📉   Top 2025 CEO Trends   đ꓉ 
Download Report
Journey AI logo graphics

Robot helpers are no longer a distant sci-fi fantasy. While we’re not (yet) being served coffee by humanoid androids, their digital cousins have arrived – in the form of AI agents.

These intelligent software agents don’t walk or talk like robots from the movies, but they can think, act, and get stuff done across your business systems. 

Think: scheduling meetings, following up with leads, handling customer questions, prepping notes, all without needing a lunch break. For small and mid-sized businesses, they’re becoming the not-so-secret weapon for getting more done with less.

And in 2025, these tools are no longer reserved for tech giants. Many are becoming more accessible, more customizable, and easier to integrate into businesses of all sizes.

In this guide, you’ll learn what AI agents do, what a platform does, and which top AI agent platforms are best suited for SMBs in 2025.

What is an AI Agent?

AI agents aren’t humanoid robots, but they do take on real tasks.

They are a digital assistant that can take action on your behalf, and not just respond with information.

Learn more about the difference between AI agent and AI assistant in our latest blog post. 

Unlike a simple chatbot or automation rule, an AI agent understands goals, context, and intent. It can make decisions, complete multi-step tasks, and interact with tools like email, calendars, CRMs, or databases to actually get things done.

Think of it as a smart teammate that can handle tasks like:

  • Sending a follow-up email after a meeting;
  • Summarizing customer feedback from different channels;
  • Booking a call, notifying your team, and updating the CRM;
  • Or even prioritizing tasks based on what’s most urgent.
Did you know?

Powered by large language models and trained to reason, AI agents are more flexible than traditional automation. They can adapt, learn from interactions, and improve over time.

What Are AI Agent Platforms?

An AI agent platform is the system that powers and manages AI agents.

It’s where you define what the agent should do, connect it to your tools and data, and guide how it behaves.

Think of them as digital teammates that handle the tasks you'd normally prefer to hand off.

Some platforms are built for technical teams who want to create custom agents from scratch. Others come with ready-made agents that you can easily tailor to your workflows, no code needed.

Either way, the goal is the same: whether you're a team of one or leading a fast-growing business, these platforms help offload the busywork

The end result? You get to automate more, juggle less, and move faster.

Are AI agents an essential tool for CEOs in 2025?

Learn every tool you can tap into as a CEO in 2025 to help you transform your business, all in one guide.

TheJourney Graphics

What To Look For in an AI Agent Platform as a SMBs

When you’re running a small or growing business, you need AI that actually helps, not adds complexity. The right AI agent platform should be simple to set up, easy to plug into your existing tools, and smart enough to handle real work.

Here are the key features every SMB should look for in an AI agent platform:

Key Feature
Why It Matters for SMBs
Easy Setup
You want to get started fast, without needing a tech team or long training. This saves time and frustration.
No-Code / Low-Code
Lets you tailor the AI agent to your workflows easily, no coding skills required or comes with everything you already need. This keeps things simple and flexible.
Tool Integrations
Must connect seamlessly with your existing software (like CRM, email, calendars), so data flows smoothly across systems.
Multi-Step Automation
Automates entire processes, not just simple tasks. Frees you from repetitive work, so you can focus on growing.
Security and Compliance
Protects your sensitive data and keeps you aligned with industry regulations. This is critical for your peace of mind.
Reliable Support
Fast, friendly help when you hit a snag, because smooth AI means less downtime and stress.

Alright, now that we know what to look for, let’s check out some of the best AI agent platforms and tools in 2025, and find the one that fits your business like a glove.

The Top 8 AI Agent Platforms for SMBs in 2025

AI is here to stay, and so is the hype. But with so many “AI agents” flooding the market, it’s easy to get lost in the noise. Some are just fancy chatbots, others barely scratch the surface of automation, and some to work you have to build them entirely by yourself.

That’s why in this article, we’ll focus on AI agent platforms for small businesses in 2025 that actually do the heavy lifting: tools that help you get more done, cut out the busywork, and scale up without the usual headaches.

Here are the top AI agent platforms making a real impact this year:

  1. Journey AI
  2. Cognosys
  3. Dust
  4. Glean
  5. LangChain
  6. Gumloop
  7. Relay.app
  8. Bardeen AI

Now let’s unpack what makes each of these platforms stand out, their key features, and how they can help your business. 

1. Journey AI

Journey AI is an all-in-one AI agent platform that unites intelligent automation, meeting productivity, and task management into a seamless, customizable hub. It’s designed to keep teams aligned, accountable, and moving forward, all without adding overhead or complexity.

By combining multiple AI agents working in harmony, Journey AI automates workflows, streamlines communication, and captures organizational knowledge.

Seamlessly integrating within your existing tools and processes, with Journey AI, your team can focus on what really matters: getting things done.

And the best part? You can customize the workflows to your needs, without any heavy coding!

Best For: CEOs and C-Suite executives, and operations teams looking to supercharge productivity and cross-team execution.

Key features of Journey AI

  • AI Note Taker and Task Generator: Automatically transcribes meetings, creates summaries, and turns discussions into actionable tasks, ensuring no detail falls through the cracks.

  • Smart Meeting Preparation and Templates: Leverages historical data and context to prep and summarize your meetings efficiently, and applies the best-fit templates to keep conversations focused and productive.

  • Smart AI Agents: A suite of configurable AI bots automates repetitive tasks like email drafting, task follow-ups, and meeting summaries, reducing busywork and boosting team proactivity.

  • Reply and Delegation Agents: Manage inbox overload with intelligent filtering, auto-drafting replies, and automated tracking of delegated tasks, helping projects move forward seamlessly.

  • Quick Actions and Task Management: Enable one-click task creation and instant follow-ups from meeting decisions to ensure accountability and fast execution without manual effort.

  • Integration and Extensibility: Seamlessly connect with tools like HubSpot, Salesforce, Slack, and more.

  • Institutional Knowledge Base: Build and grow a dynamic repository of organizational insights derived from meetings and interactions, creating long-term strategic value.

  • Personalized Learning and Continuous Improvement: Learns your communication style and preferences to deliver tailored interactions, with regular updates adding new capabilities and improving performance.

  • And more…

Why Journey AI is a game-changer for SMBs

Without a dedicated operations team, many SMBs find it hard to keep meetings actionable and projects moving forward. Key insights get lost. Follow-ups fall through. Momentum stalls.

Journey AI fills that gap, but without the extra headcount (and cost). It captures essential meeting takeaways, turns them into tasks, and keeps your team aligned on what needs to happen next.

💡 Think of it as your virtual Chief of Staff, but at a fraction of the cost of hiring one. For small teams, it’s a smart, scalable solution that delivers real value without bloating your budget.

Imagine what your business could achieve with a dedicated AI team?

Stop juggling tools and start working smarter. Journey AI gives leaders AI-powered insights and automation to drive decisions.

TheJourney Graphics

2. Cognosys

Cognosys is an AI-powered platform that helps businesses turn data into decisions and automate everyday tasks

It combines smart analytics with workflow automation, so teams can get insights, create reports and track performance without needing coding skills.

Best For: Small and mid-sized businesses and teams that want to make data easy to understand and boost productivity with AI automation.

Cognosys website
Source: Cognosys

Key Features of Cognosys

  • Automated Data Insights: Instantly turns raw data into clear, actionable insights.

  • Custom Reporting: Build reports tailored to your unique business needs with zero coding.

  • Performance Tracking: Monitors key metrics and alerts you to shifts or issues before they become problems.

  • Collaboration Hub: Share findings and dashboards effortlessly across teams.

How Cognosys AI helps SMBs‍

Small and mid-sized teams often drown in data but lack the resources to analyze it well. Cognosys makes data approachable, giving every team member the power to make smarter, faster decisions without the usual complexity.

3. Dust

Dust is the AI platform that helps you capture and manage knowledge effortlessly. It has an intuitive interface that turns scattered info into a searchable, actionable knowledge base for your whole team.

Best For: Knowledge workers, remote teams, and anyone who needs organized, easy-to-access information.

Dust.tt dashboard
Source: Dust.tt

Key Features of Dust.tt

  • Smart Note Capture: Automatically records and organizes notes from meetings and conversations.

  • Contextual Search: Find relevant info quickly using AI-powered search that understands context.

  • Collaborative Workspaces: Create shared spaces for projects, making teamwork seamless.

  • Integration Ready: Connects smoothly with your existing tools to keep all knowledge in one place.

Why Dust appeals to some SMBs‍

Losing track of important info can stall progress. Dust turns knowledge chaos into clarity, making it easier to find, share, and act on information, so nothing gets lost in the shuffle.

4. Glean

Glean is your AI-powered knowledge assistant that brings all your company’s information into one searchable hub. 

Whether it’s documents, emails, or messages, Glean surfaces what you need when you need it, cutting down wasted time.

Best For: Growing companies and teams overwhelmed by scattered information across tools.

Glean dashboard
Source: Glean.ai

Key Features of Glean.ai

  • Unified Search: Instantly search across all your apps, files, and conversations.

  • Personalized Results: AI learns your preferences to deliver smarter, more relevant answers.

  • Secure Access: Controls ensure sensitive info stays protected while keeping knowledge flowing.

  • Onboarding and Training: Helps new hires ramp up faster by giving quick access to key resources.

What Glean offers SMBs‍

When information lives everywhere, teams waste precious time searching. Glean centralizes knowledge, making your team faster, smarter, and more aligned.

5. LangChain

LangChain is a developer toolkit that connects language models with external data, APIs, and workflows to build custom AI applications. 

It’s perfect for teams who want to create AI solutions tailored exactly to their business needs, whether that’s advanced chatbots, automated research, or data-driven insights.

Best For: Tech-savvy SMBs and startups building next-level AI tools without starting from scratch.

Source: LangChain

Key Features of LangChain

  • Modular Framework: Easily connect language models with tools, databases, and APIs.

  • Custom Workflows: Design AI-powered applications that fit your unique processes.
  • Extensible Architecture: Scale and evolve your AI solutions as your needs grow.

  • Open Source: Leverage a vibrant community and rich ecosystem for support.

LangChan’s approach to SMB workflows‍

Instead of reinventing the wheel, LangChain accelerates AI innovation: letting teams build smart, customized applications faster and more efficiently, without deep AI expertise.

6. Gumloop

Gumloop is an AI agent platform that empowers teams to automate complex workflows with ease. It blends no-code simplicity with an AI-first mindset (think if Zapier and ChatGPT had a baby).

Best For: Marketing teams focusing on SEO, ads, and web scraping who want to automate repetitive tasks without coding.

Gumloop dashboard
Source: Gumloop

Key Features of Gumloop

  • Nodes: Drag-and-drop elements representing apps and AI models to build your workflows visually.

  • Flows: Connect nodes to automate entire processes seamlessly—your main workspace for automation.

  • Subflows: Create modular workflows inside workflows for advanced automation that’s flexible and reusable.

  • Templates: Ready-made workflow templates to kickstart automation tailored for marketing use cases.

Gumloop solution for SMBs‍

Marketing teams often waste time juggling tools and manual tasks. Gumloop simplifies this by turning complex automation into an intuitive visual experience.

7. Relay.app

Relay is a simple AI agent builder tailored for teams aiming to automate workflows and improve client management. Relay has a user-friendly interface and broad app integrations.

Best For: Agencies and customer success teams managing leads, contacts, and support tickets who want to streamline operations.

Relay.app dashboard
Source: Relay.app

Key Features of Relay.app

  • Visual Workflow Builder: Create AI-powered automation flows with drag-and-drop ease.

  • App Integrations: Connect your favorite tools effortlessly, boosting existing tech stack efficiency.

  • Inspiration Gallery: Explore pre-built automations like AI Discord bots or CRM contact enrichment.

  • Multi-User Support: Scales from solo users to teams with flexible seat options and credit usage.

Why Relay.app appeals to some SMBs‍

For agencies and service teams handling many leads and tickets, Relay cuts down manual work by automating outreach, contact enrichment, and support.

8. Bardeen AI

Bardeen AI is a no-code automation tool that helps users create AI-powered bots to streamline repetitive tasks across web apps and browsers. 

It’s designed for anyone wanting to automate their daily digital workflows, from data extraction to email follow-ups, without needing technical skills.

Best For: Professionals and teams seeking quick automation of browser-based tasks and integrations between their favorite apps.

Bardeen AI dashboard
Source: Bardeen AI

Key Features of Bardeen AI

  • Easy Bot Creation: Build automation bots visually with drag-and-drop actions.

  • Browser Automation: Automate tasks like web scraping, data entry, and report generation.

  • Pre-built Templates: Access a library of ready-made automation flows to speed up setup.

  • Cross-App Integrations: Connects with tools like Gmail, Slack, Google Sheets, and more.

Bardeen AI’s approach for SMBs‍

Many users waste time on repetitive manual work in their daily tools. AI agents accelerate productivity by automating these tasks, freeing up time to focus on higher-value work without complex setups.

How To Pick The Top AI Agent Platform For Your SMBs

Choosing the right AI agent platform can feel overwhelming with so many options promising automation, productivity, and smarter workflows. 

To make it simple, you need to focus on the essentials.

Use this quick guide to ask the right questions and find the AI agent that really works for your SMB.

Key Consideration
What to Ask Yourself
Why It Matters
Look For
Ease of Use
Can I set it up and start using it quickly?
SMBs need fast adoption without complex training.
Intuitive interface with no-code automation.
Meeting Productivity
Does it enhance meeting prep, notes, and follow-ups?
Meetings are a major productivity sink.
Automated note-taking, smart templates, and task generation.
Workflow Automation
Can it automate repetitive tasks across my tools?
Saves time and reduces errors from manual work.
AI agents that handle emails, task follow-ups, and reminders.
Integration
Does it connect seamlessly with my existing apps?
Avoids disrupting current workflows.
Supports popular apps like CRM, email, Slack, and project management tools.
Task and Project Management
Does it turn discussions into actionable tasks?
Keeps projects moving without manual tracking.
Auto-generated tasks linked to meetings and follow-ups.
Knowledge Management
Can it capture and organize team knowledge?
Prevents loss of critical insights over time.
Builds an institutional knowledge base from interactions.
Customization and Learning
Does it adapt to my team’s style and needs?
Personalized tools boost user adoption and impact.
AI that learns communication preferences and adapts workflows.
Scalability and Continuous Improvement
Will it grow with my business and improve over time?
Future-proofs your investment and maximizes ROI.
Regular updates and modular features.

‍

Keep in mind

Want an AI platform that nails every box on this checklist? Journey AI is just for you. It’s easy to pick up, slides right into your existing workflows, and brings smart automation that keeps your meetings sharp and projects moving.

Future-Proofing Your SMB with AI Agents

Running a small or mid-sized business means making the most of limited time and resources. That’s why having one of the top AI agent platforms isn’t just helpful, it’s a strategic move.

A smart AI agent does more than automate busywork. It keeps your team aligned, ensures decisions turn into action, and builds systems you can rely on as you grow. The result? Less friction, more focus, and steady progress.

And as your business evolves, your tools should evolve with you. That means seamless integrations, adaptable workflows, and built-in knowledge capture, all without added complexity.

That’s what Journey AI delivers: an AI-powered platform that simplifies operations, scales with your team, and helps you focus on the work that truly moves the needle.

Experience the power of proactive AI

Journey’s AI dream team works 24/7 to help your business meet its strategic goals & achieve operational excellence at scale.

TheJourney Graphics

Frequently Asked Questions

Let's take your company to the next level

Apply
Blue Pipe
We use cookies to ensure you get the best experience on our website.
Got it