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An AI agent is software that combines an AI model, tools, and a goal so it can do multi-step work instead of answering from training alone. For a business, the useful shape is an agent that reads your own systems, such as QuickBooks, Shopify, Gmail, or Google Ads, and answers with figures that link back to the records they came from. CorpusIQ connects 40+ business tools to ChatGPT, Claude, and Perplexity through per-account authorization, and every answer carries a citation.
Related pillar: The AI workspace for business data
An agent is three pieces. The model, which turns a question into reasoning. The tools, which let it reach beyond its training, such as connectors into the systems your business already runs. And the goal, the instruction set that decides what the agent does and what it may not do. Strip one away and you have something else. A model without tools can only answer from what it learned, and tools without a goal are access nobody should deploy.
A chatbot answers one question at a time from its training and the conversation. An agent can plan steps, read live data, and finish a task. Ask a chatbot for your revenue and it can describe revenue in general. Ask an agent connected to your Stripe or QuickBooks and it returns the number, with a link to the record it read. The difference is not the model. It is whether the assistant can reach your data and whether you can check its answer.
Read and reconcile. An agent connected to your accounting, store, and ad accounts can answer the questions you normally check by hand: what came in this month, which campaign produced the orders, whether Shopify and QuickBooks agree. It reports what it finds. It does not create campaigns, change bids or budgets, send email, or edit records in the systems you connect. Each figure comes back with a citation, so a number can be checked before it is acted on.
Five checks. That access is scoped per connected system instead of granted once. That the connection is read-only and takes no actions inside your tools. That answers carry citations to the records they came from. That you can disconnect a system and see when connections happened. And which AI provider's plan governs the conversation after the answer is returned, since that leg sits outside the retrieval layer.
Start with one question that matters, such as revenue across the last 30 days, and connect only the systems that hold the answer. Add connectors as you go, disconnect any system at any time, and every answer links back to the record it came from. The 30-day free trial needs no credit card to start.
40+ read-only connectors. ChatGPT, Claude, and Perplexity. Solo $29.95 a month. 30-day free trial.