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Glossary term

AI Agent

An AI agent prepares work for review.

Editorial library for AI Agent

In depth

An AI agent is software, built on a language model, that does more than write a paragraph when you ask for one. You give it a goal and a boundary. It reads the notes and records it is allowed to see, it calls the tools that already hold the work, and it comes back with a draft, a sorted queue, or a summary someone can check. The same shape can sit behind a customer question, a morning brief, a follow-up note, or a weekly report, as long as the goal and the allowed tools are named before it starts.

Teams usually meet agents in a handful of repeating roles. One watches new inquiries and prepares the reply a person will send. Another reads a stack of support messages, answers the ones that have a clear source, and sets the rest aside. A third gathers what you already know about an account and leaves a short brief on the desk. Underneath those roles you will usually find a model that can reason in steps, a way to look up what the company has already written, and a connection to the systems where the files live.

An agent earns its place when the work repeats, the source material is clear, and a named person reviews the result. A judgment call, an exception to a written policy, or a step that cannot be taken back should still land with someone on the team. Used that way, the software takes the repetitive preparation off the pile so attention can stay on the decisions that commit the business.

Last updated October 5, 2026

Common questions

Questions about AI Agent

What is an AI agent?

An AI agent is software that moves a named goal forward with the files and tools you permit, then hands back something a person can accept or correct. It might draft a reply, order a queue, update a note, or assemble a report, and it stops where you said a person has to approve the result.

What is the difference between an AI agent and a chatbot?

A chatbot stays inside the exchange and answers the message in front of it. An AI agent can step outside that exchange, look something up in the system you already run, write a draft, and leave a note on the customer file for someone to check. The chat is the talk, and the agent is the preparation of a piece of work.

What work is an AI agent best suited for?

Choose it for a job that returns every week, has a clear owner, and has a review before anything reaches a customer. Follow-up notes, status updates, qualification summaries, and handoff briefs are the usual cases. When your team rebuilds the same packet by hand each time, that packet is a candidate for an agent.

Next step

Name one task an agent could prepare.

We look at a job your team repeats and describe the draft, the note, or the summary software could get ready, with a person approving it before it goes out.