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AI agent for management consultants

Change Adoption Pulse Agent

Measured adoption by team with targeted fixes until adoption targets are met

MonitoringAnalysisManagement
See how it worksGet access
Change Adoption Pulse Agent: what goes in, what the agent does and what you get

What it does

After a new process or system goes live, teams often drift back to old ways while the program declares success. Every two weeks this agent sends short pulse surveys to affected teams and pulls usage data from the new system. It compares what people say with what the data shows by team, using completed transactions rather than logins, since a workaround can inflate logins. Teams with low usage or confidence are flagged with likely causes from comments, such as missing training or a broken step. It drafts targeted actions and checks next cycle whether those teams improved. If not, it escalates with a different action. The consultant approves surveys and actions.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueApprovedNo 1 STARTS WHEN Pulse cycle begins 2 YOU APPROVE Consultant approves the pulse survey 3 USES A TOOL Send survey and pull system usage by team 4 DOES Compare confidence and completed transactions byteam 5 DOES Find likely causes from comments 6 USES A TOOL Draft actions for teams below target 7 CHECKS THE RESULT Did last cycle's flagged teams improve? If not: choose a different action and escalate to thesponsor. Back to step 6. 8 YOU APPROVE Consultant approves actions before they reach theclient 9 RESULT Adoption dashboard and action list
Read the steps as a list
  1. Pulse cycle begins
  2. Consultant approves the pulse surveyThe agent waits here for your OK.
  3. Send survey and pull system usage by team
  4. Compare confidence and completed transactions by team
  5. Find likely causes from comments
  6. Draft actions for teams below target
  7. Did last cycle's flagged teams improve?If not: choose a different action and escalate to the sponsor. Back to step 6.
  8. Consultant approves actions before they reach the clientThe agent waits here for your OK.
  9. Adoption dashboard and action list

How it decides

It compares survey confidence and real usage by team and flags any team below target on either.

  • Usage measured by completed transactions, not logins
  • Below target for two cycles means escalation
  • Comments are grouped into causes before actions are drafted

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Pulse frequency
  • Adoption targets per team
  • Survey questions
  • Escalation rule

What keeps you in control

It always asks you first

  • Sending surveys
  • Escalation to the client sponsor

Hard limits

  • Survey answers reported only in groups of 5 or more
  • No individual monitoring

It stops when

  • Done: all teams at target for two cycles
  • Stop: client ends the program

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFinance logins were at 90%, but only 40% of invoices were completed in the new system. Comments said approvals failed on mobile. The agent drafted a fix request, which the consultant approved. Next cycle completion was still 45%, so the check failed. It escalated to the sponsor with a request for a desktop workaround, and completion reached 78%.

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