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In this article
  • Create tasks for any business need
  • Let your AI agent run tasks proactively
  • Stay in control of sensitive or important actions
  • Get inspired by real-life examples
  • FAQs

AI Tools: About the AI Custom Agent

6 min
In this article
  • Create tasks for any business need
  • Let your AI agent run tasks proactively
  • Stay in control of sensitive or important actions
  • Get inspired by real-life examples
  • FAQs
The AI Custom Agent is your personalized, smart assistant that goes beyond simple instructions to help you reach your business goals. It frees you from manually overseeing daily operations, allowing you to focus on the bigger picture.
Simply describe a high-level goal you want to achieve, like “improve customer engagement” or “manage low stock inventory". The agent independently plans and carries out the necessary tasks to get the job done, while adapting to new information and making intelligent decisions along the way.
A screenshot of the AI custom agent dashboard.
Ready to put your agent to work?

Create tasks for any business need

Create tasks for anything you want to manage or improve in your business, such as sending personalized follow-up emails, generating weekly sales reports, tracking unpaid bookings, or organizing feedback from surveys. All you need to do is explain what you want the agent to do; the task can be as simple or detailed as you need.
You can also test any task before making it live. Testing lets you see exactly what the agent would do, so you can review and perfect your setup first.
A screenshot of creating a task

Let your AI agent run tasks proactively

Your agent is ready to handle tasks proactively and independently at any moment, based on events happening on your site. Running tasks automatically keeps things moving, even when you're not online.
For example, your agent can help recover lost sales by contacting customers who abandon checkout by offering similar products or a tailored coupon depending on their order size. It can also address negative reviews right when they’re submitted, or keep your team informed every Friday with a detailed summary report.
A screenshot of a summary report sent as an email.

Stay in control of sensitive or important actions

For actions that are critical to your business or impact your customers, the AI Custom Agent gives you the option to require your approval before anything happens. You can decide if steps within a task need your review, such as before sending out an email or applying a discount.
If approval is needed, you’ll get a notification in your dashboard - giving you a chance to make changes and approve the action, or reject it. This way, you know that nothing important happens without your final word.
A screenshot of a task pending review.

Get inspired by real-life examples

Not sure where to start? The AI Custom Agent is flexible and can handle all kinds of business needs, big or small. Here are some practical examples to inspire you and show what’s possible.
Learn some best practices for creating a task with AI in the FAQ section.

FAQs

Click a question below to learn more about the AI Custom Agent.

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