Beam AI Pro Tips
↗️ Start with one high-ROI workflow: e.g., email/PDF order intake → ERP/CRM. Prove value, then expand.
↗️ Use a template, then specialize: customize actions, prompts, and escalation in Agent Hub instead of building from scratch.
↗️ Wire to your system of record early: connect Salesforce/HubSpot/ERP/Notion/Slack so agents can read context and take actions.
↗️ Define success per workflow: target metrics like success rate, AHT, auto-resolution %, exception rate, CSAT/SLAs.
↗️ Add guardrails + HITL: set confidence thresholds; require approval for refunds, contract edits, or PII changes.
↗️ Standardize inputs: normalize subject lines and document formats; reject/route malformed inputs.
↗️ Sandbox and A/B changes: compare prompt/tool tweaks before full rollout; canary deploy to 5–10%.
↗️ Instrument everything: log intent, tools called, latency, errors, and outcomes; tag runs with version IDs.
↗️ Handle edge cases explicitly: write decision trees for partial orders, duplicates, missing fields, timeouts.
↗️ Design retries/backoff: idempotent actions with dedup keys to avoid double charges/updates.