1 00:00:00,06 --> 00:00:01,05 - [Instructor] How should humans 2 00:00:01,05 --> 00:00:03,06 and your AI agent collaborate? 3 00:00:03,06 --> 00:00:05,02 That's the last critical pillar 4 00:00:05,02 --> 00:00:07,06 to moving your agent into production, 5 00:00:07,06 --> 00:00:09,06 and this is all about finding the right balance 6 00:00:09,06 --> 00:00:12,05 between autonomy and oversight. 7 00:00:12,05 --> 00:00:14,02 Why does it matter so much? 8 00:00:14,02 --> 00:00:16,06 Well, because if you give your agent too much freedom, 9 00:00:16,06 --> 00:00:19,07 you risk mistakes or unexpected actions. 10 00:00:19,07 --> 00:00:20,06 Give it too little, 11 00:00:20,06 --> 00:00:23,08 and it's just a fancy chatbot with little value. 12 00:00:23,08 --> 00:00:25,03 The key is designing the interface 13 00:00:25,03 --> 00:00:27,00 so that humans stay in control, 14 00:00:27,00 --> 00:00:30,02 while the agent does the heavy lifting. 15 00:00:30,02 --> 00:00:31,09 You'll hear two common patterns. 16 00:00:31,09 --> 00:00:34,02 The first one is human in the loop. 17 00:00:34,02 --> 00:00:36,08 The human improves or edits the agent's output 18 00:00:36,08 --> 00:00:39,00 before it moves forward. 19 00:00:39,00 --> 00:00:41,02 The other one is AI in the loop. 20 00:00:41,02 --> 00:00:44,04 This is a more augmented approach where the agent assists 21 00:00:44,04 --> 00:00:47,05 or automates a human-led process. 22 00:00:47,05 --> 00:00:48,08 Both types are valid. 23 00:00:48,08 --> 00:00:51,02 Which one you choose really depends on the risk 24 00:00:51,02 --> 00:00:53,04 and the context of the task. 25 00:00:53,04 --> 00:00:57,02 In our presales agent, we use a human in the loop setup. 26 00:00:57,02 --> 00:01:00,00 The agent prepares the quote and drafts the email, 27 00:01:00,00 --> 00:01:02,08 but the salesperson reviews it before sending it out, 28 00:01:02,08 --> 00:01:04,07 and that's the right balance in this case. 29 00:01:04,07 --> 00:01:08,02 Automation helps, but humans stay accountable. 30 00:01:08,02 --> 00:01:09,02 Keep a human in the loop 31 00:01:09,02 --> 00:01:11,07 whenever the decision has real consequences, 32 00:01:11,07 --> 00:01:15,05 like pricing, compliance, or communication with customers. 33 00:01:15,05 --> 00:01:19,02 AI agents can suggest or prepare, but humans in this case, 34 00:01:19,02 --> 00:01:21,03 decide and approve. 35 00:01:21,03 --> 00:01:23,05 On the other hand, full autonomy works great 36 00:01:23,05 --> 00:01:26,01 for repetitive or low-risk tasks, 37 00:01:26,01 --> 00:01:28,03 like fetching data, summarizing notes, 38 00:01:28,03 --> 00:01:30,03 or preparing internal drafts. 39 00:01:30,03 --> 00:01:32,07 That's where agents shine. 40 00:01:32,07 --> 00:01:36,04 A well-designed interface makes those boundaries obvious. 41 00:01:36,04 --> 00:01:39,01 In NAM, you can use the human in the loop nodes 42 00:01:39,01 --> 00:01:42,02 that allows you to send messages and have humans respond 43 00:01:42,02 --> 00:01:45,00 before the agent continues with a workflow. 44 00:01:45,00 --> 00:01:47,07 This allows you to let humans step in when needed, 45 00:01:47,07 --> 00:01:50,06 and always make it easy to pause, edit, 46 00:01:50,06 --> 00:01:53,07 or override the agent's actions. 47 00:01:53,07 --> 00:01:55,09 My tip, design with a high level 48 00:01:55,09 --> 00:01:58,04 of human-in-the-loop involvement at first. 49 00:01:58,04 --> 00:02:00,04 Build your workflow so a person reviews 50 00:02:00,04 --> 00:02:03,04 each critical output, like quotes, emails, or decisions, 51 00:02:03,04 --> 00:02:05,00 before they go out. 52 00:02:05,00 --> 00:02:08,01 And once the agent performs reliably and consistently, 53 00:02:08,01 --> 00:02:11,06 you can start to remove or automate those approval steps. 54 00:02:11,06 --> 00:02:14,05 It's the fastest way to scale without losing trust, 55 00:02:14,05 --> 00:02:16,00 and it keeps your team confident 56 00:02:16,00 --> 00:02:19,00 as the agent takes on more responsibility.