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.
Overview
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.
In addition to workflows, Socrates can use a list of built-in tools such as Add Tags, Change State, or Create Observable to modify or take action on a case. The full list of available built-in tools is always displayed in the tool menu in the conversation.
Socrates operates within the scope of a single case. While it can search for related cases, it cannot take direct action on them.
How to use
Create custom workflow tools
You can extend Socrates's capabilities by creating workflows it can execute. These workflows act as custom 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.
Supported parameter types: Short text, Long text, JSON, Markdown, Number, Boolean, Single select, and Multi select
Set exit parameters: Verify each branch in the workflow ends with an Exit operator that sets the status to
SuccessorFailedand contains parameters that explicitly return the data. Socrates will use this information to interpret the workflow’s outcome.Update the workflow name and description: Open the workflow's More Options 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 concise description of the workflow to ensure clarity.
Publish and tag: Publish the workflow and tag it with the case-sensitive
socrates(workflows tagged asSOCRATESorSocratesare not recognized as tools) to make it available for use. Socrates can only execute workflows that are explicitly marked as available for its use.
Select tools for Socrates
To see which built-in tools are accessible to Socrates, or request that Socrates use a specific tool, you can invoke the tool menu in the Socrates conversation via the @ character. The menu will show all available tools. A single tool can be explicitly selected and sent in the message without additional instructions.
Open the Socrates conversation: Navigate to a relevant case and start a new conversation with Socrates in the Socrates tab.
Invoke the tool menu: Type
@to list the menu with available workflow and built-in tools.
Select relevant tools: Hover on tools to see their description and select any relevant ones for your message. They will be embedded in the conversation and displayed in bold with
@.
Explicitly selecting a tool does not guarantee that Socrates will use it. Socrates may choose to use a different or additional available tool based on the message's context or instructions.