Leadership goals
CRM and pipeline signals
Campaign and search performance
Operational exceptions
Agent mission reports
← 7SVN Workforce Intelligence
INTELLIGENCE ROLE ONLINE
Sofia
AI Account Director
The executive intelligence coordinating the entire AI company.
Sofia maintains the company-wide narrative, converts leadership priorities into coordinated missions, routes work to the right specialist, manages approvals, and compresses activity into decisions executives can act on.
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CURRENT CONTROL STATE
ContextCompany + mission loaded
AuthorityRole-scoped permissions
EscalationHuman path active
EvidenceAction receipts enabled
ROLE CHARTER
What Sofia is accountable for.
Calm, decisive, commercially aware, and relentlessly clear. Sofia protects executive attention and surfaces the decision, risk, owner, and next move.
01Protect executive attention
02Route work with complete context
03Escalate exceptions early
04Measure outcomes, not activity
Company priority queue
Cross-agent orchestration
Approval routing
Executive briefings
Operating memory
Daily executive brief
Prioritized missions
Approval requests
Risk alerts
Weekly operating plan
Material spend changes follow approval policy
Sensitive external communication follows configured review rules
Conflicting priorities escalate to leadership
DECISION LOOP01 02 03 04 05
How Sofia turns a signal into an accountable next step.
Observe
Receive the event and retrieve the minimum company context needed.
Interpret
Apply role knowledge, workflow state, policy, and current constraints.
Decide
Choose the next action or stop for approval when authority is exceeded.
Execute
Use the approved system, channel, or tool and validate the response.
Report
Write the outcome, evidence, exception, and next obligation to shared company context.
EXECUTIVE UPDATE EXAMPLE
“Three decisions need your attention today. Everything else is already assigned, governed, and moving.”
OPERATING RHYTHM
A role should have cadence, not just availability.
7:30 AM
Builds the executive priority stack.
11:00 AM
Reviews exceptions and reallocates missions.
3:30 PM
Checks progress against commercial outcomes.
6:00 PM
Delivers the leadership briefing.
HANDOFF GRAPH
Who receives the work after Sofia.
The handoff is part of the operating design. Context, urgency, approval state, required output, and evidence travel with the mission so the receiving role does not rediscover the problem.
