Many business leaders want to use AI but aren’t sure where to start. In a recent SOLVD.cloud webinar, Evan Connell, SOLVD Consulting Manager, explained how to bring AI into your company without wasting time or money. His advice? Start small and build smart.
“Step one is not to start buying a bunch of tools… it’s giving your team access to tools and encouraging their use.” — Evan Connell, SOLVD Consulting Manager
Let’s walk through how you can use AI agents—smart software tools that act like digital coworkers—to make your business run better.
Before buying new software, pause and ask: What do we want AI to help us do? How will we know it’s working?
You need your leadership team to agree on what matters most. Without this, you risk investing in tools that don’t solve real problems.
Give your team access to easy tools and let them try things. Often, this shows where AI could really make a difference.
“A lot of times through that process, the best places to put the money… bubble to the top.” — Evan Connell, SOLVD Consulting Manager
When your team says, “If we had a tool to do this, it would save hours,” that’s when you know where to focus.
Now comes step three: strategic adoption. This is where AI agents come in.
So, what is an AI agent?
It’s a tool powered by AI, like ChatGPT, that can follow instructions, take action, and adjust as it goes. It’s like a helpful digital teammate.
“A human might give an agent a task, and then it’s able to act, observe, and decide what to do next.” — Evan Connell, SOLVD Consulting Manager
Agents have three key parts:
Let’s say a support agent gets a customer email. The AI can read it, check their history, draft a reply, or suggest the next best action—all automatically.
Don’t build one agent to do everything. Instead, build small agents for specific jobs. That makes them easier to test, fix, and trust.
Also, show what the agent plans to do before it takes action. That helps build user confidence.
AI agents can help with support, scheduling, sales, and more. But the key is to start with a clear plan and test the right tools.
Book a free consultation with SOLVD.cloud today. We’ll help you explore how AI agents can make your team faster, smarter, and more effective.
From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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