Training · 2 hours · live on Zoom · $149 per seat

Agents 101: From Chatting to Doing

A chatbot answers. An agent does the job. What an agent actually is, two of them running live and unattended, then you build one and write the one-page spec for the first agent worth having in your business. Plus the security model that makes it safe to let one run. This is the part nobody else is teaching.

Ask about the next date →See the agenda

For: Owners who want the follow-ups to happen without remembering.

What you leave with

  • ✓Explain what an agent is in four parts: model, tools, memory, permissions
  • ✓Watch two agents do real work unattended, and know what to watch for
  • ✓Build a small agent yourself, with one tool and one instruction set
  • ✓Leave with a one-page spec for the first agent worth building in your business

Included with your seat: Every prompt and artifact built in the session, A 30-day replay link.

The agenda

Times shown as minutes from the start.

  1. 0:00

    Chatbot versus agent

    The four parts: a model, tools it can use, memory, and permissions. Why "agent" is not just marketing, and how to tell when it is.

  2. 0:15

    Live: the Researcher

    An agent that reads three sources and returns a comparison, unattended. You watch it work and see where it can go wrong.

  3. 0:30

    Live: the Chaser

    Follow-up emails that go out on their own, and what "human in the loop" means in practice: it drafts, it waits, you approve.

  4. 0:45

    Break

  5. 0:55

    Hands on: build one

    Everyone builds a custom GPT or Claude Project with one tool and one instruction set, for a task from their own business.

  6. 1:25

    Security in ten minutes

    Prompt injection, least privilege, and what an agent should never be allowed to touch. The part we insist on.

  7. 1:35

    Your first agent: the one-page spec

    Trigger, inputs, tools, guardrails, done-when. Everyone fills one out for the agent they would build first.

  8. 1:50

    What it costs, and what to build versus buy

    Side by side with a virtual assistant. Which agents you can build yourself and which are worth having built. Questions.

Before you come

  • →AI 101, or comfortable using ChatGPT or Claude
  • →A laptop. A paid ChatGPT or Claude account is recommended; the free tier works for the exercise
  • →One repetitive process from your week, written out in a few lines

Upcoming dates

This one runs Fridays, 11:00 AM to 1:00 PM ET, live on Zoom. The next date is being set now: ask and we will tell you as soon as it is up, or run it privately for your team.

Checkout runs through Stripe and you get a receipt straight away. Full refund up to 7 days before the session; inside 7 days, move your seat to any future date. Want this run privately for your team? See the team session.

Rather have one built for you?

The spec you write in this session is exactly what we build from. If you would rather skip the building, we set up a personal AI agent for your business: it runs on your own hosting and your own ChatGPT plan, sorts the inbox, chases the follow-ups, and texts you the three things that need a human.

After this one

AI Foundations for Your Business is the next step: 4 hours, $299 per seat. One morning, three new hires. A live, hands-on half-day where you bring your real business and leave with AI doing three real jobs in it: the Researcher, the Writer, and the Chaser. Every prompt and artifact is built live, you keep all of it, and you get the replay.

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