Zach giving a presentation about AI to an attentive seated audience in a modern corporate conference room with large windows overlooking a city.

Mastering Agentic Workflows

A full day that turns AI agents into dependable systems for customer service, support, finance, HR, and operations

Duration

Full-Day

Format

In Person & Virtual

Group size

8 to 25 people

Price Range

$12,000+

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AI agents that do real work, not demos

Every operations leader has seen the demo: an AI agent answers tickets, routes requests, and triages workflows. Then the pilot starts, and six weeks later it is still stuck in proof-of-concept purgatory.

The bottleneck is not model intelligence; it is workflow architecture. Moving from a fragile demo to a dependable business system requires clear delegation: knowing exactly what agents handle autonomously, when human-in-the-loop escalation triggers, and how strict compliance guardrails protect customer data.

Built for customer service, support, finance, HR, and operations leaders, this intensive workshop turns stalled AI experiments into production-grade systems. We map your actual business processes, implement audit trails, and calculate hard payback metrics so your executive team sees clear financial returns rather than vendor hype.

Drawing from 31 patents and real-world enterprise deployments, I give your team the frameworks, vendor scorecards, and a 90-day rollout roadmap to deploy autonomous agents with confidence.

Your team leaves with an execution blueprint they put into production the following Monday.

A wide view of a conference room where Zach presents a slide titled 3D Scene Understanding showing a labeled 3D room scan, with attendees seated at tables working on laptops in the foreground.
Four professionals including Zach Rattner participating in a panel discussion on a brightly lit stage at the AICPA and CIMA ENGAGE 24 conference.
Zach in a black suit giving a presentation to an audience in a modern conference room. A screen behind him reads 'AI MAGNIFIES YOU. It does not replace you.'
A wide shot of a professional conference with an audience seated at long tables listening to a speaker on a brightly lit stage with large presentation screens.
A speaker presenting on stage at a brightly lit corporate event to an audience seated at round tables, with a large screen displaying the words BASELINE PROFICIENCY.

How the day runs

Full day, in this order. I tailor the examples to your industry before we start, so the shape holds and the content is yours.

  1. 01

    Why the pilot stalled

    We start with the agent work already underway and find where it stopped. It is almost never the model.

  2. 02

    Process mapping

    Your real operations, support and finance workflows on the wall, scored for where an agent pays back first.

  3. 03

    Drawing the handoffs

    Where an agent acts alone, where it escalates, and who catches it. This is the part that decides whether it survives contact with customers.

  4. 04

    Guardrails and audit trails

    The controls your compliance team will ask about, specified before anything goes live rather than after.

  5. 05

    The business case

    Deflection rates, handle times and payback, filled in with your numbers so the CFO conversation is already had.

  6. 06

    The 90 days

    Your top workflow, from where it is now to production, with owners against dates.

Where I have taught and spoken

CiscoEtsyCarMaxPMIAICPA & CIMAVirginia TechCal State FullertonCydcorArkusNexusIAMEPAAUX BrightonBrighton SEO
Zach smiles warmly from behind a podium branded Swissotel Nankai Osaka, flanked by a FIDI 39 Club table flag and a red Japanese paper lantern beneath a wall sconce on a gold patterned wall.
"Zach's insights were practical, engaging, and very well received by the attendees."
FIDI 39 Club
Osaka, Japan. A working session that closed with a 30-day rollout plan each attendee could start on Monday.

See where your agents would pay back first

If service or support is one of the functions you are automating, start there. My free Call Center Analyzer reads your own conversations and shows what full-coverage analysis surfaces, which is the same evidence we use on the day to rank which processes to automate first.

Analyze your conversations free

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