Alteryx
HOW WE WORK

From idea to live agent

One intake, one page per agent, four stages with a gate at each. Bring questions and requests to us. We'll point you to the right door.

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THE BASICS

So what is an AI agent?

A chat tool

You ask, it answers
Knows only what you paste in
You copy and paste the result
A chat history only you can see

An agent

You give it a goal, it finishes the job
Uses our data, tools, and definitions
Acts where you work
Permissioned, logged, reviewable

A teammate you can hand work to, not a tool you have to babysit.

STEP ONE · INTAKE

What you tell us

Every request starts the same way. Answer these and we have what we need to score it and build its page.

01

Main goal

The job you want the agent to finish.

02

Example request

A real ask someone would make of it.

03

Data and definitions

What it needs to know, and what each term means.

04

Other tools

The systems it has to connect to.

05

What a person must approve

The steps a human signs off before anything goes out.

06

Who owns it

The person accountable for it over time.

07

Where it is in the process

The stage it has reached, so everyone sees the same status.

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STEP TWO · AGENT PAGE TEMPLATE

Every agent has a page

One intake, one page per agent. Each answer you give shows up in a fixed place, so every page reads the same way.

What you tell us at intake and where it appears on the agent page
What you tell us at intakeWhat the agent page shows
Main goalWhat it does
Example requestHow to use it
Data and definitionsWhat it knows
Other toolsWhat it connects to
What a person must approveWhat needs a human
Who owns itWho to contact
Where it is in the processStatus
See an example agent page
STEP THREE · FOUR STAGES, FOUR GATES

From idea to live

An agent moves forward only when it passes the gate at the end of its stage.

STAGE 1

Propose

Goal, data, definitions, tools, owner, baseline.


GATE

Scored on value, feasibility, risk; data checked.

STAGE 2

Stage

Built and tested on sample data.


GATE

Passes a test set; analytics and tech sign off.

STAGE 3

Pilot

Small group; a person approves every output.


GATE

Meets success measures against baseline.

STAGE 4

Deploy

Wider rollout, permissions and logging on.


GATE

Sponsor sign-off if it writes to systems or touches customers.

Then maintain: regular owner review · re-test on any model, prompt, or data change · a retirement trigger

Guardrails on every agent

Permissioned

Every action runs with the access it has been given, and no more.

Logged and reviewable

Every step is recorded, so you can see what the agent did and why.

Measured

Each agent is checked against the baseline it was proposed with.

UNDER THE HOOD

One platform, built once

What we teach the system stays with us. Agents can switch models without being rebuilt.

Company-owned

Know-how is shared and reviewed, not stuck in individual chat accounts. We can switch models without rebuilding.

One shared engine

Every agent runs on the same engine. Long tasks finish, failed steps retry on their own, and every step is traced.

Gets better over time

Reviewed corrections feed back in, so agents improve instead of starting from scratch every chat.

Ready to start?

Bring questions and requests to us. We'll point you to the right door.

Request an agent Request a change Talk to the team