Intro + Lock In Your Task & Hire Your Expert

So, You're Done Using AI as a Toy?


Good. Because getting ONE decent result out of 20 attempts isn't a strategy—it's a time suck.


You've tried the expert prompts. You've watched the tutorials. You've even bookmarked those "ChatGPT cheat sheets and saved you best chats." But you're still editing every response, still fighting for consistency, still wondering why AI feels like  more work than just doing it yourself.


You're not alone, that's the reality for most.


That's not going to be you anymore, because today, you join the other group. The group who know how to use AI to get things done.


It starts with your first AI agent.

What Makes an AI Agent Different?

An AI agent isn't just another chat window. It's "trained" artificial intelligence that is locked on your objectives.


Regular AI: "Write a Facebook ad for my course, INSERT LONG (HOPEFUL)  PROMPT..."

Result: Cookie-cutter copy that sounds like every other ad


Your Agent: "Tuesday course promo"

Result:  Ad in your voice, highlighting your unique method, with your proven hooks, case stories, CTA, and text-to-image prompt


The difference is dramatic:  One response is usable right out of the box because it was exactly what you wanted... only better!


The other could be the start of a long chat to nowhere.

The 2 Immutable Pillars in EVERY Agent

Whether you're building a chat agent (works alongside you), an income agent (serves your customers), or an autonomous agent (works independently)—they ALL require:

Knowledge = Agent Memory

What the agent knows a how it prioritizes information

Instructions = Agent Behavior

Who they are, what they do, and how they do it

Miss either pillar? You're back to generic AI responses.



Get both right? Even lazy prompts produce professional results.

What You're Building in This Course

Today, you're building your first Chat Agent. An expert assistant for designed to perform ONE specific task. Not a generalist—a specialist who excels at exactly what you need.


Why not an income agent?

Income agents require more setup and security—payment processing, customer data handling, and public deployment. You should master chat agents first, then graduate to income agents that make money while you sleep.


Why not an Autonomous Agent?

Autonomous agents need complex workflows and error handling as well as security. Chat agents are a great way to test and get experience with how your agent responds before setting it free out into the world to represent your brand. Start with a chat agent you control, then automate once you've perfected the process.


Where does my Chat Agent live?

ChatGPT for most businesses, Claude if you write long content. Both are $20 per month. Your agent can also be deployed into any AI chat. Same knowledge + instructions work everywhere. We'll cover this in Lesson 4.


Your First Step:

You need to decide what task you want help with the most.


Then, who would be the best person to help you with that task.


The rest of this page is dedicated to helping you do that.

What Your Agent Can Do

📱 Content Creation - For consistent marketing without burnout


Creates social posts, ad copy, blogs, event, website, and sales pages that sound like you wrote them. Maintains brand voice while testing new angles and offers.


Real results: Post daily across 5 platforms. Test 10 ad variations in the time it took to write one. Never run out of content ideas. No more creative fatigue.

📧 Email Campaigns - Finally get and stay caught up


Writes welcome sequences, nurture campaigns, and sales emails in your exact tone. Knows your offers, your stories, and what converts. Stop staring at blank screens on "email day."


Real results: Turn 3-hour email sessions into 15-minute reviews. One client now sends daily emails after avoiding their list for months.

📄 Business Documents - Essential for service businesses


Produces proposals, contracts, and SOPs using your templates and past winners. Customizes for each client while maintaining what works.


Real results: Create custom proposals in minutes, not hours. Win more deals with consistent, professional documents. Scale without sacrificing quality.

💬 Customer Support - When inquiries are overwhelming you


Helps with support tickets, FAQ responses, email inquiries, and review replies professionally. Knows your policies, common issues, and how to turn problems into wins.


Real results: Cut response time by 80%. Maintain high ratings. Handle 3x more customers without hiring, training, or spending more time.

📊 Data Analysis - For data-heavy operations


Transforms spreadsheets into insights. Summarizes performance, spots trends, identify gaps, and recommends actions in plain English. Finds small changes that make a big difference.


Real results: Turn 50-page reports into 1-page summaries. Make decisions faster. Spot opportunities competitors miss. No speed reading necessary.

🛠️ Technical Help - For SaaS and tech stack assistance


Are you up to your eyeballs in integrations? POS, ecommerce, marketing, loyalty program, gift cards, CRM, and Zaps. Eliminates long winded support tickets to multiple providers.


Real results: Resolve tech issues in minutes, not days. Add functionality using CSS, diagnose and repair code. Reduce customer complaints by solving problems fast.

Why Narrow Beats Broad

You may want your agent to do multiple tasks, but agents can only excel when given a narrow, focused mission.


If your agent is expected to write binding agreements and exciting social media content, they wouldn't be able to do a great job at either of them.


A single purpose-built agent is smart.


It knows its job, requires minimal prompting, and can be used by users of all skill levels.


And here's the good news:


Once you build your first agent, you'll be able to tweak and repurpose it into new roles quickly using the Free AiHelp Tools—without having to start over.


So what's it gunna be?

Two Action Steps

Step 1: 
What's your biggest time-suck?

Pick ONE task you do repeatedly. The thing that makes you groan every time it shows up on your to-do list.


Step 2:
Who's your dream hire for this?

Not just "copywriter." Think bigger. If you could steal any expert from any company, who would truly shine and provide unparalleled value to this task?



The Secret:  Stop Hiring Generic, Start Hiring Legends

Watch what happens when you get specific about WHO your agent is:

😪 Generic: "You are a copywriter"

🚀 Legendary: "You are Eugene Schwartz's protégé who wrote the Control for Boardroom Inc."

😪 Generic: "You are a social media manager"

🚀 Legendary: "You are the strategist behind Wendy's Twitter account during their viral roast era"

😪 Generic: "You are a business analyst"

🚀 Legendary: "You are the McKinsey partner who saved Best Buy from bankruptcy"

😪 Generic: "You are an email marketer"

🚀 Legendary: "You are the conversion specialist who built Morning Brew to 4 million subscribers"

😪 Generic: "You are a customer service rep"

🚀 Legendary: "You are Zappos's head of customer happiness who wrote their legendary service playbook"

😪 Generic: "You are a content creator"

🚀 Legendary: "You are MrBeast's head of retention who keeps 100M people watching until the end"

The AI knows these people. It studied their work. Now it channels their methods into YOUR business.


Some proven formulas:

  • "My expert is [Famous Expert]'s [Role] specializing in [Specific Win]"
  • "My expert is the [Role] behind [Famous Campaign/Company Success]"
  • "My expert is a [Certification/Training] expert who [Specializes in Achievement]"


This isn't just fancy wording. It fundamentally changes how your agent thinks and responds.

Bonus: Real Agent Build

I'll play right alongside you—building a personalized meal planner for my pet. Sounds silly? Maybe. But it perfectly demonstrates the transformation  from useless AI chats, to a genuinely helpful tool.

  • Example Agent

    Primary task: Help plan a natural whole food diet for my pet so he lives a happy, healthy and long life.


    My expert is: a Certified Canine Nutrition Specialist and Holistic Diet Coach who has worked alongside Dr. Karen Becker for over 10,000 hours.

Now you go!


Write your two sentences now before moving on. You will need these in the next 2 steps.

1.  Primary task: _____________

2. My expert is: _____________

☑️  Lesson Checkpoint


YES, I've written my agent's primary task and who my expert is.

Lesson 2:📚Knowledge Base

  • How long until I see results?

     Most have a working agent in 1-2 hours. The knowledge base takes the most time, but you'll save those hours back in your first week of use. One agent, set up once, saves time forever.

  • What if I'm not technical?

    Perfect. This is for business owners, not programmers. If you can copy, paste, and upload files, you're qualified to build an agent.

  • Should I build multiple agents?

    One first. Master the process, see the results, then build your second in 30 minutes. Most businesses end up with 3-5 chat agents before building other AI solutions.