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Field guides

Field guides, product updates and what we learn putting agents to work with customers.

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Cover with the words What is agentic AI? and two interlocking gears on a pale blue background, with the TobyBot logo.

Field guides · 6 min read

What is agentic AI? How it differs from chatbots and AI assistants

Agentic AI works towards a goal with limited supervision. Learn how it differs from chatbots and generative AI, and what to check first.

Cover with the words Let AI send emails? beside an envelope standing on a base with a large send key in front.

Field guides · 7 min read

Can AI send emails for you? What to set up before it does

Yes, AI can send emails for you. Start with drafts a person approves, then let it send only the narrow email types you have tested.

Cover with the words Agent knowledge base beside an open folder holding two documents, one with a highlighted passage.

Field guides · 7 min read

AI agent knowledge base: how to give an agent company documents

Give an AI agent company documents by choosing one job, curating the files it needs, then uploading or connecting them. You do not need to train a model.

Cover with the words Multi-agent systems and three small agent figures standing side by side on a shared base.

Field guides · 7 min read

What is a multi-agent system? When one AI agent is not enough

A multi-agent system splits a task across several AI agents. It can help with parallel or specialised work, but one agent is enough for most tasks.

A letter tray holding three envelopes sorted behind coloured tabs, next to the words Inbox triage

Field guides · 7 min read

AI email triage: how to sort a shared inbox with AI

Give AI one narrow job on a shared inbox: label each email, mark urgency and suggest an owner. Test it for two weeks before it drafts replies.

Cover reading Platform checklist, with an isometric clipboard showing three ticked rows and one open box

Field guides · 7 min read

How to choose an AI agent platform: a checklist for IT and operations

Pick one real workflow, check each platform against an operations list and an IT list, then run a short pilot on real work.

Cover for What is MCP (Model Context Protocol)? A guide for business teams

Field guides · 6 min read

What is MCP (Model Context Protocol)? A guide for business teams

MCP is an open standard that lets AI tools connect to your CRM, database or shared drive in one consistent way. Here is how it works and what to check.

Cover for What happens after you type a request into Xagent

Field guides · 2 min read

What happens after you type a request into Xagent

One sentence goes in, a plan comes back, and every tool call shows up while it runs. A walk through one real task.

Cover for Connecting your own systems to Xagent through MCP

Field guides · 1 min read

Connecting your own systems to Xagent through MCP

Native connectors cover Google, Microsoft, Meta and LinkedIn. For everything else, including internal systems, there's MCP.

Cover for AI agents vs assistants: a guide for enterprise automation

Field guides · 6 min read

AI agents vs assistants: a guide for enterprise automation

Assistants answer when asked and wait. Agents take a goal, plan the steps and act. How to tell which one a workflow needs, with a five-question test.

Pick the first goal.

Book a demo and bring the goal your team puts off. We will run it while you watch.

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