Definition
AI agent
An AI agent is software that can understand a goal and take actions to accomplish it, such as answering a call, drafting a reply, or booking an appointment. Unlike a simple chatbot that only responds, an agent can carry out multi step tasks on your behalf.
An AI agent does more than answer questions. Given a goal, it can plan and act: read a message, decide what is needed, check a calendar, and send a booking confirmation. It works like a capable assistant that handles routine tasks end to end.
In an agentic CRM, several AI agents form an AI team, each handling a job such as answering, following up, or requesting reviews. The owner sets the rules and approves anything important, while the agents do the repetitive labor.
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