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Chat Agent vs Grid Agent

Chat Agents and Grid Agents are two ways to delegate work to Marc's team. Choose the experience that matches the shape and scale of the task.

One focused task​

Chat Agent​

A Chat Agent is a specialized AI agent with its own instructions, knowledge, and capabilities.

Use it when one agent can own the task from your request to a review-ready answer. You can discuss the assignment, add context, refine the work, and review the result in one conversation.

Examples

  • Review a contract and flag risky clauses.
  • Summarize a meeting and prepare the follow-up points.
  • Answer questions from an approved knowledge base.
  • Research a company and prepare a concise brief.

Learn how to work with the AI Chat Agent.

Complex work at scale​

Grid Agent​

A Grid Agent is a sequence of specialist AI agents that reproduces complex, multi-step work at scale.

Use it for predictable steps, many inputs, and reviewable outputs throughout the workflow. Each row represents an input, each column represents a step, and every result remains visible for review.

Examples

  • Analyze more than 500 companies, then generate one slide per company.
  • Build an investment memo across financials, product, market, and news.
  • Review a portfolio using the same criteria for every company.
  • Extract and compare key clauses across a large set of agreements.

Learn how AI Grid Agents work.

Which agent should you choose?​

Choose a Chat Agent when...Choose a Grid Agent when...
One agent can own the task.The work follows several predictable steps.
You want to discuss or refine the assignment.You need to process many companies, documents, or records.
The main deliverable is one review-ready answer.You want to inspect and review outputs throughout the workflow.

If you are unsure, start by asking Marc. He can help you choose the right way to run the work.

Next: Work with the AI Chat Agent →