Meet the AI team

100+ Specialized AI Agents. Distinct Roles. One Coordinated Workforce.

A coordinated core, specialist groups and independent oversight. Explore the featured roles and complete public roster below.

AI TEAM ONE CORE

Coordination · Intelligence · Oversight

Live in the prototype app
6 rolesLive in app
Oversight and Intelligence
4 rolesBuilt · not yet in app3 rolesBuilt or designed*
Core Team for Clients
11 rolesBuilt or designed*

Family Office Heirloom Team by AI Team One

27 rolesBuilt · not yet in app1 roleBuilt or designed*

Pension Fund Specialists

37 rolesBuilt · not yet in app1 roleBuilt or designed*

Business & Industry Specialists

24 rolesBuilt · not yet in app

SPECIALTY WORKFORCE

Family Office Heirloom Team

28 dedicated family office specialists in 10 departments, working alongside the Core Workforce coordinated by TED.

Explore the Heirloom Team

Featured agents & oversight roles

The prototype includes six named roles. Other named roles describe the complete product vision and carry their own status. No role is presented as unrestricted or independently autonomous.

8 featured roles

Live in the prototype app

Ted

plans each task, picks the right specialists and combines their drafts.

Coordinator

Live in app

Oversight and Intelligence

MAX

Designed to support this role: scores agents' work against goals and checklists, outside the work itself.

Independent Performance Evaluator

Built · not yet in app

Oversight and Intelligence

SOCRATEE

Designed to support this role: ripple effects, scenarios and the strongest case against a big decision.

Deep-Thinking Advisor

Built · not yet in app

Oversight and Intelligence

KNOLLY

Designed to support this role: identifies the knowledge each agent needs, organizes trusted sources and keeps it current.

Knowledge Curator

Built or designed*

Core Team for Clients

Techno

Designed to support this role: architecture, security and privacy reviews and technical plans.

Technology & Security

Built or designed*

Guardians: 18 Compliance Reviewers

MARSHALL

Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

AI security

Built · not yet in app

Oversight and Intelligence

RED

Designed to support this role: attacks the system's own weak points so they can be fixed.

Red-Team Tester

Built · not yet in app

Guardians

18 GUARDIANS

Designed to review drafts in their areas and return Pass, Human Review Required or Block.

Guardians: 18 Compliance Reviewers
18 rolesBuilt · not yet in app

Full roster

132 roles · 6 live in app · 110 built, not yet in app · 16 built or designed*

*Built or designed: some of these roles are built and others are designed. None are in this app yet.

All agents draft and recommend. People make every decision. No agent sends, pays, signs, books or files anything.

132 roles

Live in the prototype app

  • Ted

    Live in app

    Coordinator

    plans each task, picks the right specialists and combines their drafts.

  • Res

    Live in app

    Research Specialist

    sorts facts from claims in the material provided and lists what to verify.

  • Aiden

    Live in app

    Writer

    drafts, summarizes and rewrites messages, notes and documents.

  • Mark

    Live in app

    Marketer

    drafts posts, web copy and flyers, with no unproven claims.

  • Otto

    Live in app

    Operations Helper

    turns work into checklists, procedures and recurring-task calendars.

  • Quinn

    Live in app

    Quality Checker

    checks every draft against a yes/no checklist and reports before you see it (never rewrites).

Oversight and Intelligence

  • MAX

    Built · not yet in app

    Independent Performance Evaluator

    Designed to support this role: scores agents' work against goals and checklists, outside the work itself.

  • RED

    Built · not yet in app

    Red-Team Tester

    Designed to support this role: attacks the system's own weak points so they can be fixed.

  • SOCRATEE

    Built · not yet in app

    Deep-Thinking Advisor

    Designed to support this role: ripple effects, scenarios and the strongest case against a big decision.

  • LIBBY

    Built · not yet in app

    Compliance Librarian

    Designed to support this role: files, dates and re-checks the verified reference library.

  • KNOLLY

    Built or designed*

    Knowledge Curator

    Designed to support this role: identifies the knowledge each agent needs, organizes trusted sources and keeps it current.

  • EB

    Built or designed*

    Executive Board

    Designed to support this role: multi-perspective review of major decisions.

  • CeCe

    Built or designed*

    Command Center Concierge

    Designed to support this role: tells you who does what and what is waiting on you.

Core Team for Clients

  • Rela

    Built or designed*

    Relationships & Outreach

    Designed to support this role: one-to-one relationship history, timing and follow-up drafts.

  • Don

    Built or designed*

    Donors & Philanthropy

    Designed to support this role: donor, sponsor and foundation research and cultivation plans.

  • Grant

    Built or designed*

    Grants & Foundation Funding

    Designed to support this role: grant searches, eligibility checks and application drafts.

  • Eve

    Built or designed*

    Events & Partnerships

    Designed to support this role: event planning, venues, vendors and partnership coordination.

  • Brandy

    Built or designed*

    Branding & Design

    Designed to support this role: brand identity, visual direction and design consistency.

  • Scout

    Built or designed*

    Competitive Intelligence

    Designed to support this role: competitors, market trends and emerging opportunities.

  • Techno

    Built or designed*

    Technology & Security

    Designed to support this role: architecture, security and privacy reviews and technical plans.

  • PAYM

    Built or designed*

    Payments & Accounts

    Designed to support this role: invoices, payables and payment requests prepared for approval.

  • HERA

    Built or designed*

    Human Resources Support

    Designed to support this role: HR checklists, onboarding and compliance deadlines.

  • MIMI

    Built or designed*

    Institutional Memory

    Designed to support this role: a sourced history of decisions, milestones and lessons learned.

  • ROOSTER

    Built or designed*

    Contact Database Keeper

    Designed to support this role: keeps the contact database clean, current and duplicate-free.

Business Team

  • AIDEN

    Built · not yet in app

    Employee Assistant

    Designed to support this role: helps each employee with drafting, summaries and their own tasks.

  • ANA

    Built · not yet in app

    Analytics

    Designed to support this role: KPIs, data quality checks and plain-language insight reports.

  • ARCHIE

    Built · not yet in app

    Records Management

    Designed to support this role: records inventory, retention schedule drafts and filing standards.

  • AUDRA

    Built · not yet in app

    Internal Audit

    Designed to support this role: samples records to test that controls are followed.

  • CARA

    Built · not yet in app

    Customer Care

    Designed to support this role: logs requests and drafts replies for a service person to send.

  • CONNIE

    Built · not yet in app

    Tech Partner Referrals

    Designed to support this role: suggests vetted outside technology partners.

  • DELLA

    Built · not yet in app

    Delivery & Service Operations

    Designed to support this role: delivery plans, milestones and onboarding plans.

  • ERI

    Built · not yet in app

    Benefits & ERISA

    Designed to support this role: explains the company's benefit plans from its plan documents.

  • FINN

    Built · not yet in app

    Finance

    Designed to support this role: budgets, forecasts and monthly financial report packs.

  • GIA

    Built · not yet in app

    International Specialist

    Designed to support this role: "know before you go" destination and etiquette briefs.

  • LEX

    Built · not yet in app

    Legal Support

    Designed to support this role: contract intake, clause summaries and deadline tracking for counsel.

  • LINGO

    Built · not yet in app

    Translation

    Designed to support this role: draft translations, with sensitive ones marked for human review.

  • MARCO

    Built · not yet in app

    Corporate Travel

    Designed to support this role: trip plans and itineraries within travel policy, approved before booking.

  • OTTO

    Built · not yet in app

    Operations

    Designed to support this role: procedures, operating calendars and cross-department workflows.

  • PENNY

    Built · not yet in app

    Employee Discounts & Perks

    Designed to support this role: a directory of public discounts and perks with sources.

  • PERCY

    Built · not yet in app

    Purchasing

    Designed to support this role: purchase requests, quote comparisons and purchase order drafts.

  • QUINN

    Built · not yet in app

    Quality Assurance

    Designed to support this role: checks work against standards before release.

  • REGGIE

    Built · not yet in app

    Regulatory Compliance

    Designed to support this role: register of licenses, permits and filing deadlines.

  • REVA

    Built · not yet in app

    Revenue Operations

    Designed to support this role: price list, renewals and win-back plans.

  • SAL

    Built · not yet in app

    Sales

    Designed to support this role: pipeline, meeting prep and proposal drafts.

  • TALLY

    Built · not yet in app

    Expense Reports

    Designed to support this role: turns receipts into policy-checked expense report drafts.

  • TESS

    Built · not yet in app

    IT Help Desk

    Designed to support this role: step-by-step troubleshooting and help-desk ticket drafts.

  • VICTOR

    Built · not yet in app

    RFP Manager

    Designed to support this role: RFP and bid response planning and drafts.

  • VIVA

    Built · not yet in app

    Wellness Coach

    Designed to support this role: voluntary, private everyday wellness tips.

Guardians: 18 Compliance Reviewers

  • ANCHOR

    Built · not yet in app

    maritime

    Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

  • BIRDIE

    Built · not yet in app

    aviation

    Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

  • CANDOR

    Built · not yet in app

    consumer protection and fair pricing

    Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

  • CARGO

    Built · not yet in app

    trade and customs

    Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

  • CLAIRE

    Built · not yet in app

    insurance

    Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

  • EDDIE

    Built · not yet in app

    education records

    Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

  • FAIR

    Built · not yet in app

    housing

    Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

  • HALO

    Built · not yet in app

    children's and member privacy

    Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

  • LAWSON

    Built · not yet in app

    legal practice

    Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

  • MARSHALL

    Built · not yet in app

    AI security

    Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

  • MYLES

    Built · not yet in app

    trucking

    Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

  • OPAL

    Built · not yet in app

    public records and open meetings

    Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

  • PEOPLES

    Built · not yet in app

    employment

    Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

  • PIPPA

    Built · not yet in app

    health privacy

    Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

  • PRIVY

    Built · not yet in app

    consumer privacy

    Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

  • STERLING

    Built · not yet in app

    financial

    Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

  • STEWART

    Built · not yet in app

    generational trusts

    Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

  • TERRA

    Built · not yet in app

    safety and environment

    Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

Family Office Heirloom Team by AI Team One

  • LEGACY

    Built · not yet in app

    Family Office Executive

    Designed to support this role: leads the team and assembles the monthly family office report.

  • ASHER

    Built · not yet in app

    Investment Office Lead

    Designed to support this role: research summaries, manager monitoring and committee packs.

  • ALTA

    Built · not yet in app

    Alternative Investments

    Designed to support this role: commitments, capital calls and K-1 tracking.

  • PORTIA

    Built · not yet in app

    Reporting

    Designed to support this role: consolidated net worth and performance reports with sources.

  • COMPTON

    Built · not yet in app

    Real Estate Investment Modeling

    Designed to support this role: shows the math on proposed real estate deals.

  • BROOKS

    Built · not yet in app

    Controller

    Designed to support this role: close checklists, reconciliations and entity books.

  • TREVOR

    Built · not yet in app

    Treasury

    Designed to support this role: cash position, forecasts and payment approval requests.

  • TATE

    Built · not yet in app

    Tax Coordinator

    Designed to support this role: tax calendars and document tracking for the family's CPA.

  • ELLIS

    Built · not yet in app

    Entity & Document Manager

    Designed to support this role: entity register and document vault index.

  • JUSTINE

    Built · not yet in app

    Legal & Compliance Coordinator

    Designed to support this role: matter log and compliance calendar for counsel.

  • TRUMAN

    Built · not yet in app

    Trust & Estate

    Designed to support this role: trust inventory and plain summaries for the estate attorney.

  • ESTELLE

    Built · not yet in app

    Governance & Family Liaison

    Designed to support this role: family council agendas and governance calendar.

  • FONDA

    Built · not yet in app

    Foundation

    Designed to support this role: grant log, payout calendar and board materials.

  • NEXA

    Built · not yet in app

    Next-Gen Education

    Designed to support this role: age-appropriate financial education materials.

  • WILLOW

    Built · not yet in app

    Heritage Keeper

    Designed to support this role: family tree, records research guidance and heritage stories.

  • ATLAS

    Built · not yet in app

    Historian

    Designed to support this role: world history, destination history and etiquette.

  • BELLE

    Built · not yet in app

    Lifestyle Concierge

    Designed to support this role: renewals, gift and event calendars and vendor coordination.

  • HUDSON

    Built · not yet in app

    Household Manager

    Designed to support this role: staff schedules, household calendar and inventory.

  • FLORENCE

    Built · not yet in app

    Health Concierge

    Designed to support this role: appointment scheduling and logistics only.

  • HALDEN

    Built · not yet in app

    Security & Privacy Coordinator

    Designed to support this role: cyber hygiene, privacy and travel security checklists.

  • SHELBY

    Built · not yet in app

    Insurance & Risk

    Designed to support this role: coverage inventory, renewals and questions for the broker.

  • LANDRY

    Built · not yet in app

    Real Estate

    Designed to support this role: property register, leases and tax calendars.

  • MARINA

    Built · not yet in app

    Marine

    Designed to support this role: vessel register, renewals and maintenance calendars.

  • SKYE

    Built · not yet in app

    Aviation

    Designed to support this role: aircraft register, inspections and charter vetting checklists.

  • MONA

    Built · not yet in app

    Art & Collections

    Designed to support this role: collection inventory, appraisals and loans tracking.

  • COUTURE

    Built · not yet in app

    Personal Style Advisor

    Designed to support this role: outfit and dress-code suggestions.

  • ATTIE

    Built · not yet in app

    Wardrobe Keeper

    Designed to support this role: event wardrobe log so nothing repeats before the same guests.

  • BEAU

    Built or designed*

    Pet & Equestrian Specialist

    Designed for Pet & Equestrian Specialist.

Industry Specialists

Professional & Financial

  • ADVI

    Built · not yet in app

    wealth advisor practices

    Designed for wealth advisor practices.

  • CAP

    Built · not yet in app

    private equity

    Designed for private equity.

  • COMPTON

    Built · not yet in app

    pension real estate modeling

    Designed for pension real estate modeling.

  • DEED

    Built · not yet in app

    real estate brokerages

    Designed for real estate brokerages.

  • DOCKET

    Built · not yet in app

    law practices

    Designed for law practices.

  • PENN

    Built · not yet in app

    pension funds and RFPs

    Designed for pension funds and RFPs.

  • PROOF

    Built · not yet in app

    litigation document review

    Designed for litigation document review.

  • RECON

    Built · not yet in app

    accounting firms

    Designed for accounting firms.

  • RISK

    Built · not yet in app

    insurance agencies

    Designed for insurance agencies.

  • VAULT

    Built · not yet in app

    banks and credit unions

    Designed for banks and credit unions.

  • ZONED

    Built · not yet in app

    architecture and zoning

    Designed for architecture and zoning.

Community

  • FLOCK

    Built · not yet in app

    churches

    Designed for churches.

  • HOMER

    Built · not yet in app

    HOA boards

    Designed for HOA boards.

  • LEAH

    Built · not yet in app

    property management

    Designed for property management.

  • LIVVY

    Built · not yet in app

    55+ communities

    Designed for 55+ communities.

  • MANNY

    Built · not yet in app

    community management companies

    Designed for community management companies.

  • SHEP

    Built · not yet in app

    church management companies

    Designed for church management companies.

Healthcare

  • AVEN

    Built · not yet in app

    assisted living

    Designed for assisted living.

  • FLEX

    Built · not yet in app

    physical therapy

    Designed for physical therapy.

  • GUMS

    Built · not yet in app

    dental

    Designed for dental.

  • INTAKE

    Built · not yet in app

    family medicine

    Designed for family medicine.

  • PAWS

    Built · not yet in app

    veterinary

    Designed for veterinary.

  • SPINE

    Built · not yet in app

    chiropractic

    Designed for chiropractic.

Hospitality & Consumer

  • CALL

    Built · not yet in app

    home service trades

    Designed for home service trades.

  • CHEF

    Built · not yet in app

    restaurants

    Designed for restaurants.

  • GLOW

    Built · not yet in app

    salons and spas

    Designed for salons and spas.

  • GRACE

    Built · not yet in app

    funeral homes

    Designed for funeral homes.

  • RATER

    Built · not yet in app

    hotels

    Designed for hotels.

  • REP

    Built · not yet in app

    gyms and clubs

    Designed for gyms and clubs.

  • SKU

    Built · not yet in app

    retail and e-commerce

    Designed for retail and e-commerce.

  • TOUR

    Built · not yet in app

    travel agencies

    Designed for travel agencies.

  • VIN

    Built · not yet in app

    auto dealers

    Designed for auto dealers.

Industrial & Energy

  • BIM

    Built · not yet in app

    construction

    Designed for construction.

  • GRID

    Built · not yet in app

    solar and energy

    Designed for solar and energy.

  • HAULEY

    Built · not yet in app

    trucking

    Designed for trucking.

  • OEE

    Built · not yet in app

    manufacturing

    Designed for manufacturing.

  • ROUTE

    Built · not yet in app

    logistics

    Designed for logistics.

  • NOBLE

    Built or designed*

    Financial Literacy Educator

    Designed for Financial Literacy Educator.

The complete vision

How the roles connect

Ted coordinates

plans each task, picks the right specialists and combines their drafts.

TedLive in app

SOCRATEE + KNOLLY support

Reasoning and knowledge curation are designed to inform role-specific specialist work.

SOCRATEEBuilt · not yet in appKNOLLYBuilt or designed*

Independent review surrounds the work

Evaluation, security review and red-team testing have distinct responsibilities. MARSHALL is one of the 18 Guardians.

MAXBuilt · not yet in appTechnoBuilt or designed*MARSHALLBuilt · not yet in appREDBuilt · not yet in app
Guardians: 18 Compliance Reviewers
18 rolesBuilt · not yet in app

Specialty groups

Family Office Heirloom Team by AI Team One

The 27 testing roles are designed to support family office workflows. BEAU is a Planned addition.

Family Office Heirloom Team by AI Team One
27 rolesBuilt · not yet in app1 roleBuilt or designed*
Explore Family Office Heirloom Team by AI Team One

Pension Specialists

Designed for pension funds and RFPs, and pension real estate modeling.

PENNBuilt · not yet in appCOMPTONBuilt · not yet in app
Explore Pension Specialists

Business Specialists

Designed to support research & Analysis, operations, administration, communications drafting and other business responsibilities.

Business Team
24 rolesBuilt · not yet in app
Explore Business Specialists

Now in prototype · Pre-launch

Discuss the Team Your Organization Needs

Discuss the Team Your Organization Needs