Before we talk about plans, we need to ground the conversation. 

An AI agent is not just a chatbot that answers FAQs. 

An AI agent is a system that can: 

• interpret intent 

• take action across systems 

• follow defined rules and policies 

• escalate appropriately 

• learn within controlled boundaries. 

In a government context, that could mean an agent that: 

• guides a citizen through eligibility, application, and next steps 

•  supports case workers by summarizing files, flagging risks, or drafting correspondence 

•  proactively notifies citizens of obligations, deadlines, or benefits. 

 Start outcomes, not technology 

The biggest mistake I see government organizations make is starting with the tool. 

They ask: 

• what AI platform should we buy? 

• should we build or buy? 

• can we pilot something quickly? 

Those are the wrong first questions The plan must start with service outcomes. 

Instead ask, where 

do citizens experience the most friction? 

are staff overwhelmed by repetitive, rules-based work? 

do delays create risk, cost, or loss of trust? 

High-value use cases for AI agents in government usually share three characteristics: 

• high volume 

• high repetition 

• clear policy or decision frameworks 

Eligibility checks. Status updates. Intake and triage. Case summarization. Guided self-service. 

Your plan should prioritize two or three services, not twenty. 
  

Define guardrails before building 

This is where government differs fundamentally from the private sector—and where planning really matters. 

Before deploying AI agents, your plan must clearly define guardrails in four areas: 

Authority 

• What decisions can an AI agent make? 

• What decisions must remain human-led? 

• What decisions require dual control? 

If you can’t answer that clearly, you’re not ready to deploy. 

Accountability 
Every AI-enabled service must have a: 

• named service owner 

• business accountable for outcomes 

• clear escalation and remediation model. 

AI does not remove accountability. It concentrates it. 

Privacy and data use 
Your plan must explicitly define: 

• what data the agent can access 

• what data it cannot access 

• how data is logged, audited, and retained. 

If privacy teams are brought in after the pilot, you’ve already failed. 

 Design AI Agents as part of the service journey 

Here’s an important mindset shift--you don’t “add” an AI agent to a service. 

 
You design the service around the agent and the human together. 

That means mapping the end-to-end journey and asking where does the agent: 

• lead? 

• assist? 

• step back? 

Build the operating model around the agent 

One of the most overlooked parts of AI planning in government is the operating model. 

AI agents require: 

• ongoing training and tuning 

• policy updates 

• content governance 

• performance monitoring. 

Your plan must answer who: 

• owns the agent? 

• updates rules and prompts? 

• reviews decisions and outcomes? 

• responds when something goes wrong? 

Leading organizations have: 

• product-style ownership for AI agents 

• multidisciplinary teams—policy, service design, legal, technology 

• clear metrics tied to service outcomes, not usage statistics 

Measure  

Let’s talk about metrics. 

Too many AI pilots measure: 

• number of interactions 

• containment rates 

• cost deflection 

Those are operational metrics not public value metrics. 

A strong AI agent plan measures: 

• reduction in time to resolution 

• increase in first-time-right applications 

• improved staff capacity and satisfaction 

• decrease in repeat contact 

• improved equity of access 

Scale intentionally 

Once the first use cases are live and stable, the plan should shift from experimentation to platform thinking. 

That means: 

• reusable components 

• shared governance models 

• consistent citizen experience across services. 

The goal is not dozens of disconnected agents. The goal is a coherent AI-enabled service ecosystem. Scaling without a plan creates fragmentation. Scaling with a plan creates momentum.