See an AI Agent in Action
Watch an AI agent check a fictional bakery’s website the way a new customer would, then stop and ask before doing anything important. You’ll learn what agents can do, where they need you, and how to try it safely.
- 1
Give it one clear goal
“Act like a first-time customer ordering a birthday cake. Find prices, notice needed, and how to order. Stop before any form.”
- 2
It works through the steps
The agent opens the site, finds the cakes page, and notes what’s missing, like a price range.
- 3
It stops and asks
At the order form, it pauses for approval. The owner chooses Deny, so nothing is submitted.
- 4
You review the result
You get the top three fixes. You check each one, because agents can misread pages, then make the changes yourself.
Captions are on by default. Read the transcript.
Assistants, agents, and automation
Three ways to put AI to work. Most business owners start with an assistant, then try an agent for one task.
Assistant
You ask, it answers. It drafts a reply, summarizes a review, or suggests a post. You copy and use it.
Agent
You give it a goal, it takes steps. It can open websites, read connected tools, and fill in forms. It should ask before anything important.
Automation
It runs on a schedule or trigger. For example, every Monday at 8am it summarizes last week’s inquiries, and you review the summary.
Real examples as of October 2026: ChatGPT and Gemini can both run tasks on a schedule. ChatGPT’s agent mode can use a browser on paid plans, and Gemini Agent is an experimental Google Labs feature. Both ask before consequential steps like sending or buying.
The workflow from the video
This is one of seven guided workflows in the Starter Kit. Each one covers all seven parts: goal, tool, what you need, instructions, connections and approvals, review, and how to make it repeatable.
Mystery-shop your own website
Access level: Read only. No sign-in needed. · Good for: Any business with a website
An AI agent visits your website like a new customer, tries to find your key facts and next step, and gives you a short list of dead ends. It must stop before submitting anything.
- An agent that can open websites: ChatGPT Work with its cloud browser (paid ChatGPT plans, not Free or Go), Gemini Agent (an experimental Labs feature; availability varies), or Claude in Chrome.
- No agent yet? Use the free version: paste your page text into any assistant and use the same instructions. You lose the clicking, not the lesson.
- Your website address
- Three things a customer must be able to find (for example: price range, hours, how to book)
- Your Business Facts sheet (from the Track B worksheet)
- No accounts to connect. The agent only reads public pages.
- If the agent asks to visit a site, allow your own site only.
- If it ever asks to submit a form, sign in, or pay: choose Deny / Stop. Gemini Agent is designed to ask before submitting web forms; ChatGPT asks before consequential actions.
- Open each page it mentions and confirm the problem is real. Agents can misread pages.
- Ignore suggestions that would add claims you cannot back up.
- Pick one fix and make it yourself on your website.
- Save the instructions in a ChatGPT Project or a Gemini skill named "Website mystery shop".
- Run it again after every website change, or once a month. Keep a dated note of what you fixed.
Four rules before you connect anything
Start with read-only access
Let it read before it can change anything. Add more only when you trust the results.
Keep approvals on
Choose settings that ask before sending, buying, booking, or submitting forms. In ChatGPT that is “Always ask”. Gemini Agent asks by default.
Share only what the task needs
Never paste passwords, card numbers, or private customer details into an AI chat.
Review before anything goes out
You read, correct, and approve. You can disconnect a tool at any time.
Want the full Track B?
The Starter Kit’s three Track B lessons cover choosing your first task and tool, writing clear instructions, connecting tools with the right permissions, reviewing results, and making a workflow repeatable. They include a complete step-by-step inquiry catch-up workflow with practice messages.
- 3 Track B lessons plus 5 Track A lessons
- 7 guided workflow cards
- Instruction templates and a permissions checklist
Prefer to start with your website?
Run the free check and see what is working and what needs attention in about 20 seconds.