How AI Agents Really Work - Daniel Vassilev
AI agents are everywhere in conversation right now—but what actually makes them work? It’s not just slapping a large language model into a workflow and calling it a day. Under the hood, real agentic systems operate differently. They make decisions. They adapt. They break out of rigid if-this-then-that logic and enter something closer to human judgment.
In this episode, I talk with Daniel Vassilev, co-founder of Relevance AI, a platform purpose-built for building and deploying true agents. We dig deep into how agentic systems are structured—from core instructions to tool orchestration—and how that foundation changes what’s possible. Daniel explains the difference between automation and autonomy in clear, practical terms that any builder, founder, or operator can understand.
We also explore real-world use cases: where agents shine today, where they fall short, and how teams are already using them to 10x output without ballooning headcount. Whether you’re dabbling in LLM workflows or ready to rethink how your company works entirely, this conversation will level up your mental model.
If you’ve been wondering where the hype ends and the real architecture begins—this is the episode.
About Today's Guest
Daniel Vassilev is Co-Founder and Co-CEO of Relevance AI, a platform to develop commercial-grade multi-agent systems to power your business. With a background in software engineering, he previously created, grew and monetised two apps to a combined 7 million users, reaching #1 on the App Store top free.
Key Topics
- [00:00] - Introduction
- [01:31] - Defining agentic AI
- [03:28] - AI in linear workflows vs. agentic systems
- [08:19] - How agents work under the hood
- [11:24] - Always-on agents
- [13:43] - Selecting the right tasks for agentic AI
- [17:42] - Copilot vs. Autopilot
- [22:44] - Are there tasks we should never delegate to AI?
- [25:03] - Coolest use cases
- [34:30] - Agent memory and continual improvement
- [37:55] - Compounding effect of agent teams
- [41:39] - Relevance the company and platform
Learn More
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Disclosure: I am using an affiliate link for Relevance AI, which means I earn a small bonus if you sign up through my content.
Transcript
I feel like 2025 is the year that really explode as a topic and potentially
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:as a reality for many companies too.
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:But the challenge that I see in this is
that the topic is really not well defined.
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:There's kind of this vague notion that
it has something to do with putting
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:AI into workflows or giving it tools.
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:And something, something, something,
it takes over everyone's jobs all well
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:and good, but how do you actually make
AI agents that save you time and labor,
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:because anyone who has tried to do this
knows that it's not just as simple as,
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:you know, spinning up chat GPT and giving
it a mission and letting it run wild.
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:It still requires some kind
of architecture building,
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:debugging, thinking.
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:And it also requires some kind of platform
or environment to do that building in.
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:So today's guest has seen this
need and he's co founded a
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:company called Relevance AI.
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:They're a platform for AI
agents, a really cool product.
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:I actually recently became a customer
so I could explore this topic further
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:and I've enjoyed digging into it.
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:Daniel Vasilev, welcome to the show.
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:Danieil: Hey, Justin,
thanks for having me.
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:Justin: I have personally been excited
by this topic, in a way that think I've
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:really felt since I first got into like,
you know, marketing automation and got the
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:ability to just create simple, if this,
then that workflows it kind of, to me, it
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:feels like the next generation of that.
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:And I'm just curious if, you could
just start us off by giving your
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:definition, at least of what an.
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:AI agent or what a gentic AI is
just so we have this common frame of
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:reference for everyone that's listening.
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:Danieil: Yeah, absolutely.
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:I mean, the simple way like to think
about agentic AI for us is whether it
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:can now make decisions that are dynamic.
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:Can it handle non deterministic workflows?
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:Right.
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:So if we think about software
and software systems, they're
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:largely defined by algorithms.
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:Where you described a if this
then that that tends to be fairly
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:fixed and rigid rules you can
put in place to make decisions.
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:Agentsic systems are a lot more like
human systems in the sense that given
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:instructions and given context at a
decision point, it could make a variety
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:of decisions and those decisions don't
necessarily need to be predefined
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:and those decisions can be based on
some sort of qualitative judgment in
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:addition to a quantitative judgment.
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:for us the real difference and appeal
of a genetic AI is when it fully enables
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:them How can it accelerate our ability
to make decisions and take actions?
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:without being constrained purely by the
amount of people you have on your team
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:Or constrained purely by the amount of
hours you have in the day What does that
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:work look like and we are looking at
relevance in particular to help accelerate
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:that journey And make it so that Teams
are absolutely unleashed, they have the
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:ability to execute on ideas and hopefully
remove a little bit of that constraint,
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:which we have today, which is, oh, if only
we had an extra person to help us do this.
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:That's kind of where we see Agents.
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:AI take place.
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:And only if it's able to
handle those dynamic decisions.
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:If you're still kind of stuck in
rule based decisions, then that's
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:much more akin to software and
software systems of the past.
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:Um, I know there's a lot of marketing
noise out there, but I think once, you
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:this year wraps up and we start being
clearer as an industry of what a Agentic
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:AI is, that'll be the main differentiator.
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:Justin: Let's drill down on that dynamic
quality that you isolated as kind of
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:the essential quality of an agent.
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:and it's also, I think, key to how
a lot of people are talking about
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:agents that, they're autonomous in
this way that they're decision making.
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:And there's a little bit of.
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:Mistification around that because when
I've gone into some agentic workflows
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:or ostensibly agentic workflows
that people have shared on LinkedIn
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:or wherever, it's still very much
rules based with like an AI step,
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:like instead of just a deterministic
calculation, you've got an AI model
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:doing something within that workflow,
which is awesome, but that's not aligning
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:with the definition that you've given.
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:So what is the key from your
point of view that enables, a
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:workflow to be agentic in that way?
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:Like what, what is required maybe from a
technical perspective for that to happen?
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:Danieil: I mean, so kind of what you're
describing there is a little bit of
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:an in between stage of kind of like
software systems and then trying to
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:incorporate large language models.
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:It's that process you're right,
a lot of the kind of traditional
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:workflow automation has achieved
that by adding a new step that
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:lets you also plug in an LLM.
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:Now, that to me doesn't
quite qualify as agentic.
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:The reason for that is quite simple.
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:It's you're basically
introducing a new tool, step into
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:existing workflow automation.
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:Just in the same way you have a PS steps.
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:You might have a triggered
some other system.
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:You might have some code step, and
then you might add an LLM step.
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:You're still broadly within that
workflow automation space, and
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:now you just have this ability
to generate output from an lm.
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:So I think that's kind of
what you're describing.
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:That's a lot of what's in the market
at the moment, and we actually have
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:that ourselves within our tool builder.
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:That's something very different to
our agent builder, and for us, that's
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:really powerful because tools and
workflow automation tools in general,
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:let us create kind of repeatable
steps for repeatable workflows.
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:and now you can add LLMs as part
of that, like you can a code
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:step, like you can a Python step,
but that's different to agentic.
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:So that's one way of using an LLM.
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:when we're talking about agentic
capabilities and agents in general, the
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:way we think about it is, okay, so what
happens if you have 50 of these tools?
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:And you could use any 50 of them at any
one time, depending on some context.
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:And how do you decide which tool to use
when not based on some linear workflow
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:but based on real decision making?
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:So when we're doing our jobs,
like let's say my job to be done
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:today is you know I've got some
recruiting work to do after this.
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:We're currently rapidly recruiting.
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:We're screening lots of candidates We're
doing washouts and I know I need to submit
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:my feedback for a lot of these different.
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:people we've interviewed and also
like accept meetings for new ones.
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:When I do that, I'm working across maybe
five to ten different systems, right?
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:I'm jumping in Slack, I'm jumping in
email, I'm jumping in my calendar,
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:I'm jumping in my ATS, and so forth.
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:And the steps that I'm doing for those
different jobs to be done can really vary.
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:And they can vary based on the candidate.
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:They can really vary based
on some instruction I've been
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:given by someone on my team.
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:And the magical thing about me at the
moment, like really why I'm valuable
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:in that process is because I can
decide, Hey, I need to do this like
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:this and then do this over there.
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:So if we think about agents from
that lens, right, that's when they're
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:truly powerful, when you can give
them a set of these systems, a set
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:of tasks that they can achieve,
instructions on how to achieve them.
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:And then they can go out and actually
make decisions on how to execute
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:them and actually decide, you
know what, now I need to go to the
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:ATS, I need to do something there.
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:Then we need to go to Google Calendar.
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:And this really goes beyond kind
of that traditional linear workflow
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:automation style experience that
you're describing because we're
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:no longer just defining a flow.
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:We're now really letting
it decide the flow.
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:We're letting it decide how to plan
its activity and how to execute this.
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:the way I like to describe for a lot
of people to kind of demystify this
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:is just think about hiring someone new
on your team, like a junior employee.
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:I say this to prospects all the time,
like, could you hire me tomorrow
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:and put me into a meeting room and
on the whiteboard sketch out for me
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:this, the way I'm going to be doing
my job, the decisions I have to make.
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:and how to go really well, right?
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:And maybe even teaching how to use the
software if we're using some sort of
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:software, can you, can you do that?
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:And if the answer to that is
yes, then we can train an agent
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:to do that, typically, right?
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:And that's the process that we're
going to follow with an agent.
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:it's less as if I'm coming in
and you're going to write to
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:me, here's the 10 things I do.
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:click those same things every time.
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:It's much more along the lines of
here's your job, here's how to do it.
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:Here's the decisions you need to
make, here are the systems you have.
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:and I think once we
start thinking of agents.
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:in that perspective and less about
the technology and like what framework
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:you're using or what LLM you're using.
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:It becomes a lot easier to suddenly
understand the difference between
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:genetic systems and software systems,
uh, where workflow automation,
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:even with LLM capabilities is
very much still a software system.
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:Energetic systems are starting to
become closer to human systems.
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:Justin: In your platform, one of the
things I really like, like the way it's
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:fleshed out, you kind of define an agent.
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:It has a core set of instructions and
then it has access to tools kind of
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:mirroring what you just described, all
the different things that it can do.
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:The tools themselves, like you said,
are almost like mini workflows where it
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:can make API callouts to other systems.
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:It can do various things
can scrape the web.
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:What I want to understand is
when that agent is triggered.
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:is it really just like, you know, some
of the new thinking models like, patchy
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:PTO three or Something like that.
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:deep research or some of these models
where you can really see like the chain
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:of reasoning that it's doing, is that
kind of what, like the agent component
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:of it does, where it gets a request
and then it sort of makes a plan.
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:And then as part of that, it starts
pinging those tools and doing those
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:different things, or if that's not it,
what is happening under the hood when
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:one of these agents gets an input?
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:Danieil: Yeah, I mean, so we use large
language models for that decision making.
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:if we think of large language models,
less in terms of chap GPT and more
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:as a fundamental technology that
provides reasoning capabilities.
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:then I can kind of, you know,
you start understanding how large
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:language models can be leveraged.
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:So, large language model basically
can be given some context and
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:then it can generate some output.
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:And if you use that correctly,
you can actually have it make
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:really good decisions for you.
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:and so under the hood, we
would use a variety of models.
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:Some of them would be,
you know, thinking models.
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:And, Each one of these models can
provide different kind of benefits
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:kind of advantages over different ones.
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:So some might be better performing, i.
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:e.
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:they can handle higher levels of
reasoning, but they might cost more.
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:Others might be faster and cheaper,
but maybe handle simpler use cases.
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:So what ends up happening is we basically
leverage these models to make a decision.
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:Okay, so this is what's happened so far.
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:These are the instructions we have.
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:What should we do next?
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:And then based on that, Decision making
and reasoning ability, we can then
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:take another action and then, you know,
our system can orchestrate that we
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:like to think of ourselves essentially
as an agent operating system, right?
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:In the same way that your team has
Windows, your company is now going
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:to have an agent operating system
and our interface is both the IDE
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:for creating those agents on the
agent OS and it's also the analytics
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:and monitoring and governance.
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:So you can see what's happening
in the operating system.
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:And with those two things, it
means that you can give tasks to
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:agents and then under the hood,
they'll start making decisions.
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:You can see how it's made those
decisions, which actions taken.
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:it gives an update using the models
again on why it's made those decisions
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:and what it's actually finished
doing when it completes a task.
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:but ostensibly it all comes down
to just leveraging the models
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:for decision making points.
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:And if you just start thinking
of everything you do as
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:like, you know, even me.
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:When I started doing that, you
know, the CEO review every single
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:time, I'm probably stopping for
a second and making a decision.
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:And that's what we're leveraging the
large language model to help us achieve.
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:Obviously today, that level is
different to where it's going
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:to be in a year or two from now.
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:Today, we recommend that predominantly
for tasks that are easier and simpler, i.
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:e.
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:something that you might hire
a more junior employee for.
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:but as the capabilities of the
models expand, then the capabilities
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:as well, the agents will expand.
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:Justin: I want to touch on use
cases, but just quickly before we
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:go there, in terms of how an agent
process or workflow, whatever you
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:want to call it, gets kicked off.
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:it seems to me there's a variety
of ways that could happen.
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:There could be like a user chatting.
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:Um, With the agent that starts
something and making a request, could
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:be an API request from another system.
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:Is there such a thing yet within
your platform or that you're aware
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:of just in general of agents that are
kind of like always on, like always
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:scanning, looking, evaluating data
and then performing according to a
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:set of instructions they've been given
or scheduled by a batch like a data
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:quality agent, you know, once an hour.
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:Come and look at all the new
leads that have been created and
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:clean up their data and merge any
duplicates or, something like that.
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:Danieil: definitely.
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:I mean, we internally this kind of
such a use case, but I think it's
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:the best way to highlight this.
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:We have an agent that every single
day will go ahead and at the end of
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:the day, go through all of our core
transcripts in the sales look and
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:then for each transcript, it extracts
a bunch of information and pushes it
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:to a notion database that we have.
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:That's very much formatted
in a way that works for us.
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:that's what we use as part of enablement.
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:So Reps can go in, they can, every single
day, if they have a question about like,
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:how do I handle, pricing or onboard of
our implementation, they can filter by
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:that, they can see how other people have
asked or answered similar questions,
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:improvements they could have done based
on what the agent suggested, our RevOps
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:team can have a look at like statistics,
you know, percentage of questions coming
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:in this week have increased about,
you know, implementation, so maybe we
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:need to improve our collateral there.
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:So in that situation, we've got an
agent that basically is constantly
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:ready to receive new transcripts,
process that data and Submit it and
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:that happens on a daily cadence you
can have all sorts of triggers, right?
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:Like those triggers could be time
based They could be you know, and
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:time could be every 30 seconds, right?
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:Like you could just be doing
this job every 30 seconds.
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:It could be as you mentioned from
other software integrations i.
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:e slack messages come through User
messages come through it could
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:be like an email to be received a
calendar has just been triggered
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:or started the event and so forth.
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:So absolutely like we already have
engines that are constantly working
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:for us Um, and those I guess always
on it just depends maybe on how
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:frequent those activations are
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:Justin: But it makes sense.
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:diving into use cases, share a
quick anecdote, just something
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:that was an unlock for me.
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:And then I would love for you to
comment on it and also just expand
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:about the wide variety of use cases.
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:I'm sure you're seeing
within your customer base.
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:But I had a member of my team leave late
last year, uh, had been there for a while.
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:And so as part of her
off boarding, we did.
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:of an inventory of all the work.
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:We obviously knew about like the big
strategic projects, the OKRs, uh, but
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:we really wanted to see like, what is
it that's taking up 40 hours a week?
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:And uh, really itemizing that out
just as part of evaluating, you know,
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:what should this role look like?
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:What does it look like today?
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:What should it look like in the future?
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:And it was really eyeopening
for me because it highlighted
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:to me how much of work.
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:It's not necessarily these big strategic
things, there's a lot of granular work,
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:things that are not yet predictable
enough to fully automate, but are not
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:necessarily like, very complicated
or requiring very senior skills.
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:They just require a
certain level of judgment.
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:Could be, you know, evaluating a record
a CRM and making a decision about it.
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:what channel do we attribute it to, et
cetera, providing that sort of input.
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:And it hit me that that is a
great place for AI to play.
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:You don't want it to like come in and
create your strategic vision necessarily.
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:Maybe you disagree with that, but
level of work, that's just, it's not
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:quite totally deterministic, but it's
also still relatively straightforward.
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:please react to that and tell me if you
agree or disagree and what are the cool
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:things that you're seeing out there.
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:Danieil: I think this answer
will change over time.
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:I think currently I do agree.
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:I think right now the state of kind
of technology, Makes it better for
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:handling more of those tasks, adding
tasks that are not necessarily
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:the strategy, not necessarily the
vision, but it's all about execution.
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:And especially when things, you includes
time or volume, it can just outcompete
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:every single day of the week because.
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:It doesn't scale with,
traditional resources.
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:It scales with compute and when,
when people think about this, I don't
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:think enough people really just stop
for a moment and just reflect on how
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:powerful that is right now, right?
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:We have all these websites in the
world and if you get more traffic,
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:they can just add more service
and they can have that traffic.
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:Imagine that same concept being applied to
the work that your organization is doing.
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:it's so difficult to fathom the
results and outcomes of that.
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:And what I tend to really to people is
like, don't think about the technology as
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:just doing a little bit more of the same.
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:Think about it.
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:What will your business look
like if you could do 100x more?
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:Because I think what we're about to
encounter is Significant increase
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:in the amount of value, uh, that
we can generate, globally from
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:a business perspective, right?
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:When you think about the goods and
services being produced, I think we're
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:going to produce better services,
better goods at a better cost.
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:Um, and I think as a result of
that, that's absolutely going to
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:increase the value we generate,
whether you measure that through
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:GDP or through something else.
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:I just think we're going to live through
an absolute explosion in opportunity.
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:That being said.
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:today agents are really capable
for those tasks that have a well
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:known, well defined process.
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:I.
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:e.
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:you could teach 50 people how to do
this and they could all do a good job.
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:If it's something that is still not
working very well and needs to be
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:figured out, It might be better off
doing it like in a more traditional
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:sense today, not leveraging automation.
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:The reason for that is even if you
have a process that doesn't work, you
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:wouldn't hire 50 people to that process.
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:You would probably just have one person,
two people maybe figure out that process.
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:And so for any work like that,
that's very exploratory trying
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:to figure something out.
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:I think you should not use agents.
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:But for work, that is something
that you could build a large team
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:for something that you could, scale
up, then agents are a great place
333
:to start thinking to deploy them.
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:Now, will that change someday?
335
:Probably, right?
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:the more inputs you have, the
better decisions you can make.
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:There's a world in which I can see
agents being able to look at every
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:single data point in your business
to help you make better decisions.
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:And I think we're not too far from that.
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:But I think today, the best
way to approach this is less
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:strategy, more execution.
342
:Justin: going into that future
vision that you just sketched out.
343
:it seems to me that or AI in
general or large language models
344
:in general have both advantages and
disadvantages versus human cognition.
345
:one of the advantages that you cited
obviously is just the ability to.
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:Take in such a Vaster context window than
a human can easily take in or retain.
347
:Like you said, looking at every data
point in the business, maybe seeing
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:patterns, calling things out that from
our limited vantage point, we just
349
:don't have enough space in the brain.
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:perhaps arguably, limitation
versus human cognition is, uh,
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:is kind of inherently derivative.
352
:It's all, based on corpus of, of
information that it's sort of processed
353
:and then continually recreating.
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:So can it be truly, uh, original?
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:as the technology improves, would we ever
completely outsource certain elements
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:of strategy to AI or will it always be
a sidekick, a co pilot in that process?
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:Danieil: I think we will.
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:I think we definitely will.
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:and we published this in 2023.
360
:We, when we look, there's a series
and we published an article, beyond
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:co pilot and kind of stated how
we think that realistically co
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:pilot is a very short term trend.
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:And a lot of us, I don't know,
five years from now, right?
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:The reality is every single place
that autopilot can do the job better.
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:People are going to prefer it, right?
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:Like, think about it this way.
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:If you had the choice in your company,
or in your team to have five people
368
:sitting around you and all they could
do is sit around your desk and wait for
369
:you to turn to them, ask them something,
and then they'd reply back to you.
370
:Or you could have five desks around
you with those same five people and
371
:you're all working and collaborating
together and you need something done.
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:You can delegate it to someone else.
373
:They can go off and do it themselves,
come back when it's complete.
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:Which of the two would you prefer?
375
:Obviously, it's the first one, which
is why companies today are built
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:with teams that are autonomous.
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:They can delegate work.
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:They can achieve things.
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:We value autonomy.
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:We reward it.
381
:And we don't just have, you know,
many assistants to one person.
382
:I think that's exactly the same,
uh, when we think about agents
383
:and co pilot versus autopilot.
384
:To clarify, when I say autopilot,
I don't mean something that
385
:doesn't involve humans, right?
386
:I still think human in the loop
plays a really important part.
387
:And in fact, when you delegate
work between people, it
388
:goes between people, right?
389
:So if you delegate some work to an agent,
even if they could complete That task on
390
:autopilot, there is still a touch point
that then goes back to the human, whether
391
:that's an approval process, whether
that's an escalation for help, whether
392
:that's just completing the task and
handing it over to the next touchpoint.
393
:So when we think about autopilot and
copilot, I think the future that I
394
:really see and we believe that we've been
building towards honestly for a few years
395
:now is that world where you can delegate
tasks that can be done autonomously.
396
:You still have the first class
experience for approvals, right?
397
:Because businesses are.
398
:Built on approval methods.
399
:One of the most questions, common
questions I get asked is how do you
400
:make sure it does the right thing?
401
:And I honestly just ask, how
do you make sure your team
402
:does the right thing, right?
403
:engineers have pull requests
that get code reviews.
404
:the sales team have deal reviews
and people watching the call see
405
:the feedback and improvement.
406
:you have all these processes
built in an organization today
407
:that are all about approvals.
408
:And from our perspective, as part of
the definition of an AI workforce, it
409
:actually finishes with a human workforce.
410
:So we think you need to have kind of the
best in class experience when it comes
411
:to using, and working with your agents.
412
:And so I stress that because I
want to be really clear autopilot
413
:does not mean without humans.
414
:Autopilot simply just means you can
delegate work to it and it's more useful
415
:and functional to you than just an
assistant you can, you know, have an
416
:in out, in out sort of experience with.
417
:which is what we believe Copilot is.
418
:It just enables you to be a
little bit more efficient.
419
:What does the world look like if
you could be 100x more productive?
420
:And that 100x could be a thousand
x at the click of a button.
421
:That's what autopilot means to us, rather
than kind of these incremental gains
422
:that you can use as a tool, because
for us, realistically, Copilot is still
423
:part of like this trend in the past.
424
:So like software, yes, it's really useful.
425
:Yes.
426
:It's given us so many benefits, but
at the end of the day, all of those
427
:benefits are just productivity boosts.
428
:And at some stage when you want
to do more, whether that's high
429
:quality, whether that's more volume,
you're still limited by headcount.
430
:Autopilot changes that.
431
:Autopilot should ideally enable
someone with an idea to be able
432
:to execute something phenomenal
and magnificent beyond, the
433
:capabilities of an individual person.
434
:And that's the future
I'm really excited about.
435
:Because imagine if we've all
got that capability, like,
436
:what could we create then?
437
:What better services,
products can we be creating?
438
:Um, and it's not just about, you
know, like, um, kind of SaaS.
439
:You can see this being
applied to medicine.
440
:You can see this part of education.
441
:You can see about the cost of these
things going down and globally
442
:what that means for people.
443
:So i'm extremely optimistic about
kind of that direction the thing we're
444
:focused on it's not co pilot, right?
445
:that's something that I think
is this We'll see in the next
446
:few years quickly become less
and less relevant in more areas.
447
:Justin: Since we're talking about
the future, let's, just look down a
448
:little bit further down that path.
449
:AI, you know, is increasingly going
to over that lower end, that more
450
:junior end of work that we talked
about, then as models get better,
451
:presumably it's going to come.
452
:so to speak and take on more senior
level tasks is there an endpoint again?
453
:I want to think about like the role
of AI and strategy like are there
454
:tasks you think we should just never
delegate because they're Too important
455
:and a human has to do them Or what
is the role of the human in this
456
:future of work besides, you know?
457
:Those like AI approving the work
that AI does in other words,
458
:Danieil: As long as AI is
demonstrably good at the task.
459
:There's no reason we should leverage
it again of the caveat of We delegate
460
:to it But just because we've delegated
some work to it doesn't mean that we
461
:don't have responsibility To be part of
that process part of any decision making
462
:and actions that happen beyond that.
463
:So I think for me like when I think
about an NC, I don't I don't know
464
:what that end state is but One
thing that I fundamentally, I guess,
465
:believe is that every single time,
you know, we've had the opportunity
466
:to do more as a society, as I guess
as humans, we tend to take it, right?
467
:Like we, we rarely think to
ourselves, you know what?
468
:We've done enough now.
469
:We were able to manufacture more of this.
470
:Let's just stop here.
471
:Inevitably.
472
:More factories come up more,
it becomes more efficient.
473
:Now we've got like, you
know, people working on that.
474
:And I have a really strong inclination
that Magentic AI and AI more broadly
475
:will just be, part of that journey.
476
:The only difference here from my
perspective is that the opportunity.
477
:And scale of, these new capabilities
will be just extraordinary.
478
:I think that's the difference here.
479
:It's a scale, but at the end of
the day, if you just equip people
480
:with stronger tooling and better
capabilities, my instinct is we're
481
:going to just try to achieve more
rather than say, you know what, now we
482
:can do everything we did 10 years ago.
483
:I just think that goes
against human nature.
484
:And I think, the society and the
way we built our system tends to
485
:incentivize trying to operate and
play and create more, services,
486
:goods and things like that.
487
:Right or wrong, right?
488
:I think that is the
system we have created.
489
:And so, I'm just particularly bullish
and from that perspective and optimistic
490
:Justin: so if we zoom back to
today what are some of the cool
491
:things that people are doing?
492
:I've seen some of the templates and
examples that are available in your
493
:platform, but like, what are either
internally or in your customer base?
494
:What are some really interesting
things people are doing today that
495
:maybe can spark inspiration for
people that are listening to this?
496
:Danieil: Yeah, so I mean, we're
obviously very lucky that we have
497
:quite a large number of customers
in the sales and marketing space.
498
:RevOps tends to be a team
really well positioned to
499
:benefit from an AI workforce.
500
:it's interesting how, because of the
kind of work RevOps are traditionally
501
:done, because it's kind of sat near the
subject matter experts, but also has been
502
:the more technical kind of expertise on
hand, it's a really great place for both
503
:fostering and adopting, kind of AI agents.
504
:The thing about relevance, right?
505
:When we built relevance, you know, before
this, I had a decade of experience in
506
:automation, built another company before,
this with millions of users across our
507
:products, I was very lucky to get to build
and work a lot of machine learning models,
508
:you know, albeit quite different ones than
today's, but for very practical reasons.
509
:And the thing in that whole experience
that was very clear to me was
510
:automation projects rarely fail
just because of safe technology.
511
:And one of the biggest reasons
automation projects fail are because
512
:you don't fully understand the
unique workflows and organizational
513
:wisdom that goes into that process.
514
:And so instead of building an
engineering framework, we said, well,
515
:let's build an agent operating system
for the subject matter expert, right?
516
:Let's build the ability for
the people who are the experts
517
:in this to train their agents.
518
:Um, and if you kind of just, do a simple,
kind of exercise here and ask yourself,
519
:like, who at the moment hires salespeople?
520
:Who trains salespeople?
521
:Who hires Redbox people?
522
:Who trains Redbox people?
523
:Is it engineers?
524
:Is it data scientists?
525
:Or is it salespeople, Redbox people, you
know, and you know, if we live in a world
526
:where right now that the subject matter
experts are training and hiring subject
527
:matter experts, then to us, it just
feels very natural that they are going
528
:to be the same people that are going to
be training and hiring for these agents
529
:and also probably managing them, right?
530
:Because who knows how to manage
once again, those agents, then
531
:those subject matter experts.
532
:That's a really cool tenant of our
platform and a really cool tenant of
533
:how we've built our product and we're
definitely not where we want to be yet,
534
:you know, we're still more technical than
we want to be, but we're rapidly working
535
:towards making that as simple as possible
for as many people as possible But that's
536
:why we're not an engineering framework.
537
:And the reason I say this is because when
we think about, Use cases in a lot of
538
:teams, Rev Ops kind of nicely straddles at
the moment that in between status subject
539
:matter expertise plus technical acumen.
540
:And so I think for a lot of your
audience listeners, like, this is the
541
:perfect time to get started with agents.
542
:You've now got a good tooling,
whether it's relevance or kind of the
543
:broader ecosystem is more available
to you today it's a matter of when,
544
:not if, and I think early adoption
is always the right strategy.
545
:And then RebOps for me is
particularly a place that can
546
:become the internal experts.
547
:We've already seen this people becoming
an AI workhorse manager in their
548
:organization, because they're basically
helping all the different business
549
:organizations build and deploy these
agents, giving them that internal.
550
:And, and some of these
cases we've seen, right?
551
:Like let's take RebOps.
552
:Like we've seen some
really trivial use cases.
553
:Like I don't even want to start with like,
you know, just to flashy ones, because.
554
:There's just so much stuff in the
organization that is so valuable, even if
555
:it's not necessarily that the Flash is.
556
:Like, for example, we had one customer,
they had, I think, over 100, 000
557
:accounts in this year round, and
it was an absolute mess in there.
558
:It was just duplicate, old
versus new, wrong statuses.
559
:And this was causing a great deal of
frustration for the sales team because
560
:it really made their job harder.
561
:And the only option they had was
one, pay an extremely large sum of
562
:money, to a, basically like a BPO.
563
:So then go ahead and go through
every single account one by one and
564
:manually check and review it was going
to take I think months to complete.
565
:Or the second option was because they're
already a customer of ours for another
566
:use case, build an agent, deploy that
agent and get it done in less than a week.
567
:And that, when you think about like
what that means to the businesses, okay.
568
:So first we just save
a whole bunch of money.
569
:We saved a whole bunch of time.
570
:and so when we think about our sales
team being able to be productive,
571
:we've just saved them six months.
572
:And, that was phenomenal because the agent
could go at each account, look at it like
573
:a human, determine what's a duplicate,
then we go search in Salesforce for other
574
:stuff and clean it up and put it together.
575
:So when we think about agents and
use cases, don't feel the need to
576
:go for some pie in the sky thing.
577
:You can start small.
578
:and when I say start small, In terms
of like this might not sound sexiest
579
:idea, but boy, it's impactful.
580
:And I think that's something that I'd
really encourage people to keep in mind.
581
:But then, you know, one of the ways we
also use relevance ourselves is we have
582
:a small sales team at the moment and
we get, we're very lucky that we get
583
:a lot of inbound requests and we get a
very large volume, both of signups on
584
:our product and book demos, and it's
really hard to handle that volume.
585
:and so at the moment we have a fleet of
agents dedicated to basically treating
586
:every single inbound signup that comes in.
587
:qualifying it, maybe asking us
some questions and then determining
588
:where to route it, whether it goes
to our sales team, whether it goes
589
:to a partner, whether it goes to
signups, something like that, right?
590
:We might need maybe at least 10
people on staff to have that volume
591
:and they just, they couldn't be in
one geo in order to hit our SLAs
592
:for how fast we want to reply.
593
:There'll need to be multiple geos and
so managing that and you know, you
594
:can just think about how difficult
that is to build out that process,
595
:but because we've got these agents.
596
:They're doing that job for
us extremely effectively.
597
:and in fact, so effectively that
I'm often on calls where people
598
:have come in through that channel.
599
:They ask us, do these agents work?
600
:And then I have to remind them
that they've come in through an
601
:agent and they, you know, they
didn't, they weren't aware of that.
602
:So, that's another example.
603
:Internally as well, our
life cycle marketing.
604
:Agent is saying that's really popular
every single time someone signs up and I
605
:recently just shared on LinkedIn a post
that someone made Analyzing the email
606
:they got from the agent every single
time someone signs up We asked ourselves
607
:like what would it look like if We could
do the things we did at the beginning
608
:of like our company where we could
message every single person individually
609
:look at who they are and help them get
started like Could we achieve this?
610
:And so that's when we, created the life
cycle marketing agent, not because we
611
:want to study better life cycle marketing,
but because we explicitly wanted to start
612
:asking ourselves, can we do one on one
customer success for every single sign?
613
:can we live in that world?
614
:Is this what agents can enable us to do?
615
:And that was kind of like that
first iteration of that, you know, a
616
:hundred X future that we believe in.
617
:we've obviously got people doing outbound
messaging, creating sequences for their
618
:team, you know, doing research, creating
sequences, putting it into their outreach
619
:that people can, send out so they
can have more personalized messaging.
620
:And again, not thinking about that as a
spring prey tool, but thinking about like,
621
:what does the top rep do in this company?
622
:Where are they researching?
623
:If they have an extra hour
per lead, where will they go?
624
:How can we create an
agent that mimics that?
625
:So now the agent can create really good
research for the team and really good
626
:content for them to send out And that's
like very much a theme and what we talk
627
:about to the prospects is Don't just
spray and pray on these sorts of things
628
:find out the top human quality work you
can do and execute that And that's why
629
:relevance is really good actually because
kind of intuitively in the past if you
630
:think of horizontal sass horizontal
sass tends to have like You know, the
631
:lots of use cases and that's all I'm
shallowing when it comes to our workforce.
632
:Build a platform.
633
:The thing that's counterintuitive is you
can now train an agent on your very niche
634
:and specific workflow to execute things
the exact way you do versus a vertical
635
:agent being a little bit, you know,
more rigid in terms of what it can do
636
:and how it does it or how it integrates
the Salesforce or how it does X and Y.
637
:And you can't really train
it to do things yourself.
638
:And I think the future, you know,
world we're going to live in, and this
639
:could be, sounds in general, right?
640
:AI needs to wrap itself around
your process and not your, team and
641
:organization around its process, around
the software's process, which has been
642
:the way we've done things in the past.
643
:I think we're going to
be a lot more flexible.
644
:And the AI Workforce Builder
platform kind of unlocks that
645
:today, for a lot of these use cases.
646
:Justin: Yeah, I mean, two things in
response to the first, I could not
647
:agree more about the value of automating
the, not even the little things,
648
:but just the more mundane things.
649
:You know, everyone likes to share these,
flashy use cases and big complicated
650
:flow charts on LinkedIn, but quite often
the things that consume an inordinate
651
:amount of our time, especially in
rev ops, are the duplicate accounts.
652
:And I really want to see the architecture
of what that client built, because
653
:I've been thinking about that exact
use case and like how to solve it,
654
:because it's such a pain point.
655
:I mean, we have ringly, we have tools,
but it's very, very difficult to safely
656
:your entire database, just rules based.
657
:There's so many exceptions where
a human can look at something.
658
:and be like, yeah, clearly
this is a duplicate.
659
:Clearly this is not, but it's really
hard to wrap rules around that.
660
:So I mean, the flashy stuff is cool,
but I agree that so much of the
661
:benefit right now, at least from
where I sit is in those little things.
662
:And number two, I just want
to say, I think you've done a
663
:good job at positioning your
platform for your target audience.
664
:Cause I found you guys, I guess
as many people do, I was looking
665
:into agent platforms and I looked
at a variety and, you know.
666
:like crew AI to take an example of
a competitor of yours, but it, very
667
:clearly seemed engineer oriented.
668
:And then when I looked at your
platform, like, Oh, this is built
669
:for, like, I'm not a developer.
670
:I am a technical ops person.
671
:I'm comfortable with APIs and comfortable
with Jason, et cetera, but I don't
672
:really code at least not very well, a
little bit with the help of, chat GBT.
673
:I'm like, this was built for me.
674
:it makes sense.
675
:And so.
676
:I will say I think that you've done a
good job creating an interface and a
677
:mental model that works for my profile,
which seems to be your target audience.
678
:I want to just drill on something you
said around, training and memory, because
679
:this is something that, um, I want to
understand better as it comes to agents,
680
:because people talk about, oh, you
can train your agents and they learn.
681
:But how does that actually happen?
682
:Cause quite often a lot of the agentic AI
I've interacted with, some of it doesn't
683
:even have context from message to message.
684
:Like I was interacting with part of
Salesforce Einstein the other day.
685
:with all of its resources,
and it literally did not have
686
:context in between messages.
687
:It was like each message, one shot,
you get this one chance, and certainly
688
:in other parts, it does seem to
retain context between messages, but
689
:not between sessions, so how do you
think about, memory and knowledge
690
:and training and making it better
aside from just somebody going in and
691
:manually updating the instructions?
692
:Danieil: Yeah, I mean, on the Salesforce
manager, not to take a cheap shot,
693
:but I don't think I've spoken to a
single Salesforce admin who hasn't
694
:been disappointed by the over promises
of Einstein and where it's ended up.
695
:We'll see if agent force lands
in a similar similar bucket.
696
:But Look, that's a
really difficult problem.
697
:It's the first thing I'd say, like
making agents, have the cognitive
698
:abilities that, we have beyond
just reasoning is a big challenge.
699
:And there's many ways
you can approach this.
700
:two things that we do at Relevance, right?
701
:one is we were actually
about to launch this.
702
:We're currently in early access with
a bunch of our enterprise customers
703
:is whenever agents complete tasks.
704
:And relevance, right?
705
:We have a lot of heuristics as to
whether that task was successful, i.
706
:e.
707
:either there's some feedback loop, maybe,
you know, someone successfully booked in
708
:that meeting when they, came in inbound.
709
:So that's a successful outcome.
710
:Or maybe there's something else that we
can look at from the flow to determine
711
:whether that task was successful.
712
:We've got all these heuristics.
713
:And so every time a task gets completed,
we have the opportunity to, one,
714
:improve the instructions of the agent.
715
:or to actually improve
the underlying model.
716
:So now we're training the model every
single time a task has been completed
717
:successfully or not to make better
decisions for that specific use case.
718
:And so those are the two, channels
through which we're, approaching
719
:this from a product perspective that
automates it for all our customers.
720
:You know, in the future, these things
will just continuously get better.
721
:And, one of them kind of speaks more
to improving our brain and the other
722
:one speaks a little bit more to
improving our onboarding handbook.
723
:And so that's kind of like if I was
to think about it from a very human
724
:workforce perspective, how we're
approaching this, for example, when
725
:escalations happen in relevance, when
the agent says, Hey, I don't know how
726
:to do this, Justin, can you help me?
727
:I've just had someone asked this question.
728
:You know, I don't know how to answer it.
729
:We also have the ability that when
people provide that intervention,
730
:that I either updates the instructions
or the kind of the memory and
731
:knowledge base that the agent has.
732
:So we've got those different channels
to help improve it, but I agree with
733
:you, it's something that is still not
as good as it can get and, you know,
734
:every month right now, but I'm seeing
some of the stuff we're shipping
735
:for that piece is extraordinary
and, it's really easy to forget that
736
:we're just in the early innings of
what the technology can do, right?
737
:Like we're fortunate enough that our
product You know, we've been developing
738
:this now for, maybe just under two
years of like real customers, we had
739
:one of the first agentic use cases ever
live for the customer on autopilot.
740
:so we've got a bit of a head start,
but the reality as an industry,
741
:we're scratching the surface.
742
:And so I think we're going to see a lot
of improvements, with those two ones I
743
:mentioned, I think being really big ones
that, you know, I expect to see huge
744
:performance boosts for our customers.
745
:Justin: Talking a little bit more
about, like, design patterns of
746
:agents and how they work together.
747
:There's this notion of agent teams,
there's just something inherently fun
748
:and interesting about this notion of,
like, supervisors and, workers and people
749
:with different subject matter expertise.
750
:aside from that whimsy of it, I
guess, Why not just have a monolithic
751
:agent that does everything?
752
:Danieil: That's a really good question.
753
:It is fun.
754
:Part of me, you know, it is nice
seeing your team of agents executing
755
:work and talking to each other and
completing tasks, but the more serious
756
:answer is, and it kind of ties back
again to the human workforce, right?
757
:Is there a single person in your
company that can do everything?
758
:Does that exist?
759
:The answer is probably not.
760
:And if there is, man,
that's an impressive person.
761
:But the reality is we can't like,
we all have to specialize somewhere.
762
:that same principle applies to agents.
763
:What is your agent going to specialize on?
764
:Now, the difference of humans and agents
is that agents at the moment specialize
765
:a little bit, have some sites, more scope
and tells what they can specialize in.
766
:But that analogy.
767
:plays true.
768
:We have agents that can
specialize on tasks.
769
:They have spikes of capabilities
in order to keep their performance
770
:really high because you have an
agent, a monolith agent, as you
771
:described, trying to do too much, your
performance will inevitably suffer.
772
:The second benefit is actually
really interesting to me.
773
:And that's, again, tying it
back to the human workforce.
774
:when you have a team of people completing
a piece of work, you've got multiple
775
:checkpoints to reduce mistakes and errors.
776
:Because if you were to delegate
some work to me, I was to complete
777
:it and give it back to you.
778
:That review process would
inherently potentially bring out.
779
:the, Hey, I've made a mistake here and
that applies to agents as well as they're
780
:working with each other, delegating work.
781
:If you've had that same hallucination,
which maybe is the, how we define a
782
:mistake from an agent's perspective, and
it's a big concern for a lot of people
783
:when you give that to someone else.
784
:So another agent with the context, like
with the citations and stuff like that,
785
:that other agent, because it has a
completely different set of instructions.
786
:And it's got a completely
different set of context.
787
:It's very unlikely to make
that exact same hallucination.
788
:And so that produces a second benefit
of reducing errors and hallucinations.
789
:And then the third benefit, which I
actually think is the most important
790
:one and why, I highly recommend if
you're thinking about, you know, to
791
:your audience about an AI strategy.
792
:Think about an AI Workforce Builder
versus a vertical solution because
793
:your agents quickly compound that one
agent that you built that specialize in
794
:prospect research could now be applied
to help you dedupe your database, could
795
:be applied to lifecycle marketing,
could be applied to an account based
796
:marketing campaign, can help you qualify
inbound leads and so on and so on.
797
:And so you quickly get this compounding
effect where these agents that
798
:you're creating can be deployed
from many different use cases.
799
:And the only difference is.
800
:You just construct them
slightly differently, but you've
801
:already created that agent.
802
:You already know it works really well for
doing research for your kind of business,
803
:and you can deploy it in many spaces.
804
:And so that compounding effect for
organizations that get this right
805
:will be extremely significant,
and will generate huge amounts of
806
:value, for the business and ROI.
807
:So, That's kind of the way
we think about irrelevance.
808
:It's like why teams are even so critical.
809
:and that's obviously going
to evolve slightly, right?
810
:Like as agent capabilities get better,
maybe you can specialize some agents,
811
:to be a little bit more generalized.
812
:And then you can specialize some more
to be even deeper on that topic and can
813
:go even like at the higher level to it.
814
:And so it just gives you that really
great ability to mimic what happens
815
:to their organizations, to maximize
performance, reduce errors, and also set
816
:yourself up to benefit from compounding
effects of having many, many agents.
817
:Justin: The modularity that you
described is one that I hadn't
818
:thought about, but it's true.
819
:It makes the work that
you're doing more reusable.
820
:And if you have an agent that's very
well trained at a particular task,
821
:then being able to just plug it in, in
different contexts, really valuable.
822
:in the few minutes we have left, I want
to deep dive a little bit about the
823
:platform and the company and just your
experience as a founder has probably has
824
:been clear to anyone listening so far.
825
:I'm, I'm a fan.
826
:I really just like what you're doing.
827
:And when I watched the videos
that your co founder did, just
828
:like explaining it, I don't know.
829
:I just really did vibe with
this platform for some reason.
830
:So I'm curious, what did you
set out to do two years ago
831
:and maybe how has it evolved?
832
:Danieil: Yeah, I mean, look, I think
the thing that Our customers and
833
:users tend to resonate a lot with
that relevance is we are really
834
:building towards something, right?
835
:I think, we are not just trying to chase
a trend every month and kind of pivot
836
:the whole direction of the product.
837
:So just satisfying one requirement,
you we always had a lot of
838
:success in sales throughout 2024.
839
:And it's very tempting as a product
telling a lot to sales teams to say to
840
:yourself, Hey, I wanna build, you know,
a dedicated experience with sales teams.
841
:I wanna verticalize.
842
:Um, but fundamentally we have very
strongly held beliefs when it comes to
843
:our vision about that subject matter
expertise about moving towards autopilot.
844
:That we know that if we wanna deliver
the best product to our customers and
845
:give them the best ROI from agents,
we have to build in this direction.
846
:And I think that's something
that's enabled us to make
847
:some really good decisions.
848
:That have led to really great results.
849
:and you'll see that consistently
throughout the messaging, right?
850
:Like so much of what we do is inspired
by the human workforce, right?
851
:it's such a simple concept, but I, you see
this kind of light bulb moment happen in
852
:a lot of people when I really, communicate
and respond to their questions with
853
:analogies towards what they currently do.
854
:And I find that extremely helpful for
people to then be like, Oh, okay, that
855
:actually makes a lot more sense now.
856
:That's really practical how
I can deploy this for myself
857
:and really get the benefit.
858
:All the technology like this.
859
:So I think that's one thing.
860
:And I'm glad it's resonating with
you, but I think that's one reason
861
:why people resonate with us is, if you
read up on Copilot,:
862
:how much of that is still true today.
863
:Even when, back at the time, people
were like, what are you talking about?
864
:This is, uh, you know, not
necessarily something that a lot
865
:of people believed, but I think,
has paid dividends for us today.
866
:But in terms of, I guess, us as
a, company, we So, as I said, we
867
:spent a lot of time in automation.
868
:My co founder, Jackie, he,
previously worked with me on the
869
:previous company that we built
together, had millions of users.
870
:He then went to lead machine
learning for a large corporate.
871
:We actually, first started looking at
vector embeddings because we saw that
872
:there was a significant shift, in.
873
:Capabilities when machines are starting
to understand data and we knew, okay,
874
:that plus some of the model work we've
been doing and the way the models were
875
:improving felt like there will be a moment
in time soon where the capabilities.
876
:Of machines will start mimicking
humans it'll enable automation to
877
:succeed in a way it hasn't before.
878
:And we've been really passionate
about automation for context.
879
:Like we saw the benefits in our own
business, the things we could achieve, but
880
:also like in my daily life, you know, I
just think about all the quality of life
881
:things that we have because of automation.
882
:So I feel really strongly about this.
883
:And then when we saw those two
opportunities come together, and,
884
:uh, this was around the time,
I guess, as well, that, GP 3.
885
:5 was launched.
886
:Uh, we were like, okay, the AI Workforce
Vision really came together for us
887
:and we started building towards that.
888
:it's been a really
exciting journey so far.
889
:We're very lucky to have some
like amazing customers from small
890
:startups to public companies.
891
:Um, we're very lucky to be able to deliver
a lot of value, but more importantly,
892
:we've got a lot of work ahead of us
to keep delivering on that promise.
893
:And as I said, in the next few months,
like six months, the barrier of entry
894
:to creating agents and relevance.
895
:It's going to keep dropping and we've
got some really exciting releases
896
:to make that possible because I
really want to see everybody be
897
:able to create agents to help them.
898
:because I think it's just going to be one
of those technologies that once we have
899
:it, we'll think to ourselves like, how
the hell did we do things before this?
900
:Justin: as far as I can tell you
and Jack, you're both technical,
901
:co founders that come from a,
computer engineering background.
902
:it been organic in the sense of,
you know, finding fit develop?
903
:It seems like you have a
pretty engaged community.
904
:I'm in your discord, a
lot of people in there.
905
:have you thought about this sort
of deliberately in terms of how
906
:you're positioning yourself?
907
:What's the thinking there?
908
:Danieil: we tried to be quite
intentional about position.
909
:I think we can always do better.
910
:this year in particular, one of
the main things have kind of assets
911
:on the On the mission is to make
sure that everyone who's looking
912
:at agents knows about relevance.
913
:I think not only can we give them the best
product, but I also think it's important
914
:that we're in the right conversation.
915
:So that's personally one of
my major goals for this year.
916
:because you know, we're getting
some of the most organic
917
:mentions on LinkedIn, on YouTube.
918
:We're getting some of the most branded
search queries we're getting, Whether
919
:it was ranking extremely highly for a
lot of key SEO keywords, we've got a
920
:lot of that going for us, but I think
this year is the opportunity for us
921
:to share relevance and kind of the AI
workforce mission and vision that we have.
922
:And so I'm personally excited
about that and has been organic.
923
:I mean, last year for us
was when we really started
924
:commercializing our product.
925
:And, that was an interesting
transition because, as you mentioned,
926
:we're both very kind of, technical
co founders and, the other Dan as
927
:well, he's very technical as well.
928
:So we don't have a great marketing
background per se, but what Jack
929
:and I fortunately had is the
experience of marketing products
930
:that had millions of users.
931
:Not just in that once,
but we did that twice.
932
:and then a couple of other products that
will start hundreds of thousands of users.
933
:So we've always interest and
understood the importance of marketing.
934
:So I think we've always tried to
take that through the new thing that
935
:we've introduced, I guess, for us
as a team last year was more of that
936
:enterprise emotion as well, and really
leveling up the business to be able to
937
:handle those enterprise engagements.
938
:Not only building better software and
tooling for it, that enterprise is
939
:required, but also, you know, making sure
we build a team that is enterprise ready.
940
:Uh, we opened up an office in San
Francisco, so we're based in San
941
:Francisco now to help engage our
customers in North America better.
942
:We're hiring some of those talented
and brilliant people who've, either
943
:built, the RPA slash BPA versions,
in large enterprises in the past.
944
:Uh, and help deploy them onto our team
so we can give that same kind of level of
945
:expertise and guidance to our customers.
946
:And so we've really also done, um, uh,
a lot of work around building the right
947
:team to help us engage those customers.
948
:But it's still early days where
we're actively hiring at the moment.
949
:And if anyone in your audience
is interested in looking at those
950
:opportunities, please check out
the website where we're hiring
951
:basically across every single team.
952
:in order to, help capture this moment
in time and help deliver kind of
953
:a genetic AI to as many companies
and people as possible this year.
954
:Justin: I think that's all we
have time for today, but this was
955
:just super, super interesting.
956
:So thank you.
957
:wish you folks the very best
and we'll check in with you
958
:again sometime in the future.
959
:I hope.
960
:Danieil: Thank you so much.
961
:Thanks, Justin.
962
:And thanks for the opportunity to
share more to the RevOps community.