> For the complete documentation index, see [llms.txt](https://docs.uptiq.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.uptiq.ai/commercial-lending/ai-agents.md).

# AI agents

Learn what each AI agent in Commercial Lending does and how agents are configured.

AI agents do the repetitive work in Commercial Lending, and people make the decisions. Four superagents cover the major stretches of the lifecycle, and task agents handle single jobs inside them. Each agent page describes its purpose, what triggers it, its inputs and outputs, and where a person reviews its work.

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Agents prepare work; people approve it. Each agent's output passes through a human review point before it's used downstream.
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## Task agents

Task agents handle single jobs inside the superagents: document classification and validation, extraction, packet ingestion, credit policy evaluation, credit memo drafting, and document generation. Each is mapped to your tenant in [Agent configurations](broken://pages/c01a0a65dbc47b21c6b9b2baddd53e74ec72fb67).

## Human review

In underwriting, each module has a reviewer sign-off gate: **Pending → Reviewed → Signed-off**. Downstream modules can't use a module's data until it's signed off. See [Reviewer sign-off](/commercial-lending/getting-started/concepts/reviewer-sign-off.md).

## Agents

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><h4><i class="fa-inbox" style="color:$primary;">:inbox:</i></h4></td><td><strong>Intake Superagent</strong></td><td>Automates intake and validation to move commercial loans forward.</td><td><a href="broken://pages/h97WZvc1Np8UOL6HuFFe">Broken link</a></td></tr><tr><td><h4><i class="fa-calculator" style="color:$primary;">:calculator:</i></h4></td><td><strong>Underwriting Agent</strong></td><td>Automates financial analysis and credit preparation.</td><td><a href="broken://pages/SrxdRaV7FGsHV7e8vef5">Broken link</a></td></tr><tr><td><h4><i class="fa-building" style="color:$primary;">:building:</i></h4></td><td><strong>CRE Underwriting Agent</strong></td><td>Automates CRE analysis and risk insights.</td><td><a href="broken://pages/ugc1a8EDfKP5sRpMW5xH">Broken link</a></td></tr><tr><td><h4><i class="fa-binoculars" style="color:$primary;">:binoculars:</i></h4></td><td><strong>Continuous Monitoring Superagent</strong></td><td>Monitors borrower risk and surfaces issues early.</td><td><a href="broken://pages/Y1RtCHzd4DnRzCYtVkhg">Broken link</a></td></tr></tbody></table>

## Agent use and configuration

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><h4><i class="fa-robot" style="color:$primary;">:robot:</i></h4></td><td><strong>Agents</strong></td><td>Browse the agents available to you and open a full-screen chat.</td><td><a href="broken://pages/C0Bhnd8wk4rAhYwhP4tw">Broken link</a></td></tr><tr><td><h4><i class="fa-sliders" style="color:$primary;">:sliders:</i></h4></td><td><strong>Agent configurations</strong></td><td>Map agents to identities, versions, and tenant automation tasks.</td><td><a href="broken://pages/c01a0a65dbc47b21c6b9b2baddd53e74ec72fb67">Broken link</a></td></tr></tbody></table>

### Related

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Platform features</strong></td><td>Where agents fit among the platform features.</td><td><a href="/commercial-lending/features.md">Platform features</a></td></tr><tr><td><strong>Underwriting</strong></td><td>The workflow the underwriting agents support.</td><td><a href="broken://pages/59c2zdmqn6QJYkgp3fAd">Broken link</a></td></tr><tr><td><strong>Post-close monitoring</strong></td><td>Where monitoring results appear.</td><td><a href="broken://pages/hejMRBtfQTFqqMCJeqTO">Broken link</a></td></tr><tr><td><strong>Configuration</strong></td><td>Organization-wide agent and system switches.</td><td><a href="broken://pages/4abcd468ee06aca66f71e16c3992c134ece7f582">Broken link</a></td></tr></tbody></table>

***

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<p align="right"><em>Maintained by</em> <mark style="color:green;">Abhishek Paul</mark><br><code>AI-assisted, human-approved</code></p>
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<div align="left"><img src="https://2424445642-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoNOfYlgbuwiWKkdQsRIp%2Fuploads%2Fgit-blob-d034645b4f8f8ee661985f5306b60ded3289653c%2Fmaintainer-abhishek-paul.png?alt=media" alt="" width="60"></div>
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---

# Agent Instructions
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