Role library

Specialists share knowledge. People retain authority.

Each specialist is a controlled role built on the same Digital Twin, evidence layer and human escalation model—not a claim that every role is already live.

01Available to design/pilot

Reception Specialist

Capture inbound enquiries, gather minimum details and escalate.

02Available to design/pilot

Lead Qualifier

Apply approved qualification rules and prepare evidence-based routing.

03Draft-only until integrated

Sales Specialist

Prepare follow-up and proposal inputs for human review.

04Available to design/pilot

Operations Specialist

Support a narrow repetitive administrative workflow.

05Available to design/pilot

Partner Success Specialist

Organise requests, status and approved support knowledge.

06Future design scope

Executive Specialist

Prepare summaries and decision support without taking executive authority.

Shared operating layer

One Digital Twin. One authority model. Multiple bounded roles.

A specialist does not get to invent pricing, public claims, policies, availability or sensitive decisions. Those controls are shared, reviewed and versioned.

Approved Digital Twin
Reception
Lead
Sales
Operations
Partner success
Executive

Human approval + escalation across every role

Future or separately scoped

A role is not the same as a live connector.

Telephony, CRM, calendars, payments, email, SMS and other external actions require a separate decision, permission model, technical connection, testing and QA.