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将人为因素融入AI代理的应用Embedding the human factor into AI agent adoption

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在实施任何技术时,将为员工提供培训与支持他们采用技术之间的区别被误解的情况比比常见。但这种区别非常重要。培训通常是一种时间有限的、结构化的教育举措,旨在帮助人们建立技术能力并了解系统的工作原理。而采用则是一种持续的、长期的过程,员工通过使用技术改变他们的工作方式,以交付更多价值。

When implementing any kind of technology, the difference between offering employees training and supporting them in adoption is all too frequently misunderstood. But the difference is a significant one. Training is usually a time-limited, structured educational initiative to help people build technical competence and learn how a system works. Adoption, on the other hand, is a continuous, long-term process by which employees use technology to change how they work in order to deliver more value.

在新兴的代理人工智能领域,这种区别尤为重要。迄今为止,许多组织一直在试验这种技术,以自动化离散任务,特别是在软件工程、客户支持和运营等领域。然而,Gartner预计未来两年,部署比例将从目前的17%跃升至约60%。

Nowhere is this distinction more vital than in the emerging world of agentic AI. To date, many organizations have been experimenting with the technology to automate discrete tasks, particularly in areas such as software engineering, customer support, and operations. Over the next two years though, Gartner expects deployment to jump from the current 17 percent of businesses to more like 60 percent.

他们走这条路的关键目标包括自动化复杂的多步骤工作流程、提高运营效率和最大化生产力。但尽管人们普遍认为代理人工智能具有很大的价值,但许多组织目前仍在努力在实际中创造这样的价值。这包括实现投资回报率。识别价值差距事实上,根据WalkMe的《2026数字采用现状》报告,40%的数字转型支出未能达到预期效果,主要原因是用户采用面临的挑战。正如这项基于3750名全球受访者的研究所指出的那样:“技术本身按预期工作,但围绕它的采用执行却存在问题。”

Their key aims in going down this route include automating complex multistep workflows, boosting operational efficiency, and maximizing productivity. But despite the perceived value of agentic AI here, many organizations are currently struggling to create such value in real terms. This includes generating a return on investment. Identifying the value gap In fact, according to WalkMe's 'The State of Digital Adoption 2026' report, a huge 40 percent of all expenditure on digital transformation underperforms expectations, mainly due to user adoption challenges. As the study, which is based on input from 3,750 respondents worldwide, says: "The technology does what it's supposed to do. The adoption execution around it doesn't."

因此,该研究发现,平均每位员工每周损失整整一个工作日(7.9小时)在“摩擦”上。例如,他们每周花费1.34小时在多个应用程序之间重复输入相同的信息。当工具无法有效通信时,又会有约1小时用于寻找变通方法。

As such, it found the average employee loses a full working day each week (7.9 hours) to "friction". For example, they spend 1.34 hours per week re-entering the same information across multiple applications. Another hour disappears on finding workarounds when tools are unable to communicate effectively.

由于缺乏关于如何使用这些工具的指导,员工每周还要额外浪费3.69小时。其中1.03小时用于试图理解晦涩难懂的操作说明;每周还有1.88小时被用于反复修改AI提示语,以及等待存在缺陷的工具得到修复。奥菲尔·哈佐尔是WalkMe公司负责欧洲、中东及非洲地区的销售高级副总裁。他认为,造成这些效率损耗的主要原因在于企业所处的环境复杂且受到诸多监管限制。

A further 3.69 hours vanish due to a lack of guidance on how to use such tools. This includes 1.03 hours being spent trying to understand unclear instructions. A final 1.88 hours each week are spent on reworking AI prompts and waiting for faulty tools to be fixed. Ofir Hatsor is WalkMe's Senior Vice President of Sales for Europe, the Middle East and Africa. He believes that a good chunk of this friction is due to the complex and highly regulated environment in which enterprises function.

正因如此,许多企业难以改变日常运营方式——即便唯有如此才能为企业创造真正的价值。“目前,人们所感知到的价值与实际价值之间存在着巨大差距,”他指出,“我认为随着时间推移这一差距会逐步缩小,但绝非一蹴而就,可能需要三到五年甚至七年时间;有些企业则可能永远无法弥补这一差距。”

This means many of them struggle to change how they operate day-to-day - even though it is only in doing so that they can create true value for the business. "There's currently a very big gap between perceived value and existing value, or the actual value that will follow," he points out. "I think over time this gap will be mitigated, but it's not going to be tomorrow - more like the next three, five, or seven years, and in some companies, it'll never close."

为何实现实质性的运营变革如此困难?尤其是在向以AI代理为核心的新环境转型时,哈佐尔指出了几个关键原因。首先是“可见性缺口”。正如WalkMe的研究所示,大多数企业高管认为自家公司平均使用了35款应用程序,而实际数量高达661款,这一数值差距竟达1789%。具体到AI工具方面,管理层估计员工仅使用了21款,而实际使用数量则多达80款。正如报告所言:“看不见的工作流程无法优化,不为人知的AI工具难以管控,而监控范围仅覆盖部分工作场景时也无法准确衡量生产效率。”

The difficulties in affecting change As to why affecting meaningful operational change is often so difficult to achieve, especially when moving to an agentic AI environment, Hatsor points to several reasons. The first is a "visibility gap". As WalkMe's study indicates, most executives believe their organizations use an average of 35 applications when the actual number is 661 - a visibility gap of 1,789 percent. For AI-powered tools in particular, leaders estimate teams use 21 when the real count is 80. The point here, as the report says, is that: "You can't optimize workflows you can't see, govern AI tools you don't know exist, or measure productivity when your instrumentation covers a fraction of where work actually happens."

另一个核心问题便是“影子AI”。调查显示,45%的员工承认过去30天内曾使用未经授权的AI工具,因为官方许可的系统无法满足实际工作需求。更令人担忧的是,其中36%的员工在此过程中还使用了公司的机密数据。

A key part of the problem is shadow AI. For instance, 45 percent of workers admitted to using unapproved AI tools in the previous 30 days as authorized systems failed to fit current workflows. Unfortunately, 36 percent of them also used confidential company data in the process.

一位大挑战是员工如今轻松获取人工智能开发工具。正如Hatsor解释的那样:“因此,他们会创建自己的小型 vibe-coding 应用程序,并在内部分享。”他说:“但如果我是首席信息官或首席安全官,我的对这个环境的可见性堪堪及格。”当员工在人工智能使用方面对雇主或自己不够诚实时,这一问题更加严峻。WalkMe最近的一项人工智能脉搏调查显示,有32.5%的员工将人工智能完成的工作冒领为己,28.3%的员工在会议上虚假声称了解人工智能。

A big challenge, Hatsor explains, is the ease with which employees can get hold of AI development tools today. "So, they create their own little vibe-coding applications and share them between themselves," he says. "But if I'm the chief information officer or chief security officer, my visibility into that landscape is limited at best." This is made even harder when employees aren’t honest with their employers or themselves about AI use. WalkMe’s most recent AI Pulse Survey showed 32.5 percent of workers have passed AI work off as their own, and 28.3 percent have pretended to know AI in a meeting.

与2025年相比有所改善,但仍需努力。毫不奇怪,这种缺乏正式批准或控制正在为公司带来巨大的风险,尤其是在数据隐私和治理方面。结果是,许多组织正在减缓他们的自主人工智能采用速度,直到他们能够看到、缓解和降低这些风险。

An improvement over 2025, but still some way to go. Unsurprisingly, this lack of official approval or control is creating big risks for companies, not least in terms of data privacy and governance. The upshot is that many organizations are slowing their rate of agentic AI adoption until they are in a position to see, mitigate and reduce such risks.

面临的第二个挑战是实施自主人工智能的实际成本与其实际效益。这里的一个关键问题是许多预期财务收益所依赖的潜在假设。这些假设包括提高生产力和减少人员,而实际效益可能更多地体现在提升工作质量和增强人类活动上。第三个需要考虑的是人工智能代币。这里的问题是许多组织既不知道他们消耗的代币数量,也不知道这些代币的成本,这“可能会变得非常昂贵”。

Traversing murky waters A second challenge many organizations face, meanwhile, is the actual cost of implementing agentic AI versus its real-world benefits. A key issue here is the underlying assumptions that many proposed financial gains are based on. These include boosting productivity and cutting headcount when the real benefits may actually be found in enhancing work quality and augmenting human activity. A third consideration is AI tokens. The problem here is that many organizations do not know either the number of tokens they are consuming or what they cost, which "can become very expensive".

Hatsor说:“因此,由于众多变数和不确定性,现在要获得真正的投资回报率非常困难,因为有很多模糊的水域。”由于人工智能带来的变化之庞杂和迅速,这一情况变得更加复杂。这在员工中尤为明显,他们通常比领导者更少接触新工具,并且本身就 tendency较慢的技术采用者。

"So, there are many murky waters, which make it very difficult to get a real hard return on investment at this point because of all the moving parts and uncertainties," Hatsor says. The situation is made even more tricky by the sheer amount and speed of change that AI is generating. This is especially true among employees who usually have less access to new tools than their leaders and tend to be slower technology adopters anyway.

许多人也对充满不确定性的未来感到担忧。因此,正如WalkMe的报告所示,认为员工已获得足够工具的领导者占比高达88%,而持相同观点的员工比例仅为21%,两者之间存在巨大差距。这种情况必然会影响工具的普及率。正如哈索尔所指出的:“我们既没有为员工提供所需的工具,也没能帮助他们建立使用这些工具的信心;此外,大家也未能分清‘培训’与‘工具普及’之间的区别。我们可以培训员工如何使用工具,但如果不帮助他们真正接受并熟练运用这些工具,他们就无法有效使用它们。”

Many are also fearful about a future that feels uncertain. Unsurprisingly then, according to the WalkMe report, there is a huge chasm between leaders who believe employees have been given access to adequate tooling (88 percent) compared with employees who take the same view (21 percent). This situation is inevitably hitting adoption. As Hatsor points out: "We're not giving our workforce the tools, or the confidence to use the tools, but there's also a lack of understanding of the difference between training and adoption. We can train someone to use a tool, but unless we help them adopt it and make it their own, they won't use it effectively."

数字普及平台的作用正是在这种背景下,像WalkMe数字普及平台(DAP)这样的系统便发挥了作用。该平台能提供应用内引导服务——其方式类似于GPS导航——协助员工顺利完成特定工作流程。它还能根据员工的个人偏好,以多种形式提供相关信息,比如操作演示、长篇文本说明或视频教程。例如,若员工需要了解如何在系统中生成报价单,只需打开WalkMe的操作栏,即可查看相关视频或PDF教程。

The power of Digital Adoption Platforms This is where systems, such as WalkMe's Digital Adoption Platform (DAP), come in. DAP offers in-app guidance - in a similar fashion to GPS systems - to navigate employees through a specific workflow. It offers information in a range of formats based on individual preferences, such as walk-through demonstrations, long-form text, or video. To discover how to create a quote in a system of record, for example, they simply open WalkMe’s action bar and view a video or PDF of how to complete the task.

该系统甚至还能自动执行某些任务:假设销售人员需要撰写一份确认特定交易的报告,他们可通过WalkMe的操作栏检查所写内容是否符合合规要求,系统还会在必要时给出更合适的措辞建议。

The system can even automate certain tasks. So, if for instance a salesperson is required to write a report confirming a particular deal, they could use WalkMe’s action bar to check the suitability of what they had written for compliance purposes and even suggest better wording, if appropriate.

哈索尔指出,这种方式的优势在于:“员工能感受到支持与引导。毕竟当一个人面对屏幕时,最令人困扰的情况莫过于不知道下一步该做什么,而我们的系统正好能解决这一问题。”这种支持与引导还能提升员工对所部署的自主式人工智能系统的信任度。

The key benefits of such an approach, Hatsor says, are that: "People feel supported. They also feel guided because when you're sitting in front of the screen, one of the worst things is not knowing what to do next, so we help with that." Having such support and guidance also leads to greater trust in the agentic AI system being deployed too.

例如,WalkMe的研究显示:获得实时情境化支持的员工,相较于未获得此类支持的同事,对相关系统的信心指数要高出1.9至3.7倍。更有高达79%的受访者表示,这种支持能帮助他们更轻松地完成工作。

For instance, the WalkMe study indicates that workers who receive in-flow contextual support are 1.9 to 3.7 times more likely to feel confidence in such systems compared to those not receiving it. A huge 79 percent also say it helps them complete their work more easily.

将企业战略与员工需求相结合 哈佐尔认为,这一结果充分印证了“每一项自主型AI流程的启动都应以目标用户为核心”的重要性。不过另一个关键要素则是建立完善的治理架构——明确的管控规则能确保所有操作及人员行为都安全、顺畅地进行。这正是WalkMe的DAP平台所能发挥的作用。

Linking business strategy and people What this demonstrates then, believes Hatsor, is just how important it is that "every agentic AI process starts with the people it's supposed to serve." But another vital consideration is ensuring a sound governance structure is in place. This is imperative as clear guardrails ensure everything, and everyone, operates safely and smoothly. This again is where WalkMe's DAP comes in.

哈佐尔解释道:“该平台的安全性体现在我们仅追踪系统使用情况而非用户身份:我们能知晓某用户正在操作特定系统,却无法识别其身份。这一机制对企业客户落实治理规范、合规要求及信息安全保障至关重要。”

Therefore, Hatsor says: "The platform is completely secure in the sense we don't track users, we track usage, so we can see someone is interacting with a specific system, but we don't know who it is. This is important in supporting enterprise customers in terms of governance, regulation, and security."

归根结底,WalkMe的DAP平台能助力企业按照自身战略部署自主型AI技术——它巧妙地将企业战略与员工的技术应用方式相衔接,这种策略正是实现商业成功的关键所在。

Ultimately though, WalkMe's DAP makes it possible to deploy agentic AI in a way that supports organizations' overall business strategy. It does so by clearly linking this strategy to how the technology is adopted and used by the workforce - an approach that is crucial in enabling business success.

“在我看来,忽视人的因素是个严重失误,必将对企业发展产生负面影响。而WalkMe则是为数不多专为协助人类与企业IT系统交互而研发的技术工具——这正是它的最大价值所在,”哈佐尔总结道。本文由WalkMe赞助发布

"Ignoring the human factor is a grave mistake in my view and will have an impact on the business if organizations do it. But WalkMe is one of the few pieces of technology ever developed with the sole aim of helping humans interact with enterprise IT systems - and that's the big benefit," Hatsor concludes. Sponsored by WalkMe