Learn what an AI Business Agent is, how it differs from a normal chatbot, and how businesses can use AI agents to support everyday tasks such as handling enquiries, organising leads, analysing customer needs, and preparing personalised responses. This module gives you the foundation you need before building your own agent.
In this module, you will prepare the essential environment needed to run your AI Business Agent. You will learn what the core tools do, understand where your agent will run, and prepare the accounts and access needed before installation. By the end of this module, you will be ready to begin setting up your own working AI agent.
In this module, you will turn your AI Business Agent into a practical lead-handling assistant.
You will learn how to take an ordinary customer enquiry and transform it into organised lead information, analyse what the customer actually needs, identify missing information, and generate a personalised response draft.
You will also learn where human review and approval should remain part of the process.
By the end of this module, you will have built and tested a simple AI-powered lead workflow that you can customise for your own business.
Module 4: Customising Your Agent for Your Own Business
Customising Your Agent for Your Own Business
Now that you have built and tested a working AI Business Agent, it is time to customise it for your own business.
In this module, you will replace the training information with your real business information, define the role you want your agent to perform, customise your lead fields and workflow, improve your agent's instructions, and test it with realistic customer scenarios.
By the end of this module, your AI Business Agent will no longer be simply a training example. It will begin to reflect how your own business actually operates.
Module 5: Going Live & Operating Your AI Business Agent
Going Live & Operating Your AI Business Agent
You have built, customised and tested your AI Business Agent. Now it is time to prepare it for responsible real-world use.
In this final module, you will learn how to review your agent before introducing real customer information, protect sensitive credentials and business data, maintain appropriate human oversight, troubleshoot common problems, and improve your agent over time.
You will also complete a final practical project that brings together everything you have learned throughout the course.
By the end of this module, you will understand not only how to build an AI Business Agent, but also how to operate it responsibly as part of a real business workflow.