Guides
Plain-English Guides to AI Agents for Small Business
Written for owners who run the business and the office at the same time. No hype, no jargon, and honest about what AI can't do yet.
Start here
Our first guide covers the question we hear most: what should I actually hand to an AI agent?
Jobs You Can Hand to an AI Agent, and Ones You Shouldn't
Sixteen everyday jobs, from answering the phone to chasing invoices, each with an honest verdict, what it needs to work and roughly how much effort it is. Plus how to pick your first one.
Read the guideWhat's in this guide
- 11 jobs that are a good fit today
- 5 jobs to keep for yourself
- What each job needs from you to work
- Five questions for picking your first agent
- What to ask anyone who offers to build one
How we write these guides
Every guide is written for the person who answers the phone, does the quotes and keeps the books, not for a developer. When we name a tool, like Retell AI for phone calls or n8n for connecting your apps, we explain what it does in a sentence.
We'd rather tell you where AI falls short than oversell it. That's why each job in our first guide gets a plain verdict, including the ones we'd tell you to keep for yourself, like quoting complex jobs over the phone or dealing with an upset customer.
We don't quote statistics we can't back up, and examples are always labelled as examples. Where Canadian rules matter, such as the anti-spam law (CASL) for texting customers or privacy law (PIPEDA) for handling their information, we say so in plain terms. None of it is legal advice, and we'll tell you when to check with your own advisor.
Where to go next
Once you know which job you'd hand off first, these pages explain the agent that does it.
Front Desk Agent
Answers calls and website chats, books appointments and texts you a summary.
See the agentFollow-Up Agent
Missed-call texts, quote follow-ups, reminders, reviews and seasonal check-ins.
See the agentAdmin Agent
Inbox sorting, draft replies, receipts into QuickBooks and invoice reminders.
See the agentHow it works
Every step from a free call to a live agent, and how long each one takes.
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