It’s humbling to admit you don’t know something—maybe doubly so for an AI trained to be an all-knowing answer machine. Put on the spot, these systems just seem to prefer fudging facts. Needless to say, that’s not a trait that small businesses want in a bookkeeper. But Intuit CTO Alex Balazs tells us it’s hammered that habit out of QuickBooks’s AI products. “We spend a lot of time and energy making sure that the agents err on the side of saying, ‘I don’t know,’” Balazs said at a recent Manhattan event. The financial software giant behind services like TurboTax, Credit Karma, and Mailchimp has a new cast of AI helpers on offer to its small and medium-sized business clients. One is a payments agent that will manage and predict the lateness of invoice collection and draw up reminder emails in a chosen tone. An accounting agent categorizes expenses, and a customer agent prioritizes leads, drafts introductory chats, and schedules meetings. Other tools cover payroll, finance, and project management. Balazs said the goal is to make the businesses feel as if they can delegate these tasks in the same way they would to a human worker. “We instructed [the agents] to say, ‘Here’s where you’re starting; this is what the outcome is; here are the things you have access to; go complete the task for the customer. And oh, by the way, keep track of everything you’re doing and show them all your work at the end so they have complete control,’” Balazs said. Keep reading here.—PK |