Start with the work you need to move on.

Agents / Agent Library Start with the work you need to advance.

The Agent Library organizes roles by problem and result. You choose a starting point, adapt your business context and define the rules that guide delivery.

Explore the library Get started Illustrative example · From catalog to role 01 / 04 The problem guides the choice Replay flow CATALOG / BY PROBLEM Finance Margin analyst Finance Cash monitoring Marketing Campaign reviewer Marketing Content planner Operations Meeting preparer SELECTED PROFILE · Finance Margin analyst PROBLEM Explains margin variations by period, product or channel. CONTEXT Revenue, costs, campaigns and formula. DELIVERABLE Diagnosis with deviation, assumptions and proposed action. CONTROL Budget changes require approval.

Adapt sources, metrics and limits to your team's process.

A library made for the real work of each area.

Start from a defined role instead of an empty conversation. Each profile shows the objective, required sources, delivery and the human decision that remains with the team.

01 Choose the role

Find agents by area, problem and type of delivery.

02 Adapt to business

Adjust sources, metrics, language, owner and limits.

03 Follow the result

See the delivery and effect on the same work cycle.

Find a role by the work that needs to be done.

Open a profile to see the necessary context, delivery and control point of the team.

All Finance Marketing Operations Support Sales Finance Margin analyst + Finance Cash monitoring + Marketing Campaign reviewer + Marketing Content planner + Operations Meeting preparer + Operations Pending item organizer + Support Customer context reader + Sales Follow-up preparer + Marketing Market researcher + Marketing Campaign reporter + Finance Financial risk reader + Operations Contract reader + Support Request triage + Sales Account health +

Illustrative profiles. Each configuration uses the sources, permissions and approvals of your workspace.

HOW THE ROLE WORKS A clear starting point for each team.

Profiles make work worth delegating visible. Before using a case, adjust sources, frequency, owner and limits to the actual process of your business.

01 / CHOICE Search for problem

Start with the missing results, not the available technology.

AT WORK Why did the margin fall? 02 / CONTEXT Connect what matters

Enter sources, vocabulary and criteria for your operation.

AT WORK Costs, revenue and margin setting 03 / CONTROL Set perimeter

Determine what can be consulted, proposed and executed.

AT WORK Analysis released; spending reviewed 04 / LEARNING Review the delivery

Check the result, gaps and adjustment points before scaling.

AT WORK New attribution rule documented AT THE WORK CENTER Set up a team around a result.

A profile serves one role. When work crosses departments, combine roles with a shared delivery and review.

01 / FINANCE Understand the margin

Knowing why the margin has changed and what decisions depend on this diagnosis.

TEAM ROLES Margin analyst Campaign reporter Financial risk reader SHARED DELIVERY Diagnosis, scenarios and decision points. 02 / SALES Manage an account

Prepare the next contact with requests, objections and commitments in the same context.

TEAM ROLES Account health Customer context reader Follow-up preparer SHARED DELIVERY Timeline, alert and message for review. 03 / OPERATIONS Organize the week

Bring targets, risks and pending items to the meeting with assigned owners.

TEAM ROLES Meeting preparer Pending item organizer Contract reader SHARED DELIVERY Prioritized agenda and action queue.

Illustrative examples. Effective work depends on the sources, tools and permissions configured in workspace.

From the initial case to your own process.

The same profile gains value when it knows your business vocabulary, rules and sources. The library accelerates the first step and keeps the role adjustable as the process matures.

01 Discover

Filter the library through the area or through the repeat work.

02 Configure

Enter the sources, metrics, tools and limits of your operation.

03 Review

Check the delivery with a representative situation before expanding the use.

04 Follow

Link the mission to the goal and observe the result in time.

The model is a start. The context is yours.

The same profile gains value when it knows your business vocabulary, rules and sources. The library accelerates the first step and keeps the role adjustable as the process matures.

Use case → Configuration → Review → Results Questions to proceed clearly.

Understand how context, limits and people participate in this work.

Do library agents work for any company? + Can I create a role outside the library? + How do I find the right agent? + Continue with the next task. Agents overview Assistant Agent Creator Agent Orchestration Bring a real task from your business.

See how SOCEO connects objective, context, agents and approval in the same operation.

Get started