- [Instructor] How should humans
and your AI agent collaborate?
That's the last critical pillar
to moving your agent into production,
and this is all about finding the right balance
between autonomy and oversight.
Why does it matter so much?
Well, because if you give your agent too much freedom,
you risk mistakes or unexpected actions.
Give it too little,
and it's just a fancy chatbot with little value.
The key is designing the interface
so that humans stay in control,
while the agent does the heavy lifting.
You'll hear two common patterns.
The first one is human in the loop.
The human improves or edits the agent's output
before it moves forward.
The other one is AI in the loop.
This is a more augmented approach where the agent assists
or automates a human-led process.
Both types are valid.
Which one you choose really depends on the risk
and the context of the task.
In our presales agent, we use a human in the loop setup.
The agent prepares the quote and drafts the email,
but the salesperson reviews it before sending it out,
and that's the right balance in this case.
Automation helps, but humans stay accountable.
Keep a human in the loop
whenever the decision has real consequences,
like pricing, compliance, or communication with customers.
AI agents can suggest or prepare, but humans in this case,
decide and approve.
On the other hand, full autonomy works great
for repetitive or low-risk tasks,
like fetching data, summarizing notes,
or preparing internal drafts.
That's where agents shine.
A well-designed interface makes those boundaries obvious.
In NAM, you can use the human in the loop nodes
that allows you to send messages and have humans respond
before the agent continues with a workflow.
This allows you to let humans step in when needed,
and always make it easy to pause, edit,
or override the agent's actions.
My tip, design with a high level
of human-in-the-loop involvement at first.
Build your workflow so a person reviews
each critical output, like quotes, emails, or decisions,
before they go out.
And once the agent performs reliably and consistently,
you can start to remove or automate those approval steps.
It's the fastest way to scale without losing trust,
and it keeps your team confident
as the agent takes on more responsibility.