GLOSSARY TERM // Core Systems
What is AI Agent?
Plain-English Explanation
While a basic chatbot only replies with text in a chat window, an AI agent is connected to a workflow. It can inspect an incoming request, look up information in an approved database or CRM, follow step-by-step logic, and prepare an action—such as drafting a record update or routing a ticket—within strict permission rules.
Why It Matters to Business Operations
Agents help businesses handle multi-step intake, triage, and preparation work without forcing staff to copy and paste between disconnected tools.
Human Oversight Requirement
Business AI agents should operate with least-privilege permissions and pause at a human checkpoint before making financial, legal, or external commitments.