What the agent can reach
Everything outside that list is closed. The environment is scoped to the project and the grants on the table — see Governance.
It runs code when the task calls for it
There is no fixed pipeline behind a case. The agent decides what the work needs:- A 4,000-row spreadsheet attached to an email → it processes it as data, not as text.
- Fifty candidate customers on a fuzzy name → it queries, normalizes, and compares in SQL.
- A total that doesn’t add up → it recomputes the line items and says which one is off.
- A supplier who needs an answer → it drafts the reply with the case’s facts in it.
Deliverables on demand
Because the agent can write files, it can produce work products about its own work. Ask in the chat:Give me an xlsx of all Order Match cases from last month with match status, which ones needed review, and the reason.It queries the table, does the analysis, and writes the xlsx into the project’s Files — keep a
Reporting folder for them so generated deliverables don’t mix with incoming documents.
This is on demand — you ask, it produces. It is not a scheduled report job.
Model tiers
Each reconcile table picks an AI Model tier in its Configure view:
Start on Balanced. Move to Powerful when you see the agent flagging cases a person would have resolved, or misreading hard documents. Move to Fast once a process is stable and the cases are uniform.
Tiers apply to the agent — the reconcile table, the chat, agentic approval.
Tiers are not extraction pipelines. Extraction tables and the extraction API use a separate set of model configurations (
cloudsquid-flash, cloudsquid-pro-v3, and so on). Different subsystem, different names — see Extraction pipelines.Everything lands in the trace
Every query the agent ran, every file it opened, every action it took is recorded on the case. When a reviewer asks “why did it pick this customer”, the answer isn’t a summary written after the fact — it’s the actual sequence of what happened. See Review & approvals for what the reviewer sees.SOPs
The procedure the runtime executes.
Governance
What scopes the environment: grants, gates, and the audit trail.
Integrations
Tokens the agent uses from inside its environment.
Review & approvals
Where the trace shows up for a human.
