From open questions to rules that hold in operation.
We settle responsibility
Who owns which agent, who reviews its output, who decides on changes. An agent without an owner is a risk, not a tool.
Then we set the guardrails
What agents may do on their own, where approvals are needed, how decisions are logged. The rules are written before operation, not in reaction to the first incident.
And we prepare the teams
Roles change when agents take over routine work. A staged introduction plan makes sure the organisation comes along instead of working against it.
Four documents that make AI operable.
Roles & responsibility model
Who owns which agent, who reviews results, who decides on changes, defined per area of use.
Governance guardrails
What agents may do independently, where approvals are required and how decisions are logged.
Escalation & human-in-the-loop
Defined handovers to people: when an agent stops, who takes over and how the case flows back.
Introduction roadmap
Pilot, training and rollout in clear stages, so the organisation comes along instead of working against it.
Frequently asked questions about AI Operating Model
Three more services in Plan
If Plan is not the right starting point for you, explore the other phases of the Agentic Growth Stack as well.
AI Transformation Strategy & Roadmap
Positioning before the first euro: data quality, system landscape and use cases evaluated, with ROI model and prioritized roadmap.
CRM Strategy & Process Design
Sales, marketing and service processes are designed to be mapped in the CRM, instead of existing alongside it in spreadsheets.
Platform & Software Design
Target architecture for platform and in-house development: what HubSpot handles, what in-house software provides, and how both interact.
