Imagine an insurer that wants an AI agent to pull up case documents, summarize the details and route the file to the right person. The hard part is giving the agent enough access to help while keeping its actions within the company’s rules. IBM and Microsoft’s Imagine Enterprise platform is aimed at that kind of work.

IBM and Microsoft announced Imagine Enterprise, a platform designed to connect AI agents to existing business data and workflows. IBM Consulting is providing industry templates and prebuilt agents, while Microsoft is providing cloud, data, AI and security technology.

The first industry frameworks cover financial services, insurance and retail. Businesses can work with IBM Consulting to deploy the platform, and the companies say self-managed options are also available.

The announcement puts emphasis on governance. For teams evaluating the platform, a practical question is how they can restrict which data and systems each agent can access and review the actions it takes.