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.
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.
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.
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.
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.
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.
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.
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.