Agents vs Prompt Templates

 Here's a quick breakdown to help you make the right call 💡

 🔹 𝐀𝐠𝐞𝐧𝐭𝐬: Autonomous, Context Aware, Action Oriented

 🔹 𝐏𝐫𝐨𝐦𝐩𝐭 𝐓𝐞𝐦𝐩𝐥𝐚𝐭𝐞𝐬: Fast, Focused, Stateless

🔹 𝐀𝐠𝐞𝐧𝐭𝐬: 

Agents are like AI project managers they think, reason and act based on evolving context.

✅ 𝐁𝐞𝐬𝐭 𝐮𝐬𝐞𝐝 𝐰𝐡𝐞𝐧:

↳ The Context is dynamic

↳ Multi step reasoning is required

↳ AI needs to make decisions or take action

↳ There’s a need for external API calls or workflow automation

🛠️ 𝐔𝐬𝐞 𝐂𝐚𝐬𝐞𝐬:

↳ Multi-step appointment scheduling 🗓️

↳ Drafting dynamic, data-rich customer responses 💬

↳ Troubleshooting via API-triggered workflows ⚙️

Agents are stateful, meaning they remember past steps and adjust based on new data, a powerful tool for orchestrating complex logic with AI.

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🔹 𝐏𝐫𝐨𝐦𝐩𝐭 𝐓𝐞𝐦𝐩𝐥𝐚𝐭𝐞𝐬:

Think of prompt templates like laser focused AI assistants, perfect for single turn interactions where you just need one output based on structured data.

✅ 𝐁𝐞𝐬𝐭 𝐮𝐬𝐞𝐝 𝐰𝐡𝐞𝐧:

↳ The business context is clear and stable

↳ The task focused and well defined, like summarizing a case or rewriting a sentence

↳ The desired output is predictable, not deterministic

↳ Multi step reasoning is not required

🛠️ 𝐔𝐬𝐞 𝐂𝐚𝐬𝐞𝐬:

↳ Case note summaries 📝

↳ Templated email replies 📧

↳ Meeting note generation 🗓️

↳ Next best action suggestions 🎯

Built in Prompt Builder, these templates securely access Salesforce data via data graphs, RAG, and predefined fields—all while staying inside the Trust Layer ✅