One system · every view

The Agent in the Middle

Click a figure to read what it is. Click a link between figures to see the same system turned to another view.

1Current architecture
User THE UX LAYER — ONE PER SYSTEM CRM screens navigate · enter · submit Spreadsheet grid copy · paste · reconcile Forms & reports fill · file · export THE DURABLE SUBSTRATE CRM Sheets Accounting
2New architecture
User Agent access · understanding · orchestration SUBSTRATES unchanged CRM Sheets Accounting conversation live · synchronous tools + skills reach · rules enforced The glass dashboards · approvals · intents durable · asynchronous — neither side needs to be present
3The loop
User you Agent the loop Memory recall Model the LLM Tools actions the loop — until done your message recall matching context relevant notes context + message use a tool run it result the result final answer response
4Anatomy
Environment SPECIFIC — YOURS tools · skills · schemas Harness — the agent runtime GENERIC the same machinery every agent needs: memory · main loop · tools · tracing Model GENERIC weights fixed — knows the world, not your business
5Workspace
User conversation WORKSPACE SPECIFIC — YOURS the environment — files the agent reads tools act on the systems skills know-how & rules schemas what data means reads them, fresh each run agent kernel GENERIC model + loop our runtime: Claude Code tools · skills BUSINESS SYSTEMS unchanged CRM Sheets Accounting
6The screen
Acme Corp · Workspace Conversation How's the Northeast unit tracking this quarter? Pipeline's up 12%. Two accounts slipped — the detail's on the board. Add the two at-risk to a list. Done — "At-risk accounts" is on the board. → Message Acme… The glass · Northeast Region · Q3 live Pipeline $2.4M ↑ 12% Closed 18 deals At risk 2 accounts Weekly bookings updated live from the workspace