Leveraging AI Agents for Small Business Success - Accion Opportunity Fund Leveraging AI Agents for Small Business Success - Accion Opportunity Fund
Apply for a Loan

Leveraging AI Agents for Small Business Success

Learn how to use AI agents for small business success. Explore questions such as what is an AI agent, how do I make an AI agent for my business, and how can they help me reach by business goals.

Business owners creating AI agents for their small business

Published

Tags

Written by

AOF Advisors

Leveraging AI Agents

What is an AI agent and how can they help you reach your small business goals? In this two part webinar series, we explore the basics of AI agents, how to build them, and how to implement them to grow and succeed. AI agents for small business could be the key to your long-term success.

Meet the AI Agent Expert

Jam Anderson

Robyn “Jam” Anderson is the founder and CEO of Jam AI, an AI training company that has empowered over 1,500 small business owners and professionals to confidently integrate AI into their everyday work.

A featured AI Training Partner for professional organizations across the country, Jam has earned a reputation for making AI exciting, accessible, and immediately actionable.

Jam AI offers AI consulting designed to upskill teams at a human level, meeting each employee exactly where they are on their personal AI journey. Rather than one-size-fits-all corporate training, Jam’s approach focuses on building individual confidence and capability so that every team member — regardless of technical background — walks away with skills they can use the same day. Jam AI also runs Club Jam, a thriving membership community where entrepreneurs and professionals learn AI together through live weekly sessions, hands-on co-builds, and access to over 30 expert AI consultants.

With 20 years of marketing experience and a gift for turning complex technology into something anyone can master, Jam doesn’t just teach AI — she makes you excited to use it.

Stay in Touch with Jam:

Crafting AI Agents

Ever wondered how AI agents actually get built? In this session, we’ll break down what AI agents are, the core components that make them work, and a step-by-step walkthrough of creating your own from scratch. You’ll leave with a practical framework for designing an agent tailored to your business needs.

Check out Jam’s interactive Crafting an AI Agent presentation and worksheet here.

What is an AI agent?

An AI agent moves you beyond asking a large language model a question and copying, pasting, and tweaking the answer. An AI agent has the context, permissions, and tools to actually complete a task for you. It’s more than just an email drafting assistant. It can read the file, check your calendar, craft a document, and save it where it belongs. An AI agent needs careful set-up, training, and safeguards before it becomes your most powerful business ally.

How do you build an AI agent for your business?

Building an AI agent doesn’t have to be overwhelming. Jam has broken down the process into bite-sized steps that can be completed with the help of your favorite AI tool. Follow her step-by-step guide here.

Top AI Agent Tools

Putting AI Agents to Work

Now that you’ve got an AI agent, what do you do with it? This session covers how to put agents to work in real business workflows, from automating repetitive tasks to supporting customer engagement. We’ll share best practices, common pitfalls, and examples of AI agents driving results for small business owners.

Check out Jam’s interactive Putting an AI Agent to Work presentation and worksheet here.

How to Use Your AI Agent in Your Small Business

Once you have created your AI agent (see the above “Crafting AI Agents” video), you have to train your AI agent, give it skills, build in additional guardrails, and start testing it. The same agent can have many different skills and access to multiple tools.

Get Started with AI for Small Business

Take on Jam’s free 5-day AI challenge. The only AI skills you need to get started are the ability to copy and paste. Get started here.

Unsure if AI is right for your business? Nervous about leveraging AI for business use cases? Jam recommends reading “The AI-Driven Leader” by Geoff Woods to learn more.

Learn more from Jam AI x AOF

Check out Jam’s other webinars on AI for small business



More Learning