Architecture - Idemeum Docs

Documentation Index

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How Endpoint Care works

Every user IT request follows the same lifecycle:

1 · Understand

Skill match?

2 · Plan

Triage

diagnose · categorize · route

3 · Check · security gates

4 · Execute

Preview + consent

5 · Report · ticket with full trail

  1. Understand - the employee types a request (or clicks a quick action). The agent interprets the intent and selects the matching skill. If nothing matches, the run becomes a triage run.
  2. Plan - the agent reads the skill and produces an explicit, ordered plan of tool calls for this specific goal.
  3. Check - the plan passes through the guardrail pipeline: intent screening, plan validation against the skill’s allowed tools, and central policy evaluation.
  4. Execute - steps run one at a time on the device. Diagnostic steps are read-only. Corrective steps pause at gates: a preview of exactly what will change, and a consent prompt the user must approve.
  5. Verify and report - the agent confirms the outcome (including asking the user), then produces a summary. Every run, resolved or not, is recorded as a ticket with the full diagnostic trail.

Major components

Terminology

Term Definition
Skill A natural-language playbook for one class of problem. Defines when to run, the steps, the allowed tools, and edge-case handling.
Tool A deterministic, code-reviewed function that performs one action on the endpoint. Tools carry risk metadata (risk level, destructive or not, consent required). Skills reference tools; they are never the same thing.
Run One end-to-end execution: request, plan, gated execution, verification, and report.
Plan The explicit, ordered list of tool steps the agent generates from a skill for a specific request, before anything executes.
Gate A point where execution pauses for a human. Types: consent (approve a risky action), preview (see exactly what would change before it does), acknowledgment (confirm an out-of-band step is done), and intake form (provide structured details).
Allowed tools The fixed list of tools a skill may use. The agent cannot reach outside it.
Risk level A tool’s declared impact rating. Higher risk triggers stronger gating.
Triage The fallback flow for issues no skill can fix: diagnose, categorize, prioritize, and route with evidence.
Resolution A run whose fix was confirmed, by verification or by the user.
Escalation A run handed to IT with the diagnostic bundle attached, either because triage routed it or because fixes did not resolve it.
Diagnostic bundle The device evidence attached to a ticket: device context, relevant diagnostics captured at the moment of the problem, steps already taken, and the conversation.
Quick action (pill) A one-click shortcut in the chat UI that starts a common skill (“Fix Email”, “Free up space”).
Audit trail The complete cloud-side record of a run: the plan, every gate decision, every tool result, and the outcome.