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Agentic Architecture

The design pattern for building AI systems that plan, act through tools, remember, and stay under guardrails and human approval gates.

What it is

Agentic architecture is the structural pattern behind AI agents: a model-driven loop that plans a goal into steps, executes each step by calling tools, observes the result, and repeats until the goal is met or a stopping condition fires. Around that loop sit memory, orchestration, guardrails, and human-in-the-loop gates. It is distinct from a chatbot, which answers one message at a time with no follow-through, and from a request/response app, where the sequence of operations is fixed in code ahead of time.

Why it matters

The architecture is what makes an agent trustworthy enough to act on real systems instead of just talking about them. Anthropic's 'Building Effective Agents' guidance (December 2024) draws the line clearly: workflows follow predefined code paths, while agents let the model dynamically direct its own process and tool use, and it warns teams to add that autonomy only when the task genuinely needs it. That matters for a Salesforce business because an agent updating opportunities or closing cases needs orchestration, guardrails, and approval gates that a simple prompt-and-response chatbot never has. Get the architecture right and you get a digital worker; get it wrong and you get an unpredictable script with database access.

Key capabilities

  • A planner breaks a goal into an ordered sequence of steps rather than answering in one shot
  • An executor calls tools and MCP servers to take real actions, then feeds results back into the loop
  • Memory preserves context, decisions, and prior results across steps and sessions
  • Orchestration coordinates multiple tools, and sometimes multiple agents, toward one outcome
  • Guardrails constrain scope, cost, and permitted actions so the loop cannot wander off-task
  • Human-in-the-loop gates pause for approval before high-stakes or irreversible actions

How it works

  1. Receive a goal, such as 'follow up on every stalled deal in this pipeline'
  2. Plan the goal into concrete steps and decide which tools each step needs
  3. Execute a step by calling a tool or MCP server, for example querying Salesforce for stalled opportunities
  4. Observe the result and update memory, then decide whether the goal is met or another step is needed
  5. Loop through plan-act-observe until the goal is complete or a guardrail or stopping condition halts it
  6. Pause at a human-in-the-loop gate for approval before any irreversible or high-value action

Examples

Loop over a fixed answer

A chatbot answers 'what's my order status?' once. An agentic system takes 'resolve this billing dispute,' pulls the invoice and payment history, checks policy, drafts a resolution, and routes it for approval before issuing a credit.

How it connects

Agentforce is Salesforce's native implementation of this pattern: each Agent Action maps to a tool call, Topics define the planning scope, and Flows or Apex serve as the guardrailed execution layer — meaning the architecture decisions you make directly control what your agent is allowed to touch in your org.

Good to know

More autonomy is not automatically better. Anthropic and most practitioners recommend the simplest structure that solves the problem: a fixed workflow when the steps are known, and a fully agentic loop only when the path genuinely varies per request. Open-ended loops cost more tokens, are harder to test, and fail in less predictable ways, so the discipline is knowing when a plain workflow is the right answer.

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