AI Agents and Assistants
What is an AI agent? A plain-English guide for business owners
What an AI agent is, how it works, where it helps a small business, the risks, and a 7-point check to see if you are ready for one.
AI Agents for Everyday Business Work
An AI agent is a helper that takes on a defined slice of work and keeps going without being nudged. This shelf holds agents for meetings, projects, email, planning, policy questions and more. Each one works inside your own accounts and follows a written Scope Card, so you know exactly what it will and will not do.
Products in this category
What kind of work do these agents take off your plate?
Most of them pick up the follow-through that slips when people are busy. The AI Meeting Agent captures notes, decisions and action items and routes them to owners. The AI Project Manager Agent tracks tasks, deadlines and blockers and posts status updates. The AI Delegation Agent breaks goals into tasks and follows up. Others answer questions, like the AI Compliance Assistant for questions on your own business policies.
- Meeting notes and action items routed to owners
- Task, deadline and blocker tracking with status updates
- Email replies drafted in your voice for approval
- Goals turned into tasks and followed up
- Policy questions answered from your own rules
Which agent fits the way you already work?
Start with the person or team who feels the load. A leader buried in inbox and calendar work usually fits the AI Executive Assistant. Someone who wants their own day planned and replies drafted may prefer the AI Personal Productivity Agent. Managers who want goals turned into tasks and chased often pick the AI Delegation Agent.
If your team lives in Jira, Asana, ClickUp, Monday.com or Linear, there is an edition of the project manager agent connected natively to that tool. The meeting agent comes in editions for Google Workspace, Microsoft 365, Slack and Microsoft Teams. Agents built for one department now sit with that department, so you will find them beside related products.
What does buying an agent here look like?
You read the Scope Card first. It sets out what the agent does, what it connects to and what sits outside the job. The price and delivery time are fixed and shown on each product page, so there is no back-and-forth over a quote. When you are ready, you order online and the agent is set up to run in your own accounts.
Questions buyers ask
Is an AI agent different from a chatbot?
In this store, yes. A chatbot mainly answers questions in a chat window. The agents here are built around a job, such as tracking project blockers, routing meeting actions or breaking goals into tasks. Some still answer questions, like the AI Compliance Assistant, but each one is defined by the work it carries out.
Will the AI Email Drafting Agent send emails on its own?
Its job is to draft context-aware replies in your voice for your approval. You stay the one who decides what goes out. If you want broader inbox help, including calendar management and briefings, the AI Executive Assistant is built for a leader's whole inbox and calendar rather than replies alone.
Where are the research, pricing and procurement agents?
They now sit with the teams that buy them. AI Research Agent and AI Pricing Intelligence Agent are under Research & Intelligence. AI Procurement Agent is under Finance, next to AI Purchase Order Agent. The training, community, account and partner agents sit under HR, Marketing, Customer Success and Sales & Revenue.
Guides on this topic
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Tick Compare on up to four products to see scope, price and delivery side by side. If you would rather talk it through, an expert can help you pick the one that fits how you work.