Agentyx is a highly configurable agentic workbench for building, orchestrating and operating AI agents – process agents that run your workflows end‑to‑end, chat‑based research agents that answer from your own knowledge, and scheduled agents that work the night shift. Every agent hooks straight into your LOS, LMS, CRM or any business system you already run.
Agentic AI Workbench · by Kadel Labs
Turn Any Business Process into a
Turn Any Business Process into a
Digital Employee
IT & Infra Operations
Procurement & Finance Ops
Insurance Claims
Banking & NBFC Lending
Mortgage Operations
HR & Shared Services
How Agentyx Works
One Workbench. Three Moves to a Digital Employee
Every Agentyx service – from a five‑minute KYC check to a full loan origination pipeline – is built, run and governed through the same three moves. No separate tools, no hand‑off between teams.
1
Build
2
Orchestrate
3
Operate
01 · Build
Design an Agent Visually - No ML Team Required
The Process Agent Builder walks anyone on your team through a four‑step wizard: name the service and pick its AI model, configure the inputs and documents it needs, drag tasks onto a canvas, then define what it should produce. Every new agent draws on shared, reusable libraries instead of starting from a blank page.
- Task, Skill, Tool & Guardrail libraries - reusable building blocks (currently 21 task templates, 12 skills and 85 tools registered in one workspace) so a new agent inherits proven logic instead of reinventing it.
- Schema‑driven document definitions for KYC, financial statements, contracts and more — configured once under Documents & Fields, reused across every service.
- Custom tools with inline code, safety‑validated before deployment, plus a built‑in test console — for the one calculation or lookup your business genuinely needs written from scratch.
02 · Orchestrate
Sequence Any Number of Agents on One Visual Graph
The Orchestration Canvas is a node‑and‑edge graph editor for arranging AI, integration, human, checklist, extraction and reporting steps in whatever order the process actually needs — sequential, parallel branches, conditional routing, loops, or full agent‑swarm coordination — with retry, timeout and fallback policies on every node.
- Six task types per node - AI, integration, human, checklist, extraction and reporting — each independently configured with its own prompt, tools and guardrails.
- MCP connectors for cloud storage, email & calendar, productivity suites, databases, issue trackers and messaging platforms — API‑key, OAuth 2.0 or device‑code auth, with automatic tool discovery.
- HTTP API & database tools reach any REST endpoint or run read‑only queries directly — this is how an agent hooks into your LOS, LMS, CRM or ERP without custom middleware.
03 · Operate
Run It Like a Team Member - With a Manager Watching
Publish a service and it appears on the dashboard as a one‑click tile. Every case runs through the pipeline with live per‑task status, and AI checklist findings route to a human reviewer before anything is finalized — the same accountability you’d expect from a new hire, at agent speed.
- Human‑in‑the‑loop checklist review - approve, reject or re‑run any AI finding, with full traceability back to the source document.
- Run monitoring & observability real‑time status, per‑task breakdowns, and token/cost/latency tracking on every run.
- Auto‑generated case reports in HTML, JSON and PDF, and a chat‑ready Knowledge Base so any team can ask questions of your own documents.
Three Kinds of Digital Employee
One Workbench, Three Ways to Put an Agent to Work
Every service you build in Agentyx takes one of three shapes – pick the one that matches how the work actually happens today.
PROCESS AGENTS
Run a Whole Workflow End-to-End
Multi-step case processing — onboarding, claims, reconciliation, renewals — orchestrated across AI, integration and human tasks, with a live pipeline status per case.
- Document intake → OCR → structuring → verification → decision → report
- Sequential, parallel, graph or swarm coordination patterns
- Human checklist review before anything is finalized
CHAT & RESEARCH AGENTS
An Expert on Tap for Every Team
Point an agent at your indexed knowledge base and let anyone ask plain-language questions, with answers grounded in your own documents and full source citations.
- Upload & index policy docs, manuals, contracts, runbooks
- Natural-language Q&A with cited source passages
- One knowledge base per domain — DB, infra, HR, product, policy
SCHEDULED AGENTS
Work That Happens Whether Anyone’s Watching or Not
Configure a service to run automatically at a set interval — reconciliations, batch verifications, recurring reports — hands-free, with the same governance as any on-demand run.
- Recurring runs on a schedule, no manual case creation
- Same guardrails, checklist review and audit trail as live cases
- Ideal for overnight batch and periodic compliance sweeps
Inside a process agent
How a Single Case Actually Runs
The same lifecycle underlies every process agent, whether it is a loan file, a claim, or a renewal request.
1
Trigger
A case is created — by a user, an inbound email, an API call, or a schedule.
2
Extract & verify
Documents are OCR-read and structured; identity, credit and financial checks run against connected services.
3
Evaluate
The checklist engine scores the case against configured business rules and compliance requirements.
4
Review & report
A human approves, rejects or requests re-evaluation; a final report is generated in HTML, JSON and PDF.
Plugs Into What You Already Run
Agents That Act Inside Your Systems - Not Beside Them
Agentyx connects through MCP connectors, HTTP APIs and direct database access, so an agent can read from and write back into the tools your teams already use — including your LOS, LMS, CRM or ERP.
LOS / LMS
CRM
Core Banking / ERP
Email & Calendar
Cloud Storage
Databases
Messaging (Slack/Teams)
Issue Trackers
HTTP / REST APIs
Credit Bureaus & ID Verification
SMS & Notifications
Any Custom Web App
TODO(dev): the icons above are illustrative connector categories, not a fixed integration list — Agentyx connects via MCP (API‑key, OAuth 2.0 or device‑code auth) plus generic HTTP/REST and database tools, so any system with an API is reachable. Swap in the prospect’s actual system logos (their LOS/LMS vendor, CRM, core banking platform) once known.
MCP Connectors — connect once, sync dozens of tools automatically into the catalog.
Where Teams Start
Built for Operations - Heavy Teams First
These are the process shapes Agentyx handles most often today — each one is a Process Agent you can be running in weeks, not quarters.
Credit Appraisal & CAM Reports
Bank statement analysis, bureau checks, ratio scoring and an auto‑composed Credit Appraisal Memorandum for vehicle and other secured loans.
DB, Infra & Log Research Agents
Chat‑based knowledge agents scoped to a domain - database schema, infrastructure runbooks, or application logs - for instant, cited answers.
Insurance Claim Assessment
Validate policy coverage, cross‑check submitted documents, flag discrepancies or fraud indicators, and produce an assessment.
Invoice Reconciliation
Match incoming invoices against purchase orders and receipts, flag mismatches, and route clean invoices for approval.
License & Contract Renewals
Monitor a shared mailbox, parse renewal requests, verify terms, and kick off the renewal workflow automatically.
Customer Onboarding & KYC
Collect documents, verify identity, run KYC and provision access across every connected system in one guided flow.
Governance By Default
Enough Control for a Regulator to Sign Off on It
Every agent runs inside the same guardrail, permission and audit layer – configurable per department, not bolted on after the fact.
Role-Based Access Control
Fine‑grained permissions for workflow editing, case execution, tool creation and report viewing.
Guardrail Library
Reusable data‑handling and compliance policies attached to any task - e.g. never fabricate a missing field, flag fraud indicators for review.
Encrypted Credential Storage
Every connector and integration credential is stored centrally and encrypted at rest.
Department-Scoped Access
Users only see and interact with the services relevant to their organizational unit.
Auditable Checklist Trail
Every AI finding is logged with its evidence, and a human can approve, reject or trigger re‑evaluation.
Cost & Usage Tracking
Token usage, cost and latency are tracked per model call, per agent and per business unit.
Why Not Just
Where Agentyx Sits Versus the Alternatives
Most teams reach for Agentyx after outgrowing one of these three approaches.
| Capability |
Traditional RPA |
Point Chatbot / Copilot |
Custom In-House Build |
Agentx |
|---|---|---|---|---|
|
Handles Unstructured Documents & Judgment Calls |
Limited | Single-turn only | Depends on build | Yes, with HTL review |
| Multi-Agent Orchestration Patterns | No | No |
Custom-built each time |
Sequential, parallel, graph, swarm |
| Reusable Skills, Tools & Guardrails Across Services | Rare | No | Depends on discipline | Built-in libraries |
| Human-in-the-Loop Governance Out of the Box | Bolt-on | Rare | Must be engineered | Native to every workflow |
|
Connects to LOS / LMS / CRM / ERP Without Middleware |
Screen-scraping | Rare |
Custom integration work |
MCP, HTTP & DB connectors |
| Time to Stand Up a New Process | Weeks–months | Days (narrow scope) | Months | Days–weeks |
TODO(dev): illustrative positioning — replace with benchmarked figures once available rather than shipping unverified numbers.
Frequently Asked Questions
Agentyx is a configurable agentic workbench: a single place to build AI agents visually, orchestrate them with any number of steps and agent‑coordination patterns, and operate them with dashboards, case tracking, checklist review and full audit trails — without hand‑coding a new stack for every process.
No. The Process Agent Builder is a guided, four‑step wizard with drag‑and‑drop task sequencing - business and ops teams configure services directly. Engineering involvement is typically limited to custom tools or new system integrations.
Yes — through MCP connectors (API key, OAuth 2.0 or device‑code auth), generic HTTP/REST API tools, and direct read‑only database queries. If a system exposes an API, an agent can typically be wired to it.
Checklist findings and any step you mark as a human task route to a reviewer queue. Reviewers see the AI's reasoning and source evidence, then approve, reject, or trigger re‑evaluation - every action is logged for audit.
Agentyx is built around role‑based access control, department‑scoped data access, encrypted credential storage, and an immutable audit trail on every decision - the same controls regulated teams already expect from core systems. TODO(dev): insert specific certifications (SOC 2, ISO 27001, etc.) here only once formally obtained.
Yes. Departments are first‑class objects - each is associated with specific services, so users only see and act on workflows relevant to their unit, while admins retain a platform‑wide view.
Ready to Turn Your Busiest Process Into a Digital Employee?
Bring one real process – a form, a mailbox, a spreadsheet someone dreads — and we’ll show you it running as an Agentyx agent.
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