5 questions about the process you want to automate. Results are a starting point — proper scoping happens in a discovery call.
This assessment uses general patterns to suggest agent types. It is not a technical recommendation. What actually fits your situation requires a conversation about your specific systems and process.
1 of 5 — Who is the primary "user" of this process — internal team, external customers, or automated systems?
2 of 5 — What is the main type of work involved in this process?
3 of 5 — How much does the input or request vary from instance to instance?
4 of 5 — Does the process require taking actions in external systems (not just reading or classifying)?
5 of 5 — How important is it that the agent can explain its reasoning or be easily corrected?
Suggested direction
What your answers suggest
Based on your answers, here's a general direction for agent type.
This is a general orientation based on five questions. Actual recommendations require a detailed look at your process and technical environment.