Add an agent
Describe a role, watch the Charter and dry run before anything goes live
An agent occupies a seat, answers to a human steward, and operates under a signed Charter. It stays draft-only until you sign the manifest, run a sandbox dry run, and approve go-live.
- Draft Charter
- Manifest sign-off
- Sandbox dry run
- Human go-live
Describe rolestep 1/5
Describe the role in plain language
You describe what the seat is responsible for. No prompt writing — the answers seed a draft Charter.
Role description
Answer in plain language. These seed the draft Charter — no prompt writing.
AP Clerk
Review accounts-payable exceptions, draft payable summaries for the controller, and never move money or message a vendor without sign-off.
Draft Charter
The Charter assembles from the role description on the next step — responsibilities, decision authority, and the must-escalate boundary.