We start with the data. The documents and records the AI will consult get the same care as an analytics pipeline: ingestion, cleaning, splitting into passages and indexing for search. For each question, the search picks the passages closest to the topic, the model answers based on them and the answer includes a reference to each passage. This technique is called RAG.
When the task requires action, the agent steps in: it queries systems via API, fills in records and routes steps, with explicit limits and a pause for someone on your team to approve before any action that saves, sends or approves something. Access can be through a Power Apps app, a Power Automate cloud flow or an API.
Before scaling up, you see three numbers measured on your own case: accuracy on real questions, response time and cost per query.