
AI Chatbots and AI Agents: What They Mean for Your Business
You may already use AI to draft emails or answer questions. But what about the work that follows—updating a contact, scheduling an appointment, or keeping track of unanswered inquiries?
In this Community Connect session with GrowthGenie360, Edwin Arenas, Operations Manager at LOJO Marketing, explores how AI agents can help move everyday business tasks forward. The conversation covers practical uses, the preparation involved, and how to start small.
Here are a few highlights from the discussion:
Understanding AI chatbots and agents. Edwin explains how conversational AI and agents approach tasks, including how agents use connected tools to work toward a specific goal.
Supporting lead follow-up. The session explores how an agent could answer questions, gather details, update contact records, and notify the right team member.
Making appointment scheduling easier. Booking, rescheduling, cancellations, and reminders are discussed as opportunities to reduce routine back-and-forth.
Giving AI clear instructions and limits. Documented processes, appropriate tool access, and ongoing review help guide an agent’s work. Edwin also introduces how these workflows can come together in GrowthGenie360.
Starting with a manageable internal task. A weekly summary of pending work is one example Edwin suggests for learning, testing, and building confidence before introducing customer-facing automation.
A key takeaway: begin with one repeatable process you understand well. Writing down the steps can help you identify where AI could support your team and where a person still needs to review or decide.
Watch the full session for the examples and discussion, and consider which recurring task in your business could be a useful starting point.
Find a Practical Starting Point for AI
Want help identifying where AI could fit into your business? Schedule a no-obligation call with our team to talk through your current processes and find a practical place to start.


