AI agents in business: capabilities, limits and conditions

AI agents in business: capabilities, limits and conditions

AI agents can plan and act across tools, but their usefulness depends on the task, controls and operating context. This guide separates those questions and provides a framework for choosing a first use in your business.

AI agents can plan and act across tools, but their usefulness depends on the task, controls and operating context. This guide separates those questions and provides a framework for choosing a first use in your business.

AI agents can plan and act across tools, but their usefulness depends on the task, controls and operating context. This guide separates those questions and provides a framework for choosing a first use in your business.

Pencil drawing: a group seated in a circle, linked by a vertical thread to orange points arranged in orbits.
Pencil drawing: a group seated in a circle, linked by a vertical thread to orange points arranged in orbits.
Pencil drawing: a group seated in a circle, linked by a vertical thread to orange points arranged in orbits.
Published
Updated
Share this guideBy emailLinkedIn

What an AI agent does

An AI agent works towards an objective, plans intermediate steps, uses tools, observes results and adjusts its actions. Definitions vary, as the OECD’s review of agentic AI discusses.

A conversational assistant primarily responds to prompts. A rules-based automation follows predefined logic. An agent can choose some intermediate actions within its permissions. Products may combine these approaches, so ask a supplier exactly which decisions the system makes and which it cannot make.

Capability and reliability are different questions

Benchmark performance does not establish reliability in your workflow. Longer tasks create more opportunities for error, and errors can propagate between steps. As a simple illustration, ten independent steps that each succeed with 95% probability would succeed together about 60% of the time. Real workflows do not necessarily satisfy those independence assumptions; test them directly.

Forecasts of adoption or cancelled projects are forecasts, not measured outcomes. For an investment decision, examine a bounded task, its failure modes, full cost and business value.

Possible uses and prerequisites

Customer service. Search knowledge, investigate an issue, propose a resolution and escalate. Prerequisites include current knowledge, defined permissions and a clear route to a person.

Sales. Research accounts, help qualify enquiries and prepare CRM updates. Agree qualification criteria and approval rules for customer communications.

Operations. Reconcile information, check documents and assist with incident handling. Data access, permissions and exception handling need explicit design.

Finance. Assist with reconciliations, collect supporting information and prepare close activities. Preserve records of actions and controls over changes.

HR. Answer routine questions or assist with administrative preparation. Recruitment and employee assessment require particular care and may fall within high-risk AI rules, depending on the use.

When reviewing a case study, ask for the process before and after, volume, errors, human involvement and full costs. A supplier or customer announcement should be identified as such.

Start with the actual process

Procedures rarely contain every exception and informal judgement that people use. Map the work with the teams involved before giving an agent responsibility for it.

Four questions help identify a suitable candidate:

  1. Is the actual workflow understood, including exceptions?

  2. Is the task bounded, with a result that can be checked?

  3. Are possible errors manageable, with a tested human recovery route?

  4. Is a business owner responsible for the results?

Resolve unanswered questions before expanding autonomy.

Measure the first pilot

Record volume over a defined period, human intervention, detected errors and a sample check for silent errors. Measure supervision time and the full cost per successful task, including integration and review. Compare with the same process without the agent. Agree success and stopping criteria before starting.

Organisation and assessments

Make organisational decisions with a clear assessment

Our assessments identify practical changes to help your teams and processes work together.

An example from Spentia. Aria supports confidential individual interviews, with everyone in the agreed scope invited to participate. Collection is organised over three days. Senior human analysis and executive decisions remain distinct from the agent’s collection role. The boundaries of the work and the handling of individual contributions are defined in advance.

Supervision is an ongoing responsibility

Someone needs to monitor quality, adjust instructions, handle escalations, investigate failures and report results. Business ownership and technical support should work together. Confidence thresholds, anomaly checks, human sampling and a stop mechanism need to be designed and tested.

The EU AI Act classifies systems by use and risk rather than by the label ‘agent’. Applicable duties therefore depend on what the system does and the organisation’s role. The revised timetable places Annex III high-risk rules in December 2027 and high-risk AI embedded in Annex I regulated products in August 2028. Other duties, including applicable transparency rules, already operate. Check the relevant requirements for the particular use.

Further reading

Frequently asked questions

What is an AI agent?

What is an AI agent?

A system that works towards an objective by choosing steps, using tools, observing outcomes and adapting within defined permissions. The degree of autonomy varies, so examine the specific product and workflow.

How does an AI agent differ from a chatbot?

How does an AI agent differ from a chatbot?

A chatbot primarily produces conversational responses. An agent may also take actions and choose intermediate steps across tools. Some products do both. Ask what it can change, what requires approval and how actions are recorded.

Will AI agents replace employees?

Will AI agents replace employees?

The effect depends on the tasks, performance and organisational decisions. Agents may take on activities while creating review, exception-handling and oversight work. Assess complete roles and workflows before drawing conclusions about staffing.

How many businesses use AI agents?

How many businesses use AI agents?

There is no single comparable measure across all definitions of an agent. General AI adoption statistics and supplier surveys do not necessarily measure production use of autonomous systems. Check the definition, sample and evidence behind each figure.

What sets us apart.

Five commitments, from listening to an action plan.

1. Every team invited over three days.

Aria invites everyone within scope to an individual, anonymous interview. Interviews take place over three days. Participation has exceeded 85% on every engagement.

1. Every team invited over three days.

Aria invites everyone within scope to an individual, anonymous interview. Interviews take place over three days. Participation has exceeded 85% on every engagement.

2. Analysis led by senior consultants.

2. Analysis led by senior consultants.

Our consultants use B-ADSc to link bottlenecks to the decisions, responsibilities and information that cause them. You know where to act and why.

3. Control over your technology and data.

3. Control over your technology and data.

Data hosted in France. Strict compliance with the EU AI Act and GDPR.

4. An action plan in four weeks.

4. An action plan in four weeks.

The engagement takes four weeks, from scoping to final presentation. You receive costed actions, ranked with you and set out in a clear schedule.

5. Conclusions linked to the facts.

5. Conclusions linked to the facts.

Each conclusion links to the accounts that support it. We compare responses across functions and state the assumptions behind our calculations.

What sets us apart.

Five commitments, from listening to an action plan.

1. Every team invited over three days.

Aria invites everyone within scope to an individual, anonymous interview. Interviews take place over three days. Participation has exceeded 85% on every engagement.

1. Every team invited over three days.

Aria invites everyone within scope to an individual, anonymous interview. Interviews take place over three days. Participation has exceeded 85% on every engagement.

2. Analysis led by senior consultants.

2. Analysis led by senior consultants.

Our consultants use B-ADSc to link bottlenecks to the decisions, responsibilities and information that cause them. You know where to act and why.

3. Control over your technology and data.

3. Control over your technology and data.

Data hosted in France. Strict compliance with the EU AI Act and GDPR.

4. An action plan in four weeks.

4. An action plan in four weeks.

The engagement takes four weeks, from scoping to final presentation. You receive costed actions, ranked with you and set out in a clear schedule.

5. Conclusions linked to the facts.

5. Conclusions linked to the facts.

Each conclusion links to the accounts that support it. We compare responses across functions and state the assumptions behind our calculations.

What sets us apart.

Five commitments, from listening to an action plan.

1. Every team invited over three days.

Aria invites everyone within scope to an individual, anonymous interview. Interviews take place over three days. Participation has exceeded 85% on every engagement.

1. Every team invited over three days.

Aria invites everyone within scope to an individual, anonymous interview. Interviews take place over three days. Participation has exceeded 85% on every engagement.

2. Analysis led by senior consultants.

2. Analysis led by senior consultants.

Our consultants use B-ADSc to link bottlenecks to the decisions, responsibilities and information that cause them. You know where to act and why.

3. Control over your technology and data.

3. Control over your technology and data.

Data hosted in France. Strict compliance with the EU AI Act and GDPR.

4. An action plan in four weeks.

4. An action plan in four weeks.

The engagement takes four weeks, from scoping to final presentation. You receive costed actions, ranked with you and set out in a clear schedule.

5. Conclusions linked to the facts.

5. Conclusions linked to the facts.

Each conclusion links to the accounts that support it. We compare responses across functions and state the assumptions behind our calculations.

ARTICLE

What the teams already knew.

From engagement survey to decisions that change work. An engagement survey flags a difficulty. It does not say what to change. At a pharmaceutical company, around a hundred patient advisors made this journey in five months: confidential interviews, a questionnaire built on what they had said, workshops with their managers, then two decisions explained and put to the test. The case, published by Harvard Business Review, shows what separates a score from a decision, and the role an HR department can play in it.

Pencil drawing: nine people stand talking beneath a vertical orange line marked with dots, from which fine lines branch out.
Pencil portrait of a man with a shaved head, looking upwards, crossed by orange lines and dots.

ARTICLE

What the teams already knew.

From engagement survey to decisions that change work. An engagement survey flags a difficulty. It does not say what to change. At a pharmaceutical company, around a hundred patient advisors made this journey in five months: confidential interviews, a questionnaire built on what they had said, workshops with their managers, then two decisions explained and put to the test. The case, published by Harvard Business Review, shows what separates a score from a decision, and the role an HR department can play in it.

Pencil drawing: nine people stand talking beneath a vertical orange line marked with dots, from which fine lines branch out.
Pencil portrait of a man with a shaved head, looking upwards, crossed by orange lines and dots.

ARTICLE

What the teams already knew.

From engagement survey to decisions that change work. An engagement survey flags a difficulty. It does not say what to change. At a pharmaceutical company, around a hundred patient advisors made this journey in five months: confidential interviews, a questionnaire built on what they had said, workshops with their managers, then two decisions explained and put to the test. The case, published by Harvard Business Review, shows what separates a score from a decision, and the role an HR department can play in it.

Pencil drawing: nine people stand talking beneath a vertical orange line marked with dots, from which fine lines branch out.

Subscribe to the Spentia newsletter

Subscribe to the Spentia newsletter

Every Monday: three sourced facts, an article and a podcast.

AI, organisation and management: understand the changes and their effects on your business.

Every Monday: three sourced facts, an article and a podcast.

AI, organisation and management: understand the changes and their effects on your business.

Our newsletter is in French. You can unsubscribe at any time using the link in each issue.

Our newsletter is in French. You can unsubscribe at any time using the link in each issue.

Spentia SAS - 1 rue de Stockholm, FR-75008 Paris

Spentia SAS - 1 rue de Stockholm, FR-75008 Paris