The glass agent

A glass agent is a customer-facing AI agent for the sales funnel that works only from an approved packet — the customer's own record plus a curated memory layer — and that you can see straight through.

That's the whole definition, and every word is load-bearing:

• Customer-facing, in the sales funnel. A glass agent lives at the edge where your business meets a prospect or customer — outreach, qualification, quoting, onboarding, renewals. The place where trust is scarce and every interaction can win or lose the deal.
• Works from an approved packet. Its context is assembled before it answers, from two inputs only: the user object (the customer's own record, pulled live from your systems) and a curated memory layer (the durable knowledge the job needs). It's handed what the job needs up front — it doesn't go fishing for context the way a bolt-on retrieval (RAG) agent does. It can use nothing else.
• You can see straight through it. Every answer traces to a source you can read; its entire briefing is published as the OKF bundle. No black box.
• Holds no keys. No credentials, no database, no path to your systems. The shape that does this has a name — Broker + Blind Agent (context, not access): a trusted broker assembles the packet and also hands over the right slice of the memory layer at session time, so the agent is given its memory, not searching for it like a RAG bolt-on. (See how it's built.)
• Acts within written permissions. It takes only the actions it's explicitly allowed, and a human owns the threshold where it stops and asks. Never "fully autonomous."

The point of the moniker is the contrast: most agents you're sold are opaque and over-permissioned. A glass agent is the opposite — narrow, sourced, and legible by design — which is exactly what lets you put one in front of a customer.

The name, if it comes up

In this demo the glass agent goes by Halia — "of the sea," a nod to Thalatta. It's a small thing; the definition above is what matters.