You’ll find different types of AI agents built for different tasks. For example, conversational agents reply to texts and chats, planning agents can book meetings, and multimodal agents process voice, text, or images.
Various AI agent types can also handle workflows across sales, support, recruiting, and ops. Understanding these categories helps you pick the right kind of agent for your use case.
In this article, we’ll cover:
- What is an AI agent?
- Differences from traditional automation
- 5 foundational AI agent types from classic AI frameworks
- 8 modern agent types used in today’s business tools
- Use cases by agent type
- How Lindy maps to different agent types without being just one kind
- Tips on choosing the right AI agent for your needs
But first, let’s define an AI agent.
What’s an AI agent?
An AI agent is a program that can understand and interpret inputs around it, make decisions, and take action based on the goal you define.
Unlike fixed-rule systems or basic prompt responses, AI agents can interpret messy inputs, adapt to context, and take action across tools. That’s what makes them so useful in real-world work.
AI agents vs traditional software
An agent in artificial intelligence is like a digital worker who can reason through a task. In traditional terms, the word agent may refer to a background service or system helper — like a monitoring agent on a server.
Instead of running a pre-defined script, an AI agent can be trained or configured to:
- Interpret messy, unstructured inputs
- Decide what to do next based on context
- Take action, like sending a message, booking a meeting, or updating a database
- Adapt over time based on the knowledge base and prompts you provide
Where traditional scripts are brittle and linear, intelligent agents can handle ambiguity and make decisions. This is a significant shift from rule-based automation tools.
Next, let’s understand the foundational types of AI agents.
5 foundational AI agent types
There are five classic types of AI agents that form the foundation for how modern tools work. They are widely used in AI research and are still used in real-world workflows today.
These categories help define how agents perceive, process, and act. You’ll see them come up in everything from customer support bots to sales routing agents and even in advanced tools like LangChain. Let’s explore the five types:
1. Simple reactive agents
These are the most basic kind of agents. They don’t adapt or have a memory. They just observe input, match it to a rule, and give you an output.
- Example: Auto-reply to emails for “out of office”
- How it works: "If the message contains X → respond with Y"
- Real-world use: First-gen customer service chatbots or inbox filters
2. Model-based reactive agents
These agents build a limited internal model of their environment. That means they don’t just react — they also track what they’ve seen before.
- Example: Navigation tools that remember blocked roads
- Why it matters: This is the foundation for agents that can operate with partial information and still make reasonable decisions
Model-based logic is used in many intelligent agents today, especially in systems that maintain context across steps, like conversational agents that handle back-and-forth tasks.
3. Goal-based agents
Goal-based agents evaluate actions based on whether they help achieve a specific outcome. Instead of reacting blindly, they act with purpose.
- Example: A scheduling agent that knows its goal is to book a meeting, and takes steps to make that happen
- Why it matters: These agents can adjust to different paths — they don’t need to follow a fixed script
This type of logic is behind some of the best AI agents used in automation platforms, especially ones designed for outcomes like lead conversion or onboarding.
4. Utility-based agents
Instead of just working toward a goal, they consider multiple possible actions and pick the one that offers the most utility — like speed, cost savings, or success rate.
- Example: A sales assistant that chooses to contact leads based on fit score and time zone
- Use case: Lead routing, prioritization, or ticket handling
They’re ideal when there’s more than one way to complete a task, and one way is better than the others. You’ll see utility logic in many tools that offer lead scoring or inbox triage.
5. Learning agents
These agents can improve over time by incorporating structured feedback, memory, or retraining loops — adapting their behavior based on what’s worked before.
However, most AI models (like GPT) don’t learn or self-update during use. Improvements come from updates to prompts, workflows, or retraining done offline.
Important caveat: Most types of AI models don’t learn but depend on the prompts and knowledge base you provide them. But agentic systems can still adapt via structured feedback, memory, or retraining loops.
Platforms today might use static models, but their agents evolve when you refine the workflows, tweak their templates, or adjust logic based on previous data and experiences.
These were classic AI agent types. Now, we look at the specialized types of AI agents that aid business workflows.
8 specialized AI agent types
While the classic agent types explain the logic behind how agents behave, most of what we see in businesses today are newer, hybridized versions. These AI agents solve tasks and execute workflows across platforms, tools, and teams.
The 8 types of agents below use LLMs, APIs, and multi-step automations. Let’s explore them:
1. Conversational agents
These are what most people think of first — chatbots, Slackbots, or voice-based agents that respond to natural language. They use models like GPT or Claude Opus to interpret queries and give helpful replies.
- Example: An agent that replies to inbound support questions over email or chat
- Use case: Inbox triage, calendar scheduling, employee Q&A
2. Collaborative agents
These agents respond to queries and work alongside humans or other agents to complete a task. Organizations use them in human-in-the-loop workflows.
- Example: After a meeting, one agent writes the summary, another updates the CRM, and a third notifies the team on Slack
This type of setup is common in operational teams that want automation without losing oversight.
3. Planning agents
Planning agents take a goal, break it into steps, and then execute those steps in sequence. They’re built for workflows with conditions and complex logic.
- Example: Intake form → enrich lead → send intro email → book meeting
This is where different types of AI agents start blending in real usage. Most planning agents are also goal and utility-based agents.
4. Autonomous agents
Autonomous AI agents act independently. You set the task, and they figure out how to do it — sometimes looping through steps on their own.
- Example: A research agent that identifies competitors, gathers info, summarizes findings, and drafts an internal report
Autonomous behavior also powers agents that can follow up on leads or escalate tickets without manual review.
5. Mobile agents
Mobile agents move across different systems or environments. They’re not limited to one machine or domain — they operate across networks.
- Example: A security agent that scans different cloud servers or microservices for anomalies
They are less common in front-office automation, but still relevant in DevOps, infrastructure, and large enterprise environments.
6. Multimodal agents
Multimodal agents can process and respond to more than just text. They can understand and interpret voice, images, or video. They’re useful for phone-based workflows, document parsing, or internal search.
- Example: An AI agent that answers phone calls, transcribes the conversation, and updates a CRM
This kind of multi-input capability is increasingly expected in platforms with voice + chat support or documentation workflows.
7. Interface agents
Interface agents sit inside UIs like sidebars, widgets, or embedded chat. They’re trained to assist in real-time without switching context.
- Example: A customer onboarding bot that sits inside a dashboard and walks users through the setup
AI assistance agents inside SaaS apps are blurring the line between help docs and on-demand assistance.
8. Hybrid agents
Most real agents today don’t fit cleanly into one box. Hybrid agents combine multiple behaviors like planning, conversational, and utility-based agents to handle more complex flows.
- Example: A support assistant that triages emails, prioritizes them by urgency, then sends replies or escalates based on policy
Many of the best AI agents on the market fall into this hybrid category, particularly tools that are built around workflows, not just prompts.
Now that we’ve covered the types of AI agents, let’s see how organizations use them.
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Real-world use cases by agent type
Teams use these automations to save time, reduce manual effort, and handle complex workflows. Here’s how different AI agent types show up in real work:
Let’s look at them in detail.
Reactive agent: Auto-routing an email
A reactive agent scans the subject or keywords in an incoming email and routes it to the right folder, person, or system. It can be used to support inbox routing, IT ticket sorting, and contact form triage. It needs no memory or planning; just pattern recognition leads to action.
Utility agent: Sales prioritization
Utility agent scores leads based on factors like location, job title, activity, or firmographic fit and pushes top-scoring leads to reps. You can use it for B2B sales, especially for SDR teams with high lead volume.
It works because AI agents can choose between multiple possible actions and choose the one that maximizes ROI.
Learning agent: Post-call coaching
A learning agent analyzes call transcripts, identifies gaps, and offers improvement tips based on historical patterns. Teams use it for sales enablement, onboarding new reps, and call quality monitoring.
These agents adapt based on what works, improving over time as they gather more feedback.
What kind of agent is Lindy?
Lindy helps you combine multiple AI agent types into a single workflow. That’s what makes it more flexible and more useful for business operations.
Here’s how it combines different agent types into one:
- Goal-based agents: Lindy operates with outcomes in mind. Whether it’s booking a meeting or sending a follow-up after a call, the agent makes decisions that push toward a clear goal.
- Utility-based agents: It doesn’t just execute tasks, it makes choices that optimize for value. For example, lead scoring, routing high-priority tickets, or deciding the right next step in a sequence.
- Planning agents: Lindy can handle multi-step workflows. For example, taking a raw lead from a form, enriching it, drafting an email, and updating the CRM — all in one flow.
- Conversational agents: Because it works across email, Slack, and voice, Lindy can communicate with users in natural language — and act on those conversations.
- Collaborative agents: Lindy isn’t siloed. It works across systems (like Salesforce, GCal, and Notion) and even with other Lindy agents to complete a task from end to end.
You’ll see more of these patterns in business workflow covered throughout the Lindy Academy, in use cases like customer support automation, sales ops, and internal research workflows.
Next, we see how Lindy maps to common agent types.
How Lindy maps to common agent types
The table below breaks down how Lindy aligns with different types of agents, and what that looks like in practice. Here’s how Lindy combines the common agent types:
These patterns show up often in hybrid workflows, where the agents need to talk, act, decide, and coordinate.
But what’s the difference between an AI agent and an AI model? Let’s explore that next.
AI agent vs AI model: What’s the difference?
An AI model is the brain behind the AI agents. The agent uses that brain to execute tasks.
An AI model is a trained system that can do tasks really well. That might be writing text, classifying images, or converting speech to text. It’s the brain behind a capability.
Think of the AI model as the brain, and the agent as the body. The model processes language while the agent puts it to work — sending emails, updating CRMs, triggering actions, or deciding next steps based on context.
A model might know how to draft a follow-up email. But an agent knows when to send it, to whom, how to personalize it, and what to do if there's no reply. That’s why models alone aren’t enough for real workflows. You need agents that can:
- Pull from CRMs
- Make decisions based on metadata
- Execute steps over time
- Loop back if a task isn’t finished
So, how do you choose between types of AI agents for business automation? We’ve compiled a few tips for you.
Tips for choosing the right AI agent type for your needs
Not every workflow needs the most advanced AI agent. Here are a few simple questions to help narrow things down:
1. What’s the job you want done?
Here’s where you start. Are you trying to:
- Route and triage emails?
- Follow up with leads?
- Collect and summarize research?
- Handle scheduling?
If the task is repeatable but nuanced, you’ll likely need a hybrid of goal-based and utility-based agents. If it’s high-volume and simple, a reactive agent might be enough.
2. Does it need to work across systems?
If your workflow involves multiple tools — like Notion, Google Calendar, and Slack — prioritize collaborative agents and have strong integration support.
3. Is this a one-off task or a daily flow?
Your agent choice will depend on the tasks you aim to accomplish with it. If you’re looking to automate:
- One-off research or analysis tasks, consider autonomous or planning agents
- Daily ops work like meeting scheduling or inbox cleanup, conversational + goal-based agents work well here
4. Do you need no-code or dev flexibility?
If you want to build without writing code, pick platforms that offer:
- Visual builders
- Templates for common tasks
- Human-in-the-loop features
This is where many teams find value in platforms built with operators (not just developers) in mind.
5. What does “good” look like?
Define your version of success. Your success can be:
- Speed of execution
- Personalization
- Reduction in manual steps
The more specific your goal, the easier it is to match it to a type of AI agent.
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Frequently asked questions
Which AI agent type is best for business automation?
Most businesses get the most value from utility-based and planning agents. They help prioritize work and execute multi-step tasks across tools, which is where the biggest time savings usually are.
How do intelligent agents differ from chatbots?
Chatbots typically follow scripts to answer questions or provide support. AI agents go a step further — they can take action within systems, like updating CRM records, scheduling meetings, or drafting reports. While chatbots respond, agents are built to complete tasks.
Can I build an AI agent without coding?
Yes, you can. Many AI agent platforms like Lindy offer a no-code builder, pre-built templates, and visual tools that let you set goals, configure steps, and connect apps, all without writing a line of code.
Are AI agents autonomous?
Some AI agents can be autonomous. Autonomous agents can operate without human input once they’re set up — looping through tasks, checking conditions, and updating systems as needed. But many businesses still prefer human-in-the-loop setups for oversight.
Which agent type is used in healthcare?
You’ll often find interface and collaborative agents in healthcare — especially in clinics, intake processes, or patient scheduling flows. They work well where coordination, compliance, and documentation are all required.
How do conversational agents work?
They interpret natural language input, decide what the user wants, and respond accordingly — often using LLMs like GPT-4.5 or Claude Opus. But they’re not just chat tools. A good conversational agent can also take action, not just answer.
What kind of tasks can a reactive agent do?
These agents are great for basic rules-based tasks –– auto-replying to common emails, sorting tickets, or routing messages based on keywords. If your workflow is consistent and doesn’t require memory, reactive agents are often enough.
Can I use multiple types of agents together?
Most real-world setups involve hybrid agents — like a planning agent that also scores leads (utility) and sends emails (conversational). You’ll see this pattern across many of today’s best AI agents.
Let Lindy be your AI-powered automation app
If you want affordable AI automations, go with Lindy. It’s an intuitive AI automation platform that lets you build your own AI agents for loads of tasks.
You’ll find plenty of pre-built templates and loads of integrations to choose from.
Here’s why Lindy is an ideal option:
- Automated CRM updates: Instead of just logging a transcript, you can set up Lindy to update CRM fields and fill in missing data in Salesforce and HubSpot — without manual input.
- AI-powered follow-ups: Lindy agents can send follow-up emails, schedule meetings, and keep everyone in the loop by triggering notifications in Slack by letting you build a Slackbot.
- Lead enrichment: Lindy can be configured to use a prospecting API (People Data Labs) to research prospects and to provide sales teams with richer insights before outreach.
- Automated sales outreach: Lindy can run multi-touch email campaigns, follow up on leads, and even draft responses based on engagement signals.
- AI Meeting Note Taker: Lindy can join meetings based on Google Calendar events, record and transcribe conversations, and generate structured meeting notes in Google Docs. After the meeting, Lindy can send Slack or email summaries with action items and can even trigger follow-up workflows across apps like HubSpot and Gmail.
- Sales Coach: Lindy can provide custom coaching feedback, breaking down conversations using the MEDDPICC framework to identify key deal factors like decision criteria, objections, and pain points.
- Cost-effective: Automate up to 400 monthly tasks with Lindy’s free version. The paid version lets you automate up to 5,000 tasks per month, which is a more affordable price per automation compared to many other platforms.