Turn a business role into an agent with a clear purpose.

Agents / Agent Creator Turn a business role into an agent with a clear purpose.

In the Agent Creator, you describe work in natural language, choose the necessary context and define what the agent can consult, propose and execute. The role starts connected to the company’s objective.

View the mission structure Get started Illustrative example · Role contract 01 / 05 The role receives an objective Play flow ROLE / Operations Meeting preparer

Weekly schedule ready for decision.

CONTEXT

Goals, minutes, open tasks and owners.

TOOLS

Consult, summarize and organize the agenda.

LIMIT/ APPROVAL

Invitations and new commitments await confirmation.

EXPECTED DELIVERY Agenda with blockers, questions and owners. A clear role produces better work.

A useful agent needs to know the problem, the limits and the expected delivery. SOCEO brings these elements together in a configuration that the team can understand, review and perfect.

01 Start with the result

Define what should change in business and how to recognize a completed delivery.

02 Connect the Right Context

Select relevant sources and entities without expanding the access each source grants.

03 Choose the degree of autonomy

Separate consultation, preparation, execution and approval by type of action.

Set the mission by parts.

A useful function starts with explicit purpose, context, tools and revision.

01 Describe 02 Connect 03 Limit 04 Review MISSION STEP Describe

Write the goal as you would write a responsibility for someone on the team: mission, audience, deadline and delivery.

IN SOCEO Prepare the weekly operations agenda with targets, blockers and owners.

illustrative example of configuration. Each mission receives workspace data and rules.

HOW THE ROLE WORKS An agent starts with a clear role.

The configuration makes explicit what the agent must deliver, what he can consult and what decision remains with a person. The same contract guides testing, use and review.

01 / ROLE Result and criterion

Describe the mission, the frequency and what it means to complete the work well.

AT WORK Every Monday: agenda with targets and blockers 02 / CONTEXT Sources and background

Associate data, documents and history relevant to the role.

AT WORK Targets, minutes, owners and deadlines 03 / TOOLS Actions within scope

Separate reading, calculation, preparation and external changes.

AT WORK Consult and prepare; sending only after review 04 / REVIEW Test before amplifying

Run representative scenarios and register where instruction needs to improve.

AT WORK Absent source → signal gap at the WORK CENTER Design the function before delegating the work.

The same Creator serves different teams because the contract changes with the mission. Select a role to see what enters, what it delivers and where it stops.

OPERATIONS Meeting preparer FINANCE Margin analyst SUPPORT Customer context reader Operations / DEFINED ROLE Meeting preparer

Weekly schedule ready for decision.

CONTEXT Targets, minutes, open tasks and owners. TOOLS Query, summarize and organize the agenda. APPROVAL POINT New invitations and commitments await confirmation. DELIVERY Agenda with blockers, questions and owners.

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

The agent carries a work contract, rather than an isolated prompt.

The configuration brings instructions, sources and completion criteria together. When the process changes, you adjust the role and preserve the reason for the change. Knowledge no longer depends on an isolated conversation.

01 Objective

The mission describes the outcome that serves the business.

02 Context

Sources, relationships and history accompany each task.

03 Tools

The agent uses only the actions allowed for its role.

04 Review

The person responsible sees deliveries, limits and pending decisions.

From first draft to team routine.

The configuration brings instructions, sources and completion criteria together. When the process changes, you adjust the role and preserve the reason for the change. Knowledge no longer depends on an isolated conversation.

Role → context → tool → review Questions for moving forward with clarity.

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

Do I need to code to define an agent? + How do I choose what the agent can do? + Can I start from an existing case? + Continue with the next task. Agents overview Assistant Agent Orchestration Agent Governance Bring a real task from your business.

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

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