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3 Contoh Implementasi Agentic AI untuk Permudah Operasional Bisnis

Contoh Implementasi AWS Agentic AI untuk Operasional Bisnis Helios Informatika

Bagaimana jika tim finance dapat menemukan selisih transaksi tanpa memeriksa spreadsheet, tim sales bisa memperoleh informasi pelanggan tanpa membuka berbagai aplikasi, dan karyawan dapat menemukan jawaban dari dokumen internal hanya dengan bertanya menggunakan bahasa sehari-hari?

Inilah salah satu potensi agentic AI, yang tidak hanya menghasilkan jawaban, tetapi juga merencanakan dan menjalankan serangkaian tindakan yang dibutuhkan. Kini penerapannya pun semakin relevan seiring meningkatnya adopsi AI di lingkungan bisnis.

Organisasi kini semakin banyak bereksperimen dengan AI agent dan meningkatkan skala penerapannya pada minimal satu fungsi bisnis. Meski demikian, sebagian besar organisasi masih di tahap awal implementasi dengan peluang pengembangannya masih terbuka luas.
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Key Takeaways:

• Agentic AI mengubah insight menjadi tindakan berkat kemampuannya memahami permintaan, mencari informasi, menggunakan tools dan API, serta menjalankan workflow dengan batasan yang ditetapkan perusahaan.
• Penerapannya dapat dimulai dari proses bisnis yang spesifik. Rekonsiliasi keuangan, pengelolaan CRM, dan pencarian pengetahuan internal merupakan contoh area yang berpotensi memperoleh manfaat dari AI agents.
• Keberhasilan implementasi membutuhkan lebih dari sekadar AI model. Integrasi data, keamanan, governance, evaluasi hasil, dan human oversight perlu dirancang sejak awal agar otomatisasi tetap terkendali.

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Banyak Sistem dan Proses Manual Menjadi Tantangan Bisnis Hari Ini 

Perusahaan modern mengandalkan berbagai aplikasi untuk menjalankan operasional, mulai dari Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Human Resources Information System (HRIS), hingga platform keuangan dan pelaporan. Setiap sistem menyimpan informasi yang dibutuhkan untuk mengambil keputusan, tetapi informasi tersebut sering kali tersebar di berbagai sumber dengan format dan alur kerja yang berbeda.

Akibatnya, karyawan perlu menghabiskan waktu untuk mencari data, mencocokkan informasi, menyusun laporan, dan memindahkan hasil analisis ke sistem lain. Sebagai contoh, tim finance harus download data transaksi dari beberapa platform, mencocokkan nominal, mengidentifikasi selisih, kemudian membuat laporan untuk diperiksa oleh manajer. Proses serupa juga terjadi pada tim sales operasional, customer service, dan IT.

Otomatisasi konvensional dapat mempercepat pekerjaan yang memiliki aturan dan alur tetap. Namun, ketika proses membutuhkan pemahaman konteks, pengumpulan informasi dari banyak sumber, atau penanganan kondisi yang berubah-ubah, pendekatan tersebut tetap memerlukan konfigurasi tambahan dan intervensi manusia.

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Peran Agentic AI Dalam Mengubah “Business Question” Menjadi “Business Action” 

Untuk memahami peran agentic AI, penting untuk membedakannya dari AI generatif yang hanya digunakan untuk menjawab pertanyaan atau menghasilkan konten. AI generatif dapat membantu merangkum laporan, menjelaskan data, atau menyusun draf email. Sementara itu, agentic AI dirancang untuk melangkah lebih jauh dengan mengoordinasikan beberapa tahap pekerjaan menuju tujuan tertentu.

Bergantung pada desain dan izin yang diberikan, AI agent dapat mengambil informasi, memanggil API, menjalankan tools, memeriksa hasil, dan menentukan langkah berikutnya. Contohnya, seorang manajer finance memberikan permintaan: “Periksa transaksi bulan ini, identifikasi selisih antara invoice dan pembayaran, lalu siapkan laporan untuk di-review.”

AI agent dapat dirancang untuk menjalankan rangkaian langkah berikut:

• Business Request: memahami tujuan dan parameter permintaan pengguna.
• Understand & Reason: menentukan sumber data dan langkah yang diperlukan.
• Retrieve Enterprise Knowledge: mengakses data transaksi dan aturan bisnis yang relevan.
• Invoke APIs & Tools: mengambil data, mencocokkan catatan, dan menjalankan operasi yang diizinkan.
• Execute Business Tasks: menyusun laporan serta menandai transaksi yang tidak sesuai.
• Business Outcome: menghasilkan laporan yang siap diperiksa dan ditindaklanjuti oleh tim.

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Baca Juga: Dari Data ke Aksi, Bagaimana SAP Agentic AI Mengubah Cara Bisnis Bekerja?

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Contoh Implementasi Agentic AI dari Momentum AI Assistant di AWS 

Salah satu pendekatan untuk membawa agentic AI ke lingkungan enterprise adalah mengembangkan AI assistant yang terhubung dengan sistem dan data bisnis yang sudah digunakan perusahaan.

Momentum AI assistant dapat diposisikan sebagai solusi untuk pendekatan tersebut. Melalui integrasi dengan sistem perusahaan, AI assistant dapat dirancang untuk membantu pengguna mengakses informasi, memahami data, serta mendukung pelaksanaan workflow sesuai kebutuhan bisnis.

Dalam arsitektur seperti ini, AWS menyediakan fondasi cloud dan kapabilitas AI untuk membangun aplikasi yang terhubung dengan model AI, sumber pengetahuan, API, serta tools operasional. Salah satu teknologi yang relevan adalah Amazon Bedrock.

Ekosistem ini menyediakan akses ke foundation model dan kapabilitas untuk membangun aplikasi AI generatif. AWS juga mendokumentasikan Amazon Bedrock Agents, yang dikenal sebagai Agents Classic, untuk mengorkestrasi interaksi model dengan knowledge bases dan action groups. Untuk implementasi baru, perusahaan perlu mengevaluasi layanan AWS AgentCore sebagai opsi pengembangan dan operasional AI agent yang lebih mutakhir.

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Bagaimana Cara Kerja Momentum AI Assistant? 

Secara konseptual, Momentum AI Assistant dirancang untuk menghubungkan permintaan pengguna dengan informasi dan proses yang tersebar di berbagai sistem bisnis. Secara ringkas, berikut gambaran alur kerjanya:

• User Request: pengguna mengajukan pertanyaan atau permintaan dengan bahasa sehari-hari.
• AI Understanding & Reasoning: AI menafsirkan maksud, memahami konteks, dan menentukan langkah yang relevant berbekal informasi dari enterprise knowledge (dokumen, data, dan kebijakan internal) serta API & tools (ERP, CRM, finance, HRIS, dan aplikasi lain).
• Task Execution: AI mengoordinasikan langkah kerja yang diizinkan dan memeriksa hasilnya.
• Business Outcome: pengguna mendapatkan jawaban, laporan, dan hasil proses yang perlu ditinjau dan ditindaklanjuti.

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Apa yang Membuat Momentum AI Assistant Berbeda? 

1. Seamlessly Connected to Existing Systems 

Momentum AI Assistant dapat dirancang untuk terintegrasi melalui API dengan ERP, CRM, HRIS, billing, finance, dan platform bisnis lainnya tanpa portal baru yang harus dipelajari tim.

2. Ask, and Get Instant Answers 

Pengguna bertanya tentang data bisnis menggunakan bahasa sehari-hari untuk mendapatkan jawaban, ringkasan, atau angka penting seperti bicara ke rekan kerja.

3. One Platform, Every Business Need 

Satu fondasi AI dapat dikembangkan untuk berbagai kebutuhan, mulai dari rekonsiliasi dan pelaporan finance, sales assistant, enterprise knowledge assistant, hingga dukungan dokumentasi klinis dan HR assistant hand dari satu fondasi AI yang sama. Setiap use case memerlukan konfigurasi, sumber data, integrasi, dan aturan bisnis yang sesuai dengan fungsi terkait.

4. Automate the Repetitive, You Stay in Control 

AI dapat menangani pekerjaan repetitif dan menandai pengecualian yang perlu perhatian khusus, sementara keputusan berisiko tetap di tangan tim. Namun, otomatisasi tetap membutuhkan peran perusahaan dalam menetapkan batas tindakan, mekanisme persetujuan, dan eskalasi kepada tim yang berwenang.

5. Supported From Day One 

Implementasi AI berkelanjutan mencakup discovery dan strategy, build dan deployment, managed AI services, serta evaluasi dan optimasi setelah solusi digunakan.

6. Secure and Accountable by Design 

Enkripsi data, kontrol akses, dan audit trail bawaan agar penggunaan AI tetap terkendali dan dapat ditelusuri.

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Contact Helios

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Contoh Implementasi Momentum AI untuk Berbagai Bisnis 

Financial Recon & Reporting 

Tim finance sering berhadapan dengan transaksi dari berbagai sistem, seperti ERP, rekening bank, invoice, dan platform pembayaran. Proses rekonsiliasi memerlukan pencocokan data, pemeriksaan selisih, serta penyusunan laporan yang dapat dipertanggungjawabkan.

Momentum AI Assistant dapat mengotomatisasi sebagian alur tersebut dengan mengambil data transaksi dari sistem yang terhubung, mencocokkan transaksi berdasarkan nominal, tanggal, nomor referensi, dan aturan bisnis, mengidentifikasi transaksi yang cocok, tidak cocok, atau memerlukan pemeriksaan lebih lanjut, menyusun ringkasan selisih dan laporan rekonsiliasi untuk ditinjau oleh tim finance, hingga mengarahkan pengecualian kepada pihak yang berwenang untuk investigasi atau persetujuan.

AI agent dapat membantu mengambil data, menjalankan pencocokan berdasarkan aturan yang telah ditetapkan, dan menyajikan hasilnya dalam format yang mudah ditinjau. Namun, transaksi yang tidak sesuai tetap perlu diperiksa berdasarkan konteks dan kebijakan keuangan perusahaan. Eksekusi pembayaran, jurnal final, atau perubahan data keuangan sebaiknya hanya dilakukan melalui kontrol otorisasi yang eksplisit. Cara ini dapat mengurangi pekerjaan administratif, mempercepat identifikasi anomali, dan membantu tim finance memusatkan perhatian pada exception serta analisis yang membutuhkan penilaian manusia.

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Sales CRM 

Tim sales membutuhkan informasi pelanggan, riwayat interaksi, status peluang, dan aktivitas tindak lanjut untuk menentukan prioritas penjualan. Ketika informasi tersebut tersebar di CRM, email, dokumen, dan aplikasi komunikasi, persiapan sebelum bertemu pelanggan dapat memerlukan banyak langkah manual.

Momentum AI Assistant dapat dikembangkan untuk membantu tim sales dengan mengambil ringkasan profil dan riwayat interaksi pelanggan dari CRM yang terhubung, merangkum status peluang, aktivitas terakhir, dan tindak lanjut yang masih terbuka, mengidentifikasi informasi yang belum lengkap atau aktivitas yang perlu diperhatikan, menyiapkan draf email follow-up atau ringkasan untuk pertemuan pelanggan, hingga membantu memperbarui catatan CRM melalui API apabila tindakan tersebut diizinkan.

Cara ini membantu tim sales mengurangi waktu untuk mencari informasi pelanggan, meningkatkan visibilitas pipeline, dan memprioritaskan aktivitas yang lebih relevan. Rekomendasi AI tetap perlu dievaluasi karena kualitas hasil bergantung pada kelengkapan data dan aturan penilaian peluang yang digunakan.

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AI Knowledge Assistant Berbasis RAG 

Pengetahuan perusahaan sering tersebar di SOP, dokumen kebijakan, panduan produk, knowledge base, laporan proyek, dan dokumen teknis. Karyawan mungkin mengetahui bahwa informasi yang dibutuhkan tersedia, tetapi tidak selalu mengetahui lokasi atau versi dokumen yang benar.

Salah satu pendekatan untuk mengatasi tantangan tersebut adalah Retrieval-Augmented Generation (RAG). RAG menggabungkan pengambilan informasi yang relevan dari sumber pengetahuan dengan kemampuan model generatif untuk menyusun jawaban berdasarkan konteks yang ditemukan.

Momentum AI Assistant dapat dirancang sebagai enterprise knowledge assistant berbasis RAG untuk mencari informasi dari dokumen dan knowledge base, menjawab pertanyaan menggunakan konteks dari sumber internal yang relevan, menyertakan referensi dokumen atau sumber jawaban jika sistem mendukungnya, merangkum SOP, kebijakan, atau dokumentasi teknis, hingga membantu pengguna menemukan langkah kerja yang sesuai dengan prosedur perusahaan.

Implementasi Momentum AI Assistant dapat mempercepat pencarian pengetahuan, mengurangi waktu untuk membaca banyak dokumen, dan membantu meningkatkan konsistensi akses terhadap informasi internal. Namun, RAG saja tidak otomatis menjadikan sistem sebagai agentic AI. RAG terutama membantu pengambilan informasi, sedangkan kemampuan agentic muncul ketika sistem juga dapat merencanakan langkah, menggunakan tools, dan menjalankan tindakan berdasarkan tujuan serta batasan yang ditetapkan.

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Baca Juga: Standar Baru AI untuk Perusahaan: Mengapa Banyak Enterprise Mulai Beralih ke AWS Generative AI

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Pentingnya Security, Governance, dan Human Control Dalam Implementasi Agentic AI 

Semakin besar kewenangan AI untuk mengakses data dan menjalankan tindakan, semakin penting pula kontrol yang mengatur bagaimana teknologi tersebut digunakan. Agentic AI yang terhubung dengan sistem enterprise tidak cukup hanya menghasilkan jawaban yang relevan. Sistem juga perlu memastikan bahwa setiap tindakan sesuai dengan hak akses, kebijakan keamanan, dan tujuan bisnis perusahaan. Ada beberapa aspek yang perlu diperhatikan dalam implementasinya.

1. Identity and Access Control: AI agent perlu memiliki hak akses yang sesuai dengan fungsi dan tugasnya. Pengguna hanya boleh memperoleh informasi yang memang berhak mereka akses.

2. Data Security and Privacy: data yang digunakan AI harus dikelola berdasarkan klasifikasi dan tingkat sensitivitasnya. Perusahaan perlu mempertimbangkan perlindungan data pribadi, enkripsi, retensi data, serta kebijakan penggunaan informasi untuk memastikan implementasi sesuai dengan persyaratan keamanan dan regulasi.

3. Governance and Auditability: perusahaan perlu menetapkan kebijakan mengenai tindakan yang boleh dilakukan AI, batas operasional, pencatatan aktivitas, dan mekanisme evaluasi hasil. Logging dan audit trail membantu tim memahami bagaimana suatu proses dijalankan serta mendukung investigasi ketika terjadi kesalahan.

4. Human-in-the-Loop: tidak semua tindakan perlu dijalankan secara otomatis. Aktivitas berisiko tinggi, seperti persetujuan transaksi finansial, perubahan data kritis, atau tindakan yang berdampak pada pelanggan, dapat mensyaratkan persetujuan manusia sebelum dieksekusi.

5. Testing and Continuous Monitoring: performa AI perlu diuji sebelum digunakan secara luas dan dipantau setelah deployment. Pengujian sebaiknya mencakup akurasi, konsistensi hasil, kegagalan integrasi, penanganan exception, dan ketahanan terhadap instruksi yang tidak semestinya.

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Why AWS, Momentum AI, dan Helios? 

Implementasi agentic AI di lingkungan enterprise butuh kombinasi fondasi teknologi, pemahaman proses bisnis, integrasi sistem, dan dukungan operasional. AWS, Momentum AI, dan Helios memiliki peran penting yangs aling melengkapi dalam pendekatan implementasi ini.

AWS 

AWS menyediakan infrastruktur cloud dan kapabilitas AI untuk membangun aplikasi AI yang terhubung dengan data, aplikasi, dan layanan enterprise. Layanan yang relevant dapat mencakup Amazon Bedrock, knowledge retrieval, integrasi API, serta kapabiltias agent melalui layanan AWS sesuai kebutuhan dan arsitektur implementasi.

Momentum AI 

Momentum AI Assistant sebagai partner Helios menghadirkan solusi AI mulai dari discovery dan strategy, development, deployment, integrasi sistem, hingga managed AI services dan optimasi model berkelanjutan. Momentum AI Assistant berjalan di atas AWS sebagai fondasi cloud dan AI untuk membangun aplikasi Agentic AI yang terhubung dengan knowledge, API, tools, dan sistem enterprise.

Helios 

Helios Informatika Nusantara menyediakan solusi dan layanan teknologi untuk membantu perusahaan mengembangkan inisiatif transformasi digital. Helios sebagai official distributor AWS dan Momentum AI siap membantu organisasi Anda memahami konteks agentic AI, ruang lingkup dukungan sesuai kebutuhan, mulai dari tahap perencanaan, integrasi, deployment, hingga dukungan operasional.

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Eksplorasi Implementasi Agentic AI untuk Bisnis Anda Bersama Helios 

Agentic AI membuka peluang bagi organisasi mengembangkan kemampuan otomatisasi yang lebih adaptif sesuai permintaan pengguna. Namun, keberhasilan implementasinya bergantung pada kesiapan data, use case yang tepat, integrasi teknologi, dan kontrol agar setiap tindakan sesuai kebijakan perusahaan. Helios sebagai official distributor AWS dan Momentum AI sekaligus ecosystem enabler yang siap membantu organisasi mengimplementasikan agentic AI.

Ingin mengetahui use case agentic AI yang paling relevan dengan operasional bisnis Anda? Diskusikan kebutuhan, kesiapan sistem, dan peluang implementasinya bersama tim expert Helios untuk mengeksplorasi pendekatan AI berbasis AWS sesuai kebutuhan enterprise Anda.

 

 

Penulis: Ervina Anggraini – Content Writer CTI Group

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The Purposes

We utilize Information for the following purposes:
  1. Processing your inquiries and responding to your requests, such as when you reach out to learn more about our products or services.
  2. Sending you information related to our services and products that we believe may be of interest to you, such as an invitation to our upcoming events, follow-up by WhatsApp blast and/or call, newsletters, or updates on products and services. These communications are sent to you either based on your explicit consent or when we have a legitimate interest in marketing our products and services. You always have the option to optout of receiving invitation, newsletters, and/or updates on products and services.
  3. Understanding how you interact with our Website and tailoring it to align with your interests, past actions, and preferences. We do this to enhance our Website, diagnose any issues, and improve your experience while navigating through them.
  4. Preventing fraud or harm to us or any third party, and ensuring the security of our network and services, which is in our legitimate interest.
  5. Complying with our legal obligations and exercising and enforcing our legal rights as necessary for PT Helios Informatika Nusantara.
  6. Utilizing certain third-party marketing and advertising networks to assist in marketing our products on our website and third-party Website.

Who We Share Information With

To facilitate our business operations and the functioning of our Website, we may disclose Information to various third parties, including:
  1. Our global branches and subsidiary companies.
  2. Third-party service providers aiding in the operation of our Website, such as hosting companies, recruitment platforms and agencies, payment processors, business management,and email distribution service providers, and similar service providers. These entities are authorized to use your personal information solely to provide these services to us.
  3. When compelled by law, such as to comply with court orders, search warrants, regulatory orders, subpoenas, and other lawful requests from public authorities, including those for national security or law enforcement purposes.
  4. Legal authorities, consultants, advisors, or service providers required to investigate, respond to, or prevent fraud, or to ensure the security of our network and services and safeguard the well-being of PT Helios Informatika Nusantara or the public.
  5. In the event of a merger and/or acquisition involving PT Helios Informatika Nusantara, Information may be transferred to the merging or acquiring entity, as well as to any advisors representing parties involved in discussions related to such merger or acquisition.
  6. Principal, resellers, partners, sponsors, or service providers acting on our behalf in conjunction with the offering of PT Helios Informatika Nusantara]’s products or services.
  7. Third-party marketing and advertising networks assisting in the promotion of our products on our Website and on third-party websites, such as Google for remarketing ads across the Internet.
  8. PT Helios Informatika Nusantara may also disclose general aggregate and anonymized information (e.g., statistical data) pertaining to the use of its Website.

Cross Border Data Transfers

  1. We may need to transfer Information to countries where we and/or our service providers operate. These countries may have different data protection laws compared to the country where the data originated, potentially offering different levels of protection. By using our Website, you consent to such transfers. In cases where applicable to the services provided, we will establish agreements with our service providers to ensure a level of privacy consistent with the terms of this policy.
  2. Regarding the collection, use, and retention of personal information transferred from Indonesia, please note that PT Helios Informatika Nusantara remains compliant with all relevant laws concerning such transfers.

Protecting Your Information

We aim to uphold top-tier security standards throughout our business operations. We have adopted suitable technical and organizational safeguards aligned with industry best practices. These safeguards are devised to prevent unauthorized access or unlawful handling of Personal Information and to mitigate the risk of accidental loss, destruction, or damage of such information. As part of these efforts, we have instituted several policies and procedures to guide us, covering aspects such as asset management, access control, physical security, personnel security, product security, cloud and network infrastructure security, third-party security, vulnerability management, security monitoring, and incident response.

Information Storage and Retention

We may store Information on both our own servers and those managed by third-party data hosting providers. As explained in Section 5 above (Cross Border Transfers), these servers may be situated globally. We will retain your Personal Information only for as long as necessary to fulfill the collection’s intended purpose. Additionally, we may retain your Personal Information for the duration required to pursue our legitimate business interests, address any legal claims, and ensure compliance with legal obligations. In instances where we utilize your information for direct marketing, we will retain your data until you choose to opt-out of receiving marketing materials; however, certain information may need to be retained to maintain a record of your request.

Modifications to This Policy

PT Helios Informatika Nusantara reserves the right to amend this Privacy Policy at any time. In the event of a significant change, we will provide notice on this page and/or adjacent to the link leading to this page. These updates will become effective immediately for new Information collected or provided from the date of the update, and within thirty (30) days for any Information collected or provided to PT Helios Informatika Nusantara prior to the update. If you do not agree to the terms of the revised policy, please contact our Legal Department using the contact details provided in Section 11 below. We encourage you to periodically review this page for any updates.

Your Choices

We offer you various options regarding the use of Information in relation to: (i) our marketing activities; and (ii) our utilization of cookies and similar technologies for interest-based advertising and website usage analysis
  1. You can choose to discontinue receiving our newsletter or marketing emails by following the unsubscribe instructions included in these emails, adjusting email preferences in your account settings page, or contacting us through https://www.helios.id/. You can manage your preferences concerning our use of cookies and similar technologies, which are used to provide targeted interest-based advertisements and analyze your website usage, by referring to our Cookie Policy for guidance.
  2. Moreover, the laws in some jurisdictions may grant you various rights concerning our processing of certain Information. These rights may include:
    • The right to withdraw previously provided consent;
    • The right to access specific information about you that we process;
    • The right to rectify or update any Personal Information;
    • The right to request the erasure of certain Information;
    • The right to temporarily suspend our processing of certain Information;
    • The right to receive Information in a common machine-readable format;
    • The right to object to our processing of Information for direct marketing purposes or when we rely on legitimate interests as the lawful basis for processing your information; and
    • The right to file a complaint with the relevant data protection authority.
We will address your requests promptly. Please note that these rights may be subject to limitations under applicable law. For further information on these rights or to exercise them, please contact [Helios Informatika Nusantara] at: [email protected]

Social Media and Third-Party Services

Our Website may include a blog with a ‘comments’ section and several social media features, such as a ‘share’ button or links to third-party websites and services like Facebook, X, YouTube, LinkedIn, and Instagram. When utilizing these features, certain information may be gathered by these third parties, such as your IP address or the specific page you are visiting on our website. Additionally, these third parties may set cookies to ensure the proper functioning of the features. Any data collected by these third parties is subject to their respective privacy policies. We encourage you to thoroughly review the privacy policies of these third parties.

Contacting Us

If you have any questions or concerns regarding this Website Privacy Policy, the information we collect, PT Helios Informatika Nusantara’s practices, or your interactions with the Website, please feel free to contact us. You can reach us via email at [email protected] or by physical mail addressed to: PT Helios Informatika Nusantara  Centennial Tower, 12th Floor Jl. Jend. Gatot Subroto Kav. 24-25 Jakarta 12930, Indonesia phone: +62 21 8062 22