Monday, August 24, 2026

What is The AI Five-Step Workflow Method?

AI Agents Are Actually Simple: A Zero-Base Introduction to Building AI Agent Workflows” by Long Xiaokang (龙晓

A Note on How today's Blog/ Moment Was Created: Human Reading Meets AI in Action

This blog is also part of my experiment with the ideas presented in the book.

I did not simply ask AI to summarize the book for me.

I first read the book myself, became familiar with the author's way of thinking and writing, and prepared my own reading notes as I progressed through the chapters.

Then I brought those notes into two different AI environments:

  • Google Gemini Notebook
  • OpenAI ChatGPT

I gave both tools the same essential material and asked them to work with my notes.

Why?

Because for me, the purpose of this exercise is no longer simply to read a book about AI Agents.

I want to see the tools themselves in action.

The book argues that the future of working with AI is not about repeatedly opening a chat box, asking a question, receiving an answer, and starting again from zero. It is about creating a process in which humans and AI each contribute what they are best at.

So I decided to apply that idea to the reading and writing process itself.

My role: read, understand, question, select, organize, and decide what is worth sharing.

The AI tools' role: process the material, help structure it, identify connections, organize information, and transform my raw notes into different possible forms.

This means the article you are reading is not simply a book summary, and it is not simply AI-generated content.

It is an AI–human collaboration experiment.

I am using the book's own philosophy as a lens through which to test the tools.

And I am deliberately using two different AI environments rather than relying on only one, because I want to see where they produce similar results, where they differ, and where the human still has to make the important decisions.

The Experiment

The process is intentionally simple:

Read → Understand → Take Notes → Give the Same Material to AI → Compare → Judge → Refine → Publish

For the moment, I am not trying to prove which tool is "better."

I'm more interested in a different question:

What happens when we stop treating AI as a machine that gives us answers and start treating it as part of a workflow?

That is, after all, one of the central questions raised by the book.

So while I am reading a book about building AI Agent workflows, I am also experimenting with my own workflow for reading, understanding, comparing, and creating.

The book is teaching me about Agents.

At the same time, the tools are giving me a chance to observe the methodology in action.

And this experiment is still ongoing.


I-Gemini Notebook :

AI Is Not a Chatbox: Why You Are Stuck in the "Handicraft" Era and How to Build Your Intelligent Factory

Have you noticed something strange lately?

Every day, AI tools get smarter, faster, and more powerful. Yet, if you look closely at your daily work, your actual output hasn’t magically multiplied. You are still working late. You are still doing repetitive copy-pasting. You are still feeling overwhelmed.

Something is broken. The diagnostic term for this is the "AI Bottleneck."

In this post — adapted from the WeChat article by author Long Xiaokang (龙晓康) introducing his new released book, “AI Agents Are Actually Simple: A Zero-Base Introduction to Building AI Agent Workflows” — we diagnose why most people are stuck using AI with the wrong mental model, and how to build a scalable, automated system that runs while you sleep.


The "Handicraft Workshop" Trap

Most people are currently using AI in what can only be called "Handicraft Workshop" mode. It looks like this:

  1. You encounter a specific problem.
  2. You open ChatGPT, DeepSeek, or Qwen.
  3. You type in a prompt and wait.
  4. You manually inspect, copy, paste, and edit the output.
  5. You complete the task and close the tab.

In this mode, you are still the absolute executor. AI is just an on-call, temporary assistant. Every task is fragmented, disconnected, and one-off. You've simply swapped a typewriter for a computer, but your output formula remains strictly linear:

Output = Personal Time × AI Response Speed

If you stop typing, the AI stops working. Furthermore, the quality of your output depends entirely on your state of mind. If you are tired, distracted, or write a sloppy prompt, your output crashes. You are the router, the quality control, and the bottleneck.


Shift Your Mindset: Become a System Designer

True AI experts do not focus on single, isolated tasks. Instead, they operate in "Intelligent Factory" mode. They don’t ask, "How do I write this daily report?" They ask, "How do I build an automated content production pipeline that writes every daily report for me?"

To make this transition, you need to understand three core pillars, using a simple electricity analogy:

  1. AI = Electricity: Large language models are like raw electricity. They are foundational, invisible, and contain enormous energy, but they don't know your business standards or context. You cannot cook with raw current — you need a stove.
  2. Agent = The Worker / Machine: An Agent is raw AI plugged into a specific device. An Agent is given a Role (e.g., "Senior Contract Reviewer"), Skills (web search, scrapers, code execution), and Memory (brand preferences, historical data).
  3. Workflow = The Assembly Line: Having workers and machines is chaotic without coordination. A Workflow organizes your Agents and tools into a structured, automated sequence.

Let’s compare how these three stages look in practice:

  • Using AI: You ask a chatbot how to write a report. It outputs a generic template. You still write it yourself.
  • Using an Agent: You tell a "Report Agent" to write it. It reads your calendar, pulls meeting notes, and populates the template. You approve.
  • Using a Workflow: Every day at 6:00 PM, the system automatically fetches your calendar data, extracts meeting notes, drafts the report, formats it beautifully, and emails it to your boss. You do absolutely nothing.

The Core Blueprint: The Five-Step Workflow Method

How do you take a messy manual chore and turn it into a reusable "factory asset"? The author introduces the Five-Step Workflow Method:

  • Step 1: Define Goal & Deliverables — Get crystal clear on what "done" looks like. What exact file type, format, and content must the system produce?
  • Step 2: Decompose to the Atomic Level — Break the complex task down into single, indivisible actions. Each action must be simple enough that it cannot be further split.
  • Step 3: Strictly Define Input/Output Formats — Determine exactly what each atomic step consumes (e.g., a PDF link) and produces (e.g., a 3-bullet text summary).
  • Step 4: Assign the Most Suitable Executor — Allocate each step. Should it be an AI Agent? A direct API call? Or a human-in-the-loop checkpoint for final approval?
  • Step 5: Solidify the Workflow — Build the node-based flowchart on an automation platform. Once built, it is a permanent asset that can run infinitely.

Choosing Your Visual Factory Canvas

Building workflows is visual and doesn't require writing code. You simply drag and drop nodes on a canvas. The author compares the big three platforms:

Platform Archetype Strengths Target Audience Difficulty
Coze (扣子) The Supermarket Thousands of built-in plugins; effortless WeChat/Feishu publishing. Content creators and beginners. ★☆☆☆ (1 Star)
Dify The Private Kitchen Open-source; complete data privacy and self-hosting; model-agnostic. Enterprises with strict security. ★★★★ (4 Stars)
n8n The Digital Glue Supports 1,000+ external apps (Gmail, Notion, Slack) for complex routing. Automation enthusiasts and integrators. ★★★☆ (3 Stars)

Regardless of the platform you choose, the underlying orchestration logic and design methodology remain identical.


Your Action Plan for Today

The next time you face a tedious, repetitive task at work, stop typing prompts. Take a step back and ask yourself these three diagnostic questions:

  1. Can this task be broken down into a standard, repeatable process?
  2. Which parts of that process can Agents handle completely on their own?
  3. How do I connect those Agent-powered steps into an automated Workflow?

"Ordinary people treat AI as a search box — they search when they encounter a problem and move on. Experts treat AI as a power station — they carefully design the grid so electricity flows continuously to every business node."

Stop working in your business; start working on your automated systems.

This is an AI-Human collaboration article.
YOUR ARTICLE TEXT HERE

II. My Reading Notes reorganized by Open AI Chatgpt


AI Agents Are Actually Simple: A Zero-Base Introduction to Building AI Agent Workflows

A structured reading guide, chapter-by-chapter notes, and a comparison with the Jotform Business Development AI Agent.


About This Book

What is this book about?

This book teaches you how to upgrade AI from a disposable, temporary helper into a reusable and iterative AI Agent workflow.

Instead of simply chatting with AI, you learn to build automated systems that can run on their own.

The book is structured into four parts:

  • Part 1 — Chapters 1–3: Concepts — AI, Agent, Workflow, and the mindset shift from "handicraft" to "factory" thinking.
  • Part 2 — Chapters 4–6: Building methodology — the Five-Step Workflow Method, Agent job descriptions, and iterative trial runs.
  • Part 3 — Chapters 7–11: Practical scenarios — short video, e-commerce, education, knowledge work, and entrepreneurship/management.
  • Part 4 — Chapters 12–13: Moving from scattered processes toward a unified Personal Intelligent Workflow System.

Who Is the Author?

Long Xiaokang (龙晓康)

  • Previously worked at Baidu and Qunar.
  • Spent eight years as an entrepreneur.
  • Founded the education company Shunzhong AI, which has served more than 100,000 students.
  • Created AIGC Chengye, a technology blog with more than one million followers across the internet.
  • Founded Yipai AI, a short-video marketing Agent product.

Why Did the Author Write This Book?

The author has also explained the reason behind the book through his established WeChat account. The following section presents his explanation in his own words.

"What ordinary people lack is not AI tools, but an Agent workflow."

1. What Ordinary People Lack Is Not AI Tools, but an Agent Workflow

Over the past few years, I have worked on both AI training and AI content, and now I am also involved in developing AI products. In theory, the people I encountered should be among the most enthusiastic proponents of AI.

This is indeed the case. Many people share AI-related information daily, save AI tools, purchase AI courses, study prompts, and immediately try new models and tools as soon as they become available.

But what makes me increasingly uneasy is this: most people appear to be making a concerted effort to learn about AI, but their work methods have hardly changed at all.

They will use AI to write a piece of copy, have AI revise a resume, have AI summarize an article, and have AI generate an event plan.

But each time, a dialog box is temporarily opened, a command is temporarily typed, and a result is temporarily waited for.

Unsatisfied with the results, they continue to ask questions. If the information is not accurate, they check it themselves. If the format is not appropriate, they modify it themselves.

In the end, AI has indeed been involved, but it doesn't seem to have made things much easier personally.

Later, I realized that this is the biggest challenge many ordinary people face when it comes to using AI today: we believe we lack more sophisticated models, better tools, and more advanced prompts. But what many people really lack is a workflow.

I am increasingly convinced that the use of AI is overestimated.

Over the past few years, many people have asked me: "How should an ordinary person actually learn about AI?"

Initially, I would also recommend tools, explain prompts, and teach people how to get AI to write better, draw more accurately, and summarize more clearly.

These were certainly useful, but the more people I came into contact with, the more I found a problem: asking AI-related questions will not address the real issue of efficiency.

Because work is not a problem; work is a series of processes.

For example, making a short video is not simply asking, "Help me write a hit script."

At a minimum, it involves:

  • Selecting the topic
  • Setting the angle
  • Creating the title
  • Writing the script
  • Finding material
  • Designing the shots
  • Preparing the dubbing
  • Editing
  • Creating the cover
  • Publishing
  • Reviewing the results

For example, doing an e-commerce startup is not simply saying, "Help me write a product copy."

Behind it are:

  • Product information organization
  • Selling-point refinement
  • Main image requirements
  • Detail image structure
  • Headline keywords
  • Marketing short sentences
  • Platform listing
  • User review analysis
  • Follow-up review

An entrepreneur making a decision, for example, isn't simply asking, "Do you think I should or shouldn't do this business?"

Behind this are:

  • Information gathering
  • Competition analysis
  • Scenario generation
  • Risk derivation
  • Resource evaluation
  • Stop-loss conditions
  • Team consensus

That's why many people find that using AI doesn't yield results. It's not that the AI is unable to respond; it's simply that you have condensed a complex process into a vague question.

What you provided to the AI was a jumbled mess, and of course, the AI returned a text that appears complete but is actually difficult to implement.

Over the past few years, I have become increasingly convinced that what truly sets apart individuals in the age of AI is not whether they know how to use AI, but whether they can break down their work into processes that AI can execute.

2. After Creating AI Products, I Developed a Deeper Appreciation for This Field

When I was involved in AI training in the past, I witnessed the difficulties faced by ordinary people in learning about AI.

Later, I worked on AI products, specifically in this area with Yipai AI, and I felt even more deeply about products that really deliver results to users.

Many users are not unwilling to use AI or unable to operate the buttons. The places where they really get stuck are often not "where the tool entrance is," but:

  • What kind of data should I provide to the AI?
  • What should the outcome look like?
  • What steps can't be skipped in the middle?
  • Where do I have to make a judgment?
  • Where can I confidently entrust tasks to AI?

This realization made me understand that the biggest challenge ordinary people face when dealing with AI is not "not knowing how to use a particular feature," but rather "lacking a structured approach to work."

If there is no structure, the more powerful an AI becomes, the more likely it is to cause anxiety.

Because it answers everything, you don't know where to begin. It can generate anything, and you don't know what results qualify. It seems to know everything, and it's easier for you to hand over judgment that you shouldn't have given to it.

So when I wrote this book, I always had a very clear judgment in mind:

What ordinary people truly need is not another comprehensive guide to AI tools, but an introductory book that teaches them how to set up an AI workflow.

That's where the book, "The Intelligent Person is Actually Simple," started.

3. Why Didn't I Compile It into a "List of AI Tools"?

To be honest, if all you want to do is ride the wave of popularity, you could write this book as "100 Essential AI Tools," "50 Popular Prompt Phrases," or "Getting Started in 10 Minutes with AI Agents." It might be easier to look busy.

But I don't really want to write that, for a simple reason: the tools will become obsolete, the models will become obsolete, and the platforms will become obsolete.

Today, someone might find an AI product extremely useful, but within half a year, it could be replaced by another product. The operating tutorials for a platform today may be very new, while the position of a button may change in a few months.

If a book only writes about tools and operations, its life cycle will be short. But some things don't become obsolete that quickly.

For example:

  • How do you break a vague task into clear steps?
  • How do you define inputs and outputs for each step?
  • How do you decide which things should be done by people, which can be handed over to Agents, and which are better handled by custom scripts?
  • How would you write a clear job description for an AI digital employee?
  • How do you distill a running process into an asset that you can use over and over again?

These are the fundamental skills that ordinary people truly need to possess in the age of AI.

So while this book appears to be about AI Agents, what I really want to talk about is:

How can ordinary individuals transition from simply "using AI tools" to "designing the way AI operates"?

That's why I talk about flowcharts, workflows, job descriptions, test runs, checkpoints, and iterations over and over again in my book.

Because I don't want the reader to just know a few concepts after reading a book.

I would like you to immediately take one of the most annoying, repetitive, and time-consuming tasks at hand and break it into a process that can actually run.

The "Intelligent Person" Is a Digital Employee

Nowadays, many people view AI Agents as quite mysterious when they come across the term.

It seems like a super AI that can do anything. As soon as you utter a single sentence, it can independently comprehend the objective, break down the task, summon the necessary tools, and complete everything on its own.

But I want to make this a little plainer. In my opinion, the simplest way for the average person to understand intelligent Agents is:

Think of it as a digital employee.

What you truly need to learn is not "invoking an all-purpose AI," but rather mastering the art of managing AI, just as you would manage a real team:

  • Give it a clear job.
  • Give it clear materials.
  • Give it a fixed process.
  • Give it output standards.
  • Give it limitations.
  • Give it trial and error and iterations.

It is also impossible for a real employee to fully understand your standards on the first day of employment. You need to train them, correct them, give them feedback, and help them become familiar with the way you work.

An Agent is the same. An easy-to-use Agent is not simply written once; it is improved again and again.

This is also why I place such emphasis on "job descriptions" in my book. Many people struggle with AI because they fail to clearly define their tasks, not because the AI is not intelligent enough.

You tell it to "write a little professionally," and it starts piling up terminology. You tell it to "analyze," and it outputs a bunch of correct nonsense.

But if you tell it, like a recruiter:

  • Who you are
  • What your purpose is
  • What materials it can use
  • What format it must output
  • What cannot be said
  • What must be done when information is missing

Its stability will be completely different.

So I'd rather readers view this book as an "AI Digital Employee Management Manual."

5. This Book Is Not for Technical Experts

The subtitle of this book is "Building AI Agent Workflows from Scratch."

Because this book wasn't written for technical experts. It is not a book about the principles of large models, nor is it a book on multi-agent architecture. It is not written for developers who already know how to program and build complex systems.

It's more suitable for people who are genuinely consumed by specific work every day.

If you're a content creator, you're choosing topics, writing scripts, making covers, posting videos, and looking at data every day. What you're missing may not be inspiration, but a steady content-production pipeline.

If you are an e-commerce practitioner, you have to organize product materials, make main images, write selling points, analyze reviews, and complete new listings every day. What you may be lacking is not just a more conversational AI, but a standardized process that covers everything from product images to the launch of new items.

If you're a teacher, you're preparing lessons, asking questions, making corrections, and writing feedback every day. What you need is not for AI to replace you as a teacher, but for AI to assist you in generating structural drafts, topic outlines, explanations, and initial feedback drafts, freeing your time to focus on areas that truly require judgment and care.

If you are a working professional, you have to hold meetings, write weekly reports, and communicate across departments every day. What you need isn't for AI to write a few catchy phrases; rather, it's to establish a consistent format for meeting minutes, action items, task lists, weekly report templates, and communication structures, making your work clearer, more manageable, and easier to hand over.

If you're an entrepreneur or manager, you're gathering information, developing a plan, evaluating risks, and making decisions every day. What you need is not for AI to make decisions on your behalf, but for AI to help broaden your options, provide additional information, and analyze risks, thereby making your decisions more replicable.

That's why I wrote about five scenarios in my book: short video, e-commerce, education, the workplace, and entrepreneurial management.

They look different across industries, but the underlying logic is the same:

Steps are broken down, inputs and outputs are defined, executors are reassigned, and the process is condensed into a reusable asset.

Once you master this methodology, you can still migrate the underlying logic by changing an industry, a tool, or a model.

6. What I Really Want to Promote Is Not Just a Book, but a Way of Working

I wrote this book not to tell people how powerful AI is. This phrase has been said too much over the past few years.

What I want to emphasize more is this: Please stop viewing AI as temporary workers.

The characteristic of temporary workers is that they leave when they have done their work and have to be reassigned the next time.

The truly valuable ways in which AI will be used in the future will certainly not involve repeated, ad-hoc calls. Instead, integrate AI into your workflow so that it becomes an integral part of your system.

You can have:

  • A fixed topic-selection process
  • A defined writing process
  • A defined review process
  • An established preparation process
  • A maintained meeting process
  • A defined decision-making process

In every process, there are parts suitable for people to do and parts suitable for Agents to do.

People are responsible for goals, judgments, aesthetics, trade-offs, and responsibilities. Agents are responsible for searching, organizing, summarizing, drafting, formatting, and repeating.

This is how I understand AI collaboration.

It's not that humans will be replaced by AI, nor that people will continue to perform all tasks personally. Instead, people are upgraded from executors to system designers.

This is a very important identity change for the average person. Previously, you wanted to have a team that needed to be recruited, managed, and paid. Now, you can at least start with a group of AI digital employees.

They won't be perfect naturally, but they can be trained. They don't assume ultimate responsibility for you, but they can do a lot of repetitive work. They won't automatically understand all your standards, but you can use processes, job descriptions, and continuous iterations to make them more and more relevant to how you work.

When you really build a workflow that runs, you'll find that:

AI is no longer just a tool for answering questions; it has begun to become a lever for boosting productivity.

7. Three Changes I Would Like the Reader to Have After Reading This Book

First: Stop Running After Every New Tool

Of course, you should pay attention to tools, but don't be led by them.

The question you really want to ask is not: "What does this tool do?"

It is: "What kind of workflow does it fit into?"

Second: The Prompt Is No Longer the End Point

Prompts are important, but prompts are not the whole story.

Without a process, a prompt is just a one-time instruction.

If there is a process, prompts become part of an Agent job description and a long-term reusable asset.

Third: Start Building Your Personal Intelligent Workflow System

You don't need to build a complex system first. You just need to start with a real task.

Examples include:

  • Your weekly report
  • Your short-video scripts
  • Your product launches
  • Your meeting minutes
  • Your course preparation
  • Your industry briefs

Break it down into steps, define input and output, configure the Agent, run it again, change it again, and then settle it into a reusable process.

Once this is accomplished, you will have your very first AI workflow of your own.

With a first workflow, there will be a second and a third. Slowly, the way you work will change.

Instead of starting from scratch every time, you start to have your own:

  • Process library
  • Prompt library
  • Agent library
  • Workflow asset library

This may be the new asset that ordinary people truly need to accumulate in the age of AI.


Written at the End

The book "Intelligent Agents: Building AI Agent Workflows for Beginners" has been officially published and is now available on major e-commerce platforms.

If you're a regular content creator, e-commerce operator, teacher, working professional, entrepreneur, or anyone who is being consumed by repetitive work, I believe this book can be useful to you.

If you also feel like you've employed a lot of AI, but it hasn't actually made things easier for you,

If you also feel that you are being dragged down by a lot of repetitive work every day,

That's the book I wrote for you.

I hope it will help you set up your very first AI Agent workflow.

I also hope that by starting with this book, you won't just learn a few tools, but will truly acquire a new approach to work tailored for the AI era.


The Book's Philosophy: Architecting Custom Factories

The book guides you to become a "chief engineer," building custom workflows from the ground up.

You start with a blank canvas on a platform such as Coze or Dify and assemble your system by defining roles, selecting models, setting up knowledge bases, and connecting tools through prompt engineering and node-based logic.

The core skill the book teaches is workflow design: you draw the entire blueprint yourself.

This is the "intelligent factory" approach, where you own every piece of the system.

The Jotform Approach (AI Agent I have built Earlier, "Leila, Thinking Partner": Using a Pre-Built Machine for a Specific Job

The Jotform Business Development AI Agent is a "ready-to-use" product— closer to what the book calls an Agent Product.

It is a pre-assembled machine designed for a specific set of tasks: simplifying information collection and lead qualification.

You feed it your business context using natural-language instructions, QA pairs, and uploaded PDFs or URLs. It then handles conversations designed to qualify leads and capture information such as company name, job title, industry, and similar data.

Key Differences

Your Role

Book approach: You are the architect and engineer. You design the entire system.

Jotform Agent: You are the operator. You customize a pre-built system.

Starting Point

Book approach: A blank canvas on platforms such as Coze, Dify, or n8n.

Jotform Agent: A pre-designed conversational interface that is already working.

Core Function

Book approach: Open-ended. You can build many types of workflows.

Jotform Agent: Narrower and focused on business-development conversations and lead qualification.

Training and Configuration

Book approach: Advanced configuration involving prompts, RAG pipelines, tools, and node logic.

Jotform Agent: Simplified configuration through natural language, QA examples, and uploaded information.

Learning Curve

Book approach: Steeper, because you develop systems-thinking, logic, and workflow-design skills.

Jotform Agent: Lower, because the underlying infrastructure is already built.

Ownership

Book approach: You design and control the entire workflow.

Jotform Agent: Jotform provides and maintains the underlying infrastructure.

What This Means

The Jotform Agent is not a replacement for the skills taught by the book. It is a different application of similar underlying principles.

Think of it this way:

The book teaches you how to build an entire factory.

Jotform gives you a specialized machine that is already built.

With the book, you learn to design assembly lines, quality-control systems, worker roles, logistics, and automation rules.

With Jotform, you receive a specialized machine for a particular business task, such as collecting and qualifying leads.

The Bottom Line

  • Book approach: Build the factory.
  • Jotform Agent: Use the specialized machine.
  • Book's core value: Learn workflow architecture and systems thinking.
  • Jotform's core value: Apply a pre-built AI system to a specific business need.

The book's real value is not learning one particular platform. Its deeper value is learning to see work as a system:

Task → Decomposition → Roles → Tools → Workflow → Automation → Reuse

Once you understand that logic, individual platforms become implementations of the methodology rather than the methodology itself.


To be continued as I read further...

Your Turn: What Do You See in the Two AI Approaches?

This article is also an experiment, and I don't want the experiment to end with my own observations.

I used the same essential reading material and my own reading notes with Google Gemini Notebook and OpenAI ChatGPT. The two outputs were not identical. They organized the material differently, emphasized different aspects, and created different reading experiences.

I am not asking you to decide which tool is "better." Instead, I would like to know what you see when you compare them.

Questions for Readers

  1. What is the biggest difference you notice between the Gemini Notebook version and the ChatGPT version?
  2. Which version helps you understand the book more easily, and why?
  3. Do you prefer the more condensed, article-style approach, or the more structured, chapter-by-chapter reading guide?
  4. Which approach makes you more curious about actually reading the book?
  5. Do you think using two AI tools on the same material adds value, or does it create unnecessary duplication?
  6. Where do you see the strongest evidence of human judgment in this experiment?
  7. After reading the author's philosophy, do you see AI differently? Is AI still primarily a "tool" for you, or are you beginning to see it as part of a workflow?
  8. Which idea from the book could be most useful in your own work: task decomposition, Agent roles, flowcharts, workflows, checkpoints, or reusable processes?
  9. If you could automate one repetitive task in your own work today, what would it be?
  10. And finally: Do you think this book could actually change the way you work with AI, or is it simply another AI book?

I'm especially interested in your answer to this question:

"After seeing both versions, what do you think AI is helping me do here that I could not do as easily with only one tool?"

The experiment is still ongoing. As I continue reading and compare AI tools, I will continue adding my observations and testing how the ideas in the book translate into actual AI-assisted work.

ملاحظة للقراء العرب: هذه ليست مجرد مراجعة لكتاب

هذه المقالة ليست مجرد ملخص لكتاب عن وكلاء الذكاء الاصطناعي، وليست أيضاً محتوى تم إنتاجه بالكامل بواسطة الذكاء الاصطناعي.

بدأت أولاً بقراءة الكتاب بنفسي، والتعرف على طريقة تفكير المؤلف وأسلوبه، ثم أعددت ملاحظاتي أثناء القراءة.

بعد ذلك استخدمت نفس المادة الأساسية مع أداتين مختلفتين: Google Gemini Notebook وOpenAI ChatGPT.

الهدف لم يكن معرفة أي أداة "أفضل"، وإنما مشاهدة ما يحدث عندما نضع أدوات الذكاء الاصطناعي داخل سير عمل حقيقي، ونقارن النتائج، ثم نستخدم الحكم البشري لاختيار ما يستحق الاحتفاظ به وتطويره.

وهذا يتوافق بشكل مباشر مع الفكرة الأساسية للكتاب: المستقبل ليس في استخدام الذكاء الاصطناعي كسؤال وجواب فقط، وإنما في تصميم طريقة عمل تجعل الذكاء الاصطناعي جزءاً من سير العمل.

لذلك أسألك أنت أيضاً:

  • ما الفرق الذي تراه بين نتائج Gemini Notebook وChatGPT؟
  • أي نسخة ساعدتك أكثر على فهم الكتاب؟
  • هل ترى أن استخدام أداتين مختلفتين على نفس المادة يضيف قيمة؟
  • ما المهمة المتكررة في عملك التي تتمنى تحويلها إلى AI Workflow؟
  • وبعد قراءة هذه المقالة، هل ما زلت ترى AI كأداة فقط، أم بدأت تراه كجزء من نظام عمل؟

التجربة مستمرة، وسأضيف نتائج القراءة والتجربة مع استمرار الفصول القادمة.


Saturday, July 25, 2026

What Does Prompt Engineering Mean for Building an AI Agent?

 

Prompt Engineering


AI agent code

I grabbed this book while I am building Business Development AI gent using no-code AI platform-Jot form, you can try the agent here: https://agent.jotform.com/019f3d931c1870008d70c02a77a8587bb859

 or scan it (above code)

 

The book foreword started as follows:

‘’When Mark J. Baars approached me to collaborate on "Prompt Engineering for Beginners," I knew it would be an exciting journey. As someone deeply embedded in the world of artificial intelligence.”ChatGPT.

This implies that we have a book that acts as a practical guide for what AI-human collaboration can produce.



Who is the Author?

The author is Mark Baars. More information about his work can be found at: https://markbaars.com/

What is Prompt Engineering?

-According to Mark Baars, prompt engineering is the process of creating, testing, and improving instructions (known as prompts) to get the desired results from AI models, especially those designed for natural language processing (NLP).

-It involves carefully crafting prompts so that AI systems can understand the user’s intention and generate responses that are more accurate, relevant, and useful. The quality of the prompt directly influences the quality of the AI output.

-Prompt engineering has become an important skill for anyone using AI tools in areas such as customer service, content creation, research, programming, and creative work.

-A Simple Example: The Library Analogy

Imagine you walk into a library and ask the librarian to find a book for you. If you simply say, “Give me a book,” the librarian will not know what you need. However, if you say, “I need a beginner-friendly book about artificial intelligence that explains machine learning concepts with practical examples,” the librarian can quickly find the right resource.

Prompt engineering works the same way. AI systems respond better when instructions are clear, specific, and detailed.

In simple terms:

Better prompts lead to better AI answers.

The more precise and thoughtful your instructions are, the more likely AI will provide the information, ideas, or solutions you are looking for.


What are the core Elements of Effective Prompts?

Baars identifies five key elements that make prompts effective:

1.Clarity:


means the prompt should be clear and unambiguous. Avoid complex language or jargon that the AI might misinterpret.

2.Context:
involves providing enough background information to help the AI understand the scenario, including setting, characters, or specific details relevant to the task.

3. Specificity:

 Requires clearly defining what you want the AI to do. The more specific your prompt, the more likely you are to get a precise response.

4. Conciseness:


means keeping the prompt as brief as possible while still providing necessary details. Long, rambling prompts can confuse the AI.

5.Relevance:
ensures that every part of the prompt is pertinent to the task at hand. Irrelevant details can distract the AI and result in off-topic responses.

Why Does Prompt Engineering Matter?

Prompt engineering matters because AI models don't inherently understand human intent. They interpret prompts based on patterns learned from training data, without any understanding of your specific needs or goals.

The Importance of Prompt Engineering:


The book outlines several reasons why prompt engineering is crucial.

-First, maximizing AI potential means well-crafted prompts enable AI models to perform tasks more accurately and efficiently, unlocking the full potential of the technology.

-Second, improving communication through effective prompts bridges the gap between human intent and machine understanding, ensuring more precise and relevant responses.

-Third, enhancing productivity by automating complex tasks with optimized prompts allows businesses and individuals to save time and resources.

-Fourth, problem solving becomes more accessible as thoughtfully designed prompts help AI models tackle intricate problems that might be challenging for humans to solve alone.

Fifth, user experience improves because clear and effective prompts lead to better interactions with AI systems, enhancing the overall experience.

How does Prompt Engineering work in Practice?


The book provides vivid examples of why prompt engineering matters in practice.

1.In customer support, a vague prompt like "How can I help you?" is far less effective than "Please describe your issue in detail so I can assist you better." Poor prompts lead to confusion and misinterpretation, while well-designed prompts guide users to provide clear information that enables accurate responses.

2.In healthcare applications, asking "Do you feel pain?" gathers insufficient data compared to "On a scale of 1 to 10, how intense is your pain and where exactly do you feel it?" The more specific prompt provides actionable data that enables more accurate recommendations and diagnoses, potentially saving lives.

3.In educational tools, a prompt like "Explain quantum mechanics" might overwhelm a beginner, while "Can you describe what you know about particles and waves?" is more approachable. Effective prompt engineering helps tailor the learning experience, making it more engaging and effective.

4.In content creation and marketing, a generic prompt like "Write a blog post" is too broad, whereas "Write a 500-word blog post about the benefits of sustainable fashion for eco-conscious consumers" provides clear direction.


Good prompt engineering ensures the generated content is relevant, engaging, and aligned with marketing strategy.



The Importance of Prompt Engineering in Business Development:


Baars devotes significant attention to practical business applications, demonstrating how prompt engineering drives growth across multiple business functions.

1. Customer Support Automation

Businesses can deploy role- and scenario-based prompts to automate customer support at scale. The book emphasizes creating reusable prompt templates for common queries to ensure fast, accurate, and consistent AI responses. Using role-based prompts helps assign your brand persona to the AI, maintaining consistent tone across all support interactions. Implementing multi-turn prompts allows you to guide customers through complete support journeys, resolving complex issues end-to-end.

An example prompt would be:
"As a customer service agent, respond to a customer asking about the status of their order placed last week."

2.Market Analysis and Marketing

For marketing teams, prompt engineering enables building prompt libraries tailored to each content type—blogs, emails, and social posts. Applying iterative refinement cycles allows teams to continuously improve output quality and relevance. Using role-based prompts helps match brand tone and maintain consistent voice across all content.

An example prompt would be: "Analyze the current market trends for electric vehicles and provide a summary of the key factors driving market growth."

3. Education and Training

The book highlights how AI-driven educational tools benefit from prompt engineering. Content creation improves through multi-turn and chain-of-thought prompts that create structured lesson plans, quizzes, and interactive activities. Personalized learning becomes possible by employing scenario-based and role-based prompts to simulate tutoring sessions. Adaptive assessments can be developed that adjust difficulty based on student performance.

An example prompt would be: "Create a lesson plan for teaching elementary school students about the water cycle, including objectives, activities, and assessment methods."

4. Consulting Services:

For consultants, prompt engineering enables AI readiness assessments that evaluate capabilities with structured scoring frameworks. Developing industry-specific prompt frameworks and creating custom templates tailored to each client's brand and goals becomes possible through effective prompting.

5. Specialized AI Tools

The book identifies opportunities in underserved industries. In healthcare documentation, prompts can convert notes into structured formats like SOAP notes. In legal contract analysis, prompts can review and summarize legal documents. In financial reporting, prompts can generate comprehensive financial analyses.


What Does Prompt Engineering Mean for Building an AI Agent?

While the book primarily focuses on prompt engineering for generative AI, it provides foundational knowledge essential for building AI agents. Here's how prompt engineering translates to agent development.


A.The Foundation of Agent Behavior

AI agents are systems that can perform tasks autonomously. Prompt engineering is the primary mechanism for controlling agent behavior, including instruction definition for how agents interpret and execute tasks, context management for how agents maintain understanding across interactions, role assignment for how agents adopt personas and expertise, and constraint implementation for how agents adhere to rules and guidelines.

Key Prompting Techniques for Agents:

1.Role-based prompts:

 Assign specific roles to guide agent behavior consistently. An example would be: "As a financial advisor, provide investment advice for a young professional looking to save for retirement."

2. Chain of thought prompts:

Break complex tasks into smaller steps for logical progression. For instance, you might first ask the AI to describe the role of sunlight in photosynthesis, then explain how plants absorb water and nutrients, and finally discuss the conversion of carbon dioxide into glucose.

3. Multi-turn prompts:

 Build conversation context for complex, layered interactions. You might start by describing the setting of a medieval fantasy world, then introduce the main character who is a knight, and finally explain the quest the knight must undertake.

Prompt chaining links multiple prompts together for complex workflows. You could begin by outlining the main components of a healthy diet, then explain the benefits of fruits and vegetables, and finally provide a weekly meal plan incorporating these foods.

B.From Prompts to Agents: The Evolution

While prompts are essentially frozen requests or isolated communications, agents represent a significant evolution. Prompts are typically limited to single interactions and reactive to user input, while agents maintain persistent memory across sessions and can be proactive in goal-setting. Prompts contain static instructions, whereas agents demonstrate dynamic behavior adjustment. Prompts handle single-step tasks, but agents manage multi-step workflows.

The book's emphasis on iterative refinement, multi-turn conversations, and prompt chaining provides the building blocks for creating more sophisticated agents that can maintain context across interactions, break down complex tasks systematically, adapt responses based on feedback, and collaborate with other AI systems.

What are the book key Takeaways?

Key Takeaways:

1.Prompt engineering is a fundamental skill for anyone working with AI, enabling effective communication with AI models.

2.The 80/20 Rule applies—mastering core elements like clarity, context, specificity, conciseness, and relevance delivers most results.

3. Advanced techniques like chain-of-thought, role-based, and multi-turn prompts enhance AI performance significantly.

4. Practical applications span industries including customer support, marketing, education, healthcare, legal, and creative fields.

5. Bias awareness is crucial—prompt engineers must actively work to identify and mitigate biases in AI outputs.

6. Iterative refinement is essential because prompt engineering is an ongoing process of testing, analyzing, and improving.

Common Pitfalls to Avoid:

1.Ambiguity occurs when vague prompts yield vague results. The solution is to be specific about what you want.

2. Over-complexity happens when too many instructions confuse the model. The solution is to break down tasks into simpler parts.

3. Lack of context leads to irrelevant output when background information is missing. The solution is to provide necessary context.

4.Bias in prompts can produce harmful content. The solution is to use neutral, inclusive language.

5.Over-specification occurs when overly narrow prompts limit comprehensive responses. The solution is to balance specificity with scope.

Actionable Next Steps:

1.Start by auditing current AI usage and identifying gaps and improvement opportunities.

2. Build organized prompt libraries for your team. Train team members on prompt engineering best practices.

3. Document successful prompts for reuse. Implement continuous feedback loops for refinement.



Examples of Effective Prompts:


1.Creative Writing:

-A basic prompt for creative writing might be: "Write a short story about a robot discovering emotions."

-A more advanced version would be: "Write the opening scene of a science fiction novel set in a futuristic city where humans and robots coexist."

-For character development, you could prompt: "Create a detailed character profile for the antagonist of a fantasy novel, including their background, motivations, strengths, weaknesses, and key traits."

2. Technical Explanations:

-A basic technical prompt might be: "Explain how blockchain technology works."

-A more advanced version would be:

"Explain how blockchain technology works, including its key components and benefits."

-Using chain of thought, you might ask:

"Describe the basic principles of machine learning," then "Explain the difference between supervised and unsupervised learning," and finally "Provide an example of a real-world application of machine learning."

3. Customer Service

-A basic customer service prompt might be:

"Respond to a customer complaint about a delayed shipment."

-A more advanced version would be:

"As a customer service agent, respond to a customer asking about how to reset their password. Include step-by-step instructions."

-A scenario-based prompt could be: "Imagine you are a customer service representative dealing with an angry customer whose flight was canceled. Write a response that empathizes with the customer and offers a solution."

4. Educational Content

A basic educational prompt might be:

 

"Create a lesson plan for teaching about the AI agents."

A more engaging version would be:

 

"Create a story about a water droplet's journey through the water cycle, describing each stage from evaporation to precipitation."

For personalized learning, you could prompt:

"As a math tutor, explain the concept of quadratic equations to a student who is struggling with the topic."

5. Image Generation


A simple image prompt might be:

"Generate an image of a sunset over a beach."

-A more detailed version would be:

"Create an image of a sunset over a tropical beach with palm trees silhouetted against the colorful sky, reflecting on the calm ocean water."

-A stylistic prompt could be:

"Draw a fantasy landscape of mountains and rivers in the style of creative artists."

6. Music Generation


-A simple music prompt might be:

"Compose a jazz piece with a saxophone solo."

-A more detailed version would be:

 

"Create a classical piano piece that is slow and melancholic, suitable for a reflective scene in a movie."

-A mood-based prompt could be:

"Generate an upbeat, energetic pop song with electronic beats and catchy melodies."

7. Business and Marketing

-For market analysis, you might prompt: "Analyze the current market trends for electric vehicles and provide a summary of the key factors driving market growth."

For content creation, you could prompt: "Write a 500-word blog post about the benefits of Ai Agents in Real -Estate market"

For customer support, you might prompt: "As a customer service agent, respond to a customer asking about the status of their order placed last week."


Conclusion


Prompt engineering, as Mark Baars demonstrates in "Prompt Engineering for Beginners," is both an art and a science. It requires creativity, critical thinking, and a deep understanding of AI models and their capabilities. By mastering the techniques and strategies outlined in this book, you can leverage AI in innovative and impactful ways.

As the book concludes, whether you are automating customer support, creating educational content, generating creative writing, or conducting market analysis, prompt engineering can unlock new possibilities and drive success in your endeavors. Keep refining your skills, experimenting with new approaches, and pushing the boundaries of what AI can achieve.

The future belongs to those who communicate effectively with AI—and prompt engineering is the key to that communication.

References:

1.           https://www.researchgate.net/publication/384803603_Prompt_Engineering_Importance_and_Applicability_with_Generative_AI
https://www.researchgate.net/publication/400240393_Prompt_Engineering_for_Autonomous_AI_Agents_Enhancing_Decision-Making_and_Task_Coordination_in_Dynamic_Environments/link/697c501b12f837212a16300a/download?_tp=eyJjb250ZXh0Ijp7ImZpcnN0UGFnZSI6InB1YmxpY2F0aW9uIiwicGFnZSI6InB1YmxpY2F0aW9uIn19

2.           https://www.researchgate.net/publication/384803603_Prompt_Engineering_Importance_and_Applicability_with_Generative_AI

3.           https://medium.com/@chiragthummar16/normal-vs-good-vs-best-prompts-what-5-years-of-prompting-taught-me-fd25370c51e7

 

Thank you and looking forward to your thoughts:

 How do you see AI agents and prompt engineering in the next few years? 

Sunday, July 12, 2026

How does AI agent work?

 

AI Agents
AI agents


I picked up this book right after setting up my first AI assistant—Leila—right here on the Blog . She’s an AI assistant and thinking partner I trained using Jotform’s no-code AI agent platform. Once I had Leila as my thinking partner, I felt compelled to dive deeper into the world of AI agents—and that’s when this remarkable book came into my hands. Although it’s written in Chinese, it offers rich insights into American technology and deployment strategies, with a strong focus on OpenAI’s LLMs. Let’s explore it together!


I tried to link between the book and Jotform no-code AI agent to support Non-technical business to build their own agent and solve any business problem they experienced in their daily work life. Jotform no code AI agent is not mentioned in the book, I just tried to bridge between no-code AI agent and the book.


A Practical Guide to AI Agents: From Concept to Multi-Agent Systems

Introduction

The dawn of large language models (LLMs) has ushered in a new era of artificial intelligence, moving beyond simple question-answering chatbots to the creation of autonomous, problem-solving "Agents." This book serves as a comprehensive, project-based guide for anyone looking to understand and build these powerful AI systems. Written in an engaging, accessible style, it demystifies complex concepts through a narrative dialogue between Xiao Xue (
小雪) and Brother Ka (咖哥 offer clear, hands-on approach.

The book's central idea is that AI Agents, powered by LLMs, are not just a novelty but a fundamental shift in how we interact with technology. They can plan, remember, use tools, and take action, acting as digital teammates that automate complex workflows. However, the book's approach, while excellent for learning, is heavily tied to the OpenAI ecosystem, a choice that presents both strengths and limitations for business users.


Book Summary:


The book is structured into three main parts, guiding the reader from foundational theory to advanced, multi-agent collaboration.

Part 1: Foundations and Theory (Chapters 1-3)


The journey begins by defining what an AI Agent is and why it matters, positioning it within the context of the "Life 3.0" concept—a technological life form that can design its own software and hardware. Key characteristics like autonomy, adaptability, and interactivity are introduced.

The book then builds the core technical architecture, breaking an Agent down into four essential components: Planning, Memory, Tools, and Action. It introduces the critical ReAct (Reasoning and Acting) framework, where an agent alternates between thinking about a task and taking concrete steps to solve it. The final foundational chapter provides an overview of the three primary development tools used throughout the book: the OpenAI API, the LangChain framework, and the LlamaIndex framework.

Part 2: Practical Agent Development (Chapters 4-8)


This is the heart of the book, presenting a series of sevenp progressively complex, hands-on Agent projects.

· Agent 1 (Chapter 4): Automated Office Work uses the OpenAI Assistants API and DALL-E 3 to automatically create a PowerPoint presentation from sales data.
· Agent 2 (Chapter 5): Versatile Selection Engine focuses on OpenAI's Function Calling, enabling an agent to intelligently choose and execute custom functions.
· Agent 3 (Chapter 6): Synergizing Reasoning and Action implements a ReAct Agent using LangChain to automatically research prices and calculate markups.
· Agent 4 (Chapter 7): Decoupling Planning and Execution introduces a "Plan-and-Execute" framework in LangChain for handling complex, multi-step tasks like inventory management.
· Agent 5 (Chapter 8): Knowledge Extraction and Integration builds a Retrieval-Augmented Generation (RAG) agent using LlamaIndex to answer questions based on private financial documents.

Part 3: Advanced Agents and Future Directions (Chapters 9-10 & Appendix)
The final part explores the broader ecosystem and future of Agent technology.

· Agent 6 (Chapter 9): GitHub's Star Projects surveys influential open-source projects like AutoGPT, BabyAGI, and CAMEL, each demonstrating different paradigms of autonomous and multi-agent collaboration.
· Agent 7 (Chapter 10): Multi-Agent Frameworks delves into advanced frameworks like Microsoft's AutoGen and MetaGPT, which enable the creation of systems of multiple, specialized Agents working together to simulate complex organizations.
· The Appendix looks ahead to the research frontier, discussing concepts like multi-modal Agents, human-AI collaboration, and embodied AI.

A Critical Perspective for the Business User

While the book is an excellent resource for learning the concepts and getting hands-on with code, it is crucial for business developers to recognize its limitations. The most significant is its almost exclusive focus on the OpenAI ecosystem. This creates several challenges:

· Cost Barrier: Every experiment requires paying for OpenAI API calls, which can become expensive, discouraging iterative exploration.
· Vendor Lock-in: The book's approach ties you to a single provider, creating a dependency that could be risky if OpenAI changes its pricing, policies, or suffers outages.
· Rapid Obsolescence: The code examples and specific API usages are likely to become outdated quickly as the technology evolves.
The book can help you build solid knowledge about AI agents. But, it is heavily focus on coding and programming skills. Therefore, I understand that some business developers may lack programming and coding skills. Therefore, I tried to implement some knowledge in the book using no code AI agent platform. In this context, however, as a business developer, you can leverage the book's core concepts and avoid these pitfalls by using user-friendly platforms like Jotform, which abstract away the technical complexity and cost concerns, allowing you to focus purely on business value.


Key Concepts Explained simply:

To build and understand AI Agents, you need to grasp a few fundamental concepts. Here’s a breakdown of the most essential ideas from the book.

1. The Core Architecture of an AI Agent

An AI Agent is a system that can autonomously perform tasks, make decisions, and interact with its environment. It is built on four key components.

A. Planning:


This is the Agent's ability to think ahead and break down a complex goal into smaller, manageable steps. For example, if you ask it to "research competitors and write a report," the Agent will plan to first search for competitors, then analyze their websites, then compare them to your company, and finally write up the findings.

B.Memory:


Agents need to remember things.

· Short-Term Memory: This is the memory of the ongoing conversation. It allows the Agent to maintain a coherent back-and-forth dialogue with you, just like your Jotform Agent remembers the history of a chat with a lead.
· Long-Term Memory: This is a persistent store of information, like a knowledge base. Your Jotform Agent uses your uploaded documents (FAQs, product information) as its long-term memory.

C.Tools:


This is what makes Agents powerful. A language model by itself can only generate text. Tools allow an Agent to take action in the real world. Tools can include a calculator, a search engine, a calendar, or an API to your CRM. Your Jotform Agent (I used myself because I am neither a programmer nor a developer)  uses tools through integrations to schedule meetings, send emails, or update your CRM.

D.Action:


This is the final step of the cycle where the Agent executes a decision. It might be sending a response, updating a database, calling a function, or any other concrete output based on its planning and use of tools.

2. The ReAct Framework (Reasoning + Acting)


ReAct is one of the most important cognitive frameworks for how Agents work. It stands for Reasoning and Acting, and it describes a cycle where the Agent alternates between these two modes.

The cycle has three key steps:

1. Thought: The Agent considers the current situation and decides what to do next. This is the reasoning part.
2. Action: The Agent does something. This might be calling a tool, sending a message, or making a decision.
3. Observation: The Agent looks at what happened as a result of its action. This could be the response from a tool or the user's reply.

This Thought-Action-Observation cycle continues until the Agent achieves its goal. This framework allows the Agent to be flexible and adapt to new information, much like how a human solves a problem.

3. RAG (Retrieval-Augmented Generation)

RAG is a technique that solves a fundamental limitation of LLMs: they don't know your specific business data. RAG works in two steps:

1. Retrieval: When a user asks a question, the Agent first searches your private knowledge base (like internal documents, manuals, or FAQs) to find the most relevant information.
2. Generation: The Agent then takes this retrieved information and feeds it to the LLM along with the user's question. The LLM generates a final, accurate answer based on the provided context.

RAG is a cost-effective and powerful way to give an Agent "expertise" in your business, as it doesn't require retraining the expensive LLM. This is the exact technology your Jotform Agent uses when it answers questions from your Knowledge Base.

4. The AI Maturity Curve


This concept describes how an organization's ability to use AI evolves over time. It's a useful framework for planning your AI strategy.

· Awareness: Learning about AI.
· Experimentation: Running small, isolated pilot projects.
· Adoption: Using AI in regular, recurring business processes.
· Integration: Connecting AI to core business systems (CRM, ERP, etc.).
· Transformation: Redesigning business models and operations around AI, where AI agents automate complex workflows.

5. Function Calling

Function Calling is a specific tool that allows an Agent to bridge the gap between understanding natural language and executing code. Instead of the Agent generating a text response, it can generate a structured JSON object that describes which function to call and with what parameters. This allows a developer to write the actual code for the function (e.g., get_inventory(product_id)) and have the Agent call it automatically, making the Agent capable of performing concrete actions.

6. The Gartner Hype Cycle for Technology


This is a well-known model for understanding how expectations for a new technology change over time. Understanding it helps you remain realistic about AI Agents.

1. Innovation Trigger: The technology is born (e.g., release of ChatGPT).
2. Peak of Inflated Expectations: Media buzz and hype are at a maximum.
3. Trough of Disillusionment: The technology fails to meet the high expectations, and interest wanes.
4. Slope of Enlightenment: People begin to understand the technology's true, practical use cases.
5. Plateau of Productivity: The technology becomes mainstream and integrated into society.



Case Studies & Business Applications

The book provides seven detailed case studies (called "Agents") that demonstrate the application of these concepts. Here, we break them down and connect them to practical business uses, including how you can build them with both code (as per the book) and without code (using platforms like Jotform).

Agent 1: Automated Office Work — Creating PPTs with Assistants API and DALL-E 3

· Goal: Automatically generate a professional PowerPoint presentation from sales data, including visualizations, insights, and a cover image.
· Technology: OpenAI Assistants API, GPT-4, DALL-E 3, Code Interpreter.
· Key Concepts: Multi-modal generation (text + images), AI-powered data analysis, automated workflow.
· Step-by-Step Workflow:
  1. Load sales data (CSV).
  2. Create an Assistant with the Code Interpreter tool.
  3. Send a message to the Assistant to calculate quarterly sales and generate a line chart.
  4. Run the Assistant and retrieve the generated chart image.
  5. Ask the Assistant for insights and a compelling title for the PPT.
  6. Use DALL-E 3 to generate a cover image based on a prompt.
  7. Assemble the slides (title and content) into a .pptx file using a Python library.


· Business Application:

Streamlines the creation of reports, monthly business reviews, and investor presentations. Saves hours of manual data analysis and slide creation.


· Jotform Integration:

 You could trigger this workflow through a Jotform submission. For example, when a sales rep submits a quarterly report form, a Jotform integration (like Zapier or Make) could trigger a custom Python script (using the same Assistants API) to generate and email the presentation.

Agent 2: A Versatile Selection Engine — Calling Functions with Function Calling


· Goal: Enable an Agent to intelligently choose and call a custom function to provide a personalized response.
· Technology: OpenAI Function Calling.
· Key Concepts: Tool metadata, structured output (requires_action state).
· Step-by-Step Workflow:
  1. Define a custom Python function (e.g., get_encouragement(name, mood)).
  2. Create an Assistant with the function defined as a tool (JSON schema).
  3. User sends a message (e.g., "Please cheer up sad Xiao Xue.").
  4. The Run enters a requires_action state, providing the function name and arguments.
  5. Your code executes the local Python function and submits the output back.
  6. The Run completes, and the Assistant provides the final, empathetic response.


· Business Application:

This pattern is crucial for building advanced decision-making agents. For example, an agent could decide to check inventory, look up a customer's account balance, or escalate a complex issue to a human based on the user's intent. It bridges the gap between conversation and action.


· Jotform Integration: In Jotform, this is analogous to using conditional logic or an Agent's ability to decide which integration to call. For example, if a lead is "hot," the Agent can trigger a high-priority email. If the lead is "warm," it can schedule a follow-up task.

Agent 3: Synergizing Reasoning and Action — Automatic Pricing with LangChain's ReAct


· Goal: Build an Agent that can answer a multi-step question by using reasoning and external tools.
· Technology: LangChain ReAct Agent, SerpAPI (web search), llm-math (calculator).
· Key Concepts: ReAct framework, Agent Executor, Thought-Action-Observation loop.
· Step-by-Step Workflow:
  1. Define tools: "serpapi" for search, "llm-math" for calculations.
  2. Create a ReAct prompt template guiding the Agent to use Thought, Action, Action Input, Observation.
  3. Invoke the Agent with a query (e.g., "What is the wholesale price of roses, and what is a 5% markup?").
  4. The Agent loops: Thought: I need to search for the wholesale price. -> Action: Search -> Observation: Average price is 25 yuan. -> Thought: Now I need to calculate the markup. -> Action: Calculator with 25*1.05. -> Final Answer.


· Business Application:

Automates research and analysis that combines external data with internal business rules. Perfect for dynamic pricing, competitive analysis, and market research reports.


· Jotform Integration: A Jotform Agent could use this pattern via a custom integration or through Jotform's own logic. When a lead asks for a price, the Agent could automatically check live market prices and apply a markup before responding, ensuring the quote is always current and competitive.

Agent 4: Decoupling Planning and Execution — Smart Inventory Scheduling with Plan-and-Execute

· Goal: Enable an Agent to handle complex, multi-step tasks by first creating a detailed plan and then executing it.
· Technology: LangChain Plan-and-Execute, ReAct Agent (as executor).
· Key Concepts: Task decomposition, separation of concerns.
· Step-by-Step Workflow:
  1. Define custom tools: check_inventory, calculate_price, schedule_delivery.
  2. The Agent receives a request: "Check rose inventory and give a shipping plan."
  3. Planning Phase: The Planner generates a list of steps (e.g., Step 1: Check inventory. Step 2: Analyze demand...).
  4. Execution Phase: The Executor (a ReAct Agent) carries out each step. If it lacks data (demand info), it asks for clarification.
  5. On receiving a clear request, it executes all steps and provides the final plan.


· Business Application:

 This is crucial for automating complex business workflows like project management, order processing, supply chain coordination, and lead qualification. The Agent won't get lost in a long reasoning loop but will execute a structured plan.


· Jotform Integration

Your Jotform Agent is a form of a Plan-and-Execute Agent, just without the code. The "Planning" is your Agent's instructions and conversational flow. The "Execution" is following that flow to capture lead data, check conditions, and trigger integrations (tools).

Agent 5: Knowledge Extraction and Integration — Implementing RAG with LlamaIndex

· Goal: Build a conversational Agent that can answer questions based on a private, external knowledge base (financial reports).
· Technology: LlamaIndex, ReActAgent, VectorStoreIndex, QueryEngineTool.
· Key Concepts: RAG, vector embeddings, Agentic RAG.
· Step-by-Step Workflow:
  1. Load financial report PDFs.
  2. Create searchable indexes (vector stores) for each company.
  3. Create Query Engines for each company's index.
  4. Wrap these engines in tools, giving them names and descriptions (e.g., "A_Finance").
  5. Create a ReAct Agent with access to these tools.
  6. User asks: "Compare the sales revenue of Company A and Company B."
  7. The Agent thinks and calls the "A_Finance" tool, observes the result, then calls the "B_Finance" tool, and finally synthesizes the information into a comparative summary.


· Business Application:

Creates a "copilot" for your business. This can be used for internal knowledge management (HR policies, employee handbooks), customer support (product FAQs, troubleshooting), and competitive intelligence (analyzing market reports and competitor data).


· Jotform Integration:

This is exactly how your Jotform Agent works. You upload documents to your Knowledge Base (the vector store), and when a lead asks a question, the Agent searches the Knowledge Base, retrieves the relevant section, and uses it to generate an answer. This is the foundation of modern, context-aware AI assistants.

Agent 6: GitHub's Star Projects — AutoGPT, BabyAGI, and CAMEL

· Goal: Explore the broader ecosystem and understand different paradigms of Agent design.
· Projects: AutoGPT (autonomous, internet-connected agent), BabyAGI (task-driven, brainstorming agent), CAMEL (role-playing multi-agent framework).
· Key Concepts: Autonomous task completion, task prioritization, multi-agent role-playing, "inception prompting."


· Business Application:

 These projects are not for immediate production but are powerful examples of future possibilities. They demonstrate the potential for agents to act as autonomous researchers, creative brainstorming partners, and collaborative teams.


· Jotform Integration:

Jotform provides a more controlled and user-friendly platform. While you can't deploy AutoGPT directly in Jotform, you can use the concepts—like breaking down tasks or having agents with different "roles"—to design more sophisticated Agent workflows using conditional logic and integrations.

Agent 7: Multi-Agent Frameworks — AutoGen and MetaGPT

· Goal: Explore advanced frameworks that orchestrate multiple Agents working together.
· Frameworks: AutoGen (flexible, customizable agent conversations), MetaGPT (simulates a software company with SOPs).
· Key Concepts: Multi-agent collaboration, specialized roles (Product Manager, Engineer, QA), hierarchical and structured workflows.


· Business Application:

This is the future of business process automation. Imagine an AI team where one agent researches a lead, another drafts a personalized outreach email, a third schedules a meeting, and a fourth updates the CRM—all without human intervention. This can automate entire departments or business units.


· Jotform Integration: 

Currently, Jotform Agents are single entities, but the multi-agent concept is the next frontier. You could potentially design multiple Jotform forms, each representing a different "agent" or step in a process, and connect them via integrations to create a similar effect of a multi-step, collaborative workflow.


Practical Recommendations for Business Developers:

As a business developer, you have a unique advantage: you know what problems to solve. You don't need to become a software engineer to benefit from this technology.

· Use No-Code/Low-Code Platforms: This is your most effective path. Build a functional Agent with Jotform within hours. It handles all the underlying technical complexity, costs, and vendor management for you.
· Leverage the Concepts: Understand the book's concepts (RAG, ReAct, Plan-and-Execute) to design better Agent instructions and workflows, even if you aren't writing code. Your business knowledge is more valuable than your coding skills.
· Focus on Data: The quality of your Agent is determined by the quality of your instructions (prompts) and the data in your Knowledge Base. Invest time in creating excellent, clear content for your Agent to use.
· Start Small, Think Big: Begin with a simple, high-value use case, like a lead qualification agent. Learn from it, measure its success, and then gradually increase its complexity and capabilities.

By combining the conceptual knowledge from the book with practical, user-friendly tools, you can build powerful, business-critical AI Agents today, without getting lost in the code.

 

Recommended Reading mentioned in the book:

 https://hai.stanford.edu/news/computational-agents-exhibit-believable-humanlike-behavior


References:

1.ttps://www.dedao.cn/ebook/reviews?id=bxEYR1zAbZMmVzK4p1oxl67XeNaB83OpXGVw92GJERgryYQdDnqjkPLvO5eOZ8Nq


2.大模型应用开发 动手做AI Agent https://share.google/lqMh2gDDOulXWgYl4


3.Who is the author?

Huang Jia | 2026 Singularity Intelligent technology Summit https://share.google/RFtOTaodVhOzdfuq4

4.https://businessdevelopmentmoment.blogspot.com/2025/08/how-can-you-build-your-first-ai-agent.html

I hope you enjoy today’s Moment, and looking forward to hearing about what you build next. Do you have any problem you want to solve? I am eager to hear your Agent story in the comment below!




لقد طالعت هذا الكتاب مباشرة بعد إعداد أول مساعدة ذكاء اصطناعي لي — "ليلى" — هنا في المدونة. إنها مساعدة ذكاء اصطناعي قمت بتدريبها باستخدام منصة Jotform لوكلاء الذكاء الاصطناعي دون برمجية (no-code). وبمجرد أن أصبحت ليلى شريكتي في التفكير، شعرت بدافع قوي للغوص بشكل أعمق في عالم وكلاء الذكاء الاصطناعي (AI Agents) — وهنا وقع هذا الكتاب المتميز بين يدي. ورغم أنه مكتوب باللغة الصينية، إلا أنه يقدم رؤى غنية حول التكنولوجيا الأمريكية واستراتيجيات النشر، مع تركيز قوي على النماذج اللغوية الكبيرة (LLMs) من OpenAI. دعونا نستكشفه معاً!



مقدمة الكتاب وملخص

دليل عملي لوكلاء الذكاء الاصطناعي: من المفهوم إلى الأنظمة متعددة الوكلاء

 المقدمة

أحدثت النماذج اللغوية الكبيرة (LLMs) حقبة جديدة في الذكاء الاصطناعي، متجاوزاً روبوتات الدردشة البسيطة المخصصة للإجابة على الأسئلة إلى إنشاء "وكلاء" (Agents) مستقلين وقادرين على حل المشكلات. يُعد هذا الكتاب دليلاً شاملاً وقائماً على المشاريع لكل من يتطلع إلى فهم وبناء هذه الأنظمة القوية للذكاء الاصطناعي. كُتب الكتاب بأسلوب جذاب وسهل الفهم، ويبسط المفاهيم المعقدة من خلال حوار سردي بين شياو شيويه (小雪) والأخ كا (咖哥) لتقديم نهج واضح وعملي.

الفكرة المركزية للكتاب هي أن وكلاء الذكاء الاصطناعي، المدعومين بالنماذج اللغوية الكبيرة، ليسوا مجرد صرعة عابرة بل هم تحول جذري في كيفية تفاعلنا مع التكنولوجيا. يمكنهم التخطيط، والتذكر، واستخدام الأدوات، واتخاذ الإجراءات، ليعملوا كزملاء عمل رقميين يقومون بأتمتة سير العمل المعقد. ومع ذلك، فإن نهج الكتاب، رغم أنه ممتاز للتعلم، يرتبط ارتباطاً وثيقاً بمنظومة OpenAI، وهو خيار يطرح نقاط قوة وحدوداً في الوقت ذاته بالنسبة لمستخدمي الأعمال.

 ملخص الكتاب

تم تقسيم الكتاب إلى ثلاثة أجزاء رئيسية، ليأخذ القارئ في رحلة من النظرية التأسيسية إلى التعاون المتقدم بين الوكلاء المتعددين.

 أولاً: الأسس والنظرية 3-1)

تبدأ الرحلة بتعريف وكيل الذكاء الاصطناعي وسبب أهميته، ووضعه في سياق مفهوم "الحياة 3.0" (Life 3.0) — وهو شكل من أشكال الحياة التكنولوجية التي يمكنها تصميم برمجياتها وعتادها الخاص. ويتم فيه تقديم الخصائص الرئيسية مثل الاستقلالية، والقدرة على التكيف، والتفاعلية. ثم يبني الكتاب البنية التقنية الأساسية، حيث يفكك الوكيل إلى أربعة مكونات أساسية: التخطيط، الذاكرة، الأدوات، والعمل. كما يعرض إطار عمل ReAct (التفكير والعمل) الحاسم، حيث يتناوب الوكيل بين التفكير في المهمة واتخاذ خطوات ملموسة لحلها. ويقدم الفصل التأسيسي الأخير لمحة عامة عن أدوات التطوير الثلاث الرئيسية المستخدمة في الكتاب: واجهة برمجة تطبيقات OpenAI (OpenAI API)، وإطار عمل LangChain، وإطار عمل LlamaIndex.


ثانياً: التطوير العملي للوكلاء (الفصول 8-4)

هذا الجزء هو قلب الكتاب النابض، حيث يعرض سلسلة من سبعة مشاريع عملية لوكلاء تتدرج في الصعوبة والتعقيد.

 الوكيل 1 (الفصل 4): العمل المكتبي المؤتمت — يستخدم واجهة برمجة تطبيقات المساعدين من OpenAI وDALL-E 3 لإنشاء عرض تقديمي (PowerPoint) تلقائياً من بيانات المبيعات.
 الوكيل 2 (الفصل 5): محرك الاختيار متعدد الاستخدامات — يركز على ميزة استدعاء الدوال (Function Calling) من OpenAI، مما يمكن الوكيل من اختيار وتنفيذ دوال مخصصة بذكاء.
 الوكيل 3 (الفصل 6): التآزر بين التفكير والعمل — يقوم بتطبيق وكيل ReAct باستخدام LangChain للبحث تلقائياً عن الأسعار وحساب هوامش الربح.
· الوكيل 4 (الفصل 7): الفصل بين التخطيط والتنفيذ — يقدم إطار عمل "التخطيط والتنفيذ" في LangChain للتعامل مع المهام المعقدة والمكونة من خطوات متعددة مثل إدارة المخزون.
· الوكيل 5 (الفصل 8): استخراج المعرفة ودمجها — يبني وكيل توليد مدعم بالاسترجاع (RAG) باستخدام LlamaIndex للإجابة على الأسئلة بناءً على مستندات مالية خاصة.


 ثالثاً: الوكلاء المتقدمون والاتجاهات المستقبلية

يستكشف الجزء الأخير المنظومة الأوسع ومستقبل تكنولوجيا الوكلاء.

· الوكيل 6 (الفصل 9): مشاريع GitHub المتميزة — يستعرض المشاريع مفتوحة المصدر المؤثرة مثل AutoGPT وBabyAGI وCAMEL، حيث يستعرض كل منها نماذج مختلفة للاستقلالية والتعاون متعدد الوكلاء.
· الوكيل 7 (الفصل 10): أطر العمل متعددة الوكلاء — يتعمق في أطر العمل المتقدمة مثل AutoGen من مايكروسوفت وMetaGPT، والتي تمكن من إنشاء أنظمة من وكلاء متعددين ومتخصصين يعملون معاً لمحاكاة المؤسسات المعقدة.
· الملحق — يتطلع إلى آفاق الأبحاث المستقبلية، ويناقش مفاهيم مثل الوكلاء متعددي الوسائط (Multi-modal Agents)، والتعاون بين البشر والذكاء الاصطناعي، والذكاء الاصطناعي المجسد (Embodied AI).



 نظرة نقدية لمستخدم الأعمال

في حين أن هذا الكتاب يعد مصدراً ممتازاً لتعلم المفاهيم والتعامل المباشر مع الكود، إلا أنه من الأهمية بمكان لمطوري الأعمال إدراك حدوده. وأبرز هذه الحدود هو تركيزه الحصري تقريباً على منظومة OpenAI، مما يخلق عدة تحديات:

· حاجز التكلفة: تتطلب كل تجربة الدفع مقابل استدعاءات واجهة برمجة تطبيقات OpenAI، الأمر الذي قد يصبح مكلفاً ويحبط عمليات الاستكشاف المتكررة.
· الارتباط بمورد واحد (Vendor Lock-in): يربطك نهج الكتاب بمزود واحد، مما يخلق تبعية قد تكون محفوفة بالمخاطر إذا قامت OpenAI بتغيير أسعارها أو سياساتها، أو إذا واجهت انقطاعات في الخدمة.
· التقادم السريع: من المرجح أن تصبح أمثلة الكود والاستخدامات المحددة لواجهة برمجة التطبيقات قديمة بسرعة مع تطور التكنولوجيا

.
يفتقد الكتاب إلى مناقشة متوازنة لهذه العوامل الحاسمة، بالإضافة إلى النصائح العملية بشأن توجيه النماذج (Model)، والاستضافة الذاتية - والنشر القوي  بيئات الإنتاج الفعلية الإنتاج الفعلية. ومع ذلك، بصفتك مطور أعمال، يمكنك الاستفادة من المفاهيم الأساسية للكتاب وتجنب هذه الفخاخ باستخدام منصات سهلة الاستخدام مثل Jotform، والتي تختزل التعقيد التقني ومخاوف التكلفة، مما يتيح لك التركيز كلياً على قيمة الأعمال.


مفاهيم أساسية مشروحة ببساطة

لبناء وكلاء الذكاء الاصطناعي وفهمهم، تحتاج إلى استيعاب بضعة مفاهيم أساسية. إليك تفصيلاً لأهم الأفكار الواردة في الكتاب:

البنية الأساسية لوكيل الذكاء الاصطناعي

وكيل الذكاء الاصطناعي هو نظام يمكنه تنفيذ المهام بشكل مستقل، واتخاذ القرارات، والتفاعل مع بيئته. وهو مبني على أربعة مكونات رئيسية:

· التخطيط (Planning): وهي قدرة الوكيل على التفكير المسبق وتفكيك الهدف المعقد إلى خطوات أصغر يمكن إدارتها. على سبيل المثال، إذا طلبت منه "البحث عن المنافسين وكتابة تقرير"، فسوف يخطط الوكيل أولاً للبحث عن المنافسين، ثم تحليل مواقعهم الإلكترونية، ثم مقارنتهم بشركتك، وأخيراً كتابة النتائج.
· الذاكرة (Memory): يحتاج الوكلاء إلى تذكر الأشياء.
  · الذاكرة قصيرة المدى: وهي ذاكرة المحادثة الجارية. وتسمح للوكيل بالحفاظ على حوار متسق ومتبادل معك، تماماً كما يتذكر وكيل Jotform الخاص بك تاريخ الدردشة مع أحد العملاء المحتملين.
  · الذاكرة طويلة المدى: وهي مخزن دائم للمعلومات، مثل قاعدة المعرفة. يستخدم وكيل Jotform مستنداتك المرفوعة (الأسئلة الشائعة، معلومات المنتج) كذاكرته طويلة المدى.
· الأدوات (Tools): هذا هو ما يمنح الوكلاء قوتهم. فالنموذج اللغوي بمفرده لا يمكنه سوى توليد النصوص. أما الأدوات فتسمح للوكيل باتخاذ إجراءات في العالم الحقيقي؛ ويمكن أن تشمل الآلة الحاسبة، أو محرك البحث، أو التقويم، أو واجهة برمجة تطبيقات لربطه بنظام إدارة علاقات العملاء (CRM). يستخدم وكيل Jotform الأدوات عبر عمليات التكامل لجدولة الاجتماعات، أو إرسال رسائل البريد الإلكتروني، أو تحديث نظام الـ CRM الخاص بك.
· العمل/الإجراء (Action): وهي الخطوة الأخيرة في الدورة حيث ينفذ الوكيل القرار. وقد يكون ذلك إرسال رد، أو تحديث قاعدة بيانات، أو استدعاء دالة، أو أي مخرج ملموس آخر بناءً على تخطيطه واستخدامه للأدوات.

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إطار عمل ReAct (التفكير + العمل)

يعد ReAct أحد أهم الأطر المعرفية لكيفية عمل الوكلاء. وهو اختصار لـ Reasoning (التفكير) وActing (العمل)، ويصف دورة يتناوب فيها الوكيل بين هذين الوضعين.

تتكون الدورة من ثلاث خطوات رئيسية:

1. الفكرة (Thought): يدرس الوكيل الوضع الحالي ويقرر ما يجب فعله بعد ذلك (هذا الجزء الخاص بالتفكير).

2. العمل (Action): يقوم الوكيل بطلب شيء ما، مثل استدعاء أداة، أو إرسال رسالة، أو اتخاذ قرار.

3. الملاحظة (Observation): ينظر الوكيل في النتيجة التي حدثت بناءً على عمله، وقد تكون هذه النتيجة رداً من أداة أو استجابة المستخدم.

تستمر دورة (الفكرة-العمل-الملاحظة) هذه حتى يحقق الوكيل هدفه. يتيح إطار العمل هذا للوكيل أن يكون مرناً ويتكيف مع المعلومات الجديدة، تماماً مثل الطريقة التي يحل بها الإنسان المشكلات.


تقنية RAG (التوليد المدعم بالاسترجاع)

تعد RAG تقنية تحل مشكلة جوهرية في النماذج اللغوية الكبيرة: وهي عدم معرفتها ببيانات عملك الخاصة. تعمل RAG في خطوتين:

1. الاسترجاع (Retrieval): عندما يطرح المستخدم سؤالاً، يبحث الوكيل أولاً في قاعدة معرفتك الخاصة (مثل المستندات الداخلية، أو الأدلة، أو الأسئلة الشائعة) للعثور على المعلومات الأكثر صلة.

2. التوليد (Generation): يأخذ الوكيل هذه المعلومات المسترجعة ويغذي بها النموذج اللغوي الكبير (LLM) مصحوبة بسؤال المستخدم. ومن ثم يولد النموذج إجابة نهائية ودقيقة بناءً على السياق المقدم.

تعتبر RAG طريقة قوية وفعالة من حيث التكلفة لمنح الوكيل "خبرة" في مجال عملك، لأنها لا تتطلب إعادة تدريب النموذج اللغوي الكبير المكلف. هذه هي التكنولوجيا الدقيقة التي يستخدمها وكيل Jotform عندما يجيب على الأسئلة من قاعدة المعرفة الخاصة بك.



منحنى نضج الذكاء الاصطناعي (AI Maturity Curve)

يصف هذا المفهوم كيف تتطور قدرة المؤسسة على استخدام الذكاء الاصطناعي بمرور الوقت. وهو إطار عمل مفيد للتخطيط لاستراتيجية الذكاء الاصطناعي الخاصة بك:

· الوعي (Awareness): التعرف على الذكاء الاصطناعي.
· التجريب (Experimentation): تشغيل مشاريع تجريبية صغيرة ومعزولة.
· التبني (Adoption): استخدام الذكاء الاصطناعي في عمليات الأعمال العادية والمتكررة.
· التكامل (Integration): ربط الذكاء الاصطناعي بأنظمة العمل الأساسية (CRM، ERP، إلخ).
· التحول (Transformation): إعادة تصميم نماذج الأعمال والعمليات حول الذكاء الاصطناعي، حيث يقوم وكلاء الذكاء الاصطناعي بأتمتة سير العمل المعقد.

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استدعاء الدوال (Function Calling)

استدعاء الدوال هو أداة محددة تتيح للوكيل جسر الفجوة بين فهم اللغة الطبيعية وتنفيذ الكود البرمجي. وبدلاً من أن يقوم الوكيل بتوليد استجابة نصية، يمكنه توليد كائن JSON مهيكل يصف الدالة التي يجب استدعاؤها والمعاملات المطلوبة. يتيح ذلك للمطور كتابة الكود الفعلي للدالة (مثل: get_inventory(product_id)) وجعل الوكيل يستدعيها تلقائياً، مما يجعل الوكيل قادراً على تنفيذ إجراءات ملموسة.

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دورة غارتنر للضجيج التكنولوجي (Gartner Hype Cycle)

هذا نموذج معروف لفهم كيف تتغير التوقعات تجاه تكنولوجيا جديدة بمرور الوقت. وفهمه يساعدك على البقاء واقعياً بشأن وكلاء الذكاء الاصطناعي:

1. مطلق الابتكار (Innovation Trigger): ولادة التكنولوجيا (مثل إطلاق ChatGPT).

2. قمة التوقعات المبالغ فيها (Peak of Inflated Expectations): وصول الضجيج الإعلامي والترويج إلى الحد الأقصى.

3. وادي خيبة الأمل (Trough of Disillusionment): تفشل التكنولوجيا في تلبية التوقعات العالية، ويتراجع الاهتمام بها.

4. منحدر التنوير (Slope of Enlightenment): يبدأ الناس في فهم حالات الاستخدام الحقيقية والعملية للتكنولوجيا.

5. هضبة الإنتاجية (Plateau of Productivity): تصبح التكنولوجيا سائدة ومدمجة في المجتمع.

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دراسات الحالة والتطبيقات التجارية

يقدم الكتاب سبع دراسات حالة مفصلة (تسمى "الوكلاء") تستعرض تطبيق هذه المفاهيم. هنا، نقوم بتفكيكها وربطها بالاستخدامات التجارية العملية، بما في ذلك كيفية بنائها باستخدام الكود البرمجي (وفقاً للكتاب) وبدون كود (باستخدام منصات مثل Jotform).

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الوكيل 1: العمل المكتبي المؤتمت — إنشاء عروض PowerPoint ترويجية باستخدام Assistants API وDALL-E 3

· الهدف: توليد عرض PowerPoint تقديمي احترافي تلقائياً من بيانات المبيعات، بما في ذلك الرسوم البيانية، والرؤى الاستقصائية، وصورة الغلاف.
· التكنولوجيا: واجهة برمجة تطبيقات المساعدين من OpenAI، وGPT-4، وDALL-E 3، ومفسر الكود (Code Interpreter).
· المفاهيم الأساسية: التوليد متعدد الوسائط (نص + صور)، تحليل البيانات المدعوم بالذكاء الاصطناعي، سير العمل المؤتمت.
· خطوات سير العمل:
  أ. تحميل بيانات المبيعات (ملف CSV).
  ب. إنشاء مساعد باستخدام أداة مفسر الكود.
  ج. إرسال رسالة إلى المساعد لحساب المبيعات ربع السنوية وتوليد رسم بياني خطي.
  د. تشغيل المساعد واسترداد صورة الرسم البياني المُنشأة.
  هـ. طلب الرؤى الاستقصائية وعنوان جذاب للعرض التقديمي من المساعد.
  و. استخدام DALL-E 3 لتوليد صورة غلاف بناءً على توجيه نصي (Prompt).
  ز. تجميع الشرائح (العنوان والمحتوى) في ملف .pptx باستخدام مكتبة بايثون.
· التطبيق التجاري: يسهل إنشاء التقارير، والمراجعات الدورية للأعمال، والعروض التقديمية للمستثمرين. ويوفر ساعات من تحليل البيانات اليدوي وإنشاء الشرائح.
· التكامل مع Jotform: يمكنك تفعيل سير العمل هذا من خلال إرسال نموذج على Jotform. على سبيل المثال، عندما يرسل مندوب المبيعات نموذج تقرير ربع سنوي، يمكن لربط Jotform (عبر Zapier أو Make مثلاً) تشغيل سكربت بايثون مخصص (باستخدام نفس Assistants API) لتوليد العرض التقديمي وإرساله عبر البريد الإلكتروني.

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الوكيل 2: محرك اختيار متعدد الاستخدامات — استدعاء الدوال عبر Function Calling

· الهدف: تمكين الوكيل من اختيار واستدعاء دالة مخصصة بذكاء لتقديم استجابة مخصصة.
· التكنولوجيا: خاصية استدعاء الدوال (Function Calling) من OpenAI.
· المفاهيم الأساسية: البيانات الوصفية للأدوات (Tool Metadata)، المخرجات المهيكلة (حالة requires_action).
· خطوات سير العمل:
  أ. تعريف دالة بايثون مخصصة (مثل: get_encouragement(name, mood)).
  ب. إنشاء مساعد مع تعريف الدالة كأداة (مخطط JSON).
  ج. يرسل المستخدم رسالة (مثل: "يرجى الترويح عن شياو شيويه الحزينة").
  د. يدخل التشغيل (Run) في حالة requires_action، ويوفر اسم الدالة والمعاملات.
  هـ. يقوم الكود الخاص بك بتنفيذ دالة بايثون المحلية وإرسال المخرجات مجدداً.
  و. يكتمل التشغيل، ويقدم المساعد الاستجابة المتعاطفة النهائية.
· التطبيق التجاري: هذا النمط ضروري لبناء وكلاء اتخاذ القرار المتقدمين. على سبيل المثال، يمكن للوكيل أن يقرر التحقق من المخزون، أو البحث عن رصيد حساب العميل، أو تصعيد مشكلة معقدة إلى موظف بشري بناءً على نية المستخدم. إنه يجسد الفجوة بين المحادثة والعمل الفعلي.
· التكامل مع Jotform: في Jotform، يعادل هذا استخدام المنطق الشرطي (Conditional Logic) أو قدرة الوكيل على تحديد أي من عمليات التكامل يجب استدعاؤها. على سبيل المثال، إذا كان العميل المحتمل "مهتماً للغاية"، يمكن للوكيل إرسال بريد إلكتروني عالي الأولوية، أما إذا كان العميل "فاتح الاهتمام"، فيمكنه جدولة مهمة متابعة لاحقة.

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الوكيل 3: التآزر بين التفكير والعمل — التسعير التلقائي باستخدام ReAct من LangChain

· الهدف: بناء وكيل يمكنه الإجابة على سؤال متعدد الخطوات باستخدام التفكير والأدوات الخارجية.
· التكنولوجيا: وكيل ReAct من LangChain، وSerpAPI (للبحث على الويب)، وllm-math (آلة حاسبة).
· المفاهيم الأساسية: إطار عمل ReAct، منفذ الوكيل (Agent Executor)، حلقة (الفكرة-العمل-الملاحظة).
· خطوات سير العمل:
  أ. تعريف الأدوات: "serpapi" للبحث، و"llm-math" للحسابات.
  ب. إنشاء قالب توجيه ReAct يوجه الوكيل لاستخدام الفكرة، العمل، مدخلات العمل، الملاحظة.
  ج. استدعاء الوكيل باستعلام (مثل: "ما هو سعر الجملة للورود، وما هي نسبة ربح 5%؟").
  د. يدخل الوكيل في حلقة: الفكرة: أحتاج للبحث عن سعر الجملة. -> العمل: البحث -> الملاحظة: متوسط السعر 25 يوان. -> الفكرة: الآن أحتاج لحساب هامش الربح. -> العمل: الآلة الحاسبة بضرب 25 * 1.05. -> الإجابة النهائية.
· التطبيق التجاري: يؤتمت عمليات البحث والتحليل التي تجمع بين البيانات الخارجية وقواعد العمل الداخلية. وهو مثالي للتسعير الديناميكي، وتحليل المنافسين، وتقارير أبحاث السوق.
· التكامل مع Jotform: يمكن لوكيل Jotform استخدام هذا النمط عبر تكامل مخصص أو من خلال منطق Jotform الخاص. عندما يطلب عميل محتمل سعراً، يمكن للوكيل التحقق تلقائياً من أسعار السوق المباشرة وتطبيق هامش الربح قبل الرد، مما يضمن أن يكون عرض السعر محدثاً وتنافسياً دائماً.

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الوكيل 4: الفصل بين التخطيط والتنفيذ — الجدولة الذكية للمخزون باستخدام التخطيط والتنفيذ

· الهدف: تمكين الوكيل من التعامل مع المهام المعقدة والمتعددة الخطوات عبر إنشاء خطة مفصلة أولاً ثم تنفيذها.
· التكنولوجيا: نموذج التخطيط والتنفيذ (Plan-and-Execute) من LangChain، ووكيل ReAct (كمنفذ).
· المفاهيم الأساسية: تفكيك المهام، وفصل المهام والاهتمامات.
· خطوات سير العمل:
  أ. تعريف أدوات مخصصة: check_inventory (فحص المخزون)، calculate_price (حساب السعر)، schedule_delivery (جدولة التوصيل).
  ب. يتلقى الوكيل طلباً: "تحقق من مخزون الورد وقدم خطة شحن".
  ج. مرحلة التخطيط: يولد المخطط قائمة بالخطوات (مثل الخطوة 1: فحص المخزون. الخطوة 2: تحليل الطلب...).
  د. مرحلة التنفيذ: يقوم المنفذ (وكيل ReAct) بتنفيذ كل خطوة. وإذا كان يفتقر إلى البيانات (معلومات الطلب)، فإنه يطلب توضيحاً.
  هـ. عند تلقي طلب واضح، ينفذ جميع الخطوات ويقدم الخطة النهائية.
· التطبيق التجاري: هذا الأمر بالغ الأهمية لأتمتة سير العمل المعقد في الشركات مثل إدارة المشاريع، ومعالجة الطلبات، وتنسيق سلاسل الإمداد، وتأهيل العملاء المحتملين. لن يضيع الوكيل في حلقة تفكير طويلة بل سينفذ خطة مهيكلة.
· التكامل مع Jotform: إن وكيل Jotform الخاص بك هو شكل من أشكال وكلاء "التخطيط والتنفيذ"، ولكن بدون كود؛ حيث يمثل "التخطيط" إرشادات وتدفق المحادثة للوكيل، في حين يمثل "التنفيذ" اتباع ذلك التدفق لالتقاط بيانات العملاء المحتملين، والتحقق من الشروط، وتشغيل التكاملات (الأدوات).

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الوكيل 5: استخراج المعرفة ودمجها — تطبيق RAG باستخدام LlamaIndex

· الهدف: بناء وكيل محادثة يمكنه الإجابة على الأسئلة بناءً على قاعدة معرفية خارجية وخاصة (التقارير المالية).
· التكنولوجيا: LlamaIndex، وReActAgent، وVectorStoreIndex، وQueryEngineTool.
· المفاهيم الأساسية: التوليد المدعم بالاسترجاع (RAG)، التضمينات المتجهة (Vector Embeddings)، وRAG الوكيلي (Agentic RAG).
· خطوات سير العمل:
  أ. تحميل ملفات تقارير مالية بصيغة PDF.
  ب. إنشاء فهارس قابلة للبحث (مخازن متجهة) لكل شركة.
  ج. إنشاء محركات استعلام لفهرس كل شركة.
  د. تغليف هذه المحركات في أدوات، وتسميتها ووصفها (مثل: "A_Finance").
  هـ. إنشاء وكيل ReAct لديه صلاحية الوصول إلى هذه الأدوات.
  و. يسأل المستخدم: "قارن بين إيرادات مبيعات الشركة أ والشركة ب".
  ز. يفكر الوكيل ويستدعي أداة "A_Finance"، ويلاحظ النتيجة، ثم يستدعي أداة "B_Finance"، وأخيراً يدمج المعلومات في ملخص مقارن.
· التطبيق التجاري: ينشئ "مساعداً طياراً" (Copilot) لأعمالك. يمكن استخدامه لإدارة المعرفة الداخلية (سياسات الموارد البشرية، أدلة الموظفين)، ودعم العملاء (الأسئلة الشائعة حول المنتجات، وحل المشكلات)، واستخبارات المنافسين (تحليل تقارير السوق وبيانات المنافسين).
· التكامل مع Jotform: هذه هي الطريقة الدقيقة لعمل وكيل Jotform؛ فأنت تقوم برفع المستندات إلى قاعدة المعرفة الخاصة بك (المخزن المتجه)، وعندما يطرح العميل سؤالاً، يبحث الوكيل في قاعدة المعرفة، ويسترجع القسم ذي الصلة، ويستخدمه لتوليد الإجابة. هذا هو الأساس لمساعدي الذكاء الاصطناعي الحديثة الواعية بالسياق.

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الوكيل 6: مشاريع GitHub المتميزة — AutoGPT وBabyAGI وCAMEL

· الهدف: استكشاف المنظومة الأوسع وفهم النماذج المختلفة لتصميم الوكلاء.
· المشاريع: AutoGPT (وكيل مستقل متصل بالإنترنت)، وBabyAGI (وكيل مدفوع بالمهام والعصف الذهني)، وCAMEL (إطار عمل متعدد الوكلاء للعب الأدوار).
· المفاهيم الأساسية: إنجاز المهام بشكل مستقل، ترتيب أولويات المهام، لعب الأدوار متعدد الوكلاء، "التوجيه الاستهلالي" (Inception Prompting).
· التطبيق التجاري: هذه المشاريع ليست مخصصة للإنتاج الفوري ولكنها أمثلة قوية على الإمكانيات المستقبلية؛ فهي تُظهر قدرة الوكلاء على العمل كباحثين مستقلين، وشركاء مبدعين في العصف الذهني، وفرق عمل تعاونية.
· التكامل مع Jotform: توفر Jotform منصة أكثر تحكماً وسهولة في الاستخدام. ورغم أنه لا يمكنك نشر AutoGPT مباشرة في Jotform، يمكنك استخدام المفاهيم — مثل تفكيك المهام أو تعيين "أدوار" مختلفة للوكلاء — لتصميم سير عمل وكلاء أكثر تطوراً باستخدام المنطق الشرطي وعمليات التكامل.

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الوكيل 7: أطر العمل متعددة الوكلاء — AutoGen وMetaGPT

· الهدف: استكشاف أطر العمل المتقدمة التي تدير عمل وكلاء متعددين معاً.
· أطر العمل: AutoGen (محادثات مرنة وقابلة للتخصيص بين الوكلاء)، وMetaGPT (يحاكي شركة برمجيات بجميع إجراءات التشغيل القياسية SOPs).
· المفاهيم الأساسية: التعاون متعدد الوكلاء، الأدوار المتخصصة (مدير منتج، مهندس، مسؤول جودة QA)، وسير العمل الهرمي والمهيكل.
· التطبيق التجاري: هذا هو مستقبل أتمتة عمليات الأعمال. تخيل فريق ذكاء اصطناعي حيث يقوم أحد الوكلاء بالبحث عن عميل محتمل، ويقوم آخر بصياغة بريد إلكتروني مخصص للتواصل، ويقوم ثالث بجدولة اجتماع، ورابع بتحديث نظام الـ CRM — كل ذلك دون تدخل بشري. يمكن لهذا النمط أتمتة أقسام أو وحدات عمل بأكملها.
· التكامل مع Jotform: في الوقت الحالي، تعد وكلاء Jotform كيانات فردية، لكن مفهوم تعدد الوكلاء هو الآفق القادم. يمكنك عملياً تصميم نماذج متعددة من Jotform، يمثل كل منها "وكيلاً" مختلفاً أو خطوة في العملية، وربطها عبر التكاملات لخلق تأثير مشابه لسير عمل تعاوني متعدد الخطوات.



توصيات عملية لمطوري الأعمال

بصفتك مطور أعمال، فإنك تمتلك ميزة فريدة: فأنت تعرف المشكلات التي يتعين حلها، ولا تحتاج إلى أن تصبح مهندس برمجيات للاستفادة من هذه التكنولوجيا.

· استخدم المنصات عديمة الكود/منخفضة الكود (No-Code/Low-Code): هذا هو مسارك الأكثر فعالية. يمكنك بناء وكيل وظيفي باستخدام Jotform في غضون ساعات؛ حيث يتولى النظام إدارة كل التعقيدات التقنية الكامنة، والتكاليف، وإدارة الموردين نيابة عنك.
· استغل المفاهيم: افهم مفاهيم الكتاب (مثل RAG وReAct والتخطيط والتنفيذ) لتصميم إرشادات وسير عمل أفضل للوكلاء، حتى لو لم تكن تكتب كوداً برمجياً. إن معرفتك بإدارة الأعمال أكثر قيمة من مهاراتك البرمجية.
· ركز على البيانات: تتحدد جودة وكيلك بجودة إرشاداتك (Prompts) والبيانات الموجودة في قاعدة معرفتك. استثمر الوقت في إنشاء محتوى ممتاز وواضح ليستخدمه وكيلك.
· ابدأ صغيراً، وفكر بشكل كبير: ابدأ بحالة استخدام بسيطة وعالية القيمة، مثل وكيل تأهيل العملاء المحتملين. تعلم منها، وقس نجاحها، ثم زد من تعقيدها وقدراتها تدريجياً.

من خلال الجمع بين المعرفة المفاهيمية للكتاب والأدوات العملية وسهلة الاستخدام، يمكنك بناء وكلاء ذكاء اصطناعي أقوياء وحيويين لأعمالك اليوم، دون أن تضيع في تفاصيل الكود البرمجي.

 


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