Inquiry and request handling
Collect the right facts, sort the request, and prepare the next human review step.
An agentic system is a narrow AI-supported workflow. It uses source material, working memory, and clear instructions. It also uses tool steps, logs, and human review to produce an output a person can review.
A good first build supports a clear person, team, or customer need. It also needs trusted source material and a place to find that material. A review step and useful output keep the first version focused.
Collect the right facts, sort the request, and prepare the next human review step.
Gather sources, summarize the useful parts, and show what still needs a person to check.
List options, criteria, and tradeoffs. Name the open questions and decision owner.
Prepare briefs, notes, follow-up drafts, and review checklists for client work that comes back often.
Show requests, tasks, drafts, and owners. Add review state and handoff notes in one place.
Give a small group a clear place to submit inputs, review outputs, and track next steps.
A simple checklist, template, or human decision is often better than a system. Use an agentic system when the repeated workflow is clear enough to test and review.
A single task usually does not need roles, logs, tools, and review paths.
The system needs trusted inputs and a place to find them before it can produce work worth reviewing.
Someone must own the output, review process, and final decision.
If nobody will review the output, the system should not move real work forward.
If the work only needs a clearer checklist, start there before building a system.
We identify who will use the system and what work it supports. We also name the source material, output, and reviewer.
We organize the documents, examples, records, and notes the workflow needs. When needed, that becomes a database, searchable knowledge base, or retrieval setup.
We define the task steps, examples, and output format. We also set tool limits and review rules for the workflow or agent.
The system keeps prompts, source references, logs, and decisions. Handoff notes stay where they can be reviewed.
The system is tested against real workflow examples, then weak steps are fixed before the scope expands.
The owner gets the working version, instructions, and review checks. They also get support notes and a short improvement list.
The system can support the work. A person still owns the decisions, promises, approvals, and risk.
A person accepts the result before it is used with a client, team, or public audience.
People decisions, security decisions, legal or policy decisions, and high-risk approvals stay human-owned.
The system must show source material or mark the claim for human review.
A first version should be small, inspectable, and useful. It should support a clear workflow, user group, and source set. It should also keep the review path visible before expanding.
Define the person or team using it. Name the source material, working memory, and output. Name the review step and owner too.
Keep a log of source use, prompts, and outputs. Add reviewer decisions and improvements made after real use.
Each build is tested against real examples before it expands. The check looks at accuracy and source fit. It also checks review time, handoff quality, and whether the output helps the owner act.
Test with examples from the workflow. Use real source material and real output needs.
Keep the weak answers and missing sources. Keep unclear handoffs and review notes too.
Change the source set or task limit. Adjust the prompt, tool step, or review rule before adding more scope.
The proof layer shows how a bounded system moves from trigger to source material and working memory. It also shows AI support, human review, and the recorded next action.
See the trigger, input, source material, and AI role. Then follow the review point, output, log, and next action.
The Pathway teardown shows how roles, checks, handoff records, and human ownership keep the work reviewable.
The protocol article explains the working method behind role-based AI support and final review.