From conversation to operation
An agent combines reasoning with controlled access to enterprise context and actions
Useful agents require more than a model and a prompt. They need a clear purpose,
approved knowledge, integration with business systems, defined permissions, evaluation,
and human decision points. Integration architecture determines what an agent may access,
which actions it may perform, and where approval is required.
An agent is the wrong tool when fixed rules can reliably complete the task. Use deterministic
automation for predictable steps, search for retrieval without action, and a conventional
workflow when the sequence and exceptions are already known.
Conversational assistance and operational agents
| Conversational AI | Operational AI agents |
| Respond to individual questions | Work toward a defined objective |
| Primarily generate information | Retrieve approved business context |
| Depend on the user to initiate each step | Use authorized tools and APIs |
| User coordinates the work | Coordinate multi-step workflows |
| Return a response | Record actions and outcomes |
| User decides what happens next | Escalate decisions requiring human judgment |
Controlled agent lifecycle
- 01
Understand Interpret the objective and available context.
- 02
Retrieve Access approved knowledge and state.
- 03
Plan Determine the next permitted action.
- 04
Act Use authorized tools, APIs, or workflows.
- 05
Verify Evaluate the result and detect exceptions.
- 06
Escalate Request human review when confidence, policy, or risk requires it.
- 07
Observe Record behavior, performance, cost, and outcomes.