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Agent Operating Guide

/coach-tour

A short, role-tailored introduction to AssureSwarm that names the three skills to learn first, walks the seven shared-core item types, and points to the skill families and workflow templates for your role.

Get a five-minute orientation to AssureSwarm shaped to your role. The skill identifies your role, names the three highest-leverage skills to learn first, walks the seven shared-core item types (audit, issue, risk, control, process, policy, authority_source) most relevant to what you do, and points you at the skill families and workflow templates for your role: then offers to drop you into your first skill. It’s answers-only: it records tour progress in a local state file, never in your tenant.

Right after /coach-setup, when you’re new and want a map of what to learn first. Re-run it later with --update to focus on the skills and item types you haven’t touched yet.

Flag Required Notes
--role admin|auditor|sox-lead|regulator-liaison|grc-analyst|developer No Skip the role prompt and tailor the tour directly.
--update No Re-run after you’ve used Canvas for a while, skipping skills and item types you’ve already used.

/coach-tour --role sox-lead names the three skills a SOX lead should learn first, walks the item types you touch daily (control with is_sox_relevant, process, issue, and the audit that is the cycle itself), points you at the SOX engine and the GRC workflow templates, and offers to open the first skill.

  • Every tour surfaces all seven core types by name but spends time only on the ones your role uses daily.
  • Ask where an old concept lives and it points at the new model: remediation tasks are workflow Steps on an issue, audit findings are issue items linked to an audit, control tests are Steps on a control.
  • It pairs with the onboarding-checklist artifact, which tracks what you’ve completed and what’s next.