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🛠️ Module 4: Skills, Custom Assistants & Agents · Lesson 12 of 18

AI Agents Explained: When AI Takes Actions for You

A chatbot answers. An agent acts: it can plan steps, use tools, look at the results and keep going until a task is done. Agents are powerful — and need more care.

8 min read · Intermediate

Chatbot vs agent

  • Chatbot: you ask, it replies, you decide what to do next.
  • Agent: you give a goal, it plans and performs several steps — searching, opening pages, running code, editing files — and reports back.

Common kinds of agents

  • Research agents: search many sources and write a report with citations (often called “deep research”).
  • Coding agents: read a codebase, edit files, run tests and fix errors (for example Claude Code, GitHub Copilot’s agent mode, Cursor).
  • Browser / computer agents: click through websites and fill forms on your behalf.
  • Workflow automations: connect apps so that an event (new email, new form entry) triggers AI steps.

How to give an agent a good task

  1. 1

    State the goal and the finish line

    “Find 10 suppliers of X in Y; stop when you have 10 with contact pages.”

  2. 2

    Set limits

    Which sites or files it may use, what it must not do (buy, send, delete).

  3. 3

    Ask for a plan first

    Review the plan before it acts on anything important.

  4. 4

    Review the result

    Check the output and the steps it took, like you would review a junior colleague’s work.

Safety rules for agents

  • Keep approval turned on for actions that spend money, send messages, or delete data.
  • Do not give agents passwords or access they do not need.
  • Be careful with web pages and files from unknown sources — they can contain hidden instructions meant to mislead an agent.
  • Start with low-risk tasks and increase trust gradually.

Key takeaways

  • ★ Agents plan and take multi-step actions using tools.
  • ★ Give a clear goal, limits and a finish line; review the plan.
  • ★ Require approval for risky actions and limit access.

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