Aligned but Not Partner-Specific: How Multimodal LLM Agents Succeed in Reference Games Without Forming Conceptual Pacts

Abstract

Repeated reference games test whether interlocutors replace their initially long descriptions with shorter, partner-specific expressions grounded in shared interaction history; that is, with conceptual pacts. Prior work shows that multimodal LLMs fail to become more efficient across rounds, although they align on the labels they use. However, how can we determine whether this alignment reflects partner-specific grounding rather than a shared task vocabulary? We address this by comparing competent multimodal agent dyads with human dyads from the KTH Tangrams corpus. Our novel methodological contribution is a pragmatically constrained pseudo-dyad baseline: rounds from two different real dyads describing the same target at comparable trajectory positions are paired, preserving referential task structure while removing shared partner history. This enables us to test whether the observed label alignment depends on interaction with a specific partner. Across three measures (task competence, description strategy, alignment dynamics), we find clear differences. Humans reduce effort through entrainment, compressing descriptions and increasing label alignment with partners. Agents instead maintain fixed effort levels, producing verbose descriptions from round one, with near-ceiling label overlap that is statistically indistinguishable between real and pseudo dyads. MLLMs thus achieve coordination without conceptual pacts, succeeding by verbose description rather than by forming the compact, history-dependent referring expressions characteristic of human dialogue.