Constrain the context
Curate approved sources, manage freshness and keep the basis of an answer inspectable.
Agents that do more than answer: they coordinate bounded tasks using approved knowledge, existing systems and a clear route to the right person.
Curate approved sources, manage freshness and keep the basis of an answer inspectable.
Expose only the functions a task needs and gate sensitive write actions behind rules or approval.
Transfer exceptions with the conversation, retrieved context and open questions intact.
They become useful when a task requires interpreting information, consulting multiple sources and coordinating several bounded actions. A fixed-rule workflow may be better served by conventional automation; we make that choice from the process.
Inputs, retrieval, reasoning, tool calls and outputs are separated. Roles determine which data can be read and what can be changed. High-impact actions can remain drafts until a person approves them.
The evaluation set includes routine requests, missing information, conflicting sources and disallowed instructions. We test the outcome, evidence, tool choice and escalation so changes can be compared before release.
Logs, feedback categories, release approvals and rollback paths are designed up front. Subject experts own knowledge and error review; technical owners watch interfaces and availability.
Explore back-office automation for intake-heavy workflows, or the Efigenix Voice Agent for phone-based operations.
We will examine one real workflow, its systems and its risks. You leave with a grounded view of what to do next.