AI agents for small businessAI agents that do the work, and ask before they act.

An AI agent is software that does a job rather than answering one question. You give it a goal and the tools it may use, and it works through the steps. In DukeOS an agent is a job written in plain words, a list of tools it may use (never more than your own) and a schedule. It works as you, so it can only see and change what you can, and its changes wait for your approval.

Common jobs: find leads with no follow-up and draft one for each; list memberships ending this week and prepare renewal reminders; chase unpaid invoices politely; flag products running low and suggest an order; summarise the week for the owner. You can also set Duke a goal, such as 30 renewals by month end, and he plans the steps and tells you honestly how it is going.

• Follow up leads
• Prepare renewal and payment reminders
• Flag low stock
• Weekly summaries
• Work towards a goal you set

Yes. Duke on duty is the receptionist: he answers customers who message your WhatsApp, books them into free times, saves their details and hands over to a person when needed, under rules you switch on. See WhatsApp CRM for how it works and what always needs a person.

Agents propose; people approve. Every create, update, delete or message an agent prepares is shown to you first, grouped so you can approve many in one tap, and recorded in the audit log with who approved it. An agent never has more permissions than its owner, and cannot change settings, automations or other agents. Test runs keep nothing.

• Never more access than you
• Changes wait for approval
• Every action in the audit log
• Test runs keep nothing

An automation follows fixed steps: when something happens, if it matches, then do this. An AI agent decides the steps itself from the job you described, which suits work that needs judgement, like choosing which customers to contact and wording each message. In DukeOS both live in one place, Agents, as "Fixed steps" and "Duke decides". Learn how agents fit into the AI CRM and AI ERP parts of the system.

Businesses with repeat customers and routine follow-up: gyms (renewals and win-backs), dental clinics (recalls) and coaching institutes (fee reminders). AI agents and goals are in Growth ($99 a month) and Pro ($199). See pricing.