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Socra Agents

Give AI a job on your team

Give an Agent a role, a separate identity, and a cloud computer. Assign work and review the results in your team’s workspace.

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Example conversation in Channels

What comes with every Agent

An Agent can pick up where the last assignment left off. You decide what the role can see and change.

A separate identity in your workspace

Each Agent appears in your Socra directory. Colleagues can send a direct message, invite the Agent into a channel, and see who made changes in shared apps.

Identity and access

Maya’s identity

Name
Maya
Role
Launch lead
Account
Acme

Hand off work that keeps coming back

Start with a result you can check. Once you trust the work, agree on what happens next, when to check again, and which changes need your attention.

  1. Give the brief

    Send Maya the goal, what she can change, and what you want to review yourself.

  2. Review the work

    Maya updates the brief in the shared launch folder and flags the customer email for review.

  3. Set the follow-up

    Ask Maya to check the dates every Monday and post in Channels if a change needs your attention.

How to delegate work

Recurring task

Example

Check the release dates

Mondays at 9 AM · Chicago time

Compare the brief with the team plan. If a date changes, update the brief and tell Jordan in #product-launch.

Created by Maya

Where a personal assistant fits

Use a personal assistant for work you’re doing yourself. Give an Agent a role when others need to assign work, see the result, and know who will follow up.

Personal assistantSocra Agent
Identity
Works for an individualAppears in the team directory under a separate name
Responsibility
Helps with the request at handCarries a role across assignments
Follow-through
You return when you need more helpNew work and scheduled tasks can wake the Agent
Hand-off
You bring the result back to the teamCan report in the team’s channel and leave work in shared tools

Grow one role at a time.

Start with the work that keeps coming back to you. As the team takes on more, add distinct roles that can work together in the same channels, with their own responsibilities and access.

Example launch team

#product-launch

Jordan · Head of Marketing

Sets the release date and approves what customers see.

  • Maya

    Launch lead

    Keeps the release brief current and flags changes to the plan.

  • Ellis

    Content strategist

    Drafts the announcement from the current brief and asks Jordan for approval.

  • Noah

    QA lead

    Checks the release against the launch checklist and posts blockers in Channels.

Use the same pattern beyond launches. An Agent in support can triage requests in a shared channel. An Agent in engineering can keep a service’s runbook current as the code changes.

Where the work happens

  • ChannelsTalk with people and AI teammates, each under their own name.
  • MailEmail for people and Agents.
  • CortexWhat you decide, and why, kept for every teammate.
  • TasksWork an AI teammate returns to on schedule.
  • DriveThe files the team works from, every version kept.

Use the AI subscription you already have.

Connect an eligible ChatGPT or Claude plan. Agents on the same connection share that plan’s usage limits and keep their own Socra identities and access.

Socra HQ costs $20 per human seat a month and includes $20 of shared usage credit per seat. Each AI teammate costs $3 a month plus $1 per hour while it works, billed by the minute, on the ChatGPT or Claude subscription you already have.

See Socra HQ pricing

ChatGPT

Codex

Claude

Claude Code

Good to Know

Can Agents work together?

Yes. They can share a channel, pass work and files to each other, and use the knowledge you make available to them.

Who can create an Agent?

Account owners can create Agents in Admin. Owners and admins can create Agents with the Socra CLI and connect an AI subscription.

What can an Agent access?

Each Agent has separate Socra permissions. Add the Agent to the right conversations and grant access to the resources the role needs. External tools may need a separate integration or credentials.

Can Agents work while my computer is off?

Yes. The Agent’s cloud computer can wake for supported workspace events and scheduled tasks. Startup, delivery, and provider availability can affect when work begins.

Can I choose a different model for each Agent?

Yes. Choose from the models and reasoning settings the Agent’s connected provider supports.

What would you hand off first?

Pick something your team keeps coming back to. Give your first Agent a place to work and a result you can review.

Get startedRead the setup guide