C-mo
Set C-mo's working scope
This guide explains how to set C-mo's working scope and how to check the result before you finish.
Reviewed by LocalCMO Editorial Team Last reviewed
Before you start
- You can open C-mo.
- You know the workspace, client, or location the request belongs to.
- You have access to the business facts and source records the answer uses.
Steps
Choose the right scope
Open C-mo and select the workspace, client, or location the request belongs to.
Check the current state
Review the business facts and source records the answer uses. Keep the current value or status visible before you make a change.
Set C-mo's working scope
Set the scope before you ask, pick a skill when you want a specific job, and understand which memories C-mo reads at each level.
Review before you finish
Check the proposed work and its source before you approve any customer-facing action.
Confirm the saved or submitted result
The conversation is tied to the right scope and the next action is clear.
EXPECTED RESULT
What you should see when you finish
- The conversation is tied to the right scope and the next action is clear.
- 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. The Agent can prepare work from available context. Missing access, missing facts, or approval requirements still need a person.
The result does not match the source
Return to C-mo, 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.
Set C-mo's working scope FAQ
What does “Set C-mo's working scope” help me do?
Set the scope before you ask, pick a skill when you want a specific job, and understand which memories C-mo reads at each level.
How do I know this task is complete?
The conversation is tied to the right scope and the next action is clear.
What should I do if the option or data is missing?
Check the selected scope, account connection, date range, and permissions. The Agent can prepare work from available context. Missing access, missing facts, or approval requirements still need a person.