AI & automation · Guide

Agent, chatbot or workflow?

The right choice depends on the job. A conversation, a sequence of rules and model-driven action address different constraints.

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SAMA TECHLY / KNOWLEDGE

What matters

Chatbot

Useful for dialogue and guidance. Check information quality and human handover before expanding its role.

Workflow

Fits a predictable sequence of rules and integrations. Exceptions and recovery are part of its design.

Agent

Useful when steps require adaptation. That flexibility demands more boundaries, testing and monitoring.

Check in your context

Prepare the next step

A real task example and its exceptions
Current tools and available access
Permitted data and the role of human review
A baseline metric to assess outcomes

An explicit scope, documented rules and a validation protocol. Access and responsibilities are defined before launch.

SAMA / ANSWERS

Essential questions

How should I use this guide?

Apply the criteria to your situation and note assumptions to verify. Technical choices and costs need confirmation against your actual scope.

What should I prepare for a first conversation?

Your objective, a representative example and known constraints are enough to start. Sensitive documents or access are reviewed later within an appropriate framework.

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YOUR NEXT CHAPTER

Let’s scope your project.

An idea, a process to improve, visibility to build. Let’s start with your objective.

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