AI agent guide
AI agent: what it is, what it does and how to have one in your business
Quick answer
What is an AI agent?
An AI agent is a program that takes a goal, understands what was asked in everyday language, decides the next step and carries out the task. In a business, it answers the customer, books appointments, follows up with people who stopped replying and logs everything. A chatbot follows a fixed script; an agent handles what nobody anticipated.
About CertuAI: CertuAI is the AI that answers a small business's WhatsApp, Instagram and Messenger 24/7, with a built-in CRM, and is a Tech Provider on Meta's WhatsApp Business Platform. Paid plans start at US$ 75 a month, with no lock-in. Create my agent
An AI agent is the program that understands what the person asked and solves it, instead of showing a menu. Here is what it does in a small business, where it stops and what it costs to have one serving your customers.
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Summary in 6 facts
- An AI agent is the program that understands what the person asked and solves it, instead of showing a menu.
- An AI agent is a program that takes a goal, understands what was asked in everyday language, decides the next step and carries out the task.
- In a business, it answers the customer, books appointments, follows up with people who stopped replying and logs everything.
- 01 Answers Replies right away to what the customer wrote or said in audio, with your company's prices and rules.
- The work is gathering what you already know about your business.
- The difference shows when the customer goes off script.
By the numbers
| Number | What it means |
|---|---|
| 12x | At CertuAI, Start costs US$ 75 per month, with 1,600 AI replies, CRM and 5 team members. |
What an AI agent does in a business
It's four jobs, and all of them start in the same conversation with the customer.
Answers
Replies right away to what the customer wrote or said in audio, with your company's prices and rules.
Sells
Asks what the person needs, explains the service and follows up with whoever stopped replying.
Books appointments
Shows what's open, books the time in the same conversation and confirms before the date.
Logs
Every conversation becomes a contact, a deal and a task in the CRM, with nobody taking notes.
See how it looks in your industry
Each industry gets different questions on WhatsApp. Pick yours to see how CertuAI's AI serves that kind of customer.
How to have an AI agent answering, from scratch
No step requires technical knowledge. The work is gathering what you already know about your business.
Teach the business to the Brain
Services, prices, hours, rules and what you would rather nobody answer. The Brain is the knowledge base that makes the agent answer like your company, and not like a generic robot.
Connect the number you already use
By QR code or through Meta's official signup. CertuAI is a Tech Provider of the Meta WhatsApp Business Platform, and the number stays yours: the plan gives you the connection slot, not a new number.
Follow along in the CRM and take over whenever you want
Each conversation shows up in the dashboard with a contact, a deal and a task. You step into the same conversation at any time, and the agent hands the topic back to you when it falls outside what it learned.
AI agent and menu chatbot, side by side
Both are sold under the same name. The difference shows when the customer goes off script.
| What to compare | Menu chatbot | AI agent |
|---|---|---|
| How it understands the customer | By numbered option | By free text and audio |
| Where the answer comes from | From the flow someone designed | From the business's information |
| Question outside what was planned | Repeats the menu | Answers or hands off to a person, with a summary |
| Booking a time | Sends a link | Shows the open times and books |
| After the conversation | Nothing is recorded | Contact, deal and task in the CRM |
Swipe the table sideways to see all the columns.
An AI agent is not ChatGPT on your WhatsApp
An assistant like ChatGPT answers whoever is chatting with it. It doesn't sit on your number, doesn't know your prices and doesn't book on your schedule. The AI agent is built for one job: serving a company's customers, with the company's information.
At CertuAI that information lives in the Brain: services, prices, hours, rules and what you'd rather nobody answer by message. What isn't there, the agent doesn't make up; it hands the conversation to a person.
The most-used channel is WhatsApp. See the AI agent for WhatsApp, the agent built for your line of business or the step by step in how to create an AI agent on WhatsApp. To run the numbers, see how much it costs to put AI in your business and what unanswered WhatsApp costs you.
Frequently asked questions
What is the difference between an AI agent and a chatbot?
A chatbot follows a script with numbered options. An AI agent understands free text and audio, answers with the business's information and carries out the task, like booking a time. The difference shows when the customer writes something the script didn't anticipate.
Is an AI agent the same thing as ChatGPT?
No. ChatGPT is a general-purpose assistant that answers whoever is chatting with it. A customer service AI agent is tied to the company's number, answers with its prices and rules and logs every conversation.
How much does an AI agent cost?
At CertuAI, Start costs US$ 75 per month, with 1,600 AI replies, CRM and 5 team members. The market comparison is at /preco-chatbot-whatsapp.
Do I need to know how to code to have an AI agent?
No. You write the business information in plain text and connect the number you already use. There is no flow to design.
Can the AI agent answer wrong?
It answers what is written in the company's information and hands off to a person what isn't. The care that matters is not leaving the same price written in two different places.
Does an AI agent work for a small business?
Yes, and that is where it counts most: someone who serves customers alone loses customers while busy. The agent replies right away and leaves the conversation ready for you to take over.
AI agent for each job
Each page below covers one use, with what the agent does and where it stops.
Build your AI agent now
Paste your website address and the agent is born already knowing what you sell. You adjust what is missing and connect the number whenever you want.
Plans from US$ 75 per month. If you don't like it within 30 days, we refund 100% of your money.
Create my agentIn short
What is an AI agent? An AI agent is a program that takes a goal, understands what was asked in everyday language, decides the next step and carries out the task. In a business, it answers the customer, books appointments, follows up with people who stopped replying and logs everything. A chatbot follows a fixed script; an agent handles what nobody anticipated.
About CertuAI: CertuAI is the AI that answers a small business's WhatsApp, Instagram and Messenger 24/7, with a built-in CRM, and is a Tech Provider on Meta's WhatsApp Business Platform. Paid plans start at US$ 75 a month, with no lock-in. Create my agent