Who this is for
- Operations teams with multi-step knowledge work
- SaaS products adding action-oriented assistants
- Enterprises requiring human approval and auditability
Workflows
- Case intake and triage
- Research and document workflows
- Customer and field operations
- Permissioned tool execution
What we need
- Workflow states and policies
- API and system access
- Examples of normal and failure cases
- Escalation and approval rules
What you receive
Agent execution graph
Typed tool contracts
Human-review queues
Evaluation, traces and audit logs
Acceptance and handover
Evaluate successful task completion alongside unauthorized-action attempts, duplicate actions and escalation quality. Deliverables include tool contracts and retry behavior. Access to source systems is scoped to the minimum necessary permissions; autonomous authority is never implied by an agent demo.
Integration and deployment
Inventory permitted CRM, scheduling or operational APIs. Separate read tools from writes; agree provider-enforced idempotency and timeout reconciliation.
Start in suggestion mode against representative records. Network access, credentials and tenant isolation belong to the application boundary, not the prompt.
Security and human review
A named operator authorizes consequential actions and resolves uncertain matches. Define a stop control and compensating actions for effects that cannot be rolled back.
Boundaries
Agents should not replace deterministic rules unnecessarily
External actions require idempotency and approval design
Quality depends on source systems and evaluation coverage