Unplex assembles every task — a quick translation, a multi-step client research brief, a full onboarding pipeline — out of a small set of building blocks. The same blocks recur across legal and wealth management use cases; what differs is which ones are combined and how.

If one thing is remembered: Workflows orchestrate Agents, and Agents can call on specialized Agents to get their work done.

An Assistant is a saved, one-shot helper available in the chat sidebar and the Word/Outlook Add-in: text in, text out, one call, no follow-up steps. Examples: Translate, Summarise long email thread, Rewrite in formal tone.

Use an Assistant when the task is a single, well-defined transformation with no research or judgement involved.

An Agent reasons about a question, decides which action to take, observes the result, and reasons again — repeating until it has enough to answer. Unlike an Assistant, an Agent can take several steps and change course based on what it finds along the way.

A custom Agent is configured in Agent Studio: a name, a description, the tools it is allowed to use, and instructions defining its task and scope. See Build Your Own Agent in Agent Studio.

Use an Agent when the next step depends on what the previous step returned — for example, reading a set of documents, deciding which ones are relevant, and following up on what they reveal.

Connector Agents are automatically available for every system connected to the workspace — the PMS, Outlook, market data providers, and so on. Each one only has access to the tools of its own connected system, making it the natural specialist for that system. When a broader request needs data from the PMS, a Connector Agent for the PMS handles that part.

The Deep Research Agent is built for open-ended research questions that need more than one search. It clarifies the question, breaks it into several focused sub-questions, researches them in parallel across the web, and synthesizes a single report — useful when one round of research clearly won't cover the topic.

Multi-system requests — for example, "brief me on client X for tomorrow's meeting," which needs positions from the PMS, recent emails, and open tasks — are handled by delegating to several Connector Agents and specialized agents in parallel, then combining their results into a single answer.

A Workflow is a fixed, multi-step pipeline authored visually — extract data from documents, run an agent, generate a document from a template, apply a business rule, translate text, remove sensitive data, pause for human review and approval, send an email. Steps run in a defined order, and any step can be an approval checkpoint before the pipeline continues.

A Workflow is the right choice when a task always follows the same shape ("always do A, then B, then a human check, then C, then email") — this makes it auditable, editable without needing a developer, and predictable in cost, since there is no open-ended reasoning loop involved.

Consider: "Get positions from the PMS, pull market data, identify the top performers, find recent news on them, combine this with the firm's market-view documents, and send me a client situation brief as a PDF." This is a Workflow, built from:

Every step — whether an Assistant call, an Agent action, or a Workflow step — is logged and traceable back to its source and its output. This is what allows Unplex to operate with real autonomy while remaining auditable under GwG, FINMA, and BGFA requirements.