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Worked use cases

These are end-to-end exercises, not a list of things an agent might someday do. Each gives prerequisites, sample input, a checkable result, and failure cases. All sample people, policies, and records are fictional.

Start with one read-only example. Add scheduling, memory, or write access only after its manual version behaves correctly.

Use case Requires Writes outside Soulacy? Walkthrough
Notes → action plan One working model No Beginner exercise
Handbook questions with sources Embedding provider and knowledge base No Grounded answers
Briefing on an iPhone Paired phone and mobile destination Delivers a message Generation → delivery → push
Remember a report format Learning-enabled agent and reviewer Saves an approved lesson locally Teach, approve, test, disable
Reassign an account, then undo Configured conditional-write endpoint Yes, only reviewed fields Account handoff
Promote an agent revision Autopilot and explicit checks Changes future routing Verified release

Choose the right mechanism

  • “Use the facts in these documents.” Use a knowledge base, not a permanent personal preference containing the whole handbook.
  • “Use this format in future reports.” Use an approved Notebook preference.
  • “Run this every morning.” Use a schedule after a successful manual run.
  • “Show me what will change before writing.” Use Safe Undo only if your integration meets its conditional-write requirements.
  • “Show me evidence before promoting an agent.” Use mission checks and candidate runs. A formatting check does not verify real-world truth.

Common acceptance checklist

Before using real data, try normal, missing, and contradictory input, a denied permission, and an unavailable dependency. Confirm the result and the run record. Never retry a possibly completed external write blindly. The first-checks guide explains where to look.