While generative AI grabs headlines for transforming SMB processes, creating content and answering questions, agentic AI is the game-changer that’s actually running businesses behind the scenes.
Generative AI (GenAI) creates new material by responding to prompts. Agentic AI, on the other hand, takes action, although sometimes those actions use generative AI content. This includes many of the tedious tasks that consume so much time for SMBs, such as scheduling appointments, writing and sending follow-up emails, and processing invoices.
The right AI agent can be very valuable for resource-strapped small and medium businesses. It helps them reduce operational costs at the same time as scaling up and improving customer experience. What’s more, it frees business owners to focus on strategic decision-making and business growth.
This blog outlines the top 10 AI agents that bring the biggest value to your small business clients, in terms of streamlining operations, boosting productivity, and competing with larger enterprises.
vcita: The all-in-one AI business assistant for service-based businesses
Service-based businesses face distinct challenges, so they need an AI assistant that’s built with their needs in mind. That’s why vcita launched BizAI in March 2025. The company drew on its extensive experience supporting small service-based business owners to develop an AI agent that understands their business context.
BizAI stands out from generic AI assistants by analyzing business data such as industry, location, and type of services. It delivers targeted advice that is relevant to the business’ circumstances. BizAI automates appointment scheduling, estimate and invoice production, drafting follow-up emails, and other crucial tasks.
Why SMBs love it: BizAI combines actual business data with market intelligence to automate critical tasks and provide strategic business advice. Key capabilities include booking appointments, generating estimates, invoices, and receipts, and writing personalized client communications.
Best for: Service-based SMBs, solo service providers, and microbusinesses.
ChatGPT Agent: The general AI assistant
ChatGPT is best known as a GenAI tool, but now it has agentic capabilities as well. OpenAI recently launched ChatGPT Agent, which can carry out multi-step tasks like research, drafting content, running code, or interacting with other tools. Business owners can give ChatGPT agent instructions like “brief me on relevant news for my upcoming client meetings” or “draft responses to the open support tickets in my CRM,” without needing to write a specific prompt.
Busy employees and business owners can also use the tool to automate workflows. For example, a user could tell ChatGPT that after a session with X client, which is recorded in their Google calendar, the agent should produce an invoice, attach it to an email, send the email invoice, then WhatsApp the user confirmation of sending the invoice. ChatGPT Agent integrates with tools like Zapier, Buffer, and email systems to address a range of business tasks.
Why SMBs love it: ChatGPT covers a range of typically time-consuming business tasks. Although it can take some practice to unlock its potential, SMB owners appreciate being able to automate and outsource multi-step actions.
Best for: Small and micro businesses that need versatile AI agent support.
Jasper Agent: The marketing agent
Jasper AI is a marketing-focused GenAI tool, but much like ChatGPT, it now has AI agents that were developed specifically to handle marketing-related tasks. Jasper Agents work together to make marketing more efficient and effective, while the Jasper IQ engine ensures consistency in brand voice and messaging
The Personalization agent understands audience segments and adapts messaging for personalization at scale; the Optimization agent runs SEO analysis and optimizes headlines, meta tags, and internal links; and the Research agent carries out deep content audits and produces briefs and campaign ideas.
Why SMBs love it: Marketing is a never-ending task. SMBs appreciate help for their resource-strapped marketing teams to punch above their weight.
Best for: SMBs that need significant assistance with content marketing and branding but lack dedicated marketing resources.
Intuit Assist: The financial agent
QuickBooks has long been the bookkeeping platform of choice for SMBs, and now it’s received an AI agent upgrade. Intuit, the parent company of QuickBooks, recently launched Intuit Assist agents to help businesses with daily financial management tasks.
The lineup includes an Accounting agent that classifies transactions and handles bookkeeping; a Payments agent which deals with invoicing, payment collection, and balancing financial records; a Customer agent that spots leads, drafts emails, and tracks customer interactions; and a Finance agent to analyze business finance data, deliver insights, and trigger alerts about cash flow anomalies.
Why SMBs love it: Intuit Assist agents wipe out hours of manual data entry, improve cash flow, and enhance finance management, taking away bookkeeping headaches and delivering valuable financial insights that improve business growth.
Best for: SMBs that manage finances in-house and need to improve efficiency.
Notion AI: The productivity agent
Many SMB owners already appreciate the productivity boost they gain from the Notion AI workspace. Now it’s going up a level with Notion AI agents, which can learn from user interactions to adapt to specific needs, preferences, and brand voice.
Notion AI agents can string together tasks to act as personal assistants, content creators, data scientists, knowledge managers, and more, without needing prompts. The AI agents integrate with other tools to draw in data, trigger actions in other platforms, and automate complex workflows.
Why SMBs love it: Notion AI agents turn messy notes and scattered ideas into organized, actionable plans. The AI understands context within your existing workspace, making suggestions based on your team’s actual work patterns.
Best for: Small teams that need better organization of internal operations and improved collaboration without complex project management software.
Tidio: The chatbot agent
Keeping on top of customer queries has long been a challenge for SMBs, which is why they embraced chatbots. However, traditional chatbots have a lot of drawbacks. They tend to be able to answer only very simple questions, and sometimes get stuck in annoying loops.
Tidio’s new Lyro AI agent is different. It understands even complex queries, and quickly scans the business’ support content to find the necessary information on its own. The integrations with Shopify and WordPress creates a seamless system that improves customer satisfaction.
Why SMBs love it: Fast, intelligent responses to customer queries that keep client satisfaction high without the need for an expanded support staff.
Best for: Small service-based businesses that need to deliver responsive customer support.
Devin AI: The software development agent
“Vibe coding” is already widespread, but it relies on detailed prompts that describe what the user needs. Devin AI represents a new category of AI agents that can actually write, test, and maintain code autonomously. It integrates with Slack, Jira, and other support platforms, pulls information about the project, and writes and tests the code that addresses the issue.
Devin can plan and execute complex engineering tasks, remember context, and learn over time to fix its own mistakes. It also collaborates with the user to respond to feedback and consider design options.
Why SMBs love it: Devin AI removes development bottlenecks that can slow down the development of digital products and limit growth.
Best for: Small businesses with digital products or custom software needs that can’t afford a big DevOps team.
Paradox AI: The recruitment agent
Paradox AI brings AI agents to talent management processes. It launched an AI agent called Olivia that acts as a personal career assistant for jobseekers and recruitment manager for companies.
Olivia can connect users with suitable positions, carry out initial screening using conversational AI, and automate interview scheduling. The agent also prepares offer letters, collects applicant feedback, and handles the technical side of onboarding.
Why SMBs love it: Olivia brings order to recruitment processes, saving time for HR teams and improving the recruitment experience for applicants.
Best for: SMBs with high recruitment needs and small HR teams.
Reply.io: The sales agent
Reply.io offers Jason, an SDR AI agent that finds leads, takes care of outreach, and books meetings. Many sales teams already use GenAI tools to brainstorm ICPs and draft outreach emails, but Jason does it without needing prompts. It analyzes the company’s solution, searches its contact list, and tracks real-time intent signals to identify high-quality prospects.
What’s more, it goes on to write personalized emails, call scripts, and LinkedIn messages that are tailored using lead information and real-time web data, then reaches out, replies to queries, and syncs with the user’s Google calendar to schedule a meeting.
Why SMBs love it: Outbound sales is a time-consuming and often frustrating task. Being able to outsource to an AI agent sets human sales reps free to deal with more complex sales situations.
Best for: Growth-oriented B2B businesses with longer sales cycles
Gumloop: The AI agent builder (for everything else)
Most SMB owners could point to a long list of tasks that they would love to hand over to an AI agent, but they don’t have the technical expertise to make it happen. Gumloop answers that need with an easy-to-use, no-code platform for building AI agents.
With Gumloop, small business owners can connect the steps of their task, called Nodes, and then activate them into Flows, which are mini AI agents.
Why SMBs love it: The flexibility to create an AI agent that exactly matches their needs, without having to find a tech expert.
Best for: Freelancers, solopreneurs, and microbusinesses, where one person is juggling too many hats.
There you have it…
Agentic AI gives small and medium businesses a serious boost. It enables SMBs to compete with large corporations that outstrip them in money and resources. With intelligent automation, small teams can punch above their weight, whether it’s in marketing, finance, HR, or general efficiency.
It might take a little time for SMBs to master the potential of AI agents, but once they do, they’ll be delighted by the possibilities. Large organizations that help their SMB clients to unlock the power of agentic AI will benefit from stronger relationships and increased trust. Taking the time to understand the use cases for each type of AI agent and guide SMB clients to make the most of them can enable SMB-serving companies to position themselves as a true partner in SMB success.
