An agentic step hands one decision or generation task to an agent mid-workflow: draft a message for this context, classify this text, choose the best next action from options. Deterministic rails, judgment where it counts.
Available agentic steps
- Generate — draft a message/summary for the record's context.
- Classify — label text or a situation against your categories.
- Decide — pick from defined options with reasoning logged.
- Research — summarize what's known and fresh about the record.
Example
Inbound workflow: enrich → ICP-check → [agentic: draft a personalized welcome referencing their form answers and company context] → hold for approval or send. The workflow guarantees the steps; the agent makes the one step that needs judgment good.
Guardrails apply
Agentic generation steps run the same brand-voice and claim checks as sequence sends. Decide steps log their reasoning to the run history for audit.
Cost and latency
Agentic steps take seconds (vs milliseconds for deterministic steps) and meter against agent usage. Use them for the steps that need judgment, not as a default for everything.
