Create AI agents, AI assistants & chatbots – practical seminar for companies
On request
1 - 2 days
Online, Munich or in-house
On request
German or English
Digital participant certificate
Artificial intelligence (AI) is changing the way companies work, communicate and automate. Today, modern AI assistants, AI agents and chatbots take over recurring tasks, support teams in researching, analyzing and creating content – and improve the service, efficiency and quality of internal and external processes.
Our Create your own AI agents, AI assistants & chatbots seminar shows you how to develop, test and productively use your own AI bots without in-depth technical know-how. You will learn which tools are suitable for what, how to integrate knowledge, automate workflows and use AI systems securely in your company.
Training content and procedure: Simply create AI agents, AI assistants & chatbots yourself
The training is practice-oriented – with immediately applicable methods, tools and AI-supported exercises for your everyday work.
- Differences: chatbot vs. assistant vs. agent vs. automation
- Typical company use cases (HR, IT, service, sales, PM, etc.)
- Decision-making aids: which system for which requirement?
- Technical basics: NLU, memory, knowledge integration, tool connection
- Overview of tools: OpenAI, Copilot Studio and other platforms
- Basics for high-quality prompts in ChatGPT, Copilot & Co.
- Prompting for chat, analysis, research, actions
- Structure of assistant prompts: roles, style, goals, rules
- Reusable prompt templates for internal & external use cases
- Workflows and prompt strategies for your own GPTs & chatbots
- Setup with OpenAI GPTs, Copilot Studio, etc.
- Building a sample chatbot (e.g. FAQ, onboarding, internal support)
- Integrate knowledge sources: PDFs, websites, databases, SharePoint
- Properties, response style, define knowledge boundaries
- Test, optimize and integrate on website / intranet
- Internal assistants: Onboarding, processes, coaching etc.
- External assistants: Customer service, lead qualification etc.
- Creation of individual business assistance functions
- Configure assistants with team-specific knowledge bases
- Create agents that process multi-stage tasks automatically
- Introduction to n8n & automation platforms
- API integrations (OpenAI, Microsoft, Google, CRM, ERP, ticketing …)
- Use toolchains & decision logics
- Practical exercise: Building your own research & analysis agent
- Examples of autonomous agents:
- Compose e-mails
- Coordinate appointments
- Carry out research
- Update tables
- Create reports & social media posts
- Limits, risks & quality control
- Integration in CRM, ERP, DMS & BI systems
- Data protection, governance & security
- Embedding in workflows & system landscape
- Technical requirements, governance & approval processes
- Handling sensitive data
- Scaling, team training & change management
- Teams of agents: Roles, interaction, decision architecture
- Multi-agent ecosystems in companies
- Future of automation & digital organizations
What you can use directly after completing the AI agents, AI assistants & chatbots training course
- Develop AI chatbots, AI assistants and AI agents yourself
- Integrate knowledge, rules & company documents
- Create automatic workflows for routine tasks
- Delegate tasks such as analysis, research, writing & data processing to bots
- Create chatbots for customer service, HR, IT, sales, PM or specialist departments
- Safely use tools such as ChatGPT, Copilot, Claude & automation platforms
- Correctly classify risks, data protection & governance
For whom is the AI agents, AI assistants & chatbots simply create your own training course suitable?
- Specialist departments (Service, HR, IT, Finance, PM, Sales, Operations)
- Digitization & automation managers
- Innovation & transformation teams
- Executives & managers who want to scale AI
- Employees without programming knowledge – ideal start
Participation requirements for the AI agents, AI assistants & chatbots simply create your own training course
No previous technical knowledge necessary.
About us as a training provider
We are a management consultancy with over 20 years of experience in digitalization, technology implementation and process optimization. Our AI training courses are practical, understandable and geared towards rapid application. Teams receive immediately usable frameworks, templates and workflows.
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Your trainers - experts in AI automation
Expert in AI tools, AI automation and business processes. Jonas shows how teams can achieve real relief and efficiency gains by creating chatbots, assistants and autonomous agents themselves and operating them securely.
Michael is a specialist in AI-supported automation, AI tools and digital business processes. With over 15 years of experience in data management, business intelligence and the implementation of modern technology solutions, he shows how organizations can efficiently develop and safely deploy AI assistants, chatbots and autonomous agents themselves.
Request a non-binding appointment now
- Direct implementation: Develop your own AI skills in the seminar
- Individually customizable: Content based on your use cases
- Experienced trainers: expertise in AI automation & enterprise workflows
- Rapid added value: more efficiency, less routine, better quality
TISAX and ISO certification for the Munich site only
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TISAX and ISO certification for the Munich site only
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FAQ - Create AI agents, AI assistants & chatbots easily yourself - practical seminar for companies
No. The seminar is specially designed to enable participants without an IT background to become productive immediately. We show how to create professional AI assistants using tools such as ChatGPT, Copilot Studio or automation platforms – without code, without complex infrastructure. Technical basics are explained in an understandable way so that anyone can develop their own bots in just a few steps.
We work hands-on with ChatGPT GPT Builder, Microsoft Copilot Studio, No Code automations, knowledge integrations (PDFs, websites, SharePoint) and API connections. All examples are designed for immediate application – not theory.
We teach clear security and governance mechanisms: GDPR-compliant use, data minimization, secure prompt strategies, role and rights concepts, logging and quality controls. Participants learn how to operate AI agents in a controlled, transparent and responsible manner – without risking confidential company data.
We show how to securely integrate corporate knowledge – whether PDFs, websites, guidelines, presentations, databases or DMS systems. Participants learn several variants: direct file uploads, structured knowledge databases, vector storage, SharePoint connection or API access. The result is an assistant that provides truly company-specific answers.
A chatbot answers inquiries.
An AI assistant helps with tasks, creates content and makes suggestions.
An AI agent carries out multi-stage workflows independently (e.g. collecting, analyzing and documenting data).
In the seminar, you will learn all three forms – including practical exercises, design principles and functional limits.
Through clear prompt guidelines, role descriptions, rules, knowledge boundaries, approval processes and security levels. We also show how to reduce hallucinations, check bot outputs and build in quality loops. This includes human oversight, guardrails and logging.
Almost all departments: Customer service, HR, IT support, finance, project management, sales and operations. Wherever research, documents, standards, questions and recurring tasks occur, AI bots generate measurable relief.
Immediately in many cases. During the seminar, participants build chatbots, assistants and agents that already work and can then be expanded or published directly – e.g. on the intranet, in the team workspace or on the website.
Ideally suited are: internal FAQ bots, onboarding bots, HR/IT assistance, analysis and research agents, self-service bots for support, internal documentation assistants or bots for simple automations such as email generation or table updating.
We show how to document, monitor and control AI agents and integrate them into existing process and IT governance. The seminar provides clear guidelines for GDPR compliance, model transparency and operational responsibility – including practical checklists.
For employees from HR, IT, finance, service, project management, sales, operations and specialist departments who want to use AI productively. Also for managers and digitalization teams who want to scale AI. No prior knowledge is required.