory workshop, opportunity map, pilot shortlist, and readiness summary.
Not includedCustom agent build, production deployment, connector/API work, security remediation, or ongoing monitoring.
Best next moveMove into a scoped pilot only when the data, ownership, permissions, and monitoring path are clear.
After Agents
Use Agents to decide what should become a pilot.
The goal is not to build agents everywhere. The goal is to identify the few places where an agent could safely create value and clarify what foundation must exist before implementation.
FAQ
Common Agents questions.
Is this an AI agent pilot workshop?
Yes. Agents is an advisory AI agent pilot workshop. Buildout is scoped separately after realistic pilot candidates are clear.
Do we need technical people there?
A business and technical mix is useful, especially people who understand source systems, permissions, and workflow ownership.
What if we do not have agent candidates yet?
AI Compass or Workflow may be a better starting point if the use cases are not clear.
What should we prepare?
Bring candidate workflows, known tool stack, source systems, approval limitations, and appetite for a pilot.
AI Pathways: Agents
Find the AI agent pilots worth pursuing.
Tell us what agent ideas are on the table and what systems, workflows, or risks matter most.