A practical starting point
Work through these checks in order. Use the results to decide what needs to change in your own workflow.
- Use trusted identifiers returned by the target system.
- Check the record's context against the user's request.
- Ask for clarification when the ambiguity cannot be resolved safely.
Two companies with similar names require more than a fuzzy match before updating their account details.
A mistake to avoid
Do not invent a record ID or reuse one from an unrelated task.
How to check progress
Track wrong-target near misses and improve disambiguation rules.
Your action checklist
Use this checklist while reviewing your own setup. Checkmarks are temporary and stay in this open page.
Need the wider workflow?
This quick note covers one decision. For a worked example, decision table and a fuller implementation workflow, read Choosing an agent when a workflow is not a fixed script.
Further reading
Official background resources for this topic. The workflow above is general guidance, not a guarantee of a particular result.
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