Study teams ask simple questions that take days to answer. How many baseline samples have arrived from site 104? Which samples are close to their stability limit? Which subjects have a biomarker result but no consent for future research?
AI agents can answer these in minutes. Whether you can rely on the answer depends on how the agent is built, and on a few limits that should be non-negotiable.
What agents are good at
- Questions across sources. Joining lab, CRO, biorepository and consent data that no single system holds.
- Routine preparation. Drafting a shipment reconciliation, a destruction list for withdrawn consent, or a summary of a vendor's open items.
- Watching for exceptions. Raising consent, custody and stability issues to the right owner as they appear.
Rule 1: every answer cites its records
An answer without its sources is an opinion. A study manager should be able to see the samples, results or records behind each answer in one click, and see straight away when an answer is wrong.
Rule 2: agents prepare, people approve
Agents should not change source data. They prepare work — a reconciliation, a query to a vendor, a destruction list — and a person approves anything that changes a record, with the approval in the audit trail.
Rule 3: permissions and consent travel with the data
An agent must only answer from data the asking user is allowed to see, and must respect the consent scope of each sample. If those rules sit outside the data, the agent will eventually go around them.
How to evaluate an agent
Bring a real question from a recent study and the data behind it. Check the answer against the records yourself. Then ask a question the agent should refuse — data outside your role, or use outside consent — and see what happens.
This is how study agents work in Study Intelligence: plain-English questions, cited answers, prepared tasks for approval, and access that follows each user's permissions.
Where to go next
Explore GxP Copilot for AI-native validation, TraceDraft for source-traceable clinical documentation, or book a demo to see either on your own data.