> ## Documentation Index
> Fetch the complete documentation index at: https://docs.adopt.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Agents & Human-in-the-Loop

> Compose skills into a workflow with the logic between them, and place the human review gates that keep you in control.

Building a skill is one thing; stringing several together into a workflow that actually completes a close or files a return is another. That's what Agents do. An Agent composes multiple [Skills](/accounting/skills) and the glue logic between them — sequencing, routing, branching, and model reasoning — to accomplish a larger goal. It's where behaviour is defined, and it's where a human gets pulled into the loop.

## What Are Agents?

Agents are the primary build surface and the unit of deployment — the [End-User App](/accounting/end-user-app) runs agents, not raw skills or connectors. The skills an agent composes bring their own connector access and primitive associations; the agent orchestrates them into one execution context, holding state across every step of a run.

<Info>
  An Agent is an orchestrated workflow with built-in checkpoints — it coordinates capabilities, data, decisions, and human sign-off toward a defined outcome. Agents can even call other agents.
</Info>

An agent reaches the [Adopt Primitives](/accounting/data-store) only *indirectly* — through the skills it composes, which carry the pipeline, Data Store, File Explorer, and workstream associations. The agent never wires to a primitive on its own.

## How to Access Agents

Click **Agents** in the left navigation, under the **Build** group. This opens the agent library.

<Frame>
  <img src="https://mintcdn.com/adoptai-0ccbafe4/baSPGzarREDH1-vx/images/acct-agents-library.png?fit=max&auto=format&n=baSPGzarREDH1-vx&q=85&s=704673d5e8d5b6e7be977aa086ddfff8" alt="Acct Agents Library" width="1495" height="812" data-path="images/acct-agents-library.png" />
</Frame>

Each card shows the agent's status (**LIVE** when published), a type badge, its name and slug, a short description, and how many skills or plugins it uses. The library above includes real accounting agents — Revenue Flux Reports, R\&D Tax Credit Intake and Generation, Reconciliations, and Close Tasks.

### Agent and Dashboard Types

Agents come in two flavours, shown by the badge on each card:

| Type          | What it is                                                                                                                                     |
| ------------- | ---------------------------------------------------------------------------------------------------------------------------------------------- |
| **Agent**     | A conversational workflow. The user talks to it, and it runs skills, reasons, and pauses for review as needed.                                 |
| **Dashboard** | A structured UI surface backed by an agent — for example, the Reconciliations or Close Tasks views that read directly from a Data Store table. |

## What an Agent Is Composed Of

You build an agent through a five-step wizard. Each step captures one part of the agent's definition.

<Steps>
  <Step title="Basics">
    Give the agent its name and identity.
  </Step>

  <Step title="Capabilities">
    Pick the skills and plugins this agent may use. Your selections appear as chips — this is where the agent's abilities are assembled.
  </Step>

  <Step title="Instructions">
    Describe how the agent should behave and sequence its work. This is the glue logic that ties the skills together.
  </Step>

  <Step title="Workstreams">
    Choose which workstreams this agent runs for. Agents bind to their workstreams at build time.
  </Step>

  <Step title="Review">
    Confirm the configuration and create the agent.
  </Step>
</Steps>

## Human-in-the-Loop Gates

Human review isn't an afterthought bolted onto an agent — it's a first-class part of how an agent is built. Within its logic, an agent can open a **gate** that pauses execution and asks a person to review, confirm, or override before it continues.

An agent halts at the gate, a human acts, and the agent resumes with that input injected back into its context. Gates can be conditional — you might open one only when confidence is low, only on flagged exceptions, or always.

<Warning>
  A human-in-the-loop gate stops the agent until a person responds. Place gates at the moments that genuinely need a professional's sign-off — posting journal entries, publishing a report, filing a return — not on routine steps, or you'll create unnecessary waiting.
</Warning>

At runtime, a gate surfaces in the End-User App as an **"Action needed"** step: the reviewer sees the agent's work laid out and makes the call. For the reviewer's side of this, see [The End-User App](/accounting/end-user-app).

## Why Agents Matter

Agents are where isolated skills become real work. A reconciliation skill on its own reconciles; an agent turns that into a month-end close — running the reconcile, drafting the entries, gating the exceptions for a controller, and publishing the package once it's approved. And because human review lives inside the agent, the professional's judgment is built into the workflow rather than tacked on at the end.

## Next Steps

1. [Run an agent in the End-User App](/accounting/end-user-app)
2. [Set up the Workstreams an agent runs for](/accounting/workstreams)
3. [Follow the full build → run sequence](/accounting/build-to-run)
