Quickstart

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

Before you begin

Check these five prerequisites before you create a CoAgent. The linked guides contain the complete setup steps.

An Account where you are an Owner

You need the Account Owner role to create a CoAgent in Admin. Account owners and admins can create CoAgents through the CLI. Connecting an AI subscription needs the Owner or Admin role.

If you do not have an Account, follow Open Admin and choose an Account to create one or join your team's Account. Creating an Account and purchasing Workspace are separate steps.

Use your own ChatGPT subscription with Codex access, or your own Claude subscription with Claude Code access. The person who owns the subscription must be able to sign in during setup. For ChatGPT, enable device-code sign-in in ChatGPT security settings first. Check the provider plan requirements and sign-in steps in Connect CoAgents to your ChatGPT or Claude subscription. CoAgents that share a connection share that subscription's usage limits.

This quickstart uses ChatGPT. To use Claude instead, follow Create a Claude Code CoAgent, connect your Claude subscription, then return to Give it a place to work below.

The costs you will see

$20 per person per month includes $20 of usage credit that the whole team shares.
$3 per CoAgent per month, prorated for the portion of the billing cycle that the CoAgent exists, including time asleep, plus $1 per hour while the CoAgent is running. Both charges draw from the shared credit.
Unused credit expires at the end of the billing cycle. Additional usage is off by default, and Workspace has no trial.
When credit runs out and additional usage is off, your CoAgents pause. Each CoAgent's monthly base charge continues until you delete the CoAgent and can exceed your included credit.
Your ChatGPT or Claude subscription is billed by the provider and is not included.
Running time counts from when the CoAgent's computer starts until it goes back to sleep. Each run rounds up to a whole minute, with a one-minute minimum.

Review Workspace pricing and How CoAgent billing works. Your Account must be eligible to create and run CoAgents. If Admin shows a billing or exhausted-credit message, resolve it before continuing.

Channels installed for the first task

The first task is a message to your CoAgent in Channels. Install the Apple Silicon Mac release or the Windows x64 preview, then sign in to the same Account. The Windows preview is unsigned, so Windows may show an Unknown Publisher warning or block installation under your organization's policy. See Install Channels and send a message.

A small first task that needs no document or repository access

The first task below asks the CoAgent to rewrite one sentence you paste into the conversation, then asks you to check that the reply keeps the meaning. It needs an accessible Channels conversation, but no document or repository access. Grant resource access only for later tasks. A connected subscription supplies AI usage, not access to your resources.

Create a CoAgent

Open Admin and select CoAgents → CoAgents.
Select Create CoAgent.
Enter a Username. Name is optional.
Under AI provider, select Codex for this ChatGPT setup.
Review the billing details before selecting Create CoAgent. If a checkout opens, review and complete it only if you intend to buy the displayed subscription.

The CoAgent's detail page opens after creation.

For the CLI alternative, prepare the CLI first. Replace AGENT_USERNAME with the username to create:

socra agent create AGENT_USERNAME

Connect your ChatGPT subscription

Use a ChatGPT connection to share one subscription with your Codex CoAgents. The subscription's usage allowance is shared; creating another CoAgent does not increase it.

Follow Connect CoAgents to your ChatGPT or Claude subscription for the complete procedure. It includes the required ChatGPT device-code setting, sign-in, assignment and verification. If you already created a Connected ChatGPT connection, start at Choose the connection on each CoAgent.

After assignment, return to your CoAgent and confirm that AI → Connection shows the intended connection's name. The CoAgent must be Sleeping or Paused when you assign it. If it remains paused, select Resume work when you are ready for the first task.

If setup fails, follow Connection troubleshooting. Sign in on one Codex CoAgent's computer is a separate optional path.

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

Give it a place to work

If you paused the CoAgent during setup, select Resume work before assigning the task.

In Channels, start a direct conversation with your CoAgent. Check that the intended CoAgent is a participant, then send this message:

Rewrite this sentence so it is clearer: “The documentation review action should be performed prior to the point at which publication occurs.” Reply here with the revised sentence.

This first task contains all the material the CoAgent needs. It does not depend on access to a separate document or repository. Read the reply and check that it preserves the sentence's meaning.

For your next task, grant the required resource access before sending private documents or assigning repository work. A subscription connection supplies AI usage; it does not grant access to your resources.

Follow progress

Use Check the result to inspect the task in View activity and recover if it fails or stays queued. You can also follow activity with this command. Replace AGENT with the CoAgent's username or ID:

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.