What Confidence Routing Is Actually Doing: Auditing Routing, Calibration, and Commitment in Multi-Agent Deliberation

RESUMO

A common multi-agent design asks agents to report confidence and lets the highest-scoring agent speak next, implicitly using one scalar both to route the conversation and to estimate uncertainty. We audit this confidence-routed broadcast protocol by separating three trace-level questions: whether it selects the right candidate (routing), whether reported confidence behaves like a probability (calibration), and whether the selected agent publicly states the answer that won the turn (commitment). Our primary study covers 4,181 gpt-oss-120b olympiad-math traces; we repeat the audit on a 2-by-2 actor-by-benchmark grid that adds gemma-4-31B-it and a biology multiple-choice benchmark. In the primary cell, confidence discriminates correct from wrong candidates (AUROC 0.72) but is strongly overconfident (79% mean stated confidence versus 52% accuracy). A cross-fitted, tier-stratified isotonic procedure reduces Expected Calibration Error from 0.278 to 0.008 on held-out candidates, but it does not recover missing discrimination: raw AUROC is only 0.537 and 0.440 in the two Gemma cells. Routing is likewise setting-dependent. Fixed routers differ by at most 1.1 percentage points on gpt-oss/math, whereas raw-confidence argmax performs 5.6 and 11.2 points below random-valid selection in the Gemma cells. Commitment is distinct again: in the primary cell, poll and spoken answers diverge in 20.4% of valid pairs, 62.4% of those revisions are fresh generations, and the unconditional correctness shift is -1.7 points; the other three cells instead range from +0.9 to +12.2 points. The transferable lesson is procedural: routing discrimination, probability calibration, and public commitment must be measured separately before raw confidence is used for deployment decisions.