Agentic AI – Building Autonomous Customer Interaction Systems (AA-BACIS)

 

Course Overview

Equip participants with the knowledge and skills to design, build, and deploy agentic AI systems for customer interactions.

Who should attend

  • Application Developers
  • Data Scientists
  • Project Managers
  • System Engineers
  • Technology Trainers

Prerequisites

  • Basic understanding of AI, familiarity with Python, and exposure to generative AI concepts (e.g., LLMs)

Course Objectives

  • Understand what agentic AI is, how it differs from generative AI, and its role in customer interactions
  • Building and deploying an autonomous AI Agent
  • Dive into the technical components and start building a simple agentic AI
  • Focus on autonomy, planning, and scalability in agentic AI systems
  • Explore practical applications and learn to deploy agentic AI in real-world settings
  • Address ethical challenges, evaluate performance, and showcase projects

Outline: Agentic AI – Building Autonomous Customer Interaction Systems (AA-BACIS)

Day One: Foundations of Agentic AI

1. Introduction to Agentic AI

  • Definition and core chrematistics
    • Autonomy, reasoning, action-oriented
  • Evolution from generative AI to Agentic AI
  • Key use cases in customer-facing roles (i.e. support, sales, engagement)
  • Interactive Q&A: What makes AI “Agentic”

2. Technology Stack Overview

  • Large Language Models (LLMs) for reasoning and communication
  • Retrieval-Augmented Generation (RAG) for real-time access
  • APIs and integrations for action-taking
  • Memory and context management systems
  • Demo: Compare a generative chatbot vs. an agentic AI workflow

3. Customer Interaction Scenarios

  • Proactive vs. reactive AI: Examples in e-commerce, healthcare, and finance
  • Mapping customer journeys to agentic AI capabilities
  • Group Activity: Brainstorm a customer interaction problem agentic AI could solve

4. Setting the Stage

  • Tools and platforms
    • LangChain, Hugging Face, API frameworks, etc.
  • Course project intro: Build an agentic AI customer assistant
  • Hands-on Lab: Set up development environment (Python, API’s, LLM access)

Day Two: Technical Foundation and Building Blocks

5. LLMs and Reasoning

  • How LLMs power natural language understanding and generation
  • Prompt engineering for goal-oriented tasks
  • Hands-on Lab: Create a basic LLM-powered Q&A system

6. Adding Context with RAG

  • What is Retrieval-Augmented Generation?
  • Connecting LLMs to external data sources
  • Hands-On Lab: Build a RAG system to fetch real-time order status

7. Action Capabilities

  • Integrating APIs for task execution
  • Designing multi-step workflows
  • Hands-on Lab: Add an API call to reschedule a mock delivery

8. Wrap-up and Project Work

  • Combining Day 2 skills into a mini-agent
  • Group Discussion: Challenges in autonomy and decision making
  • Project Time: Begin Coding the customer assistant (i.e. order support agent

Day Three: Designing Autonomous Agents

9. Autonomy and Planning

  • How agentic AI breaks down goals into actionable steps
  • Algorithms for planning (i.e. tree search reinforcement learning basics
  • Demo: An agent resolving a multi-step customer query

10. Memory and Context Management

  • Short-term vs. long-term memory in AI Agents
  • Maintaining conversation context across interactions
  • Hands-on Lab: Add memory to your agent for follow-up questions

11. Scaling Agentic AI

  • Handling high volumes of customer interactions
  • Load balancing and performance optimization
  • Case Study: A real-world deployment

12. Project Development

  • Refine the customer assistant: Add planning and memory features
  • Peer Review: Share progress and Troubleshoot

Day 4: Business Applications and Deployment

13. Business Use Cases

  • Customer support: Ticketing, refunds, escalations
  • Sales: Upselling, personalized recommendations
  • Proactive care: Anticipating customer needs
  • Group Activity: Design an agentic AI for a specific industry

14. Integration with Business Systems

  • Connecting to CRMs (e.g., Salesforce), ERPs, and messaging platforms
  • Security and data privacy considerations
  • Hands-On: Simulate integration with a mock CRM

15. Deployment Strategies

  • Cloud vs. on-premise deployment
  • Monitoring and maintaining AI agents
  • Demo: Deploy a sample agent to a cloud platform

16. Project Refinement

  • Finalize the customer assistant: Test multi-step workflows
  • Prepare for Day 5 presentations

Day 5: Ethics, Evaluation, and Capstone

17. Ethics and Governance

  • Bias and fairness in autonomous decision-making
  • Transparency: Letting customers know they’re interacting with AI
  • Guardrails and human oversight
  • Discussion: Ethical dilemmas in customer-facing AI

18. Evaluating Agentic AI

  • Metrics: Accuracy, customer satisfaction, task completion rate
  • Testing for edge cases and failure modes
  • Hands-On: Test your agent with simulated customer scenarios

19. Capstone Project Presentations

  • Teams present their customer assistants (e.g., demo + explanation)
  • Feedback from peers and instructors

20. Wrap-Up and Next Steps

  • Recap of key learnings
  • Resources for further study (e.g., frameworks, research papers)
  • Q&A and course feedback

Prices & Delivery methods

Online Training

Duration
5 days

Price
  • Online Training: CAD 3,995
  • Online Training: US $ 2,895
Classroom Training

Duration
5 days

Price
  • Canada: CAD 3,995

Schedule

Currently there are no training dates scheduled for this course.