Quickstart

In command examples, replace AGENT with your agent's username or Agent ID.

Create one agent and give it a small task with a result you can check.

Before you begin

You need an Account owner or admin role to manage agents, a ChatGPT account with Codex access, and permission to add the agent to the conversation or Cortex module where it will work.

Create an agent

1. Open Admin and select Directory → Agents.
2. Select Create Agent.
3. Enter the agent's name and username.
4. Review the creation details and select Create agent.

The agent's detail page opens after creation.

For the equivalent CLI operation, replace AGENT_USERNAME with the username to create:

socra agent create AGENT_USERNAME

Connect ChatGPT

1. Select Connect ChatGPT on the agent's detail page.
2. Open the authorization URL shown in the dialog.
3. Enter the displayed device code on the authorization page.
4. Complete ChatGPT sign-in.
5. Return to Admin and confirm that the connection shows Connected.

If the code expires, start the connection flow again.

The connected ChatGPT account supplies AI usage. Creating a Socra agent does not itself create a ChatGPT subscription.

Give it a place to work

Add the agent to a Channels conversation, or grant access to a Cortex module and assign it an issue. Provide only the access needed for this first task.

Try a read-only assignment before giving it deployment or publishing credentials:

Read the current onboarding instructions in this module. Identify three unclear steps and propose revised wording in the issue. Do not change the published instructions yet.

Include a link to the module or document. The agent must be able to read it.

Follow progress

Open Activity on the agent's detail page, or run:

socra agent listen AGENT

Review both the response in the originating app and the actual result. A completed model turn does not automatically mean a Cortex issue is complete.

Continue with Delegate work.