AI Sub-Agents That Work With a Purpose
Give the right work to the right specialist. Your AI Employee can coordinate agents for research, marketing, finance, sales, and operations—each with a clear assignment, approved information, and a result your team can use.
How to Assign a Specialized Agent
You do not need to design an entire AI department. Start with one clear brief and let your AI Employee coordinate the specialists configured for that work.
01
Define the outcome
Name the task, deadline, and deliverable: a research brief, draft proposal, weekly report, or reviewed document.
02
Choose the specialist
Assign an existing role or have us configure one with your instructions, templates, and approved reference material.
03
Set the boundaries
Specify allowed data and tools, budget limits, review requirements, and when to stop and ask a person.
04
Review and improve
Your AI Employee collects the output. Check it against the brief, correct gaps, and refine the workflow before repeating it.
A useful assignment sounds like this
“Assign a research agent to compare these three vendors using their published product information. Have a finance agent compare the supplied quotes. Return one brief by Friday with source links, missing information, and questions for our team. Do not contact vendors or make purchases.”
For recurring work, we can scope a schedule, an accountable owner, and an exception path. Available actions depend on the tools and access configured for your deployment.
Need help designing the workflow and training your team? Explore fractional AI integration →What Are Sub-Agents?
A sub-agent is an AI worker configured for a focused responsibility. Your main AI Employee coordinates the work; specialists handle the parts that benefit from dedicated instructions, relevant knowledge, and a clear definition of done.
You might assign one agent to research a prospect, another to prepare a proposal, and a reviewer to check it against your requirements. Independent tasks can run side by side; dependent tasks follow a planned handoff.
You get organized outputs through your AI Employee, with sources, assumptions, and open questions available for review—not another collection of disconnected chats.
Defined Responsibilities
Each specialist gets a scoped job, relevant business context, and an expected deliverable.
Coordinated Handoffs
Your AI Employee routes tasks, collects results, and flags missing information.
Human in the Loop
Your team sets permissions, review points, and the actions that require approval.
Choose Your Starting Specialists
Three example roles—not a required package. Build your team around the work you actually need done.
Brand & Campaign Specialist
Your audience. Your voice. A clear plan.
Focus Areas
What It Does
- Researches approved market and competitor sources
- Drafts content using your brand guidelines
- Builds campaign briefs and editorial calendars
- Summarizes available campaign performance data
Example Assignment
Ask your marketing agent to turn a service launch brief into a two-week content plan, with draft posts and source links ready for review.
Budget & Analysis Specialist
Visible assumptions. Clear comparisons. Better questions.
Focus Areas
What It Does
- Compares approved budgets with supplied spending records
- Prepares cost and return scenarios with explicit assumptions
- Flags missing data and unusual entries for review
- Summarizes trade-offs for your finance team
Example Assignment
Ask your finance agent to compare two campaign budgets, show the break-even assumptions, and flag what your team must verify before spending.
Planning & Decision Support
Business priorities. Customer needs. Practical next steps.
Focus Areas
What It Does
- Reviews proposals against your stated business goals
- Compares options using agreed decision criteria
- Identifies dependencies and unanswered questions
- Prepares a decision brief with recommended next steps
Example Assignment
Ask your strategy agent to combine marketing and budget findings into a launch recommendation with trade-offs, open questions, and a proposed owner.
How They Collaborate
For a campaign decision, a scoped workflow could look like this. Other assignments use different specialists and review steps.
Marketing Agent
Proposes Idea
The marketing agent prepares a campaign proposal from your brief and approved research.
Finance Agent
Analyzes Risk & ROI
The finance agent compares costs and return assumptions, highlighting data gaps and budget constraints.
Strategy Agent
Challenges & Refines
The strategy agent checks alignment with business priorities and combines the findings into a decision brief.
You
Final Decision
The refined, stress-tested recommendation reaches you. You review, ask questions, and make the final call.
Humans always make the final decision. Agents work within configured permissions. Spending, publishing, and other sensitive actions follow your approval rules; missing information is escalated.
Custom Sub-Agents for Any Role
Executive-style advice is only one use. Assign specialists to recurring work such as prospect research, document preparation, customer support triage, and weekly reporting. We configure the instructions and integrations around your process.
Start with the bottleneck, define the output, and give each role only the access it needs. Specialists support your people; they do not replace accountable professional judgment.
Build Your Custom Sub-AgentsGather approved sources, compare vendors, and prepare a cited research brief.
Prepare status reports, organize task handoffs, and flag overdue work.
Research prospects and draft follow-ups using your sales playbook.
Check documents against an approved checklist and flag items for human review.
See Sub-Agents in Action
Frequently Asked Questions
What are AI sub-agents?
AI sub-agents are specialized AI workers coordinated by your AI Employee. Each has a defined job, relevant instructions, approved information, and a specific output. They can support research, marketing, finance, sales, operations, and other scoped workflows.
How do I assign a specialized agent?
Start with the outcome: what needs to be done, which information it may use, when it is due, and what a good result looks like. Assign an existing specialist or ask Cloud Radix to configure a new role. Your AI Employee coordinates the handoffs and brings the results back for review.
Can agents do work, or only give advice?
Both, depending on the configured workflow. An agent can prepare a report, organize approved records, or draft follow-ups. Actions such as sending messages, publishing content, or changing business systems follow the permissions and approval rules agreed during setup.
Can I create custom agents for my business?
Yes. We scope agents around your processes, terminology, templates, and approved knowledge. A sales research agent, document reviewer, or scheduling assistant may be more useful than an executive-style advisor. The role follows the work.
How many agents should I start with?
Start with one useful workflow and add specialists when separate responsibilities improve the result. Agent count and simultaneous work depend on your deployment, integrations, model usage, and agreed budget. More agents are not automatically better.
How do agents share information?
Your AI Employee passes the relevant task context and collects each specialist’s output. Access is configured for the role; not every agent needs every record. Work can run in parallel when independent, or in sequence when one task depends on another.
Who checks the work?
A designated person owns acceptance. Agents can help check completeness and flag disagreements, but their output can still be wrong. Important recommendations should include supporting sources, assumptions, and unresolved questions for human review.
Ready to Build Your Specialist Team?
Bring us one workflow that needs attention. We will map the roles, information, handoffs, and review points needed to put specialized agents to work.
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