AI, explained › How you use it › Agents

Agents.

AI that does not just answer questions. Give it a goal and it works through the steps to get it done.

What it is.

  • An agent plans the steps, uses your apps and tools, checks its own work and keeps going until the job is done.
  • Examples include Microsoft Copilot Studio agents, Salesforce Agentforce, ChatGPT Work and Claude Cowork.
  • Good agents stop and ask a person before anything risky, such as sending money or emailing customers.

Why it matters to you.

  • Agents take real work off your team, such as chasing invoices, triaging enquiries or updating records.
  • They suit repetitive, rule-based jobs. They still struggle with judgement calls and messy data.
  • Because they act, not just advise, they need clear limits and a human check.
Goal: "Chase every overdue invoice" 1. Readaccounts 2. Decidewho to contact 3. Actsend emails Job done You approve therisky steps Chat answers questions. Agents do the work.