“The agent ... create a new category and then file it ... hold it in a holding category ... you have to stop, hold the information, and then in the next chat, ask me what I want to do about it”
Melissa Ramey · The AI in Business Podcast · Stop Overpaying for AI Power You Don't Need - with Melissa Ramey of Salesforce
Play from 21:59
21:59
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What was described
When an AI agent returns new work, it creates a holding category and pauses for human decision before filing it
Said nearby on the same subject
“Authority comes down essentially to what decisions am I choosing as the human in the loop to make? What decisions am I giving to the agent to make? And what decisions can the AI agent never make?”
“When work comes in, the intake agent… preparer agent does the first draft… reviewer agent checks that draft… a person always approves before anything reaches the client.”
“The interaction intelligence layer ... take in every touchpoint ... hold that memory and information so that when you deploy AI agents ... it can pull that information right away”