What is an AI agent?

An AI agent keeps watching for what happens next and takes routine steps you have already tested and approved. Anything that needs your judgment comes to you.

A chatbot usually waits for a question and gives you an answer. An agent can keep following the work after that first exchange.

You decide which accounts it can use and what it may read. You also set the routine cases it may handle.

For invoice follow-up, it might read a reply alongside the invoice and your instructions. If the reply matches one of those cases, the agent can take the next step and keep watching. A possible payment or dispute stops the routine, and anything unclear comes to you.

You decide what the agent may read and do. The agent notices what happened, chooses from the routine steps you set, takes the step where the work already happens, and keeps watching. If the situation no longer matches one of those cases or the next move needs judgment, it stops and brings the work to you.

Where this shows up in practice

Invoice reminders
After a routine reply, the agent can take the next agreed step and keep watching. A payment notice or anything unclear stops the routine.
Prospect follow-up
The agent can handle an approved out-of-office or scheduling step. Price, scope, negotiation, and the sale stay with you.
Client feedback
The agent can record that a response arrived against its item and version, then stop the reminders. Only you decide whether it counts as approval.

Where this shows up in practice

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