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Agents are reusable AI instructions that can run against documents or Vault context.

When to use agents

Use an agent when the same analysis should be run repeatedly but does not need the full branching structure of a workflow. Use a workflow when the process needs triggers, conditions, approvals, email, records, reports, or integrations.

Where agents run

Agents can be run from the Agents page, from Vault, from Workbench, or as a Workflow step. Workbench can list available agents, create a new agent when approved, run an existing agent, and wait for completion.

Good agent design

Give agents clear instructions, a narrow scope, and expected output format. If an agent should write durable data, connect it to a workflow or records process instead of relying on free-form output alone.