Question
Why do AI agents need business data?
By SourceX Editorial · Updated
Short answer
AI agents are meant to complete tasks, not just answer questions. To learn and be tested on real tasks, they need examples of how people actually do the work: the steps, tools, decisions, exceptions and results. That information lives in business systems, not on the public internet.
Part of: How licensing works
Explanation#
Ticketing, CRM, code review and approval systems record sequences of actions and outcomes.
These records can provide training examples and realistic evaluation tasks for agents.
Rights and privacy#
- Confirm customer, vendor and employee agreements allow the use
- Remove or de-identify personal details before anything leaves the company
- Approve the final dataset and permitted uses in writing
How licensing works#
A business describes its data, buyer demand is assessed, scope and permitted use are proposed, the data is prepared and de-identified, an agreement is signed, and the approved dataset is delivered. See data licensing for detail.
Related questions
General information, not legal advice. Editorial policy.
What is an AI agent?#
An AI agent is a system in which a large language model decides its own next steps and which tools to use, rather than following a fixed script. Anthropic draws the line this way: workflows orchestrate models and tools through predefined code paths, while agents let the model dynamically direct its own process and tool usage.
In practice an agent runs in a loop. It reads the goal, calls a tool such as a search, an API or a code runner, looks at the result, and decides what to do next. Anthropic notes that agents need ground truth from the environment at each step, such as tool results or code execution, to judge whether they are making progress.
AI agent vs LLM: what is the difference?#
An LLM is the model that produces text from a prompt; an agent is a system built around an LLM that acts on tools, checks results and keeps going until the task is done or a stopping rule is hit. The same model can power a chatbot or an agent; what changes is the loop, the tools and the responsibility for an outcome.
| Aspect | LLM on its own | AI agent |
|---|---|---|
| Unit of work | One response to one prompt | A multi-step task with a goal |
| Tools | None unless a developer adds them | Calls APIs, search, code or business systems |
| Feedback | No view of what happens after it answers | Reads tool results each step and adjusts |
| When it stops | After producing a reply | When the task completes or a stopping condition, such as a maximum number of iterations, is reached |
| How it is judged | Quality of the text | Whether the end state is correct and rules were followed |
Which business records map to which agent tasks?#
The examples below are illustrative, not a list of what any particular buyer wants; each record shows the request, the steps taken and the outcome.
- The record shows the starting request, not only the final answer.
- Intermediate steps and status changes are timestamped.
- The outcome is recorded, including failures and reopened cases.
- The rules the team followed (policies, approval limits) can be described.
| System | Example record | Agent task it can teach or test |
|---|---|---|
| Help desk (Zendesk, Freshdesk) | Ticket thread with status changes and resolution | Triage, reply and resolve a customer request |
| CRM (Salesforce, HubSpot) | Opportunity history with activities and stage changes | Update records and decide next sales actions |
| Issue tracker (Jira, GitHub) | Issue linked to code changes and review comments | Fix a reported bug and pass review |
| ERP and finance (NetSuite) | Invoice, approval chain and payment status | Match, approve or flag transactions under policy |
| Field service (ServiceTitan) | Job from booking to dispatch to closeout | Schedule work and handle exceptions |
How are AI agents tested on real work?#
Agent benchmarks are increasingly built from real work records, with success measured by whether the end state is correct. SWE-bench, for example, uses 2,294 problems drawn from real GitHub issues and the pull requests that resolved them across 12 popular Python repositories.
tau-bench tests agents in a simulated conversation with a user, giving the agent domain-specific API tools and policy guidelines, and scores it by comparing the final database state with an annotated goal state. Both designs depend on knowing what correct work looked like, which is exactly what business system histories record.
When a company licenses records for this use, it approves exactly what is released, once per deal, and sees what would leave the company before anything is shared.
Sources for this section
- Anthropic defines agents as systems where LLMs dynamically direct their own processes and tool usage, using environmental feedback in a loop with stopping conditions. Source
- SWE-bench includes 2,294 software engineering problems drawn from real GitHub issues and pull requests across 12 Python repositories. Source
- tau-bench gives agents domain-specific API tools and policy guidelines and evaluates them by comparing the final database state with a goal state. Source
Related resources
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- SolutionData licensing: granting defined rights to use your data
- SolutionOperational data: the step-by-step record of how work gets done
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- QuestionIs selling company data legal?
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