Agent systems / illustrative patterns
Start with the work your team recognizes. These are proposed implementation patterns, not completed client projects or a catalog of ready-made products.
01 / Customer operations
An incoming form, email, or service request.
WHAT THE AGENT DOESExtract the details, check what is missing, and prepare a routed request and acknowledgment.
People approve customer commitments and unusual requests. Incomplete inputs go back for clarification.
WHAT TO MEASURERouting accuracy, handling time, missed requests.
02 / Revenue
Approved meeting notes and the relevant CRM record.
WHAT THE AGENT DOESPrepare the recap, next steps, and proposed CRM updates in one reviewable handoff.
The salesperson approves sends, pricing, and deal-stage changes. Conflicting notes stay visible.
WHAT TO MEASUREAccepted drafts, CRM completeness, follow-up delay.
03 / Intelligence
A reporting request and approved source systems.
WHAT THE AGENT DOESGather evidence, reconcile inputs, and prepare an update with source links. Execute calculations in code.
A reviewer resolves conflicting numbers and approves external publication. Missing data is labeled.
WHAT TO MEASUREPreparation time, source completeness, correction rate.
04 / Team enablement
A staff question and permission-filtered documents.
WHAT THE AGENT DOESFind relevant material, draft a cited answer, and show which source supports it.
Access follows the employee’s permissions. Missing or conflicting answers go to the document owner.
WHAT TO MEASURESupported answers, source quality, appropriate abstention.
05 / Delivery
A new order or completed project milestone.
WHAT THE AGENT DOESCheck prerequisites, prepare tasks, and coordinate the information the next team needs.
Supervisors approve dispatch changes and financial exceptions. Repeated triggers must not create duplicate tasks.
WHAT TO MEASUREHandoff completeness, exception backlog, cycle time.
06 / Administration
An invoice, contract, or onboarding packet.
WHAT THE AGENT DOESExtract fields, match the relevant record, and flag discrepancies for review.
No payment, signature, or record overwrite without authorization. Uncertain extraction is flagged.
WHAT TO MEASUREExtraction accuracy, review time, missed exceptions.
07 / Product & engineering
An approved issue and a scoped repository.
WHAT THE AGENT DOESDraft a patch, run tests in an isolated environment, and prepare a pull request with execution evidence.
Maintainers approve merges and releases. No production secrets or unrestricted system access.
WHAT TO MEASUREAccepted changes, regressions, review burden.
08 / Customer service
A consented inbound call and an approved information set.
WHAT THE AGENT DOESAnswer bounded questions, collect details, propose an appointment, or transfer to a person.
Review disclosure and consent requirements. No cold-calling or unapproved commitments; uncertain calls transfer.
WHAT TO MEASURECorrect bookings, transfer quality, caller feedback.
The right architecture for the job
Known rules, calculations, and transaction constraints belong in deterministic software. Use an agent where interpreting varied inputs or choosing the next step adds value. Multiple agents need a reason beyond a more impressive diagram.
A useful next step
Tell us what should happen, which tools are involved, and where the work gets stuck.