Field Agents for Testing is a collection of AI agents used inside the testing workspace. These agents provide an end-to-end control testing workflow. They can autonomously design test plans, select samples, perform testing, and document results, all while providing transparency and traceability through features like automated citations.
Before you begin
In order to use Field Agents for Testing, you must set up your control testing sheet according to the requirements detailed here: Set up and configure Field Agents for Testing.
How it works
Field Agents for Testing is a collection of agents designed to run on sheet rows inside a control testing matrix.
Open the Field Agents menu inside a row's workspace and start an agent.
The agent will proceed through a series of steps related to different aspects of the testing process. On each step, the agent will output information into the panel and may prompt you for input (depending on which run type you select). The agent uses the previous output as input on the next step.
Once all the steps are complete, the agent will output a determination on whether the test passed or failed on this control. You can click to insert this text into the row’s
Agent Result Summarycolumn.
Steps executed by testing agents
Testing agents proceed through a series of steps related to different aspects of the testing process.
Here are the steps executed by all testing agents:
Set execution context. The agent analyzes initial context you provided related to the documents and test procedures. You'll tell the agent which documents to include or exclude, and which sheet column to consider as the test procedures.
Review documents. The agent analyzes the contents of documents and maps them to the test procedure(s) they're relevant to. It outputs these mappings to the panel where you can review and edit. This step executes differently depending on the agent type.
Perform tests. The agent performs testing on each procedure: On each procedure, it checks whether the mapped documents pass or fail the test. It outputs citations into the panel where you can review, edit citations, and edit the test requirements. This step executes differently depending on the agent type.
Summarize results. The agent performs a final analysis of the results and outputs a determination.
Types of agents
To use Field Agents for Testing on a sheet row, you'll need to select which type of agent to run based on the row's test procedure. These are the two types of agents in Field Agents for Testing:
General Testing Agent: Use this for test procedures that don't involve sample testing.
Sample Testing Agent: Use this for test procedures that do involve sample testing.
An agent's step output and input can vary depending on the agent type. The difference between these agents is what occurs during the document review and testing steps. The Sample Testing Agent includes some additional outputs and inputs related to sample data in these steps.
Run an agent
These are two ways to run an agent after you’ve selected the agent type:
Step-by-step run: This occurs when you click Next to start the run. The agent stops at the end of each step, and doesn’t proceed until you click Next. This run type lets you review each step's output, make edits, and then tell the agent when you're ready for the next step.
One-click run: This occurs when you click Run All Steps to start the run. The agent proceeds through all the steps autonomously without waiting for your input.
You can track testing agent runs in the agent side panel.
Automatically trigger runs
Testing agents can also run automatically in the background. When a trigger event fires on a sheet—such as a document being uploaded or a request's status changing—Fieldguide starts an agent run on the corresponding row without any manual action required.
To configure which agents run automatically on which sheets and for which trigger events, see Configure agent trigger settings and Agent trigger types.
Reset a run
Click Reset to erase the current run and go back to the Field Agents start menu. Resetting clears out the current run's steps from the panel. It doesn't erase anything that the agent previously inserted into the row's Agent Result Summary column.
