Agent settings
Understand C-mo skills
This guide explains how to understand C-mo skills and how to check the result before you finish.
Reviewed by LocalCMO Editorial Team Last reviewed
Before you start
- You can open Agent settings.
- You know the workspace, client, location, skill, playbook, or connection you want to configure.
- You have access to the current setting, permission, connected service, and approval rule.
Steps
Choose the right scope
Open Agent settings and select the workspace, client, location, skill, playbook, or connection you want to configure.
Confirm what the page is showing
Check the current setting, permission, connected service, and approval rule. Make sure the scope and date match the question you are trying to answer.
Understand C-mo skills
Browse Agent skills by category or owner, read the task each skill performs, and check what starts it and what still needs approval.
Open the supporting detail
Test the smallest safe scope before you allow the setting to affect more work.
Record the next action
The setting shows the intended scope, permissions, approval rule, and current state. Save or assign the next step instead of treating the summary as proof that work is complete.
EXPECTED RESULT
What you should see when you finish
- The setting shows the intended scope, permissions, approval rule, and current state.
- The page shows the client or location you intended to change or review.
- Any approval, publishing, or follow-up status is recorded separately from the draft.
If something does not look right
The option or data is missing
Check the selected scope, date range, account connection, and your permissions. Available Agent actions depend on product access, connected services, permissions, credits, and approval settings.
The result does not match the source
Return to Agent settings, confirm the source and checked date, then repeat the task with the same scope. Do not replace a missing value with zero or assume a submitted change is already live.
Understand C-mo skills FAQ
What does “Understand C-mo skills” help me do?
Browse Agent skills by category or owner, read the task each skill performs, and check what starts it and what still needs approval.
How do I know this task is complete?
The setting shows the intended scope, permissions, approval rule, and current state.
What should I do if the option or data is missing?
Check the selected scope, account connection, date range, and permissions. Available Agent actions depend on product access, connected services, permissions, credits, and approval settings.