Jobs that hand off well
- First reply to a web form or missed call, within a minute, with a link to book.
- Draft replies to Google reviews for you to approve.
- Turn a job photo and two lines of notes into a post for Google, Facebook and Instagram.
- A monthly summary of calls, form fills and reviews, pulled from the tools you already use.
Jobs that still need you
Pricing, promises, anything about a complaint, and anything that names a customer. An agent that answers a price question wrong has made a quote in your name. Set it to hand those to a person.
How to start
- Pick one job you do every week and dislike.
- Write down how you do it now, including the exceptions.
- Run the agent in draft mode for two weeks and read everything it produces.
- Let it send on its own only for the cases it got right every time.
Questions
Is an AI agent the same as a chatbot?
A chatbot answers questions. An agent can also take actions, like sending a follow-up or updating your calendar.
Do I need a developer?
Not for the simple ones. Many CRMs and scheduling tools include agent features now.
Will an agent replace a marketing person?
For small tasks, it can take hours off the week. Someone still has to decide what the business says.
About the author
Jason Murphy, Founder
Jason has spent two decades building sites, search programs, and digital products for businesses. At Lehvel, he leads product and strategy.
Jason Murphy on LinkedIn