Guides
Guides
Start here if “agents” and “prompting” still feel fuzzy, or if you’re about to give an agent access to real systems.
Getting started
What is an AI agent? A plain-English guide
The difference between a chatbot, a workflow and an agent, and how to tell which one your problem actually needs.
Read the guide GuidePrompting basics: how to ask AI for what you actually want
Five habits that turn vague AI answers into useful ones, with a template you can copy.
Read the guide GuideHow to tell whether an AI use case actually pays back
A simple, honest method for measuring the return on an AI tool or agent before and after you roll it out.
Read the guideUse agents safely
Agent permissions and approvals: give AI only the access it needs
How to decide what an AI agent may read, what it may do, and which actions a person must approve first.
Read the guide GuideKeeping data safe when you use AI tools
What not to paste into AI tools, what to check in a provider’s terms, and how to stop outside content tricking an agent into leaking information.
Read the guide GuideHow to test an AI agent before you trust it
A simple, repeatable way to check an agent on your real work, including the awkward and malicious cases, before it touches customers or money.
Read the guide GuideAn AI and agents policy for your business: template and checklist
A short, plain-English policy you can adapt in an afternoon, plus a checklist to run before any new AI tool or agent goes live.
Read the guide