Using the guided agent

Describe. Review. Run the supported task.

Open Agent. Direct reports make no model call. Describe a task only when the configured model has passed the current synthetic qualification.

1. Write the task. Specify exact record IDs, currency, amounts and ISO dates for changes.
2. Review the destination and outbound data. The question and static task catalog go to the model; the question itself may contain sensitive information.
3. Review the selected task and exact parameters. A valid instruction can still misunderstand your intent.
4. Run the read-only report, or prepare only its DRAFT/pending proposal.
5. Inspect the code-generated answer and its source references.

Examples

Show the baseline cash forecast for every currency. Read only.

Compute a what-if forecast with inv-client-001 delayed 7 days. Do not change any record.

Prepare an early-payment request draft for inv-client-001, USD 100 on 2026-10-22. Owner review only.

Examples refer to the synthetic fixture; use records that actually exist in your active session. Missing or invalid fields require clarification. A model cannot approve itself or create proof of consent/payment. The advanced agent remains separate; its optional prose is explicitly unverified.