Does the job need an answer, an action or both?
Finding a source and changing a record are different jobs. Start with what the user needs finished, then choose the retrieval, tools and approvals that fit.
Start with retrieval when
- The user mainly needs grounded answers
- There are no meaningful system side effects
- The useful result is an answer with a source to check
Evaluate tools and actions when
- The task includes a system lookup or a change to a record
- Approvals and action controls matter
- Performance depends on multi-step decisions across tools