How it works
From request to execution, with control at every step
Secure AI Agents combine context, skills, integrations, and autonomy levels to understand the work and execute tasks within the rules defined by your company.
Overview
Five layers between the request and the delivered work
Each layer defines part of the agent's behavior. Together, they determine what it does and how far it can go.
- 01
Context
The agent understands the information, rules, and goals needed to carry out the work.
- 02
Skills
Specific capabilities allow the agent to execute different types of task.
- 03
Integrations
The agent can use systems and tools connected to your company's environment.
- 04
Autonomy
Your company defines how far the agent can act alone and when it needs approval.
- 05
Execution
The task is carried out following the defined permissions and controls.
Context
The agent starts by
understanding the work
Before executing, the agent needs to know what to do and which rules to work within.
Your company provides the information, instructions, processes, and rules that guide how the agent acts in each area.
- Operational information
- Area instructions
- Defined processes
- Business rules
Skills
Specific capabilities for each task
Skills add capabilities to the agent according to the work it needs to perform. Each skill brings together the procedure of a task, with the steps in the right order, the rules of what the agent never does, and a result that is delivered and verifiable.
Reads contracts, invoices, and reports and points out what matters, always with the source page.
Answers questions by cross-referencing company sources, without making up a number.
Builds reports in the company standard and explains what changed against the previous period.
Records what happened in the CRM and ERP, without duplicating or losing history.
Runs multi-step processes, follows up with each owner, and flags when something stalls.
Integrations
Connected to the tools where work happens
The agent can work using systems and information sources connected to your company's environment, without pulling the team out of the tools they already use.
Autonomy
You define how far the agent can go
Not every action needs the same level of autonomy. Control is set per task, letting the agent move forward alone where it makes sense and ask for approval when needed.
- 01
Suggests
The agent identifies what should be done. The team decides whether to execute.
- 02
Prepares
Gets the action ready, pending only confirmation from whoever is responsible.
- 03
Requests approval
Executes as soon as it receives sign-off from an authorized person.
- 04
Executes
Completes the task on its own, within the permissions granted.
Higher-impact actions stay under your company's control, even when the agent already operates autonomously on other tasks.
Security
Control does not come later. It is part of execution.
Every access to a real system is treated as a privileged credential, at every stage of the work.
- Permissions
- The agent accesses only what has been explicitly authorized.
- Guardrails
- Limits define what can be decided and executed in each process.
- Approval
- Sensitive actions require human confirmation before completion.
- Monitoring
- Behavior and operation are continuously tracked.
- Traceability
- Every action is logged with origin, scope, and result.
Execution
From request to completed work
The Secure AI Agent is not limited to answering questions. Depending on the permissions and capabilities configured, it takes part in executing the work.
- 01Request
A demand reaches the agent.
- 02Understanding
Interprets the request within the area's context.
- 03Action
Uses the authorized Skills and integrations to act.
- 04Result
Delivers the task completed and logged.
Operation visual
Show the work happening, not just the concept
This area is reserved for a future image of the agent executing a real task, with context, systems queried, approval, and result.
AI Agents
The right amount of autonomy for each operation
Define what the agent can query, prepare, approve, and execute within your company's limits.