Agents acquire data, reason across sources, and deliver decisions. They close the loop between a Middesk report surfacing a signal and that signal being resolved.
A standard Middesk report might surface an unknown tax ID number (TIN) or a potential watchlist hit. Upon review, you must investigate each signal: pull documents, cross-reference sources, and determine the validity of a match. Working with an agent, you can delegate the work of reading the report, extracting the signals, and gathering the information necessary to move forward. An agent can manage a team of agents to take the steps necessary to resolve each signal, so that your work shifts from investigation to reviewing the outcome and making a decision.
Agents plan, research, and reason to advance operational workflows.
Agents can delegate work to other agents, and on the Middesk platform are classified as two types:
Which agents are fit to run depends on the use case and nature of the operation.
You interact with agents through the following primitives:
business_id. See the Thread reference.The above example demonstrates an end-to-end workflow:
Use the Business Lifecycle to initiate and advance the business verification process. For more details, see Verify a business.
Next, when the business verification order completes, a Business may need review depending on its review insights. From here, an agent can be dispatched to develop a plan and perform the review.
Once its work is complete, the agent returns a structured response for your team. Based on subsequent input or feedback, the agent can then close the loop and complete the review. For more details, see Take action.
As an agent performs a run, it maintains a full record of what it performed and what it found, captured through steps and artifacts. This provides a complete audit trail of the agent’s work.
Steps represent the trail of work the agent performed. Each step captures an individual action, such as researching a data source, analyzing a result, or requesting your input. Steps can be nested, reflecting how an orchestrator delegates to specialists.
Artifacts represent what the agent found. Each artifact is a structured result that includes a confidence score and source references, tracing the finding back to the specific data that informed it.
Together, steps and artifacts give you the context to understand how the agent reached its conclusion and the evidence behind it. For the full response structure, see the Run reference.