SMEMindsPlaybook
Workflow library

AI Agents · Intermediate · about 17 minutes

What an agent actually is — goal, tools, memory, loop

Three vendors offer you 'AI agents'. One is a chatbot with a knowledge base. One is a scheduled automation with a natural-language trigger.

You need
Task: research and qualify inbound leads before a salesperson sees them. Why I think it needs an agent: each lead needs different research depending on what we find.
Tool
Agent modes in the major assistants
You get
1. CAN THE PATH BE ENUMERATED?
Time saved
The assessment takes twenty minutes and routinely prevents a ₹40,000-a-month subscription for capability the business does not need.

The steps come with the AI Playbook

See plans