Executive coordination
Chief of Staff
Sourced executive brief and decision queue
“Prepare tomorrow's leadership brief, flag blocked commitments, and draft the three decisions that need my attention.”
Local draft pilot
Pilot uses the local Ciright Super Agent and Document Agent to draft text. They do not read calendars or Core.
Sales and relationship management
LISA
Account plan for human approval
“Review our position at this manufacturer, identify the relationship gaps, and prepare an account plan for my approval.”
Profile only
No LISA service is registered in this repository. A shared local document draft is the only available action.
Market and stakeholder intelligence
Scout
Sourced account brief with at most five evidenced stakeholders
“Research this target account and identify the five most relevant stakeholders, with sources and unanswered questions.”
Profile only
The local Research Agent is a catalog entry. It does not query external or Core sources in this build.
New-business pursuit
Hunter
Pursuit plan and proposal draft
“Prepare a compliant pursuit plan, a product demonstration request, and a proposal draft for this opportunity.”
Profile only
Pipeline and proposal systems are not connected. The local draft cannot update an opportunity.
Customer success and retention
Farmer
Quarterly review and renewal action plan
“Prepare the account's quarterly review, identify unfulfilled commitments, and draft a renewal action plan.”
Profile only
Customer, contract, and support records are not connected.
Brand, campaigns, content, and Fishing
Marketing & Demand Intelligence
Campaign brief with consented follow-up candidates
“Build a product-launch campaign in our voice and show which consented engagements merit a reviewed sales follow-up.”
Profile only
Fishing, Analytics, and publishing tools are not connected. Clicks are not sales.