Composing an agent
An agent is defined by three things:- instructions, written in natural language, describing the task to carry out and the rules to respect;
- a trigger, the process step at which the task runs (so the same record can fire different agents depending on the step);
- a validation mode: by default every proposed change waits for your approval; you can switch to automatic acceptance once a task is safe enough to run on its own.
What an agent can do
Agents have the same tools as the assistant: searching and reading your records, matching an article or a lot, creating and updating records, reading an attachment. In practice they take on tasks such as preparing an order from an incoming document, matching lines against your master data, or proposing a replenishment.Following up and correcting
Every run leaves a trail: the agent’s messages, the proposed changes, your decision (accepted, rejected, cancelled, auto-accepted) and the records created. You can relaunch a run, and leave feedback that helps improve the instructions.From the API
You can trigger an agent on a given context and follow its progress, to fold these automations into your own flows.Agents act within the limits of the rights they are given, and their actions remain traceable.