Agentic AI for Managers
Find where agents can help your team, redesign real workflows with them, and test and control the result before you scale it.
Is this your path?
This path is for managers, team heads and process owners who are responsible for how work gets done in a function such as sales, finance, HR, procurement, operations or customer service.
If you want agents to help with your own tasks, see the Professionals path. If you set direction for the whole organisation, see the Leaders path.
- Find and rank the best opportunities for agents in your function
- Redesign a real workflow with clear human and AI roles
- Test an agent-run workflow and decide whether to pilot, redesign, restrict or stop
Your three levels
Start at Level 1 if you have not yet mapped where agents fit in your function. If you already have a process in mind, Level 2 is a good start. You do not need to take all three.
Level 1 · 8 hours · Understand and chooseAgentic AI Opportunity Mapping
Find and prioritise where agents can help in your function, and where a simpler fix works better.
A functional opportunity register, a prioritised shortlist, named owners and a recommended first investigation.
- Linking AI to the outcomes and KPIs of your function
- Spotting pain points, handoffs and repeat work
- Comparing agents with simpler, non-AI fixes
- Ranking opportunities by value, feasibility and risk
Level 2 · 16 hours · Apply and buildAgentic AI Workflow Design
Redesign a real workflow with agents, decide who does what, and build a small prototype or pilot plan.
A use-case brief, a redesigned workflow, a control map, a bounded prototype or pilot design, and an adoption plan.
- Mapping a current process and redesigning it
- Dividing work between people and agents
- Setting approvals, escalation and stopping rules
- Building a simple no-code prototype and planning a pilot
Level 3 · 16 hours · Test and controlAgentic AI Workflow Testing and Control
Test a workflow that agents run, find where it fails, set the controls, and decide with evidence whether to go ahead.
An evaluation suite, results and a failure log, a responsibility map, benefit evidence and an evidence-based pilot recommendation.
- Setting success criteria and testing a workflow, including hard cases
- Finding where an agent fails and what it costs you
- Privacy, fairness and access checks
- Override and stop rules, and deciding whether to pilot, redesign or stop
Function and sector editions
The same method, applied to a specific function or industry with its own examples and controls.