AI-Agent Discovery and Qualification

Acknowledgement: Shared by Peter Bamuhigire, techguypeter.com, +256 784 464178.

Use When

• The buyer has asked for "an agent", "an AI agent", "a multi-agent system", "autonomous AI", "AI that does the work", or named an outcome the agent must complete end-to-end (resolved ticket, triaged claim, reconciled ledger, drafted document).
• The proposal must demonstrate that the agency interrogated whether the requirement is really agentic before agreeing to price one.
• The buyer's CFO, CTO, CISO, head of operations, or general counsel will challenge autonomy, irreversibility, accountability, and oversight before approving.
• A workflow-only or copilot-only response would lose to a competitor that read the brief more carefully — or win the bid and fail in delivery.

Do Not Use When

• The bid is for a copilot, RAG search, AI analytics, or AI-assisted decisioning that does not take actions on the buyer's behalf (use ai-on-saas-discovery-and-qualification).
• The bid is for generic AI strategy without an action-taking deliverable (use ai-transformation-proposal + sales-discovery-and-objection-handling).
• The "agent" in the brief is a chatbot with no tool access and no action capability — qualify the term and route to copilot discovery.

Required Inputs