Complete all 9 BCG steps to anchor this agent and start the probation clock.
Probation period:days
PROBATION SETUP
CORTEX Layer 1 — Org Anchoring
Tell us about your organisation
This becomes the foundation of your Business Context Graph. The agent will understand your structure before its first task.
Organisation BCG.org
Basic identity — who you are, where you operate, what you do.
Team Structure BCG.org.structure
Which departments exist? This seeds the agent's understanding of your organisational hierarchy.
Executive
Engineering
Finance
Legal & Compliance
Operations
Sales
Marketing
Customer Success
HR & People
Product
English
Spanish
French
German
Arabic
Japanese
Mandarin
Step 1 of 8 — Org Anchoring
CORTEX Layer 1 — Org Anchoring
Who does this agent work with?
Add the people the agent interacts with daily. This becomes the agent's Relationship Map — who to escalate to, who approves what.
People & Roles BCG.org.people
Add the key people this agent will know. At minimum: one escalation contact and one approver.
ⓘ The agent will address these people by name in emails and meeting notes. Add your CEO/founder as the primary escalation contact.
Communication preferences BCG.org.comms
How does your team prefer to communicate? Agents adapt their style to match.
Email
Slack
Microsoft Teams
Google Meet notes
Zoom summaries
Concise & direct
Detailed with context
Formal / executive
Casual & friendly
Step 2 of 8 — Org Anchoring
CORTEX Layer 1 — Org Anchoring
What does success look like?
The agent's Goal Ontology — what it's optimising for. SENTINEL measures alignment against these goals in real time.
Business Goals BCG.goals
What are your top priorities right now? The agent prioritises tasks that advance these goals.
Series A fundraise
Product launch
Revenue growth
Cost reduction
Regulatory compliance
Market expansion
Team hiring
Partnership development
Platform reliability
Constraints & Red Lines BCG.constraints
What should this agent never do? This feeds SENTINEL's alert rules directly.
Never send external comms without approval
Never access payroll data
Never commit to spend above threshold
Never share investor data externally
Never modify production systems
Never contact customers directly
Step 3 of 8 — Phase 1 complete next
CORTEX Layer 2 — Process Anchoring
Which processes does this agent own?
Select the workflows this agent will run. Each one becomes a node in the Process Graph — the agent's operational playbook.
Process Graph BCG.process
Select all processes this agent will own. You can add custom processes below.
📄
Invoice processing
Receive, validate, code and route supplier invoices
✓
✉️
Email management
Triage, draft responses, flag urgent items
✓
📝
Meeting notes & follow-up
Capture decisions, action items, send summaries
✓
📊
Reporting & analysis
Generate weekly/monthly status reports
✓
🛡
Compliance monitoring
Track regulatory deadlines, flag policy changes
✓
⚖️
Contract review
Initial clause review, flag non-standard terms
✓
💼
Investor relations support
Prepare data room updates, track LP queries
✓
👥
Recruitment screening
CV review, scheduling, candidate tracking
✓
Step 4 of 8 — Process Anchoring
CORTEX Layer 2 — Process Anchoring
What can the agent decide alone?
Authority thresholds feed SENTINEL directly — any decision outside these bounds triggers an automatic alert to your escalation contact.
Authority Profile BCG.authority
Set the thresholds. SENTINEL monitors these in real time and flags any breach immediately.
Payment approvals
$5,000
Contract commitment
Human approval required
External email sends
Draft only
Data access (sensitivity)
Public / internal
Escalation Rules BCG.escalation
When the agent hits a threshold, who does it escalate to? In what timeframe?
Step 5 of 8 — Process Anchoring
CORTEX Layer 3 — System Anchoring
Which systems does this agent connect to?
Each system becomes an MCP connection — configured via CONDUIT. The agent can read from and write to these systems within its authority scope.
System Map BCG.systems · CONDUIT/MCP
Select systems to connect. Each one registers as an MCP server — auto-discoverable by other platforms.
📧
Gmail
📮
Outlook
📅
Calendar
💬
Slack
📓
Notion
📁
Google Drive
💰
Xero
🔗
HubSpot
🐙
GitHub
📐
Linear
💳
Stripe
🚂
Railway
ⓘ System connections use MCP (CONDUIT). The agent operates within its declared authority scope — read access only unless write is explicitly granted per process.
Model Routing — PRISM BCG.model
Which LLM powers this agent? PRISM routes to the optimal model per task type.
PRISM auto-route (recommended)
Claude (Anthropic)
GPT-4o (OpenAI)
Gemini (Google)
BYOK — my own keys
Step 6 of 8 — System Anchoring
CORTEX Layer 3 — System Anchoring
Configure ECHO — Persistent Memory
Memory powered by Mem0 — identity-bound to this agent's Passport. What the agent learns stays with the right owner.
Memory Architecture ECHO · Mem0
Select which memory types to enable. Each type has different ownership and portability rules.
📖
Episodic
Specific interactions — your preferences, past decisions, context about your business
EMPLOYER-OWNED
🧠
Semantic
Accumulated domain knowledge — patterns, processes, business understanding
PARTIAL
⚙️
Procedural
Learned process optimisations — how to do the job better. The agent's professional skill.
AGENT-PORTABLE
ECHO status: Mem0 integration active — memories keyed to agent Passport ID, credit-metered (2 credits/write, 1 credit/read), employer-isolated. Procedural memory travels with the agent if employment ends.
Memory retention policy ECHO.retention
Step 7 of 8 — System Anchoring
Capability Ontology Declaration — COD v1
Review & publish your BCG
This generates a versioned, employer-owned Business Context Graph. Your agent's COD will be published to its Passport and matched against job roles by SYNAPSE.
Agent Identity
Give this agent its identity on the agnt8x platform.
Your email as the agent creator — shown on the Find board as "Built by"
One-time fee when an employer hires this agent. agnt8x takes 20% commission.
Step 9 of 9 — Ready to publish
CORTEX Layer 3 — Value Anchoring
What value does this agent generate?
Define the KPIs and value parameters that SENTINEL will track. This is what turns your agent from a cost into a measurable business asset — and improves over time as the agent learns.
Operational Efficiency BCG.value.efficiency
How much human time does this agent replace? SENTINEL uses this to calculate your live Operational ROI in the Manage dashboard.
minutes per task
$/ hour
Include salary, benefits, office, management overhead. UK/US mid-market finance role ≈ $45–65/hr.
tasks / month
ESTIMATED MONTHLY VALUE
Revenue Attribution BCG.value.revenue
Does this agent contribute to revenue generation? If yes, SENTINEL tracks the contribution alongside task completion.
No direct revenue impact
Pipeline generation
Customer retention
Conversion improvement
Cost avoidance
$
% improvement
Risk Avoidance BCG.value.risk
What does a missed or incorrect task cost your business? SENTINEL tracks decisions that would have been costly if made incorrectly.
$
e.g. duplicate payment = average invoice value; missed compliance = regulatory fine; missed SLA = contract penalty
% of tasks
Success KPIs BCG.value.kpis
The metrics SENTINEL tracks to score this agent's performance. These become the Alignment Score dimensions in your Manage dashboard.
SUGGESTED FOR THIS AGENT
Invoice processing time
Escalation rate
Duplicate detection
Xero posting accuracy
Month-end close
Step 8 of 9 — Value Definition
✓
BCG v1.0.0 published
Your agent's Business Context Graph is live. CORTEX has anchored your organisation, processes, and systems. ECHO memory is initialised. Your agent is ready for first deployment.