Don't expect an AI agent to invent a successful sales process. First, have your human team identify and document what works—effective emails, scripts, and objection handling. Then, train the AI on this proven playbook to execute it flawlessly and at scale. The AI is a scaling tool, not a strategist from day one.

The transformative power of AI agents is unlocked by professionals with deep domain knowledge who can craft highly specific, iterative prompts and integrate the agent into a valid workflow. The technology itself does not compensate for a lack of expertise or flawed underlying processes.

AI agent tools require significant training and iteration. Success depends less on software features and more on the vendor's commitment to implementation. Prioritize vendors offering a dedicated "forward-deployed engineer" who will actively help you train and deploy the agent.

Don't just "turn on" an AI sales agent and expect results. The only path to success is to first identify what works with your human reps—the scripts, the process, the data. Then, you must manually train the AI on that proven playbook, iterating and refining its performance daily for at least a month. The AI automates success; it doesn't create it from scratch.

While choosing a leading vendor is important, the ultimate success of an AI agent hinges on the deep, continuous training you invest. An average tool with excellent, hands-on training will outperform a top-tier tool with zero effort put into its refinement.

To successfully implement AI, approach it like onboarding a new team member, not just plugging in software. It requires initial setup, training on your specific processes, and ongoing feedback to improve its performance. This 'labor mindset' demystifies the technology and sets realistic expectations for achieving high efficacy.

Vendors selling "one-click" AI agents that promise immediate gains are likely just marketing. Due to messy enterprise data and legacy infrastructure, any meaningful AI deployment that provides significant ROI will take at least four to six months of work to build a flywheel that learns and improves over time.

You can't delegate AI tool implementation to your sales team or a generalist RevOps person. Success requires a dedicated, technical owner in-house—a 'GTM engineer' or 'AI nerd.' This person must be capable of building complex campaigns and working closely with the vendor's team to train and deploy the agent effectively.

The success of your AI tool depends heavily on the vendor's human experts. Don't get stuck with a sales rep who doesn't understand the product. Demand access to their solution architects and onboarding specialists *before* you sign, ensuring you have a capable partner to guide your implementation.