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AI agents explained · Updated

Can I get an AI chatbot that answers from my company documents?

Short answer: Yes. These assistants search your documents for the relevant parts and use an AI model to write an answer, ideally with a link to the source page. This approach is called RAG (retrieval-augmented generation). They work best on well-organised, up-to-date documents, and need access rules so staff only see what they are allowed to.

Before building

Clean up outdated documents, decide who can see what, and collect 20 real questions to test the answers against.

Go deeper: Building an AI assistant on your company documents: what to know

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What is an AI agent, in simple terms?

An AI agent is software that reads a request, decides which steps to take, and then does them in your tools, for example looking up a customer, updating the CRM and drafting a reply. A normal automation follows fixed steps; an agent chooses its steps. That makes agents more flexible but also harder to control.

What is the difference between an AI agent and an automation workflow?

An automation workflow follows the same fixed steps every time, such as "new form, add to CRM, send email". An AI agent decides its own steps based on the request. Workflows are cheaper, faster and easier to test; agents handle messy, varied requests. Many good systems are mostly workflows with an AI step only where judgement is needed.

Sources

  1. OWASP Top 10 for LLM applications

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