Agent Lifecycle Playbook

“Agent Lifecycle Playbook” is a comprehensive guide to ensure high-performing, resilient, and inclusive agent networks. This playbook is based on global insights, which outline effective practices across the full agent lifecycle. These include recruitment, onboarding agents, strengthening capability, liquidity, safety, and long-term viability. The playbook integrates a strong gender lens that offers strategies to support and scale women agents. It equips providers, policymakers, and ecosystem actors with actionable tools to enhance agent productivity and improve last-mile financial service delivery.

This playbook is developed as part of the project, “Scaling agent viability and quality,” funded by the Gates Foundation from 2023 to 2025.