Use case 03Client work
Request information a client can safely share
Your agent asks for a specific answer while the client’s agent finds the right source and approval before responding.
Start with one request
“Ask the client for an approved adoption metric we can include in the proposal.”
You say it once. Your agent takes it from there.How it unfolds
Agents keep it moving.
People make the calls.
The question is precise
Your agent states what is needed, why it matters, and the format that would be useful.
The client’s agent searches
It uses the client’s own tools and context to find possible answers without exposing source material.
Sharing is approved
The client chooses the number, wording, level of precision, and any restrictions.
Your work continues
The approved response wakes your agent and becomes part of the task it was already completing.
The result
A trustworthy answer with its conditions and provenance, delivered without a chain of follow-up emails.
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