Agent pattern map
Choose the operating pattern, then define the authority.
These groups organize possible custom systems by the work they touch. Each pattern still needs its own brief, sources, business rules, integrations, permissions, failure cases, qualified review and outcome proof before it can be treated as a real implementation.
01When preparation is repetitive but authority is consequential
Finance and accounting
Prepare transaction classification, bookkeeping, reconciliation, invoices, onboarding checks, cash or portfolio support and tax-workflow inputs while preserving exact source evidence, calculations, segregation and qualified approval.
- Bookkeeping
- Reconciliation
- Invoice review
02When source and professional responsibility must survive
Legal and professional work
Organize time records, source-linked research, deadlines and document drafts without turning retrieval, extraction, templates or generated language into professional advice, filing authority or matter truth.
- Case sources
- Deadlines
- Draft support
03When context is lost between tools and teams
Cross-functional operations
Coordinate intake, service, communication, translation, meetings, knowledge, people administration, security triage, forecasts, procurement and workflow handoffs across approved systems and accountable owners.
- Knowledge
- Service flow
- Workflow control
04When administration must not become clinical judgment
Healthcare administration
Support scheduling, reminders, coverage collection, billing preparation, draft transcription and patient-provided intake while protecting health information and preserving clinical, coding, billing and care authority.
- Scheduling
- Intake
- Billing review
05When one guest promise crosses many service owners
Hospitality and service
Help guests discover, reserve, change, order and request service; analyze feedback; coordinate staff and operating signals; and recommend additions within current availability, policy, price and human recovery paths.
- Reservations
- Guest service
- Staff coordination
06When plans and physical events diverge
Logistics and supply
Prepare dispatch and route recommendations, coordinate driver communication, surface exceptions, answer shipment questions and combine planning with execution evidence without inventing custody, capacity or delivery state.
- Dispatch
- Exceptions
- Tracking
07When property facts influence consequential choices
Real estate workflows
Coordinate enquiries, appointments, follow-up and lease milestones; prepare valuation evidence and consented screening inputs; and preserve fair access, representation and qualified housing or property decisions.
- Lead routing
- Lease milestones
- Valuation inputs
08When product truth and customer context must agree
Retail and ecommerce
Forecast inventory, answer order and product questions and prepare price or recommendation candidates from governed catalog, availability, customer intent and policy without creating unsupported offers or dark patterns.
- Inventory
- Order status
- Product guidance