5 Best Practices to Operationalize Agentic AI for Speed, Scale and Impact

By Maneeza Malik, Product Marketing Director

Agentic AI is redefining how work gets done. By combining intelligent agents and assistants, it automates complex workflows and enhances decision-making across the enterprise.

According to Gartner, organizations are rapidly embarking on agentic AI projects — shifting from basic automation to seamless collaboration between AI and humans. This evolution is enabling businesses to increase productivity, reduce operational friction and respond to change with greater agility.

To fast-track this transformation, Jitterbit has introduced three new AI bundles that simplify the deployment of AI agents and assistants across critical business functions and processes.

Each Jitterbit AI bundle includes:

• The full capabilities of the unified, AI-infused, low-code Jitterbit Harmony platform, including Jitterbit iPaaS, App Builder and API Manager
• One purpose-built, enterprise-ready AI agent (Sales, HR or Knowledge) or the option to build custom agents
• Jitterbit API Manager AI Assistant and App Builder AI Assistant—giving you AI-powered guidance to rapidly integrate systems, build applications and automate processes.
• 60 hours of Jitterbit expert-led Agentic AI Professional Services offering hands-on support at every stage to help you scope, develop and deploy more quickly and securely.

Ready to harness the power of agentic AI? Here are five best practices to help you deploy quickly, drive real results and unlock intelligent automation at scale.

1. Start with the right use case: small, high-impact, business critical

The most successful agentic AI rollouts start with focused, high-impact use cases tied to key business processes or functions. Look for opportunities where AI-powered intelligent automation can improve productivity, reduce manual effort or speed up decision-making.

Think:

• Sales teams accessing real-time account data
• HR automating onboarding and key workflows
• Line-of-business users retrieving information and getting answers to their questions instantly

Jitterbit’s prebuilt AI agents for Sales, HR and knowledge management help you address these priorities. Here’s a look at some of their capabilities:

• Jitterbit Sales Agent: Effortlessly surfaces account data, deal information and more to empower your sales team.
• Jitterbit HR Agent: Automates onboarding, training, IT support and more to simplify and enhance employee experience.
• Jitterbit Knowledge Agent: Instantly unlocks and presents enterprise knowledge by accessing data across systems, apps, data sources and repositories — eliminating data silos and delays.

By starting small and strategic, you can demonstrate quick wins, prove ROI early and build the momentum to scale with confidence.

2. Combine AI agents and assistants – know the roles and leverage their synergy

The best AI strategies use both agents and assistants – and understand how each drives value in different ways.

By deploying AI agents that execute alongside AI assistants that provide guidance, you unlock intelligent automation that scales.

3. Design for human and AI collaboration, not full autonomy

AI agents are most effective when they enhance — not replace — human expertise. The best agentic AI strategies prioritize collaboration, with humans in the loop to guide, validate and continuously improve outcomes.

Design your workflows to balance automation with human oversight:

• Agents handle repetitive or time-consuming tasks and orchestrate complex workflows
• Humans apply judgment, provide approvals or correct outputs
• Feedback loops refine agent performance over time

This collaborative approach ensures decisions remain context-aware, responsible and aligned with business goals. Human-in-the-loop design is also a best practice for maintaining control, building user trust and managing risk — especially in high-stakes or regulated environments.

With Jitterbit, you get full visibility into agent-executed tasks, along with built-in governance to keep AI activity accountable and auditable. Our platform helps you design intelligent workflows that are not only efficient but also transparent, trustworthy and ready to scale safely.

4. Build on trusted infrastructure – secure, governed, scalable

Agentic AI success depends on a solid foundation. Without security, governance and scalability, AI adoption can stall — or worse, introduce risk. That’s why Jitterbit Harmony is purpose-built to support safe, enterprise-grade AI deployments from day one.

The Harmony platform and AI bundles provide:

• Secure, flexible LLM access to OpenAI, Azure OpenAI, Amazon Bedrock and more — avoiding vendor lock-in
• Comprehensive governance over data, models and AI agents with AI accountability
• Low-code orchestration to deploy and manage agents across workflows with ease
• Integration-ready infrastructure that connects seamlessly to existing apps, data sources, APIs and systems
• Enterprise-grade security that includes adherence to strict industry standards and protocols including protecting sensitive data
• Built-in compliance with global standards like GDPR, CCPA and more

Jitterbit also sets the bar for responsible AI, becoming the first in its category to earn ISO/IEC 42001 certification—the world’s first AI management standard. This certification amplifies Jitterbit’s commitment to transparency, traceability and ethical AI usage.

Our layered approach to AI security includes:

• Logical, organizational and physical security controls
• Role-based access control, environment isolation and audit trails
• MFA, SSO and end-to-end encryption
• Full support for Model Context Protocol (MCP), the emerging standard for AI agent connectivity

Scalability is just as critical. Harmony delivers high availability with global data centers; intelligent routing; and support for cloud, on-prem or hybrid deployments. It’s built to grow with your business.

With Jitterbit, you get more than AI power — you get peace of mind. Every layer of the platform is designed to help you scale securely, govern responsibly and stay ahead with AI you can trust.

5. Treat AI agents like new team members

Think of AI agents like onboarding new hires. They need:

• A clearly defined role
• Training on your data
• Defined performance goals
• Ongoing feedback and evaluation

AI agents provide immediate value, but like any new team member, they improve with context, coaching and experience. With the right oversight and feedback loops, they become more effective, stay aligned with business goals, and continuously adapt as your business or IT needs evolve.

Jitterbit’s Agentic AI Professional Services brings deep expertise to ensure secure, governed deployment tailored to your data. Our team helps you launch fast and apply proven best practices to accelerate automation outcomes.

Take Action

Ready to put agentic AI to work in your organization? Connect with your Jitterbit Customer Success Manager or Account Executive to explore how our AI bundles can help you launch quickly, scale confidently and deliver real business impact.