SHIFT AI Agents Get to Work
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Jul 2, 2025 In this engaging discussion, Alex Balazs, Chief Technology Officer of Intuit, explores the revolutionary impact of AI agents on software functionality. He discusses how these agents automate tasks and streamline workflows, transforming user experience. The conversation highlights innovative customer agents that optimize email interactions and appointment scheduling. Alex also addresses the importance of combining AI with human intelligence for better decision-making and the challenges of integrating AI in business environments, emphasizing collaboration for enhanced productivity.
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AI Customer Agent Streamlines Sales
- Intuit's customer agent scans Gmail to identify and prioritize business leads automatically.
- It schedules appointments and converts discussions into QuickBooks estimates, streamlining client engagement.
CTO's AI Journey at Intuit
- Alex Balazs joined Intuit in 1999 to help transition QuickBooks from desktop to online.
- Over the years, he led AI integration to automate decisions and develop "done-for-you" experiences.
Shift to End-to-End Automation
- AI moved from assisting users to fully automating workflows end-to-end at Intuit.
- Agentic AI for invoice reminders accelerates payments by an average of five days.