Agents Overview

Agents are automated workflows that perform intelligent analysis autonomously. Think of an agent as a digital worker you configure once and leave running: it takes on a goal you define, pulls the data it needs from your domain context, runs the analysis, and delivers the result, without waiting for you to ask. An agent can:

• Monitor your data continuously and alert you the moment a metric crosses a threshold.
• Run recurring analyses on a fixed cadence, from daily summaries to weekly reports.
• Explain what changed by breaking down the drivers behind a shift, not just flagging that one occurred.
• Deliver scheduled reports via email or Slack.

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Why use an agent

Beyond saving time, agents work at every scale, offering solutions from a single quick task to a full production workflow.

• Simple to create, capable of complex work: You describe the goal in a sentence, and the agent does the kind of multi-step work that would otherwise take hours. In Prompt Mode, a one-sentence description creates an agent. In Visual Mode, the WisdomAI Builder turns a plain-language description into a multi-step workflow. The agent then handles the hard parts on your behalf: querying the right data sources, comparing results across time periods, applying conditional logic, generating natural-language summaries, and delivering the output through the right channel.
• Agency when you want it, determinism when you need it: Some work is best handled by letting the agent figure out the right approach as it runs. Other work needs to produce the same result every run. Prompt Mode builds a fresh plan each time the agent runs, leaving room for the LLM to explore and adapt. Visual Mode follows a plan you reviewed and locked in once, so the same inputs produce the same outputs every time. Pick the mode that fits the work.
• Personal workflows and production workflows: Agents work for one-off personal monitoring as well as shared, recurring production reports. Spin up a Prompt Mode agent in a minute to keep an eye on your own metrics. Build a Visual Mode workflow when other people depend on the result, and consistency matters. The same platform handles both ends.

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When to use an agent

Reach for an agent when work needs to happen on its own, when you want analysis delivered without you having to run it, alerts raised without you having to watch, and reports produced without you having to remember.

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Common use cases

The first three examples below show how agents can build on one another within a single scenario, escalating from a simple alert to a full root cause investigation. The steps above show how agents handle one scenario in depth. Agents also fit a wide range of recurring patterns, both reactive and proactive. Here are some typical examples.

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Get started

WisdomAI offers two ways to build an agent. Choose the one that fits how you work.

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Prompt Mode

Prompt Mode is the fastest way to get started. You write a plain-language description of what the agent should do when it runs, test it, and the agent is ready. This mode works well for straightforward monitoring tasks, such as tracking a metric, flagging a threshold, or sending a weekly summary.

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Visual Mode

Visual Mode gives your agent a high-level plan to follow. Describe what you want in plain language, and the WisdomAI Builder generates the plan as a visual workflow of connected nodes — fetching data, running analysis, applying conditions, and delivering the result. You review the plan, refine it on the canvas if needed, and freeze it. On every run, the agent refers back to this locked plan. Because the plan is explicit, execution stays consistent across runs, and you can model far more complex workflows than a single prompt could express. That makes Visual Mode the right choice for production workflows where both consistency and complexity matter. You can also call on the Builder again at any point to modify an existing workflow, for example, to add a step, change a condition, or swap a data source.