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Overview

The Agent step runs Chamelio’s AI Agent against a plain-language instruction you write, as part of the flow.

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Use When

  • You need the flow to analyze, extract from, or draft something automatically before continuing (e.g. summarize a document, pull out key terms, flag risk)

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Configuration

  • Instruction — free-text prompt describing what the agent should do. Use ”@” to insert flow context (documents, fields from earlier steps) or the node icon to reference a step directly.
  • Human oversight — Run autonomously (no review) or Always review (routes the output to a person before the flow continues)
  • Review Assignee — who reviews the output, when “Always review” is selected
  • Outputs — name one or more custom output fields for the agent to produce (these aren’t a fixed set — you define the field names yourself)
By default the agent can’t access anything in the flow — a document, field, or prior step’s output only becomes available to it if you explicitly add it to the instruction via ”@” or the node icon.
There’s no built-in retry or fallback logic on this step. If you need the flow to react differently depending on what the agent produced, follow it with a Condition step that checks one of the agent’s named output fields.

Intake

Process documents collected via Intake

Condition

Route based on the agent’s output

Generate

Create documents using the agent’s output

Approval

Request human approval based on the agent’s assessment