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Meet the team
Every BOS has a name, a job and a face, and shows you exactly what it is doing right now. Hover or tap any of them to see it work.
Priorities, routing, dependencies and attention across every objective
Chief BOSWorkingI’ll check the team, create the pricing war room, then start a structured debate with Sales closing on one recommendation.
Also consider a free tier for single-dentist practices.
Adding that constraint before the recommendation closes.
The main orchestration role. Every other role’s work routes through it, and every status rolls up to it.
Works in Orchestrator, iWork, BOS Chat, Project fx
Experience specification, content and product acceptance
Product BOSWorkingDev BOS can’t ship until all three pass.
Sets the acceptance criteria Dev BOS must meet. Dev BOS cannot change them.
Works in Avatar fx, product workspaces
Visual, interaction and brand design
Design BOSWorkingUpdated the kit. Hero layout handed to Dev BOS with placement and controls.
Hands a build to Dev BOS with placement, controls and navigation already specified.
Works in Design fx
Implementation, integration, release and technical operation
Dev BOSWorkingfix: keep the promo code when a payment is retriedWaiting on Defender BOS before release.
Spins up Eval BOS and Debug BOS for each build, and retires them when it ships.
Works in Build fx, deployment surfaces
Security policy, findings, response and assurance
Defender BOSDoneCleared for deploy.
Inspects every release before Dev BOS can deploy it.
Works in Guardian fx
Sourced market, customer and prospect research
Research BOSWorkingKeeps sourced findings separate from assumptions.
Works in iWork, research agents, analytics fx
Structured intake conversations and the facts they publish
Discovery BOSDoneWhat slows your team down most each week?
Chasing invoices and status updates.
Saved 4 facts to the Business Graph.
Runs client intake, screening and research interviews, and writes the facts to the Business Graph.
Works in Discovery fx
Obligations, reviews and evidence packs
Legal BOSNeeds youNeeds a qualified person to sign off.
Prepares the review. Professional sign-off stays with qualified people.
Works in Acredex workflows, Guardian fx evidence
Acquisition workflows, pipeline and qualification
Sales BOSDoneHi Bob, just wanted to say hello. Best, Alex
Sent after you approved.
Owns pipeline from the first human touch.
Works in CRM and campaign tools, analytics fx
Referral, partnership and community loops
Growth BOSWorkingEvery referral lands in the shared attribution record.
Keeps the shared attribution record that every other role reads.
Works in Growth fx
Positioning, campaigns, content and brand within approved spend
Marketing BOSWorkingWithin approved spend.
Reports decisions and results, not every step of activity.
Works in Design fx, Video fx, campaign tools, analytics fx
Workflow execution, exceptions, handoffs and vendor coordination
Operations BOSWorkingCharacter in design. Shown here with the base BOS form.
Works in Project fx, iWork, analytics fx
Financial management, billing, collections and reporting
Finance BOSNeeds youNeeds you: approve 3 reminders.
Clears payouts and owns spend ceilings with Guardian fx.
Works in Acredex workflows, analytics fx
Hiring, onboarding and internal operations for your human team
People BOSWorkingLooks after the people side of running the business.
Works in iWork, Project fx
Screens show example work.
Every BOS shows one of five states, always with a text label, so you know at a glance who is working and who is waiting on you.
ReadyAvailable and attentiveThinkingConsidering information
WorkingActively executing
Needs youHuman input required
DoneTask completedCommand View
See every BOS’s state and current task at a glance, and jump straight to whatever needs you.
Chief BOSWorkingCoordinating the Q4 pricing decision
Finance BOSNeeds youApprove 3 invoice reminder emails
Research BOSWorkingARR scenarios for the free tier
Sales BOSDoneFollowed up with 12 leads from today
Design BOSWorkingUpdating the pricing page
Dev BOSThinkingPlanning the checkout fix
Defender BOSDoneRelease 2.14 inspected and cleared
Legal BOSNeeds you2 clauses need a qualified sign-off
Marketing BOSWorkingDrafting next week’s posts
Growth BOSDoneReferral loop live, attribution on
People BOSWorkingPreparing a new hire’s first week
Discovery BOSDoneClient intake saved to the Business Graph
Questions? Talk to Sam