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Twelve starter role templates

A template is not an employee, a configured agent instance, or a mandate. Only the Chief of Staff leadership brief can run as a local document draft. The other eleven profiles do not activate their named systems.

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.

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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.

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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.

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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.

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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.

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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.

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Finance operations and planning

Finance & Accounting Analyst

Exception brief and unposted correction proposals

“Explain this week's cash and receivables position, flag unmatched items, and prepare—not post—the correction proposals.”

Profile only

No finance adapter is present. The product will not invent cash or receivables figures.

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HR operations, recruiting support, and learning

People & Talent Coordinator

Onboarding plan from approved policy

“Prepare the onboarding plan for a new sales engineer using our approved policies and the manager's requirements.”

Profile only

HRM is not connected. This product will not create an employee identity.

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Projects, field work, and service delivery

Operations & Delivery Coordinator

Delivery plan with owners, dependencies, and proof requirements

“Turn this approved customer commitment into a delivery plan with owners, dependencies, due dates, and proof of completion.”

Profile only

Works and project records are not connected.

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Purchasing, suppliers, inventory, and channel supply

Procurement & Supply Coordinator

Like-for-like quote comparison and requisition draft

“Compare these supplier quotations on a like-for-like basis and prepare the requisition for the buyer's approval.”

Profile only

Purchasing and inventory systems are not connected.

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Contracts, compliance, and obligations

Juris

Cited deviation table and counsel review package

“Compare this contract with our approved template, cite every deviation, and prepare the review package for counsel.”

Profile only

No contract repository is connected. The assistant cannot certify compliance.

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Product, technical assurance, and immersive experiences

Engineering & Spatial Experience

Showroom brief and engineering review pack

“Prepare a product showroom and AI product expert using our approved models and manuals, with an engineering review before publication.”

Profile only

Sansar and Forge are not connected. Concept, preview, approved build, and published world stay distinct, and none is live here.

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