Agents and approvals
Custom Agent
A configurable role you shape around one company workflow, working from company memory and stopping before any external effect.
A Custom Agent is a configurable role that CORA shapes around a specific company workflow. Use it when none of the ready roles fits.
Hiring and shaping
An owner or admin hires it from Agents -> Hire an agent. You give it a name, say what it is for in one sentence and what it owns, and name one approver. The hire ends in Agent Builder, where you shape the role further.
Starter workflow
- Do a task for me (Ask me to): describe the task, and the agent does it within its role and shows its work. It explains its assumptions and asks for constraints it is missing.
The workflow arrives as a draft that you turn on in Agent Builder.
What it works from
Approved company memory and Knowledge sources. Acting directly in other tools is planned for this role and is not available yet.
What needs approval
A Custom Agent stops before any external effect and keeps external work behind human approval. Any action in another system follows that action's trust level.
Last updated 12 October 2026