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What are Agentic Workflows?

Agentic Workflows are autonomous AI agents that go beyond simple extraction or processing. Unlike traditional engines that follow deterministic rules, agentic workflows can reason about complex problems, dynamically query external data sources, conduct web research, and make sophisticated decisions based on your policies and guidelines.

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Key Characteristics

Autonomous Reasoning: Agentic workflows analyze situations and determine the best course of action without rigid step-by-step instructions. They adapt their investigation approach based on what they discover. Dynamic Research & Querying: These agents can perform web research, query SQL databases (Snowflake, ClickHouse) for transaction data, call APIs (Zendesk, etc.) to retrieve context, and synthesize information from multiple sources. Policy-Driven Decision Making: Agentic workflows evaluate evidence against your Standard Operating Procedures (SOPs) and policies to produce structured verdicts and recommendations, just like a human analyst would. Multi-Step Investigations: Rather than a single extraction pass, these agents conduct thorough investigations with multiple steps: data gathering, evidence analysis, risk assessment, and final determination.

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When to Use Agentic Workflows

Choose an agentic workflow when you need:
  • Complex investigations that require gathering evidence from multiple sources
  • Policy-based decision making with clear verdicts and recommendations
  • Dynamic data access where the agent needs to query databases or APIs based on what it finds
  • Multi-step reasoning that mimics how a human analyst would approach the problem
  • Explainable results with evidence trails and justification for decisions

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Configuration Requirements

Most agentic workflows require:
  1. Policy Version ID: A policy containing your SOPs, guidelines, and decision criteria
  2. Context Sources (optional but recommended): Connections to data warehouses, APIs, or databases
  3. Input Data: The alert, case, or data to investigate
Learn more about Policies and Context Sources.