capability

AI that acts, not just answers. With every action anchored. With the EU AI Act documentation generated automatically.

The conversational AI deployment was the warm-up. The agentic deployment is the production scale-up.

The agent doesn't just answer the question — it routes the claim, opens the contract, triggers the workflow, updates the record, schedules the follow-up. Every action is an action your company is responsible for. The auditor's question becomes: what was the agent allowed to do, what did it actually do, and how do you prove the difference 6 months later?

TeamSync's agentic surface answers the question by architecture. The agent's tool surface is defined declaratively by your business rules. The agent can't take actions outside the surface — not because it's instructed not to, but because the actions aren't reachable. Every action — successful or refused — is anchored to the audit chain. The EU AI Act Article 11/13/14 documentation is generated from the chain.

Talk to the AI solutions team · Read the agentic workflow pillar · See the Chief AI Officer page


What's in the agentic surface.

Sub-capability What it does
Agent designer Define the agent's purpose, the tool surface, the human-in-the-loop checkpoints
Tool surface enforcement Business rules declare which actions the agent can take; platform enforces
Bounded retrieval Every retrieval bounded by the user-on-whose-behalf the agent is acting
Action logging Every action — attempted, successful, refused — anchored to the audit chain
Human-in-the-loop checkpoints Configurable review gates at risk thresholds you set
Multi-agent orchestration Agents that hand off to other agents under explicit policy
EU AI Act documentation generation Articles 11/13/14 documentation generated from the audit chain
Performance monitoring Agent effectiveness, refusal rate, escalation rate

What "bounded autonomy" actually requires.

Most agentic frameworks rely on prompt engineering to keep the agent inside the lines. That works for the demo. It doesn't survive the regulator's review.

Stage Standard agentic frameworks TeamSync
Tool surface Prompted, hopefully respected Declared in business rules; platform-enforced
Permissions Often the agent's own; not the on-behalf-of user's The on-behalf-of user's, at every action
Audit per action Optional; varies by framework Native; every action anchored
Human-in-the-loop gates Application-layer platform-layer; can't be bypassed
EU AI Act documentation Manually constructed Generated from the audit chain
Multi-agent handoff Application-managed platform-managed under policy

The CISO's review for production agentic deployment depends on every one of these being structural, not procedural.


What an agent looks like in practice.

Consider a claims-triage agent. The shape:

Element Configuration
Purpose Triage incoming claims into routing categories
Tool surface Read claim documents in the user's queue; classify against the taxonomy; route to the correct claims handler; escalate to a human reviewer above $X claim value
Bounded retrieval The agent reads only documents the on-behalf-of user can see
Human-in-the-loop All claims above $X value require human approval before routing
Audit anchor Every retrieval, every classification, every routing, every escalation, anchored
Refusal logging If the agent attempts an action outside the tool surface, the refusal is anchored with the reason

6 months later the auditor asks: "What did the agent do, and was every action authorised?" The chain answers in a query.


Where customers deploy agentic AI.

The patterns we see most often:

Workflow What the agent does Where the human stays
Claims triage Read, classify, route, summarise Approval above defined value; complex claims
Contract first-pass review Flag risk clauses, summarise against playbook Risk clauses; final negotiation
Trade surveillance Flag potentially anomalous communications Final review and disposition
Quality event triage Classify non-conformance, route to CAPA owner Investigation, root-cause, corrective action
FOIA response Identify responsive documents, draft redactions Final redaction approval; response sign-off
TMF completeness check Identify missing documents, draft notifications Document upload, final TMF approval

In each case, the agent removes the slowest parts of the workflow. The human focuses on judgment.


How customers compare TeamSync for agentic workflow.

The agentic-AI evaluation usually compares against:

  • Microsoft Copilot Studio + Power Automate — strong on M365-resident workflows; cross-source platform, per-action permission check, and EU AI Act documentation are weaker
  • Salesforce Agentforce — strong inside Salesforce; the regulated-content platform is weaker
  • In-house frameworks (LangChain, LlamaIndex, AutoGen, CrewAI) — most flexible; bounded-autonomy enforcement, audit anchoring, and regulator-acceptance argument need to be built
  • n8n / Zapier with AI nodes — strong on workflow visual designers; the regulated-content audit is weaker

For specific comparisons: - TeamSync vs M365 Copilot


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