Give the agent autonomy. Keep the decision with the person accountable for it.

Agents / Agent Governance Give the agent autonomy. Keep the decision with the person accountable for it.

Agent Governance separates consultation, proposal, execution and approval. Each mission respects the permissions of sources, workspace policies and the authority of whom it needs to decide.

View controls Get started Illustrative example · Decision before action 01 / 04 The source defines access Play flow SOURCE Ad account Source permission checked in the example ROLE Financial agent Mission scope applied ACTION Change budget Sensitive change POLICY DECISION Awaits approval

Execution changes spending. The financial owner must review the impact.

Next owner Financial owner

Absent access at source blocks reading; a sensitive proposal awaits the defined authority.

Control is part of the job, not after it.

SOCEO applies the perimeter before response and before action. The team sees which rule it acted on, who approved and what was delivered, without exposing content outside of access.

01 Identity and source

The agent consults only what the person, role and source allow.

02 Limit per action

Reading, preparing, changing and publishing are different authorizations.

03 Traceable Decision

Approval, motive and result remain linked to the mission.

The limit changes according to action.

The same agent can consult data and prepare a proposal without authorization to change a budget or send anything externally.

ACTION APPLIED RULE STATE Query data Source access + role scope Allowed within scope Prepare proposal Authorized objective and tools Reviewable Change budget Assigned financial owner Requires approval Send externally Authorized channel and recipient Requires approval

Illustrative policies. Effective access depends on the origin and configuration of workspace.

HOW THE ROLE WORKS Autonomy is defined before the mission begins.

An agent needs to know which identity it represents, which sources it can consult, which means it can use and where human authority enters. Policy follows every stage of work.

01 / IDENTITY Who is acting

Person, role and workspace define the initial scope.

AT WORK Financial agent in team space 02 / DATA What can be read

Permissions of origin are verified in the context of the task.

AT WORK Restricted contract does not enter the answer 03 / ACTION What can change

Tool, destination and type of operation determine the rule.

AT WORK Analysis is different from changing a budget 04 / EVIDENCE What is recorded

Source, policy, blocking, approval and result allow review of the decision.

AT WORK Proposal approved by an assigned owner AT THE CENTER OF WORK A policy appears when a decision is needed.

Choose an action to observe how identity, origin, tool and approval change the result of the same mission.

ACTION 01 See result ACTION 02 Prepare to adjust ACTION 03 Change budget ACTION 04 Read restricted contract POLICY DECISION You can consult

The source allows reading for this role, and the mission needs the data.

WHO Financial Agent SOURCE Report accessible to the team PERMISSION Reading within the scope REGISTRATION Source, period and identity enter the trail.

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

FROM SECURITY TO MISSION Four boundaries before an agent acts.

Mission governance starts from the same contract explained in Security: the source grants access, the workspace can reduce it, the role receives a scope and each action needs separate authority.

ILLUSTRATIVE MISSION A financial agent investigates a margin drop. The report is accessible, the legal contract is protected and a budget change needs another authority.

01 PUBLIC PRINCIPLE Origin Reliable permission accompanies data.

The agent shall consult the report that the source allows; the restricted contract shall remain out.

02 PUBLIC PRINCIPLE Workspace Policy only adds restrictions.

The team delimits model, connectors, context size and illustrative budget.

03 PUBLIC PRINCIPLE Role The mission uses the smallest applicable scope.

The analyst receives revenue and costs relevant to the question, within the access granted.

04 PUBLIC PRINCIPLE Action See, propose, execute and approve are separate decisions.

The agent prepares an adjustment; the financial officer decides on the budget.

What the team can define in the example Models

Which profiles can participate in that function.

Connectors

Which systems enter the mission perimeter.

Context

Which volume and sources belong to the selected scope.

Budget

Which limit of use requires revision or blockage.

Principle and proof have different states. PUBLIC PRINCIPLE

Permission of origin, restriction of workspace and separate authority by action are public principles of SOCEO.

IN CONSTRUCTION

Complete context isolation, systematic field protection, defense against prompt injection and continuous audit still require implementation and technical proof.

View Security and AI Gateway Understand source permissions Four questions before any action.

Each mission shall retain a source consulted, a limit applied, a proposal, approval and effect. When access or data is missing, the blockade explains the reason without revealing the protected information. This allows you to review the work and correct the process.

01 Who?

Identity of the person, agent and workspace defines the initial scope.

02 With what data?

Origin and policy determine what can be consulted.

03 To do what?

Tool, destination and risk determine if the action can follow.

04 With what approval?

The responsible person confirms what requires human authority.

An understandable trail for the team.

Identity → Policy → Approval → Evidence Questions to advance with clarity.

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

Can a workspace policy open blocked data at source? + Who approves a sensitive action? + What appears when the agent cannot access something? + Isolation, continuous audit and defense against prompt injection are already proven? + Continue for next work. Agents Overview Assistant Agent Creator Agent Orchestration Bring a real job from your business.

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

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