Socrates, Torq's autonomous AI analyst, not only provides valuable insights but can also take direct action on cases, streamlining investigations and saving time. By using natural language, you can instruct Socrates to suggest next steps and execute selected actions, enhancing the efficiency of your case investigations.
Socrates is pre-configured by Torq to inform you of the actions it’s taking, explain its reasoning, and request user confirmation for actions that require approval.
Out of the box, Socrates can perform operational actions on a case, just like an analyst would—such as changing states and severities, reading and writing notes, adding observables, assigning the case to others, and more.
You can further extend Socrates' capabilities by creating workflows that it can execute, effectively providing it with additional tools. Each workflow automates a specific procedure, which Socrates can then carry out as an action.
Socrates operates within the scope of a single case. While it can search for related cases, it cannot take direct action on them.
Extending Socrates’ Capabilities
Extend Socrates' capabilities by creating workflows it can execute. These workflows act as tools, automating various procedures, including those that leverage your integrated third-party systems.
Create a Workflow: Design a workflow that implements the procedure you want Socrates to perform. Ensure it has an On-demand trigger. If the procedure requires human confirmation, be sure to incorporate that step directly within the workflow.
Define Input Parameters: Clearly define the trigger input parameters and provide detailed descriptions. This information helps Socrates understand the requirements for the tool execution.
Set Exit Parameters: Make sure every branch in the workflow concludes with an exit operator, setting the status to Success or Failed and any required outputs. Socrates will use this information to interpret the workflow’s outcome.
Update the Workflow Name and Description: Open the workflow three-dot menu and select Settings. Socrates will use these settings to understand the workflow functionality.
Give the workflow a meaningful and descriptive name to reflect its purpose.
Provide a comprehensive description of the workflow to ensure clarity.
Publish and Tag: Publish the workflow and tag it with socrates to make it available for use. Socrates can only execute workflows that are explicitly marked as available for its use.
