Forget AI theater—this conversation gets into the real decisions leaders face when moving from copilots to autonomous agents. We unpack what the board actually cares about: where agents sit in the customer journey, how they reshape processes that humans or legacy software used to carry, and what that means for ROI, accountability, and experience design.

John Arnold, Head of Product Marketing and Strategic Advisory at Creatio, brings hands-on insight from large enterprises and high-growth teams building with no code and agentic CRM. We break down the difference between assistants that draft and agents that act, and why that shift forces choices about redeploying people, rethinking service models, and defining your edge—human-led differentiation or agent-led speed. Expect concrete examples from banking and financial services, where back office volume meets customer expectations for instant outcomes, plus the math behind productivity gains that don’t automatically equal headcount cuts.

We also confront the adoption gap in professional services. Tech leaders overwhelmingly see agents as critical, while many services firms hesitate. We explore why, and reveal the opportunity hiding in plain sight: data readiness, governance, agent design, and change management that clients will pay for when partners move beyond strategy decks to shipping safe, reliable systems. Finally, we show how enterprise-grade no code flips the delivery model—empowering technical business users, establishing fusion teams with IT, and putting guardrails in place so teams can build applications, workflows, and agents without waiting on quarterly release trains.

If you care about turning AI into outcomes, this is your playbook for getting beyond pilots, aligning humans and agents where they’re strongest, and scaling responsibly. Subscribe, share with a colleague who owns an AI mandate, and leave a review with your biggest agent-related challenge—we may feature it next time.