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What is an agent

An agent is an AI worker that takes action toward a goal. You give it instructions, context, and a set of tools, and it carries out real work — not just answering a question, but doing the task.

Unlike a standard AI chatbot that only writes text or answers questions, an agent actually carries out work across your connected company apps. That is the whole difference: a chatbot gives you a text answer, an agent uses functions to complete an actual task.

  • Goal — the clear task assigned to the agent, such as sorting support tickets, checking expense reports, or researching new sales leads.
  • Context — the background instructions and guidelines the agent uses to make good decisions and follow company tone.
  • Knowledge base — the company documents, PDFs, manuals, or database files attached to the agent so its work is grounded in your organization’s actual facts.
  • Functions — the approved action capabilities the agent can perform across your software, such as sending an email, looking up a record, or updating a spreadsheet.

Keeping agents safe with enterprise governance

Section titled “Keeping agents safe with enterprise governance”

Autonomous AI workers never operate without supervision inside Rival. Admins set clear safety boundaries to keep work secure:

  • Pre-approved tools — team members adopt agents, workflows, functions, and MCP servers that IT and security leads have already reviewed and approved.
  • Strict permission boundaries — an agent can only see and touch the specific data and functions its assigned role permits.
  • Human approval gates — important actions, like updating database records, committing funds, or sending external emails, pause for human sign-off before anything is changed or executed.
  1. Read and analyze — a new ticket comes in and the agent reads the customer’s message.
  2. Look up and draft — the agent checks your CRM using a connected function, categorizes how urgent the issue is, and drafts a helpful reply.
  3. Ask for approval — before sending anything, the agent pauses and sends the draft to a human team member for review.
  4. Approve and send — the team member clicks Approve, and the agent sends the message and updates the ticket status.

The agent handles the repetitive data gathering and drafting behind the scenes, while a human keeps final say over what gets sent to the customer.