5 AI Agents You Can Build Today (100% no-code)

Summary

In this informative script, the speaker discusses the creation of five distinct AI agents using no-code platforms, enabling non-programmers to build AI solutions for business efficiency. The agents include Personal, Lead Nurturing, Customer Success, Lead Enrichment, and Inbox Management agents, all designed to streamline tasks, improve margins, and reduce scaling costs. The talk highlights the use of tools like Open AI API, Pine Cone, and various databases to give these agents contextual understanding, showcasing practical applications and the potential to automate and optimize business operations.

Takeaways

• 🧑‍💻 Building AI agents is accessible without deep programming or AI expertise; platforms like nadn are user-friendly for non-engineers.
• 🔍 The use of Open AI's GPT-40 model and Pine Cone for vector databases helps AI agents understand context and complete tasks more accurately.
• 💰 The primary goal of using AI agents is to increase business efficiency, reduce scaling costs, and potentially eliminate the need for additional hires.
• 🛠️ AI agents can be equipped with various tools such as email, calendar, Google Drive, and CRM to perform tasks like sending emails and scheduling meetings.
• 📅 The 'Personal Agent' can execute actions based on user requests and can be accessed via platforms like Telegram for multi-step tasks.
• 🌱 The 'Lead Nurturing Agent' is designed to engage with leads through personalized emails, potentially doubling revenue from existing leads.
• 🤝 The 'Customer Success Agent' assists clients by answering questions, retrieving documents, and scheduling meetings, freeing up human customer success personnel for more complex tasks.
• 📊 The 'Lead Enrichment Agent' collects and summarizes information about leads to strengthen the effectiveness of the lead nurturing process.
• 📧 The 'Inbox Management Agent' categorizes and responds to incoming emails, reducing the time spent on email management for the user.
• 🔧 Custom tools like 'Find LinkedIn Profiles' can be created to suit specific business needs, such as prospecting for new leads.
• 🛑 The importance of creating agents with clear, singular responsibilities to avoid overwhelming them with too many tasks and to streamline workflows.

Q & A

What are the five different AI agents mentioned in the transcript?

The five AI agents mentioned are the Personal Agent, Lead Nurturing Agent, Customer Success Agent, Lead Enrichment Agent, and Inbox Management Agent.

What is the primary function of the Personal Agent?

The Personal Agent is designed to execute actions upon the user's request, utilizing tools like email, calendar, Google Drive, and a database to complete tasks efficiently.

How does the Lead Nurturing Agent help in increasing revenue?

The Lead Nurturing Agent helps in increasing revenue by sending compelling and relevant sales engagement emails to warm leads, potentially capturing revenue from leads that would otherwise be overlooked.

What is the main objective of the Customer Success Agent?

The main objective of the Customer Success Agent is to answer questions, retrieve documents, and schedule meetings for clients, thereby allowing human customer success personnel to focus on higher-level tasks and relationship building.

What role does the Lead Enrichment Agent play in the sales process?

The Lead Enrichment Agent is responsible for gathering information about leads, such as from LinkedIn and Google searches, and saving it into the CRM, which helps in crafting more personalized and effective sales communications.

How does the Inbox Management Agent reduce the time spent on email?

The Inbox Management Agent categorizes incoming emails and responds to messages accordingly, reducing the time spent on email by automating responses and ensuring important emails are prioritized and attended to promptly.

What tools does the Personal Agent have access to, according to the transcript?

The Personal Agent has access to tools such as email, calendar, Google Drive, a calculator, Wikipedia, and a window buffer memory for contextual understanding of past conversations.

What is the significance of using a vector database like Pine Cone in building AI agents?

Pine Cone is used for the vector database to create a knowledge base for the agent, providing it with contextual understanding and awareness to accurately and effectively complete tasks.

How can AI agents help in reducing the need for hiring additional staff?

AI agents can automate repetitive tasks, handle customer inquiries, and manage workflows, which can lead to increased efficiency and reduced reliance on hiring more staff for certain roles.

What is the potential impact of AI agents on the future of hiring practices?

The future of hiring practices may shift towards hiring individuals with more experience and skills, as AI agents can take over roles that require less expertise, allowing human employees to focus on more strategic tasks.

Can you provide an example of a multi-step task performed by the Personal Agent?

An example of a multi-step task performed by the Personal Agent is sending an email to a contact and scheduling a meeting. The agent uses email actions to send the email and calendar actions to schedule the meeting.

What is the role of the 'Autof fixing output parser' tool mentioned in the transcript?

The 'Autof fixing output parser' tool is used to ensure that the agent outputs a very specific JSON package, which includes components like the recipient's email, message, subject line, etc., for the purpose of sending emails through a Gmail node.

How does the Lead Nurturing Agent determine which leads to contact?

The Lead Nurturing Agent is triggered when the CRM management agent identifies a lead that hasn't been contacted in the last seven days, ensuring regular touchpoints with leads.

What is the purpose of the 'Google search' tool in the Lead Enrichment Agent?

The 'Google search' tool in the Lead Enrichment Agent is used to find additional information about a lead, such as articles about the company or profiles of the founder or CEO, to provide extra context and enhance the personalization of sales communications.

How does the Customer Success Agent handle client inquiries?

The Customer Success Agent uses tools like Slack or email, calendar, Google Drive, and project management tools to quickly answer questions, retrieve documents, or schedule meetings for clients, streamlining the process and allowing human customer success personnel to focus on more complex issues.

What is the purpose of the 'LinkedIn scraper' tool in the Lead Enrichment Agent?

The 'LinkedIn scraper' tool is used to gather publicly available information from LinkedIn profiles of leads and summarize it, adding it to the CRM for better understanding and personalization of sales approaches.

What is the role of the 'Categorize' tool in the Inbox Management Agent?

The 'Categorize' tool in the Inbox Management Agent is responsible for sorting incoming emails into appropriate categories, such as promotions, leads, or sales emails, to streamline the email management process.

How does the 'Notify' tool work in the Inbox Management Agent?

The 'Notify' tool in the Inbox Management Agent is used to alert the user or the relevant person when an email requires a response, especially for high-priority or urgent messages, ensuring timely communication.

What is the purpose of the 'Find LinkedIn profiles' tool mentioned in the transcript?

The 'Find LinkedIn profiles' tool is used to search for and compile a list of LinkedIn profiles based on specific parameters, such as job title, location, and industry, to aid in prospecting and lead generation.

Outlines

00:00

🤖 Introduction to AI Agents for Business Efficiency

The video script introduces the concept of building AI agents using no-code platforms, which simplifies the process for non-programmers and non-AI engineers. It discusses the use of no-code tools like N8n for building agents and the OpenAI API for leveraging the GPT-4 model. The purpose of these AI agents is to assist businesses in increasing revenue, reducing costs, and potentially eliminating the need for hiring additional staff for certain roles. The script outlines five different types of AI agents that can be built: personal agent, lead nurturing agent, customer success agent, lead enrichment agent, and inbox management agent, each tailored to specific business tasks and processes.

05:02

📧 Personal Agent for Task Automation and Efficiency

This paragraph delves into the functionality of the personal AI agent, which is designed to execute actions based on user requests. The personal agent has access to tools like email, calendar, Google Drive, and a database to perform tasks such as sending emails, managing calendar events, and retrieving documents. The script demonstrates how the personal agent can be accessed via Telegram and how it uses the OpenAI chat model to understand and carry out multi-step tasks, such as sending an email and scheduling a meeting. The personal agent is highlighted as a valuable tool for business owners and managers to automate routine tasks and free up time for more strategic activities.

10:05

🌱 Lead Nurturing Agent for Engaging Warm Leads

The script explains the role of the lead nurturing AI agent, which is tasked with sending engaging and relevant sales emails to warm leads. The agent uses tools like email, Google Drive, and CRM to personalize communication and potentially increase revenue from leads who have previously engaged with the business. It discusses the common challenge faced by agency owners and solo founders in maintaining consistent touchpoints with leads and how the lead nurturing agent can automate this process, ensuring that leads receive regular, personalized communication that could lead to conversions.

15:06

💼 Customer Success Agent for Client Support and Relationship Building

The customer success AI agent is introduced as a tool for answering client queries, retrieving documents, and scheduling meetings. This agent is designed to be customized for each client, giving them access only to relevant documents and project management tools specific to their account. The script highlights how this agent can help customer success teams focus on building relationships and providing high-level solutions by handling routine queries and document retrieval, thereby increasing client satisfaction and potentially allowing teams to manage more clients with fewer resources.

20:06

🔎 Lead Enrichment Agent for Enhancing Lead Data

The lead enrichment agent is described as a crucial component in the lead nurturing process. This agent is responsible for gathering information about leads using tools like Google search, website scrapers, and LinkedIn scrapers, and then saving this data into the CRM. The script emphasizes the importance of this agent in providing the lead nurturing agent with the necessary context and information to send out personalized and effective emails, as well as equipping sales teams with the knowledge needed for productive sales calls.

25:10

📬 Inbox Management Agent for Streamlining Email Workflows

The script introduces the inbox management AI agent, designed to manage incoming emails by categorizing and responding to them accordingly. The agent uses email actions and interacts with other agents like the lead qualification agent for lead-related emails. It is highlighted as a tool that can significantly reduce the time spent on email management, allowing business owners to focus on more critical tasks. The agent's role is to ensure that emails are not just responded to but also appropriately categorized and directed to the relevant agents or tools for further action.

30:11

🛠️ Custom Tools for Prospecting and Business Growth

The final paragraph showcases the flexibility and potential of creating custom tools for specific business needs. An example is given of a tool that can search for and compile LinkedIn profiles based on specific parameters, such as job title and location. The script demonstrates how this tool can quickly generate a list of prospects, which can then be used for outreach or further sales processes. The paragraph emphasizes the importance of tailoring AI agents and tools to the unique requirements of one's business to maximize efficiency and growth.

Keywords

💡AI agents

AI agents, as discussed in the video, are autonomous systems capable of performing tasks without the need for constant human intervention. They are integral to the video's theme, which is about leveraging AI to streamline business operations. Examples from the script include personal agents, lead nurturing agents, and customer success agents, each designed to automate specific business processes.

💡No-code platforms

No-code platforms are tools that allow users to build applications or systems without writing code. They are central to the video's narrative as they democratize AI agent creation, making it accessible to non-programmers. The script mentions using no-code platforms like 'nadn' to build AI agents, emphasizing the ease of use and quick learning curve.

💡Open AI API

The Open AI API is a service that provides access to advanced AI models, such as the GPT-40 model mentioned in the script. It is a key component in building AI agents, offering the underlying technology for natural language processing capabilities, which is crucial for tasks like email communication and data retrieval within the agents discussed in the video.

💡Pine cone

Pine cone is a vector database mentioned in the script, used to create a knowledge base for AI agents. It is essential for providing contextual understanding and awareness to the agents, enabling them to complete tasks accurately. The script illustrates its use in storing contact information, which is a frequently requested piece of data for task completion.

💡Lead nurturing

Lead nurturing refers to the process of engaging with potential customers to build relationships and trust over time. In the video, the lead nurturing agent is designed to send personalized emails to warm leads, aiming to convert them into customers. The script discusses the importance of nurturing leads to capture hidden revenue within a CRM.

💡Customer success

Customer success is a concept focused on ensuring customers achieve their desired outcomes while using a company's products or services. The customer success agent in the script is designed to answer questions, retrieve documents, and schedule meetings for clients, thereby enhancing the customer experience and reducing the workload on human customer success teams.

💡Lead enrichment

Lead enrichment involves gathering and adding more information about leads to a CRM to better understand their needs and preferences. The script describes a lead enrichment agent tasked with finding information about leads, such as from LinkedIn and Google searches, and updating the CRM to aid in more effective lead nurturing and sales strategies.

💡Inbox management

Inbox management is the process of organizing and responding to emails efficiently. The script introduces an inbox management agent designed to categorize incoming emails and trigger responses or further actions by other agents. This concept is crucial for reducing the time spent on email handling, allowing for a more streamlined workflow.

💡CRM

CRM, or Customer Relationship Management, systems are used to manage interactions with customers and potential customers. In the video, the CRM is highlighted as a tool integrated with various AI agents to store and access customer data, facilitating personalized communication and improving business processes.

💡Google Drive

Google Drive is a cloud storage service that allows users to store, share, and access documents online. The script mentions Google Drive as a tool given to AI agents to pull documents when needed, such as retrieving a YouTube description template, showcasing its utility in automating document retrieval tasks.

💡Telegram

Telegram is a cloud-based instant messaging service that the script mentions as a platform for interacting with the personal AI agent. Users can send messages to trigger the agent to perform tasks, demonstrating the integration of AI agents with common communication tools for ease of use.

Highlights

No-code platforms enable anyone to build AI agents without programming skills.

NAND and Open AI API are used to build AI agents with contextual understanding.

Pine cone vector database is utilized for knowledge base creation.

AI agents can increase business margins, reduce scaling costs, and eliminate the need for hiring more staff.

Five different AI agents discussed: Personal, Lead Nurturing, Customer Success, Lead Enrichment, and Inbox Management.

Personal AI agents can perform actions like email sending, calendar management, and document retrieval.

Lead Nurturing agents send personalized emails to engage warm leads and increase revenue.

Customer Success agents handle client queries to free up human customer success personnel for higher-level tasks.

Lead Enrichment agents gather information about leads to enhance the effectiveness of Lead Nurturing agents.

Inbox Management agents categorize and respond to emails, reducing the need for manual inbox management.

Agents can be triggered by other agents or direct user commands to perform specific tasks.

Common tools across agents include email, calendar, Google Drive, and CRM for streamlined workflows.

Agents can be customized with additional tools for specific business needs.

AI agents can improve efficiency, allowing for better task management and time savings.

Agents can be built to work together, creating a network of AI that enhances business operations.

Examples of unique tools like LinkedIn profile scrapers for lead generation are highlighted.

The flexibility of AI agents allows for the creation of custom workflows tailored to specific business processes.

AI agents represent a new space with evolving frameworks and processes, offering immense potential for business optimization.

Transcripts

talk about five different AI agents that

you can build today and theoretically

anybody can build these agents we use no

code platforms so you don't need to be a

programmer you don't need to know how to

code you don't need to be an AI engineer

um you can learn these platforms pretty

quickly we use nadn to primarily build

our agents and the tools that go along

with them we use open AI API to get

their gp40 model and we use pine cone

for the vector database where we create

the knowledge base for the agent so it

has the contextual understanding and

awareness to accurately and effectively

and reliably complete tasks right

obviously if you did know how to code

obviously if you were an engineer you

can probably get more out of these

platforms but we're just looking to use

these agents to help our businesses make

more money increase our margins decrease

the cost to scale overall and hopefully

eliminate the need to increase headcount

in order to scale right we want to get

to a point where we're no longer hiring

people

for roles where it's almost like you're

hiring them to maintain where you're

currently at right like you've reached a

certain point where the bandwidth is

getting insane maybe you're taking on

more clients or maybe you uh there's

like some initiatives that you want to

do like combing through a lead list

following up with leads you know some

things that you just that are on your

to-do list but you haven't got to yet

and you're thinking oh man maybe I need

to hire a virtual assistant or maybe I

need to hire an SDR or maybe I need to

hire a personal assistant right instead

of hiring people like that

I think the future is going to be AI

agents instead and then the people that

you do hire are people that probably

will cost more but you'll have the

margins to pay for to pay for them right

to afford them um but they come with

more experience and more skills and

themselves can be a lot more leverage on

your business than hiring maybe like a

virtual assistant or someone where we

can kind of replace their role um by

using Ai and AI agents right so the five

different agents that we're going to get

into today are the personal agent lead

nurturing agent customer success agent

lead enrichment agent and inbox

management agent okay we'll get into the

details on all of these so the personal

agent is U one that I use um almost

every day it's supposed to execute

actions upon the users's request and the

tools that it has are email calendar

Google Drive and update database I'm

going to add some other tools to it like

CRM and project management as well um

but for now these are the tools that it

has and it looks like this

and we can actually just go ahead and

take a look at it in nadn so we can see

under the hood what it looks

like um and before I do that I created

this project here just to put kind of

demo agents and tools um so we can just

like see them right but you can see the

ones with Bots are agents with the bot

emoji and then the ones with the hammer

and wrench are the actual tools right so

we build our agents and our tools all in

one place makes it super super easy to

just get in there um add add a new tool

to an agent build an agent really

quickly if you need like a workflow to

be fulfilled you can build an agent in

an afternoon right um so it's just like

a One-Stop shop this is inen just a

One-Stop shop for building agents so

let's get into it personal

agent so let's get into each of the

components

here I primarily access this agent via

telegram so I just have a telegram

Channel every time I send a message it

triggers this agent to go and do

something um so I'll send a message it

triggers the agent the agent decides

like what it needs to do right and we

give it access to obviously the open AI

chat model here so it can you know be an

ai ai agent um and then I give it like

calculator and Wikipedia just you know

just in case like I want to calculate

something or pull something from

Wikipedia why not um and the window

buffer memory this actually gives it

context of the past conversations that

I've had with the agent um so like up to

like 20 messages at least that's where I

said it it's like 20 messages in the

telegram Channel where I talk with the

agent it still has access to those

conversations so it it like if there's a

normal flow like if I said like um hey

what's Andrew's email okay it pulled it

it'd be like okay um can you actually

like send him uh can you actually send

his email to um you know John you know

let y'all know that this is an email or

something right so like something where

it's like um you know you asked to to do

something and then it's like using that

context to go and do the next thing

right uh and then we give it its tools

so here where it says context data pine

cone Vector store this is the knowledge

base uh for the agent and primarily the

agent is accessing this this knowledge

base to retrieve like contact

information uh that what we found is is

contact information is like by far the

most uh requested like piece of

information in order to complete tasks

um so in this case I get I give it

specifically like contact information

right and then we have obviously email

actions so send an email uh get an email

reply to an email Etc calendar actions

updated datab or update a calendar event

create a calender event delete an event

Etc updated database so this allows me

to like manually add things to the uh

Vector store to the knowledge base so

comes in handy when I'm at like a

networking event or like a conference or

something and I'm talking with some

and you know they've indicated some

interest in like getting involved with

agents or whatever and working with our

team and I want to like save their

information in our CRM and also in the

knowledge base so I'll just say like in

the telegram like hey can you add uh you

know Jane Smith here's her email to the

uh to the database and it'll go and like

update the database with their

information right um and then Google

Drive so obviously it'll pull documents

from our Google Drive if I need the

documents right so like hey can you get

me the YouTube description template boom

gives me the template like right

away um and like so let's see this thing

in action all right so I have telegram

open here on my

desktop um let's let's do a uh a

multi-step task so we can kind of see

the scope of what it's capable of doing

so let me say

um send an email to

Andrew and ask him if he finished

the elite digital

proposal Osco schedule

time to meet with

him uh for tomorrow at let's call it 6

PM okay so multi-step task right we want

to send an email to him and we also want

to schedule a time to meet so the agent

should be working with uh email actions

and calendar actions okay so let me test

workflow

so the agent is running it's using the

open AI chat model to obviously

understand what I just said right now

it's using email action so it's going to

send him an email and ask him if he

finished the proposal for elite digital

looks like that worked great now it's

going to schedule the calendar event for

tomorrow at 6 I think is what I said

yeah boom that worked awesome and let's

see what it said it said I've sent an

email to Andrew Lewis asking if you

finish the elite digital proposal a

meeting has been scheduled for him

tomorrow at 6m you can view that event

here so let me click

it just to check its work why

not okay it looks like it did I've done

this a couple of times sering a couple

um but obviously this was the 6m one

discussed the completion status of elite

digital awesome cool so it did it um and

then obviously like I could show we

could show more things let's see if the

was sent I think it was because it has

it

there and it was awesome I hope this

message finds you well I finished the

have you finished the elite digital

proposal also can we schedule a time to

meet tomorrow at 6m best regards awesome

Okay cool so everything was sent

properly um and that should give you an

idea of how the personal agent Works um

I like this one a lot because it it only

acts when you tell it to act and um you

can give it as many tools as you want

right there is a moment where it becomes

like kind of tool overload for the agent

um but for this scenario like the fact

that you're kind of telling it

explicitly what to do uh it makes it

easier for the agent to kind of

understand which tools to use and when

right uh so that's the personal agent I

think any any founder any uh manager

even um and pretty much anybody like any

team member period probably should have

one of these just as a personal agent to

retrieve documents retrieve information

um and then like quickly do easy tasks

um that you know they would have to

like and they would have to like log

into their inbox or log into their

calendar but what what I was going to

say is like it's not like these things

are taking up too much of your time but

they do add up right a majority of our

time is spent in our inbox and in our

calendar so if we can kind of eliminate

a couple of different things here and

there it does start to add up as a as a

positive so let's move on that was the

personal agents again something I use uh

almost every day especally when I'm on

the road or or moving around uh lead

nurturing agent so this one is designed

to send compelling and relevant sales

engagement emails to warm leads tools

are email Google Drive and CRM so this

one we created because a a very common

um paino from agency owners or solo

Founders or people with kind of like

small teams is they have this lead list

they have this this uh somewhat massive

list of leads of people who have like

somewhat engaged with them or their

content or lead magnets or their ads at

some point right and they know that if

they just like went through that list

consistently like every week and emailed

everybody and sent a very personalized

touch point and maybe sent um pieces of

content or case studies that they think

would be

relevant to the lead that they would be

able to capture more revenue from their

leads right too many agency owners or

Sol Founders end up in this cycle and it

makes sense because you just don't have

the timer bandwidth but they end up in

the cycle where you run an ad or you run

a piece of content or a lead Magnet or

something and you kind of expect that uh

people see that and then they

immediately book a call and then you hop

on the call and then you close them um

but the reality is that a lot of people

aren't ready to buy right then there's a

nurturing window that needs to happen

and if you just don't have the bandwidth

or or the time you're not getting those

touch points in you're not nurturing

properly right um also what can happen

is maybe you have a lot of leads in

there that aren't qualified for your

recurring service offer but they might

be buy they might be able to buy like

the ebook that you offer the $20 ebook

right so like your lower ticket offer or

maybe that they'd be willing to buy your

$2,500 course on what you do right

medium ticket offer um there's a lot of

cases where people are fans of yours or

like what you're doing but they just

can't afford your high ticket stuff

right or they just don't need it but

they want to learn more and they're

willing to to pay money right so the

lead nurturing agent is really good at

capturing that Revenue that's in your CR

right it can almost double your Revenue

at times because you don't know how many

people are in there as silent fans who

are watching uh you know every piece of

content that you post and they're just

not going to buy they're just never

going to buy the high ticket thing from

you but they're learning a lot from you

and they're willing to buy something um

that might be a lot cheaper but still

provides value and so we want to make

sure that we get get that in front of

them right um and that one looks like

this uh and we'll hop into nadn and just

take a look at it

as well why

not lead nurturing agent

cool um I don't know if I said this but

I basically just like put a bunch of the

agents that we have into like this uh

one project here as demo versions so um

that's why you see some of these as like

deactivated and stuff we just don't want

them running or anything to like break

just because I'm I'm showing demos but

anyway the lead nurturing agent gets

triggered from other agents so we have

an inbox management agent that we'll get

into later and whenever an email comes

in that's from a lead it kicks it to the

lead nurturing agent um actually that's

not true it it kicks it to the lead

qualification agent the lead nurturing

agent gets triggered whenever the CRM

management agent sees a lead that hasn't

been contacted in the last seven days so

that one is designed to uh review the

CRM like every hour if there's any lead

in there who hasn't been who hasn't

received a touch point in 7 days it

sends that lead and all of their

information from the CRM it sends that

to the lead nurturing agent and then the

lead nurturing agent obviously uses the

database uh to retrieve any data that it

needs right like it it probably like

usually it doesn't actually need to

access the database in this case but um

sometimes it does because you know you

have like specific it depends how many

Like rules you have or um what your

content preferences are or how large

your brand document is um so like you

know in some cases you can kind of like

tell the agent how to craft emails and

and messages just like in the prompt but

a lot of times like it's it's a lot of

data and you just want to put that in a

database so it's more efficient so

that's why we have the database here um

this right here the autof fixing output

parser so we need the agent to Output a

very specific uh Json package so that

way we can actually like put each of

those components like who's the email

going to like what's their address

what's the message what's the subject

line Etc so we can put that stuff into

like a Gmail node that'll actually like

send the email right so we just got to

make sure that the output comes out

perfectly so we use this and then here

are the tools right CRM Google Drive

email actions and you're probably going

to see a pattern here we reuse the same

tools for a lot of these agents um you

the reality is like every agency has

almost the same text stack which is like

email calendar project management stuff

like software um and then like a

database of sorts for their documents

like Google drive or notion or one drive

or Dropbox or whatever um and then you

have like platform specific stuff just

depending on what kind of agency you are

like what exactly you offer but we all

have the same stuff right email and

calendar like we all have that so you're

going to see a lot of the same tools

being used with different agents um so

yeah that's the lead nurturing agent

super crucial to capturing more Revenue

that's in your lead list that's just

hidden there right people who are ready

to buy but they just haven't got enough

touch points from you they haven't

gotten enough touch points from you uh

nor have you gotten the right offer in

front of them at the right time customer

success agent so this one's objective is

to answer questions retrieve documents

and schedule meetings for a client uh

the tools that it has is slack or email

usually both uh maybe not both calendar

Google Drive and then trer or like

project management stuff so this one's

designed to be uh a custom agent for

each client that you have so if you have

30 clients all 30 clients will have

their own customer success agent that

only has access to the documents or like

the folder in Google Drive that has all

of their stuff right and then um the

actual like project management stuff

that has to do with that specific client

and then any kind of like other

additional information uh just

specifically about that client so if

ever the client is asking like for just

an easy easily answerable qu question or

to retrieve some kind of document or

anything that can be like really quick

and automated the agent steps in and

handles that and it allows your actual

customer success person to focus more on

like building the relationship or

providing uh higher level solutions to

whatever problems that are happening um

it also allows them to have the

bandwidth to handle more clients so you

don't need to hire as many customer

success people because a lot probably

about like 40 to 50% of the queries that

are coming in from your clients are

being handled by their specific agent

right it also reduces turn they're

getting their answers they're getting

their documents that they need much much

quicker from you because they're

speaking with an agent right um and

there might be a little bit of a a habit

change or learning curve or process

change to some clients like people

aren't necessarily used to working with

AI agents you know directly um but like

what I've seen is like after a couple

days or like a week of like using it and

the agent just provid in the answer or

providing the document right away people

really start to um like enjoy it and and

and almost be upset if we were to like

take it away right it's such a huge

asset um and this one looks like this

let's just go ahead and hop in I don't

even know why I put the pictures on

here um because I'd rather just show it

in the

actual platform like where it is um

let's see where's this one CX agent yeah

okay so um we primarily use slack

deactivated it because I don't want

anything whatever I just don't want this

agent to get triggered um so if anything

is like sent into the slack this gets

triggered and the agent kind of decides

like first of all do I need to answer

this um if I do need to answer it can I

actually answer it do I have the tools

and the ability and the knowledge base

to answer it um and if I can let me go

ahead and answer it right uh and then we

have execute workflow trigger so

sometimes your customer success person

which a lot of times is you but your

customer success person will have a

personal agent of their own and so

they'll tell their personal agent like

uh oh man I forgot to send the uh

proposal or the uh the new scope to the

new s so to uh you know this this client

um can you make sure that that gets sent

and so the personal agent will trigger

the uh specific customer success agent

to send that document

right um so that's how we like there's

there's ways to connect these agents

together to have them work together but

we try to keep that as simplified as

possible um and but we'll get into some

of that later when I do videos on like

architecture and and designing how they

should work together and whatnot best

practices um but the components of this

are the same like we give all of our

agents a database and then calendar

actions again Google Drive actions again

a SAA for like project management and

then email actions again right like I

said these tools they start to repeat

themselves because there's just like

common workflows common tools that

everybody

uses lead enrichment agent so this one's

key because it helps your Le uh lead

nurturing agent actually do a good job

right and not just send like a generic

uh like marketing email that just gets

sent to spam and nobody really reads the

lead enrichment agent is basically

responsible for finding information

about that lead uh about all of our

leads and saving that into the CRM and

so the tools we give it are Google

search website scraper LinkedIn scraper

and

CRM um and this one looks like this so

let's let's go back into inate

in and let's take a

look uh which one which one are we doing

enrichment lead

enrichment okay so this one

we're using Google Sheets um for our CRM

for now just no need to there just

hasn't been a need to like get a real

CRM yet um but anyway same thing here we

give it the vector stored the database

then we give it a LinkedIn scraper so

this tool will obviously go and scrape

uh any information you can find on

LinkedIn LinkedIn has some um pretty

harsh restrictions on scraping their

website understandably so um but they do

allow like public like even if you're

not signed in to to LinkedIn there is

publicly available information that they

they put um so we can get we can at

least get that information then there's

some third party tools where you can

gain access like extensions and whatnot

but I swear like every extension that

I've used um eventually just gets my

account like somewhat flagged or or

temporarily banned or something um and

so it's it's kind of it's it's um it

scared me away from using like third

party tools uh for LinkedIn specifically

but you know I've been I've been trying

to do that LinkedIn stuff for a while so

maybe things have gotten better but

LinkedIn scraper obviously pulls

information about LinkedIn summarizes it

and puts it into the CRM CRM this is

just to put stuff into the CRM right um

website scraper this will go to their

website scrape it summarize put it into

CRM and then the Ser API this is just to

be able to do like Google search so

sometimes we just have it Go and like do

a Google search of the person and like

the company see if there's any like

articles that were written about the

company or profiles about the founder or

CEO um that we might want to reference

or pull in for just additional contexts

about the person um and then obviously

add that information to the CRM so this

one's job is like very key in the whole

process and that it actually gives us

that that extra Edge that extra those

extra pieces of information that make

the emails that are being sent out by

the lead nurturing agent that much

stronger right and then also like for

anybody who's on our sales

team all this information is being saved

in the CRM so like you know you're

hopping on a sales call they're the

salesperson's like personal agent is

drafting like a brief about the person

and about the the account and sending it

to the to the salesperson 30 minutes

before the meeting and all the

information from the CRM is very

important right like the salesperson

needs to know this stuff in order to

have a really good uh and productive

call so this one's really really key

just in terms of information gathering

and making each of us smarter when we

hop on sales calls or hop on calls with

our clients

okay last one here inbox management

agent I think everybody should have this

one um I I'm like hardly in my inbox now

because of the agents that I've set up

and uh it's been nice um it used to be

like every day I would just like the

first thing I do is go into my email and

answer a bunch of emails and um eyes

constantly on my email account and like

uh or my inbox and I'm like you know

trying to get in there and answer answer

emails really fast and uh I still like

to answer emails fast but

I'm hardly actually in my inbox anymore

if I get an email goes to my telegram my

agent lets me know um if it's an email

that I don't need to respond to and an

agent can respond to the agent will

respond right and it's also

categorizing like okay this is promo

let's get that out of here this is a

lead let's make sure someone responds to

this uh this is a sales email like

someone's sending us let's put this in a

label in a folder uh let's label it tag

it appropriately in case we want to like

reach out to that vendor at some point

right um and so obviously this agent is

managing the founders inbox not just the

founder but anybody's inbox and

categorize and responds to messages

accordingly we give it email actions we

also give it other agents so this one is

really responsible for uh dishing out

what needs to happen so like a leag

comes in it sends it to a lead

qualification agent so it can like book

The call right if the leag comes in

interested leag qualification agent is

the one who will actually have the

conversation and then schedule the thing

at the end the inbox management agent

will not do that it's not actually

responsible for handling anything to do

with leads it just handles like very

basic responses that need to happen and

frankly it hardly responses like let's

be real it's hardly respond responding

to emails um it's mainly just kind of

like triggering agents other agents that

need to be triggered to do something or

just categorizing the uh emails and then

we obviously give it CRM and

categorization tools so we I say

categorization tools because um there's

like specific ways we want to categorize

everything and in instead of like giving

the agent a ton of like rule sets for

how to categorize stuff we're just going

to create a tool that can that will

handle those rules for it right like we

want to like the agent's only job

realistically is to um

identify identify the email and then

determine what exactly it's supposed to

do like reason what exactly is supposed

to happen once it's read that email or

what it needs to do with that email

right um it's not supposed to like if

it's like okay we need to categorize

this tool we need to categorize this

email okay go send it categorize and

then we also need to um trigger the lead

uh nurturing or the lead enrichment

agent or no the lead qualification agent

um maybe we need better names for these

but the lead qualification agent to like

respond to this lead like okay go do

that instead of like oh we need to

respond to this lead with a really um

wellth thought out compelling message

with content pieces um as well as C

categorizing the email in this perfectly

in this exact way like we basically what

I'm trying to say is we just don't want

to give it too much to handle we want to

give it a very clear like this this is

your this is exactly what you're

supposed to do and any of the additional

stuff the details that are part of that

are going to be handled by the tools

themselves right not by the agent um

that seems to be work the best for us if

any of you guys are building agents and

you have better processes around this

stuff please let me know this is

obviously a new space people are

learning building their own frame works

and their own processes and and Sops

around it so um you know things are

constantly evolving

here but this one looks like this um

and I'm not going to go into it I can

just do it from here um actually I will

it'll just be bigger for you guys to

see uh you can see lead qualification

this was the one I was talking about uh

kept getting mixed up so inbox

management

okay so this one gets triggered off

Gmail right so any message that comes in

boom this one's the first thing that

like this this is the agent that sees it

first right sees it before me sees it

before anybody else usually right and

then it kind of it has the vector store

it understands like contact data so if

it's it if it uh is a lead or something

that information will be in the database

and so it'll be able to say like oh okay

this is a lead right um

let me kick that to the lead

qualification

agent uh then we also have reply to an

email this is basically email actions

but I've kind of simplified this tool in

particular for this agent because all

it's doing is replying to an email it's

not going to be like it's just not going

to be doing like that much else um but I

actually might change this to all email

actions just in case it like we want to

add some new rules to it um I might

change it to email actions but like I

said it it's actually hardly replying to

an email anyway so maybe it won't matter

uh categorize so this handles all the

categorization so when you're when it's

like okay the the uh inbox management

agent its job is to categorize all the

emails that come in it's like okay the

agent itself isn't actually doing the

categorizing it's not it's not saying

like oh this was a promo email like

Market as promo like it's just saying

like oh I need to categorize send it to

the categorize tool and the categorize

tool will handle all that right uh CRM

obviously lead qualification agent that

was mentioning and then notify so this

is just to notify me or whoever's inbox

it is that they need to respond right so

after it's categorize it's like oh man

this is high priority super urgent

notify me right so it has those rules in

place to do

that um and I kind of just quickly that

was the last one but just like before we

end the video I just want to dive into

the tools just a little bit um like some

of the tools I didn't even talk about

like fin LinkedIn profiles this is a

good one like this this tool right here

will basically be like if I say

um if I

say let me just show you let me just

show you uh let me pull up the sheet so

basically what okay I got the sheet

pulled up this is like so basically what

this uh tool does is it I I basically

say like um hey can you give me a list

of um LinkedIn profiles

for uh Founders in AI who are located in

Los

Angeles um and it'll go and it'll it'll

basically just like do a Google search

for LinkedIn profiles based on those

parameters grab as many as I said to get

like let's say I said 100 it would grab

100 um and it would put them in the

sheet and it it would also like Define

like what I did so like I did a couple

of test runs earlier and it's like okay

LinkedIn search results for founder

United States search results for founder

new y city um for project manager for

agency so like let's say let's see it in

action let's say I said

um I'm to test it out and say

like give me a list of let's say

300 uh

Founders located in let's say

Dubai um who work in AI

um yeah that works so we do

chat and then we can see the tool

working

here and then it's obviously going to

get to the uh the sheet eventually um

and then we'll be able to see it it will

have

created an additional sheet here so okay

look LinkedIn search results founder

Dubai cool let's open it up and soon

we're going to see like it's probably

going to be like 10 at a time that just

go boop boop boop boop boop and get us a

nice list of high quality prospects I

mean um I wonder you know these are

probably good leads maybe for us um but

we're in AI as well so like maybe these

people already know like

what you know maybe they're not actually

good fits for us um but you can see like

how easy it is to just like pull a list

of LinkedIn Prof files and then like

take that list and put it into some kind

of like automated like Outreach thing or

automated like connection request thing

or something like that um but like super

easy super quick like prospecting tool

that you know I'm probably going to be

using quite a bit uh in the future I

kind of just built this one a few days

ago but I can I can see it being like

super super helpful down the road um so

this is this is an example of like a a

unique

tool that you're not necessarily going

to be attaching to every single agent

that you have it's not like email or

calendar or Google drive but it's a

really helpful tool for maybe like a an

all-encompassing like prospecting agent

like someone who does Google searches

and not only finds like uh LinkedIn but

like also gets email accounts for the

lead gets their name like full name and

it it really fills out um an entire like

leadless like column set you know that

that you would have like in CRM like

first name last name email address

location uh job description you know job

title like all of that information like

we could build this out even further or

or we could just like build an agent and

attach the proper tools and the agent

would just like constantly be

prospecting leads for us right um and so

that's a pretty cool tool and I just

show you that to just say

like the flexibility here is immense and

outside of kind of your common

tools there's a lot of opportunity to

create your own workflows based on your

actual business right your specific

business your specific offer your

specific ICP um and so that's why we

love agents and if you want to learn

more about it I got a video that dies

deep into kind of our process how we've

even gotten to this point um and some of

the common agents that we're seeing how

we build our agents what components we

use kind of like all of the details

around it should be the first link in in

the uh description but other than that

these are five agents that you could get

get started building today if you have

any questions let me know in the

comments um or feel free to email me but

otherwise that's it