Back-to-back meetings and a dozen follow-ups can leave your brain feeling like a browser with too many tabs open. AI meeting tools close a few of those mental tabs by handling routine tasks, making your day less chaotic and more productive.
But how do you know whether to choose an AI meeting agent or an AI assistant? Both are built to make life easier, but they work differently. We’ll unpack what each one does so you can decide which tool fits your daily workflow.
Understanding AI assistants and agents
So, what is an AI assistant? Generally speaking, it’s a tool designed to help with specific tasks — like taking notes and summarizing calls. AI assistants are passive: They work behind the scenes and then do what you ask.
Now, what is an AI agent? AI agents take automation a step further. Unlike assistants, they’re proactive. They make decisions, take initiative, and complete complex workflows on your behalf. Some agents even have voice capabilities, so they can speak to you directly — just like a real teammate.
AI agents vs. AI assistants: What's the difference?
The main difference between AI assistants vs. agents is how they operate: Assistants are passive, whereas agents are proactive. But they’re also different in other key ways:
Autonomy
AI assistants work by your side and are programmed to respond to commands, meaning they don’t take action unless you tell them to.
AI agents, on the other hand, are built to act independently. They recognize when something needs to happen and do it. This autonomy makes AI agents feel more like digital coworkers than basic tools, as they increase your efficiency by proactively handling tasks.
Complexity
AI assistants excel at simple, repeatable tasks, like summarizing calls. They work well within clearly defined boundaries but struggle with action items outside their core functionality, meaning you might need multiple tools to get everything done.
AI agents handle more complex, multistep tasks. Instead of just answering your question, an agent might detect a gap in your knowledge and offer helpful context, like reminding you of a client’s preferences during a meeting. This helps you make more informed decisions and saves you time by reducing the need for manual recall.
Decision-making
Assistants wait for instructions. They don’t make choices — they simply carry out commands. If you need to make a decision, they’ll prompt you to do so.
In contrast, AI agents make decisions within the parameters you set. They weigh options and choose a course of action based on your goals. For instance, the Otter Meeting Agent might provide a recommendation based on previous meetings. Although it won’t replace your judgment entirely (and you can always override it), it lightens your cognitive load by handling smaller decisions, allowing you to focus on the bigger ones.
Use cases
AI assistants are excellent in support roles — managing your calendar, transcribing meetings, organizing notes, and responding to questions and commands.
AI agents take a more proactive approach by initiating actions. For example, a meeting-focused AI agent like Otter can:
- Speak up in meetings
- Contribute information independently during the meeting
- Send personalized recaps to your team after
- Schedule follow-ups before the meeting ends
Other use cases include a sales agent that monitors your pipeline and updates your customer relationship management (CRM) platform in real time, or a personal finance agent that manages your budget by tracking expenses and offering insights.
The 5 levels of AI
Understanding the five levels of AI — each representing a general progression in capability — can help you determine which systems best support your work.
Level 1: Conversational AI
Level 1 AI includes voice assistants like Siri or Alexa, which mimic human interaction, as well as chatbots like ChatGPT and its alternatives.
These systems answer basic questions and engage in short conversations, but they don’t understand context or nuance. As a result, they’re best for quick, surface-level interactions, such as summarizing an article you don’t have time to read.
Conversational AI is also helpful for generating content, as its ability to communicate naturally allows it to produce text that flows smoothly and sounds human-like. Use it to draft emails, outline reports, or brainstorm content ideas. But while these AI tools sound fluent, they don’t actually understand the meaning behind their words. Instead, they generate text based on patterns and data they’ve learned from. This means they still need human oversight to check the content for tone, accuracy, and relevance before it’s sent or published.
Level 2: Reasoning AI
The difference between a chatbot vs. a virtual assistant is reasoning. Chatbots function like an advanced predictive text tool — they analyze your input to identify keywords and patterns, then generate a response that’s statistically likely to match your query. But chatbots can make mistakes because their predictions aren’t always accurate.
In contrast, reasoning AI interprets intent, understands context, and uses logic to carry out commands. Essentially, it “understands” your requests, which allows it to respond more intelligently. This capability makes reasoning AI systems the perfect virtual assistants. They’re smarter and more adaptive, so they handle complex tasks with fewer errors.
Level 3: AI agents
AI agents are more like teammates than tools. You tell them your goals, and they operate independently to achieve them.
Depending on their level of sophistication, AI agents perform complex tasks on your behalf. For example, they power self-driving cars, responding to real-time road conditions without human input. In business settings, future AI agents might manage multistep projects or even coordinate actions across different departments.
Level 4: Innovating AI
Innovating AI combines the reasoning abilities of AI assistants with the proactive nature of AI agents to push boundaries and create new solutions. At this level, AI independently identifies opportunities for improvement before humans even recognize them. Then, it suggests innovative strategies and processes to drive progress.
For example, in product development, innovating AI could analyze consumer feedback, industry trends, and competitor movements to propose new product lines.
Level 5: Full AI-driven organizations
Level 5 represents a future state — organizations where AI is deeply embedded across every function, from human resources and operations to finance and product development. In fully AI-driven companies, intelligent agents work in seamless coordination to handle all decisions and processes.
At this stage, AI isn’t just an assistant or tool but the backbone of the organization. Human roles shift to focus on strategic oversight, while AI drives operational efficiency, innovation, and decision-making. This results in a highly efficient, adaptive business model that maximizes productivity.
Benefits and challenges of using AI agents and AI assistants
AI assistants and agents pose both advantages and drawbacks. Understanding these helps you use these technologies more effectively in your workflow.
Benefits
- Enhanced productivity: With AI assistants handling repetitive tasks, you devote more time to strategic work. AI agents further boost productivity by managing more complex tasks on your behalf, allowing you to accomplish more in less time.
- Consistent performance: Unlike humans, AI doesn’t tire or make mistakes due to fatigue. By delegating tasks to AI agents and assistants, you ensure a steady stream of high-quality work every day.
Challenges
- Training and complexity: AI doesn’t always work perfectly from the start. It’s like onboarding a new team member — the more advanced the tasks, the more time and effort it takes to train the AI to meet your needs.
- Ethical considerations: As AI becomes more powerful, ethical concerns arise. How do we ensure it makes fair decisions? What about data privacy? When choosing an AI agent or assistant, consider how it aligns with your ethical standards.
Otter Meeting Agent: Shaping the Future of Meetings
As AI redefines the way we work, Otter is leading the charge in transforming the meeting experience. Once an AI meeting assistant, Otter has evolved with groundbreaking features to become the #1 AI meeting agent.
With proactive, conversational capabilities, Otter does more than take notes and track action items. It answers questions during meetings in real time, assigns action items, schedules follow-up meetings, and generates email drafts for enhanced productivity. Explore how Otter streamlines your workflow today!