AI Agent Playbook: How GTM & CX Teams Deploy at Scale

So You Want to Hire
an AI Agent?

So You Want to Hire an AI Agent?

A pragmatic playbook for GTM, Marketing & CX leaders

FEATURING INSIGHTS FROM LEADERS AT

Hype cycles move fast. A year ago “co-pilot” was the word on every demo.  Today vendors promise “digital workers” that claim to run your pipeline, triage support tickets, even close the books while you sleep.
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For GTM, marketing and customer-experience teams, the sales pitch sounds irresistible:

Hype cycles move fast. A year ago “co-pilot” was the word on every demo.  Today vendors promise “digital workers” that claim to run your pipeline, triage support tickets, even “close the books” while you sleep.
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For GTM, marketing and customer-experience teams, the sales pitch sounds irresistible:

Let AI take over entire workflows so your team can scale output without scaling headcount.

Yet every leader we interviewed, spanning frontline operations to industry analysis, surfaced the same unspoken tensions they’re seeing across the board:

spanning frontline operations to industry analysis surfaced the same unspoken tensions they’re seeing across the board:

This guide cuts through that noise to offer a clear, ground-truth view of AI agents.
It blends day‑to‑day pain points from GTM, Marketing & CX leaders with hands‑on advice from AI‑product builders to help you answer three critical questions:

This guide cuts through that noise to offer a clear, ground-truth view of AI agents.

It blends day‑to‑day pain points from GTM, Marketing & CX leaders with hands‑on advice from AI‑product builders to help you answer three critical questions:

How This Playbook Is Organized

PART 1

Understanding the AI Agent Landscape

We define what an agent actually is, bust the most persistent myths, and give you a reality-check framework you can use to evaluate AI solutions today.

PART 2

Workflows in Focus

We map real-world workflows from prospecting and GTM to customer success and operations and pair them with agent “resumes” so you can draft your own job description for your next AI teammate.

PART 3

Hiring, Scaling & Measuring

We give you checklists and rollout templates to help you pick the right agent, set guardrails, and prove ROI.