TECHNICAL PAGES

How an Agent Works

An agent works through a cycle: receiving a situation, interpreting its job, finding what it needs and progressing the work within its permitted boundaries.

A practical progression

  1. 01

    Trigger and context

    A request, event or workflow state gives the agent a reason to begin.

  2. 02

    Interpret the job

    It applies its objective, instructions and available context.

  3. 03

    Retrieve and reason

    It finds relevant approved knowledge or data and assesses what is needed.

  4. 04

    Act or prepare

    It produces an output or uses a permitted tool to progress the work.

  5. 05

    Check, update and escalate

    It records the outcome where needed and brings exceptions to people.

Answering, reasoning, acting and orchestrating are different.

An answer responds to a question. Reasoning interprets the facts and task. Acting uses a permitted capability. Orchestration coordinates a process across steps, systems and people. Agentic AI becomes particularly useful when it can manage the work around a professional process, rather than simply generate a reply.

Sophisticated agents may repeat this cycle many times, while a simple agent may complete it once.

PRACTICAL LENS

What this means for your firm

Adoption requires the firm to examine processes and handoffs, not only individual interactions with AI. Clear triggers, ownership, exception paths and completion points make it possible to improve a workflow without losing control of the work.

PRACTICAL LENS

What this means for services to your clients

A client-facing service may be able to manage a sequence of work — gathering information, preparing a result and coordinating next steps — rather than merely answering a question. The sequence still needs defined service boundaries and people responsible for exceptions.